In a recent CRMUGDC meeting Jim Novak talked about creating a new XrmToolBox tool to see users with a specific security role. This will be a helpful tool when it is ready for public use. In the mean time, you can also use Advanced Find for this.Here are some tools I use to manage my user … Continue reading Managing Users in Dynamics 365
Tag: Advanced Find
Advanced Find Tip: Using the Wildcard
Hopefully you are already aware of the power of using the wildcard in Dynamics 365 searches. This allows you to use a * to represent any number of characters. So if you do not know what a name starts with you could search for "*smith" and get results for all records that contain "smith" not … Continue reading Advanced Find Tip: Using the Wildcard
June 2017 Blog Review
There were lots of great posts shared in June but first a quick reminder to check out your local CRMUG events! CRMUGDC (Washington, DC Chapter) will be hosting a combined event with the Reston, VA chapter. This Summit Preview will be a full day event with 6 speakers! We will discuss a variety of topics … Continue reading June 2017 Blog Review
March 4 Blog Review
Let’s dive right in with Microsoft’s announcement of the CRM Spring 2016 Wave. The focus of this release is the integration of FieldOne and AdxStudio. There is a large focus on the everything-as-a-service model and many exciting new fatures. There is a quick video that showcases these features as well as a new CRM Roadmap … Continue reading March 4 Blog Review
July 1 Blog Review
This week’s blog review is a bit early due to the Holiday but the CRM news-machine is still running. Lots of great tips and tricks to share with you today.PowerObjects posted two great how-to articles. How to Hide the Lead Qualify Button without Coding talks about how you can remove the Account and Contact create … Continue reading July 1 Blog Review
June 5 Blog Review
I cannot believe it is June already and summer is in full swing! Unfortunately I am not at the beach but we can make the most of it by looking at the CRM posts from this week.CRM in the Field posted Improve CRM query performance using Compatibility version 120 with SQL 2014. This describes how … Continue reading June 5 Blog Review
May 1 Blog Review
Welcome to May everyone! Let’s hop right in to this week’s blog review.As promised last week Adam Vero published a couple articles on charting within CRM. Check out Highlighting Contribution using conditional formatting in CRM Charts and Conditional Formatting in CRM Leaderboard Charts.The CRM Team blog posted some great documentation on Microsoft Dynamics Marketing Update … Continue reading May 1 Blog Review
March 6 Blog Review
It is our first opportunity to catch up on the CRM News of March. Let’s see what has been going on.Hitachi Solutions posted an extension of a post we looked at last week in Dynamics CRM Mission Advanced Find Impossible? This discusses how you can edit the FetchXML of an Advanced Find view to accomplish … Continue reading March 6 Blog Review
February 27 Blog Review
Let’s get right to the CRM news of the last week of February.PowerObjects gave a quick tutorial on Creating Monthly Goals in Bulk via Importing. Goals can be a great feature but there is no way to copy a goal. So to overcome this you can import your goals to create a large number at … Continue reading February 27 Blog Review
January 23 Blog Review
Let’s take a quick look at the CRM news that came out this week.PowerObjects gave a few quick tutorials to help with CRM 2013. First check out, What to do when: The ‘Set As Default’ button for Dashboards Disappears in CRM. This talks about how to resolve an issue that occurs when your Homepage is … Continue reading January 23 Blog Review