How To Modify Custom Security Roles After Upgrading to CRM 2016
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
June 21, 2017
Tag: Users
CustomerSource: What Is It and How Do I Use It?
CustomerSource is a Microsoft sponsored page that Dynamics users all have access to. On the CustomerSource page, you can access information on all Microsoft Products.
June 20, 2017
Resources and Support available to Users of Microsoft Dynamics GP
So, you’ve just gotten started with your new implementation of Dynamics GP – welcome to the club! At this point, after your initial training, you’re
February 23, 2017
Short & Useful Visual Basic Scripts to Use
A quick word about Visual Basic (VB) Visual Basic is a foundation of automation in Microsoft office. When you create a macro using action, i.e.
December 19, 2016
Setting up Security in Microsoft Dynamics GP
In this blog, I wanted to address the various aspects involved in Microsoft Dynamics GP security. There are several levels of security within Microsoft Dynamics
December 6, 2016
Checked Out Documents SharePoint On-Line
Currently, we are working on a SharePoint project that was started by another SharePoint consultant. The overall problem was that their checked-out documents could not
December 1, 2016
Correcting a Duplicate User in Microsoft Dynamics CRM
It was the perfect storm that unfurled to cause this commotion that had us spinning our wheels for a while. A User left the company and had been deactivated in CRM (we’ll call this record User1). Due to policy (I’m guessing policy, as I have heard the practice is not recommended) the user Account was deleted in Active Directory (AD). Well, lo and behold, this User decided to return to the company within a few months of leaving. When the Administrator attempted to reactivate the User within CRM, they were unable to because the User was no longer in AD; the User was added again in CRM (the new User record will be User2). After
January 20, 2016
How to Set Default Parameters in SSRS Reports Based on CRM Roles
I enjoy working with SSRS reports and learning new things to help me build out reports that meet our clients’ needs. When a client comes to me with an interesting way they want something displayed or a request for a feature that is unknown to me, I jump at the chance to do it. I love a new challenge and it acts as a learning experience as well. A recent request came to me that required a little creativity on my part. It was to modify the default value of certain report parameters based on the security role the User had in CRM.
December 14, 2015
