As a standard practice, whenever I set up a new CRM organization I don’t modify the out-of-box configuration of Security Roles. Instead, I make a copy of a role I want to use and then add or remove permissions as... Read More
Microsoft has added the Project Service and Field Service applications into their Dynamics 365 Core Group along with traditional Sales and Service. These applications have a lot of people curious as to how these will perform. If you do not... Read More
I’m sure it has happened to all of us. A CRM user has left the company, and they created a personal dashboard that either needs to be kept and possibly updated or it is no longer needed, but other users... Read More
According to Microsoft TechNet, accessing reports is not available through a mobile device such as a tablet or phone. “Using Microsoft Dynamics 365 on a web browser on an Apple or Android mobile device provides a similar experience to using... Read More