In PowerApps entity list page, we have default five fields Entity, Name, Type, Customizable & Tags
What does the Type field mean, I couldn't find any article related to this! Even Microsoft docs is a no go!!
I do know that Custom is the Type assigned to the tables created by us, whereas the default tables are grouped into two - Managed & Standard (refer screenshot).
But under what criteria do they get separated into the two groups?
This Standard type is part of Common Data Model (CDM) and PowerApps nomenclature:
CDM provides standard entities common across most industry domains – Sales, Purchase, Customer Service, Productivity among others. Leveraging the years of experience with Dynamics business applications and Office 365 and working with thousands of enterprise customers we have defined and implemented these standard entities that will connect to Microsoft’s first party business applications and support a broad ecosystem of ISV and customer solution development.
Learn more about CDM.
Managed is something like First party integration apps like LinkedIn, AI, Teams, etc. You will see publish prefix like msdyn_, li_, etc to see some identities. (maybe some third party Managed entities will follow this route, I'm not sure though).
I see some ADX portal like legacy entities marked as Standard rather than Managed, and some vice versa. I would say some sausage is being made, too early to look into that & that why documentation is missing.
Related
I'm trying to set up our software development company on Dynamics CRM 2016. I've customized almost everything I need such as accounts, leads and processes. However, It still feels that the CRM is designed for company with tangible products and shipping, etc...
Is there a way to setup Dynamics CRM for professional service company rather than product company?
This is not correct.
You can perform many actions that a professional service provider business model contains. For example, you can create and/or schedule:
Phone calls
Tasks
Appointments
Emails
You can also use marketing module for your services. Campaigns and quick campaigns.
You can gather leads, work upon those unqualified leads and convert them to opportunities.
You can also record invoices for your services as your products.
And so on ...
And the best part is that Microsoft has provided so many customization and development options in Dynamics CRM that you can almost use the XRM platform to just manage any type of relationship management. So, you can customize or even add new entities and relationships to suite your particular business needs.
One thing to keep in mind: First, always try to map your business requirements on the existing CRM processes so that you can take advantage of the out-of-the-box provided processes and reporting.
Update
The deployment/set up procedure for Dynamics CRM is same for all business domain. However, you may customize and extend Dynamics CRM, put those extensions and customizations in one or more solutions and then import those solutions over the target instances.
Update
You may override product price on quote (for example) by double clicking the product grid record on the quote form. See below image:
What Schema.org type should I use for a web hosting company?
Here is a list of types provided by Schema.org, but I can't figure out which is best. Product?
Start at Thing and choose more-specific types until it’s no longer possible. The first match would be Organization. Then maybe LocalBusiness. There doesn’t appear to be a suitable LocalBusiness sub-type.
So if the web hosting company is a business with a physical location, you’d use LocalBusiness to represent it.
For the services/products this company offers, you’d use Offer, Service and/or Product.
I'm registering a new 2013 on-line and I notice that there are two license types:
1. Microsoft Dynamics CRM Online
2. Microsoft Dynamics CRM Online Professional
What's the difference between them (in short)? I've read the description and I get the impression like "this one is yellow and the other is a car", so I simply can't compare.
According to this article, there are three (not two) different models and only one allows customizing the system (so it's only that one that there's any point showing to the customers).
What's up with that?!
In short, the headlines are:
All three licences allow access to CRM from all available clients eg browser, outlook, tablet, phone. (This is a big difference from the 2011 ESS CAL).
All three licences allow read access to all data, including custom entities. (subject to Security Roles of course).
Essential allows read/write access to activities, activity feeds and custom entities.
Basic allows everything in Essential, plus read/write to Accounts, Contacts, Cases, Leads. Also access to reports, and to create personal charts and dashboards.
Pro allows everything. Most notably Sales and Marketing (Opportunity, Quote etc, Campaign, Marketing List), plus service management (facility/equipment and all that).
Pro is needed to build customisations, but not to use them, which is where I think some confusion has arisen.
If you are talking about user licences there appears to be three distinct types.
It was a bit confusing however my general belief is:
1) Professional
This would be the Administration users who need to customize the system, build processes, templates, administer CRM, and run marketing campaigns.
2) Basic
Would be suitable for general users (ie:- ones that just need to work with entities but don't need to do much else). They can't do marketing campaigns which might restrict people who are given this licence. However your day to day staff should be fine with this as they have general access to entities as well as Reports and Dashboards etc.
3) Essential
Has very little access to core entities (even Account and Contact) so unless you have a client who wants to work with only custom entities then this seems like a pointless licence.
I have a completed asp.net mvc 3 web application which relies on a mysql database and a mssql authentication/authorization database. How should I go about converting the application into Software as a Service - specifically with relation to having multiple tenants? Should the database just have its tables segregated based on tenant ids, or should there be one database per tenant? Are there any books or good sources I can reference? I am just trying to see if there is a best practice for this, or if what I am doing is standard.
Software as a Service is a huge industry and is rapidly growing. Major educational players are actively investing in including coursework regarding SaaS. One such institution is Unversity of Berkeley, California. They offer a free online course on SaaS at edx.org. The two professors teaching the class are highly acclaimed. The book for the course can be purchased via their site or through amazon.com.
Note: I am in no way affiliated with the course, the University, the professors, any of the free online education sites, nor am I enrolled in the class. There is not much content available on SaaS and this is one of the only sources that I was able to find.
Edit
With regards to the database, to convert from a single tenant to a multi tenant system, an abstraction must be used in order to separate the content. However, this will undeniably multiply the amount of content by the amount of tenants in the tables resulting in slower query times. In this respect, the tables must be partitioned by tenant ranges, with views representing those partitions. These views can then be queried.
I'm evaluating CRM 2011 to replace an existing app and and have some questions about security and segregating information by Client (or Account).
I have a custom entity for 'Client'. There are lot of custom entities that are related to 'Client' which consitute the data needed to be captured.
I would like to limit specific teams/users to work on specific clients and see only the data for those clients that they have access to.
I'm seeing that individual entities can be assigned to teams/users but I need all related entities to be locked down by Client so that regular users
Dont see records in views or searches that belong to other clients.
Can't create or access records for other clients.
Can this be done in CRM 2011? How?
Also - is it possible to limit processes/workflows to operate or trigger on records of specific clients only?
Probably the easiest thing to do would be do base your security on business units. Groups of clients an their related records would all be in the same business unit, and as long as you set their security roles to only allow access to records in their own business unit, that would work.
For workflows that only trigger on particular clients, it depends on the exact requirements. You could certainly check the business unit of the client as the first step in the workflow and continue or exit based on that. If it's something more complex, you can write a custom workflow assembly to do the check for you.