Dynamics CRM

Dynamics CRM

67 views 13 April 2018 0
Prerequisites: The Warehousing app is available on Android and Windows operating systems. To use the app for on-premises deployments, at a minimum, it must be version 1.1.1.0. You must also have one of the following supported versions of Microsoft Dynamics 365 for Finance and Operations. Use the information in the following table to evaluate if your hardware and software environment supports the configuration. Platform Version Android 4.4 and up Windows (UWP) Windows 10
71 views 13 April 2018 0
In order to deploy Microsoft Dynamics 365 for Finance and Operations in the cloud, the user must understand the environment and subscription that he is deploying to, who can perform which tasks, and the data and customizations that he needs to manage. It is recommended to sign up for the Full Microsoft FastTrack for Dynamics 365 to help speed deployment and implementation - it's a program that provides training and consulting to help customers realize business value faster. If customer chooses
59 views 13 April 2018 0
Microsoft Dynamics 365 for Finance and Operations now supports running business processes in customer data centers with the on-premises deployment option. With this deployment option, application servers and the Microsoft SQL Server database will run in the customer’s data center. Customers and partners will utilize Microsoft Dynamics Lifecycle Services (LCS) to manage their on-premises deployments. CS is an application management portal that provides tools and services for managing the
75 views 23 March 2018 2
Registering, debugging and deploying plug-ins can be done using the plug-in registration tool. Prerequisites: 1. Get the PluginRegistration.exe tool, located in the Tools\PluginRegistration folder of the SDK. Download the Microsoft Dynamics CRM SDK package. 2. Obtain a system user account on a Microsoft Dynamics 365 server. 3. User account must have the System Customizer or System Administrator role. Steps: A. Connecting to the Server B. Registering the Assembly C.
161 views 23 March 2018 0
The hierarchy security model is an extension to the existing Microsoft Dynamics 365 security models that use business units, security roles, sharing, and teams. It can be used in conjunction with all other existing security models. The hierarchy security offers a more granular access to records for an organization and helps to bring the maintenance costs down. Security models for hierarchies: 1. Manager hierarchy: The Manager hierarchy security model is based on the management
39 views 23 March 2018 0
To execute a FetchXML query in Microsoft Dynamics 365 and Microsoft Dynamics 365 (online), it is necessary to first build the XML query string. After creating the query string, use the IOrganizationService.RetrieveMultiple method to execute the query string. The privileges of the logged on user affects the set of records returned. Only records for which the logged on user has read access will be returned. The FetchXML query string must conform to the schema definition for the FetchXML
123 views 26 February 2018 0
Record-level permissions are granted at the entity level, but there may be certain fields associated with an entity that contain data that is more sensitive than the other fields. In such cases, use field level security to control access to specific fields. The scope of field level security is organization-wide and applies to all data access requests including the following: Data access requests from within a client application, such as web browser, mobile client, or Microsoft Dynamics 365
137 views 26 February 2018 0
JavaScript in Microsoft Dynamics CRM Scenarios: 1. Form Scripts: In order to have actions performed in form scripts JS is used. The results of this style are instantaneous; it is the most preferred method and the most used. It is also highly adaptable to interact with various customer scenarios. Form scripts are used most for the following tasks: Data Validation Automation Process enhancement and enforcement To configure commands for the controls those are added to the ribbon
134 views 26 February 2018 0
In Microsoft Dynamics CRM 2015 and Microsoft Dynamics 365 (online) the fundamental concept in role-based security is that a role contains privileges that define a set of actions that can be performed within the organization. Roles are grouped under different tabs based on their functionality. These groups include: Core Records, Marketing, Sales, Service, Business Management, Service Management, Customization and Custom Entities.   Terminologies: Roles: Microsoft Dynamics 365
89 views 26 February 2018 0
n entity is used to model and manage business data in CRM. Contacts, Cases, Accounts, Leads, Opportunities, Activities, etc. are all entities which hold data records. Conceptually, a CRM entity is equivalent to a database table. Leads, Opportunities, Contacts and Accounts are entities in CRM. 1. Accounts: Accounts are organizations with which user has a relationship. Accounts can also contain other types of records including prospects, vendors, business partners, and other organizations that
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