Dynamics 365 Customer Engagement
Business Unit Hierarchy – My First XrmToolBox Plugin
Originally posted on Phani Rajasekhar: I am very happy to announce that my first plugin “Business Unit Hierarchy” is listed in XrmToolBox now. Thanks…
Tag: Unit
Dynamics 365 Customer Engagement
Generate Dynamics 365 CE (CRM) Business Unit Org Chart through SmartDraw
Recently we were looking at the options of generating a Business Unit Org Chart for quick review. Using SmartDraw we were able to do…
Dynamics 365 Customer Engagement
XrmToolBox – Using User Profile Migration tool for quickly updating User’s security roles on changing the Business Unit
Few weeks back, we Rahul Tiwary and Prashant Maurya developed a tool named User Profile Migration for moving Users along with their respective BU’s,…
Dynamics 365 Customer Engagement
Discount Settings for D365 Sales Line Items – Line Items or Per Unit?
For Line Item entities Opportunity Products, Quotes Products, Order Products or Invoice Products, you can chose what type of Discount you want to give…
Dynamics 365 Customer Engagement
Update a User’s Business Unit and retain their Security Roles
If you have ever had to change the Business Unit of a User then you will know that the change causes their security roles…