IT Answers » Microsoft Dynamics CRM

Custom Entity not accessible to Specific Security Role in Microsoft CRM 4.0

Anigam — Wed, 17 Jun 2009 06:39:21 +0000

Hi,
I have created a custom entity in CRM 4.0. As per my business requirement it is required to give access to this custom entity to some Specific users which are not using other entities of CRM. I created a new security role and enable a user based access to custom entity. then I assign the role to some Specific users. when the user tried to access the crm they got the insufficient permission error. Plz suggest me some solution for this

Free Chapter – The evolution of Microsoft Dynamics CRM 4.0

BrentSheets — Thu, 28 May 2009 12:00:38 +0000

Another free chapter download is available on the IT Bookworm Blog.

Written by: Marc J. Wolenik and Damian Sinay
Book: Microsoft Dynamics CRM 4.0 Unleashed

Overview: “Microsoft Dynamics CRM 4.0 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, and managing Dynamics CRM in your unique business and technical environment. Authored by two leading Microsoft Dynamics implementers, this book systematically explains how the system works, why it works that way, and how you can leverage it to its fullest advantage.

The authors present clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. The far-reaching coverage ranges from Dynamics CRM’s sales, marketing, and customer service features to its automated workflows; from Outlook and Office integration to reporting and security. The authors offer independent insight into Dynamics CRM’s most powerful new features, from its improved interface to its new mail merge and data migration tools.”

Chapter 3: The evolution of Microsoft Dynamics CRM 4.0

Comparisons of CRM performance

Project324 — Mon, 16 Mar 2009 08:44:10 +0000

Can any one tell me about the performance comparisons of different CRM Solutions like MS CRM, Sugar CRM and EnterpriseWizard CRM, which Solution has best Performance?

MS Dynamics & Leads/Opportunities/Accounts

Hugomat — Tue, 25 Nov 2008 20:45:33 +0000

We have three groups of people:

1) Pre-sales
2) Sales
3) Accounting & Support

These are our sales stages:

1) We collect leads. Some leads might be interested in our product some are not.

2) Pre-sales qualifies the leads. If there is a potential sale the lead becomes an opportunity and is turned over the a sales person.

3) The sales person tries to close the deal, makes quotes, etc. If the deal goes through the opportunity becomes an account. The account is turned over to accounting and support.

4) The accounting team handles payments and support the installation and support.

Considering this, pre-sales only handles/sees leads, sales only opportunities and accounting/support only accounts. For instance, we will hide all leads and opportunities from the support team and they only see accounts.

The problem is that Dynamics CRM seems to have a different concept, i.e. accounts are also used for potential customers. That would explain why an Opportunity can’t be converted to an Account.

Obviously, we want the software to work according to our workflow. What is the best approach to do this (customization, etc)

Thanks

How does Microsoft CRM integrate physically with Outlook?

CRM Ask the Expert — Wed, 11 Jun 2008 13:18:39 +0000

How does Microsoft CRM integrate physically with Outlook? Is there a different Web server I need to use to ensure that Outlook syncs with CRM Live? Thanks.

Need advice on CRM application integration for email newsletter system

CRM Ask the Expert — Tue, 10 Jun 2008 18:03:57 +0000

We are in the process of developing an electronic email newsletter system for one of our client. Could you tell me how we may be able to link to and from their Microsoft CRM database to our email newsletter SQL Server database. For example, we need to link the newsletter with the database of contact emails stored in CRM to send the newsletter + write information on who has viewed the newsletter and what they viewed back to their CRM. How would you do this? Thank you very much.

Can you have two instances of CRM 3.0 on the same domain?

CRM Ask the Expert — Tue, 10 Jun 2008 17:59:52 +0000

Can you have two instances of CRM 3.0 on the same domain? If so, how is it implemented. Also, how does this affect the user roles on the separate instances? What I mean is for example will a user setup as “Sys Admin” on CRM1 have the same level of access on CRM2? Thanks.