CRM 2015 – Sharepoint Integration using Custom Grid – Part 2 (extended)

Part 1 of this post covers the CRM-SharePoint (on-prem to on-prem) integration using a custom grid extensively. Anybody can build the integration in a couple of hours with the code snippets and details available in that. If you haven't read that post, I strongly suggest you go through it before reading this. This post is an … Continue reading CRM 2015 – Sharepoint Integration using Custom Grid – Part 2 (extended)

Set Classic Form (Legacy Web Client) as default in Dynamics 365 V9.0

Dynamics 365 has got amazing updates recently and it is not easy for anyone to keep up to date on these releases. From V9.0, Unified Interface replaced Classic Form as a default form. Unified Interface provides optimal viewing and interaction experience for any screen size, device, or orientation. The new Unified Interface brings all the rich … Continue reading Set Classic Form (Legacy Web Client) as default in Dynamics 365 V9.0

CRM 2015 – Sharepoint Integration using Custom Grid

I know that this is not the hot thing to be discussed in these days where we have fluid integration between latest versions of CRM i.e. Dynamics 365 and SharePoint or D365 with other document management vendors but still this might come handy when your client has the on-premise to on-premise integration between Dynamics CRM … Continue reading CRM 2015 – Sharepoint Integration using Custom Grid

Dynamics 365 Certifications: An overview on new Role-based Certifications and the Current Certifications (retiring)

There have been changes recently in Microsoft Certifications where the focus is shifted from Individual Technology based certifications to the Role-based Certifications. This blog post discusses the changes done in D365 Certifications. Here is the full list of Dynamics 365 Exams. Why Role-Based Certifications? In this age, IT teams are looking to fill roles with … Continue reading Dynamics 365 Certifications: An overview on new Role-based Certifications and the Current Certifications (retiring)

Security Nuances with Manager Based Hierarchy in Dynamics 365

Manager Hierarchy explained well with nice examples

Debajit's Dynamic CRM Blog

Manager Hierarchy was introduced way back with 2015 Online Update 1. And you might be wondering why this blog after years this feature has been introduced?

Well I can assure you, you won’t be disappointed after reading this blog. In this blog I will explain in detail the manager security nuances from my personal experience with project implementations and training. I am not going to explain how Manager security works. I am just going to explain the security nuances and how it works in multiple scenarios.

To explain my point, I have the below data set-up in my environment.

To put in simple terms, any of the records which does not meet the above four conditions is not affected by Manager Hierarchy. So the records which the reportee gains access due to his security prvileges (Business Unit/ Parent child/ organization) are not affected by this. Confused? Don’t worry. We will…

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Dynamics 365 CE V9.0 – First Look. It is here..

Finally, the expected next version of Dynamics 365, V9.0 is available from today. I've been so excited about the V9.0 new features and finally got a chance to play with it today. I have been playing around with the entities, grids, new controls, settings etc. This will be the first blog post of this 'First … Continue reading Dynamics 365 CE V9.0 – First Look. It is here..

Dynamics 365 – Power Apps for beginners

In this mobile era, work happens on our phones, tablets and laptops everywhere we go. Mobile revolution, together with nearly limitless compute and data in the cloud, has transformed our professional experience. Power Apps is an enterprise service for innovators everywhere to connect, create and share business apps with your team on any device in … Continue reading Dynamics 365 – Power Apps for beginners

Dynamics 365 – Site Map Editor First Look

The Evolution of Dynamics 365 is in its peak with storming features of Editable Grid, Power Apps, ERP in one place etc., Concentrating on the power of UI based interactive designs Microsoft has its own place in the trending market and they have proved it once more through the Visual Business Process Flows, Business Rules … Continue reading Dynamics 365 – Site Map Editor First Look