We have a Dynamics 365 client that distributes their products in the US, Australia/New Zealand and in Europe. Each geographical region is a separate division and has its own ERP…
Mapping is one of the underappreciated out-of-the-box (OOB) features in Dynamics 365/CRM. In the good old days, it would take a lot of tedious code behind the scenes to get…
In the upgrade to Microsoft Dynamics 365, Admins or users who can customize Business Process Flows will notice a new way to manage changes to Microsoft Dynamics 365 security roles. In earlier versions of CRM (2013-2016) the option in Dynamics CRM was to open a Business Process Flow, then chose “Enable Security Roles” in the ribbon. Post upgrade, Security controls for certain Business Process Flows have moved to their own tab in the “Security Roles” area in Settings.