Category Archives: D365 Customer Engagement (CRM)

D365 – Create Connections and Connection Roles

Posted on July 16, 2019 by Paresh Sharma

The connections provide a flexible way to connect and describe the relationships between any two entity records Dynamics 365 for Customer Engagement apps. It helps you to promote teamwork, collaboration, and effective management of business and sales processes. Connections enable … Continue reading →

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D365 – Understanding Entity Relationships

Posted on May 30, 2019 by Paresh Sharma

Entity relationships define how records can be related to each other in the database. At the simplest level, adding a lookup field to an entity creates a new 1:N (one-to-many) relationship between the two entities and lets you put that … Continue reading →

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D365 – Delete Entities

Posted on May 29, 2019 by Paresh Sharma

This Video shows how to can delete entities in Dynamics 365 and the conditions associated with it.

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D365 – Custom Entities and Security Roles

Posted on May 28, 2019 by Paresh Sharma

You can create new security roles to accommodate changes in your business requirements or you can edit the privileges associated with an existing security role. This video explains how you can create a Custom Entity and how you can provide … Continue reading →

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D365 – Types of Entities

Posted on May 23, 2019 by Paresh Sharma

Before creating or editing entities, you should understand that there are different types of entities. Once a custom entity is created, these types cannot be changed. The two major divisions are based on entity ownership and whether the entities are … Continue reading →

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D365 – Manage Entity Properties

Posted on May 23, 2019 by Paresh Sharma

Managed properties only apply when you include an entity with a managed solution and import it into another environment. These settings allow a solution maker to have some control over the level of customisation that they want to allow people … Continue reading →

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Dynamics 365 – Enable Folder Tracking

Posted on May 18, 2019 by Paresh Sharma

This video describes how to Enable Folder Level Tracking in Dynamics 365. Also See: https://youtu.be/ZSMFg_HY2Hk

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Dynamics 365 – Configure Email Services

Posted on April 17, 2019 by Paresh Sharma

This video explains how to configure, Email Server Profile and to enable Server Side Synchronization.

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Dynamics 365 – Hierarchy Security

Posted on April 17, 2019 by Paresh Sharma

This video discusses about Hierarchy Security in Dynamics 365. Hierarchy Security does not replace other security models, but helps you to extend security to record level.

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Dynamics 365 – Teams and Security Roles

Posted on April 17, 2019 by Paresh Sharma

This video describes how you can create a Team, associate users and apply security roles to that team. The security roles of a team are inherited by the associated users in Dynamics 365.

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