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Posts Tagged 'Security Roles'

We are pleased to present below all posts tagged with 'Security Roles'. If you still can't find what you are looking for, try using the search box.

Dynamics CRM Online - The User ID Associated With The Current Record Is Not Valid

A client recently found he could not enable a user he needed to use in one of our sandbox organizations. Every time he tried, he got “The user ID associated with the current record is not valid”. This blog explores the fix.

Dynamics CRM Versions and Array Method “indexOf”

image_thumb[1]For one of my recent projects there was a requirement where I had to check the logged in user’s security roles, to find out if the user had been assigned a particular security role. If the user had the security role, there were several JavaScripts that would run. If the user did not have the security role, the JavaScript would not run. This blog explores my efforts to trouble-shoot and cross-test across multiple browsers.

Optimizing CRM Security by Team

thumbnailThere’s more to the concept of Team Ownership in Microsoft Dynamics CRM than you may originally think, which means you’ll want to give that topic significant consideration and understanding before embarking on a security model that utilizes team permissions or team ownership. In releases prior to 2011, the concept of Teams existed but Teams were simply groupings of users. Since version 2011, a Team can actually own its own records, and can have its own security role(s), giving CRM architects more options for building more complex security schemes. Let's talk about these options now!

From CRM 2011 to CRM 2015: Settings and Administration

imageIf you’re still using Microsoft Dynamics CRM 2011, now is the time to consider an upgrade.  With CRM 2015, you can teach your CRM to do all sorts of new tricks that will make your team more productive. In this article we will look at the new administrative features that you can use to expand what your team can do with CRM.  Don’t worry, we’re not going to get too technical.

5 Keys to Protecting Customer Data in CRM

Concerned about how to protect your customers and the data in your CRM system?  So are many business executives.  But you may find some surprises in the 5 keys to protecting one of your most valuable assets.

Dynamics CRM Security Role Harvey Balls

Harvey BallsI was on a conference call the other week when Jack Bender, a Senior Consultant from Microsoft, mentioned Harvey Balls in reference to security role privileges. Later on I asked him what the heck he was talking about with this Harvey Ball stuff. If you already know the whole Harvey Ball story then feel free to roll your eyes and give me the gas face. I just thought it was a somewhat odd description of the little balls used to adjust security permissions. For those of you who don't know what Harvey Balls are here is a brief summary so that when the time comes and you hear about Harvey Balls or you just want to impress someone by talking about them you'll be in the know.
 

CRM 2011: Breakthrough Functionality

It's the week after Microsoft unveiled Dynamics CRM 2011 at the Worldwide partner conference and my head is still spinning from all of the great new features and strategic improvements that will be coming soon. Read on to learn about a small number of the most powerful additions you can expect to see in Microsoft Dynamics CRM 2011.

Security Role Settings for Reassigning Activities and Cases

When your users contact you saying they cannot share a case or an activity with another user - the first thing to do is to check the basic security role settings for Cases, Appointments and related entities (such as Leads, Opportunities, Contacts - depending on what the Appointments are related to).  If those settings all appear to be correct (I won't try to document the correct settings here), then you should also check your Queue settings.

 

Yes, your queue settings.  On the Core Records tab.

Make sure that you have the security role set to read for the Organization.  See the image below.

Queue_Security_Role_Microsoft_CRM

You are probably asking, "Why the Queue entity?"  Activities and cases are both listed in your queues.  So if you haven't granted permission to read the Queue, then you can't assign your activities or cases to another person's queue. 

You may now be asking, "We don't use Queue's.  How can I get rid of the Queue item from the nav bar using Security Roles while still allowing users to reassign activities and cases?"  That's an easy one: You Can't.  But you can update the site map.

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CPR for CRM Study

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SharePoint Upgrade Checklist

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