D365 online - copying connection roles, which are present on lead record to contact and account when user qualifies the lead? Is there a no code solution for this?
CRM internally using inbuilt plugin to create connections on qualify lead flow. That means CRM itself uses code to create Connections using connection Roles.
So there is no no-code solution possible to cascade the connection between entities unless some managed solution does it in market.
Reference: Blog link
when you qualify the Lead, a new Contact and a new Opportunity is created and also connections between these new records are created. The new connection records use a stakeholder role.
Reference: Blog link
The plugin in question is responsible for, after the contact has be created by the lead qualification, creating a connection between the opportunity and the contact with the role of stake holder.
the plugin has the guid of the role hard coded into it. Even more fortunate is that this guid is standard across all Dynamics CRM deployments.
Related
Is there any possibility to create sub-users under a user account using one license, but taking into account they need to have full access to the main functionalities of the CRM.
No. Even by sharing a user between multiple people you would likely be breaching your licence terms.
Without understanding why you would want to do this, if the reason is cost, I would suggest investigating Power Apps and Team Member licences. They are a cheap way to access Dynamics data, although can be restrictive.
Need help with deleting a user out of 15 different instances of MS CRM Dynamics. Is there a faster way of doing this rather than deleting the person out one instance at a time?
Whether it is crm onpremise or online, deleting systemuser is not possible (atleast by supported way) & not recommended to do in unsupported way (like SQL Delete in onpremise).
You can remove all the security roles & teams she/he is part of (take care of all WF, records they own)
Only you can disable by doing so in onpremise or by revoking license in O365 portal to replicate in crmol
If the AD account is removed/disabled it should replicate in Dynamics
No way to do in bulk across organizations anyway
Edit:
Based on comments, C# Console application can be developed, to iterate through multiple CRM connection strings & issue a sdk Service call to target system user record in each instance.
I've been told a few times that Business Units in CRM 2011 are "tricky" and shouldn't be set up lightly since they have irreversible consequences for a CRM 2011 implementation.
On the other hand, teams in CRM 2011 seem much more flexible in managing record security.
For what reason would I still choose to set up Business Units in CRM 2011? What can I do with Business Units that I can't with Teams (and vice versa)?
Business Units are important for the security concept of Dynamics CRM. They define a kind of a boundary within you can define specific roles or permissions. They are also used to represent an organization structure.
Teams are used for ownership of a record (new feature in CRM 2011), which is handy if you can't define a single owner. They are also used for easier sharing - you could share a record with a team, instead of sharing it with multiple persons. Another usage is to grant permissions to multiple users with grouping them into a team and assign a security role to the team.
Create a separate, new Business Unit (BU) at a higher BU level than all of the other User BUs (to avoid security role Parent:Child Business Unit permissions), then create a Team in that Business Unit.
Next, assign a security role to the new Team. Set the security role to be
restricted Read at the BU level (half a pie). Then, assign the "special" records to the Team.
Next, put the people who you want to see the records into the Team.
They will inherit the Team's security role permissions and will be the only ones in the company that can see those specific records.
You don't necessarily have to assign records to the team if you can just assign them to a user in that BU. However, you may need to assign the records to the Team if you don't have a user in the BU.
**NOTE: Watch out for Parent: Child Business Unit or Organization level permissions. The BU hiearchy would then play a role here.
*Be sure to test this before you put this into production**
Please follow below links which help alot
http://andrewbschultz.com/2011/08/09/business-units-bus-and-security-roles-in-microsoft-dynamics-crm-2011-solution-exports/
http://andrewbschultz.com/2011/06/17/the-architecture-of-team-security-in-crm-2011/
Thanks,
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.
Do you know of a way to get rid of CRM User accounts in MSCRM 4.0? After some user accounts have been deleted in AD we're faced a lot of issues while importing the organisation to another server stating that there are issues with the user mapping.
What kind of idea is behind the fact that no user accounts can be deleted from the crm installation? Is there any tool or undocumented Webservice API call to get rid of crm users?
Thanks for sharing yours insights
There is no working way of actually removing CRM users from the database; I think one reason is that it would cause all the records previously owned by a now deleted user having no owner at all (the same goes for the createdby and modifiedby fields), which would put the database in an illegal state.
The official way of removing a user from the CRM system is deactivating the systemuser record. This does not sever the connection to the AD user, however, but I think deactivated users should not cause problems when reimporting the organization; I'm not sure of that, though.
You could theoretically delete the systemuser records from the database using SQL, but that's highly unadvisable.
Changes in the AD users are actually causing various issues with MSCRM quite often; a larger customer even had us develop a solution for automatically synchronizing their CRM users with the state of the AD because managing that manually proved to be too much work in a large environment with a few hundred users.