CRM tip: How to Check Security Role in Plugins – Correct way

Problem Statement: We often have requirements to perform some action based on certain security role. For ex., we only want System Administrator to delete particular record, and no one else should delete irrespective of their security access. There are many ways to achieve this, but many of the times the solution is not foolproof Incorrect/ … Continue reading CRM tip: How to Check Security Role in Plugins – Correct way

XRMToolBox – Important tools for Admins and Developers

What is XRMToolbox XrmToolBox is a Windows application that connects to Microsoft Dynamics CRM, providing tools to ease customization and configuration tasks. It is shipped with more than 30 plugins to make administration, customization or configuration tasks easier and less time consuming. XRMToolBox is free of cost, but you can donate to support development. In … Continue reading XRMToolBox – Important tools for Admins and Developers

User Adoption and Monitoring in Dynamics 365 Online (CRM)

Summary The final phase of any Dynamics CRM implementation is to review the User monitoring closely and to ensure user uses the application. It is important that sales people understand the benefits of using Dynamics CRM and help them use CRM for managing their work and customers/ opportunities. With Dynamics 365, Microsoft has introduced following … Continue reading User Adoption and Monitoring in Dynamics 365 Online (CRM)