Tag: Security

Dynamics CRM: A Team Effort

I’d like to break down the difference between two types of teams found in Microsoft Dynamics CRM 2013. Most people who are familiar with teams in Dynamics CRM know about what are called, “Owner Teams.” These are the traditional teams that have been around since CRM 4. In Dynamics CRM 2013, Microsoft has introduced a new type of team called an, “Access Team.” The purpose of creating Access Teams appears to be for the benefit of working around and with some of Dynamics CRM’s security features.

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December 19, 2014

Custom CRM Reports with External Data

Perhaps you wish to provide your Sales Reps with the Customer Statement from Dynamics GP or a report which summarizes order history. We would be able to use pre-filtering to only pull orders in GP for the Account in question or if your Sales Rep is on the road, still allow them to print out a Customer Statement without having to us a VPN to access GP. Great! So, I’ll just upload the report I created into CRM and be able access my external data. Not so fast.

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October 2, 2014