Set permissions on a BPF
Sometimes there are cases where you might need to restrict certain users from seeing or using particular Business Process Flow in Dynamics CRM. I know that this is…
Kiril Radoslavov
18
Posts
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Hi all, I'm from Sofia, Bulgaria. I've been working with Office 365 and Dynamics 365 for more than 5 years. Started as a Technical Support Engineer and slowly but surely found my way as a Dynamics CRM Consultant. Recently I've started my own company in Bulgaria called Simetrix Consult, for providing training for Office 365 and Dynamics CRM. Always willing to learn new tips and tricks about Office 365 and Dynamics CRM.
"In" Operator in CRM Workflows
Today I decided to share this not much as a Tip but rather as a brief explanation of the architecture of CRM and how “In” operator works in…
Task Activity set Status instead of user's name
Recently Microsoft has released its second major update (October one). Although this adds some new and cool features to CRM, at the same time some of you might…
Two Default Views in Dynamics CRM
Have you ever had a situation where you have two default views for certain entity in Dynamics CRM (example Active Accounts and All Accounts)? Two Default Views? This…
Send Weekly Summary Emails for New Leads
The Idea Behind! Recently I receive the challenge from one of our sales people, if we can send automatically summary emails for a weekly created Lead. For example…
[Fix]Quick Find not working properly after Dynamics 365 2020 Wave 1 update
Recently, our organization was updated to the new major update 2020 Wave 1. As everyone knows, along with many new and exiting great features, this brings some not…
Dynamics 365 Integration with TeamViewer
Before I begin, I will start with this solution is free, however, it requires a Corporate Subscription for Team Viewer, so it cannot be used with the standard…
Dynamics CRM Soft-Phone Complete Guide
Integrate your VOIP with Dynamics 365 to help your Sales and Support teams. Recently with Release wave 2 plan (https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/) there are a couple of interesting features that…