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Tag Archives: dynamics
D365 – Understanding Fields
What are Fields? Fields store value based on data types (Text, Decimal, Lookup, etc.) If entity is a table in SQL, Field is a column for that entity. Field is represented in Dynamics 365 as: CONTROL: On the Form COLUMN: … Continue reading
Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365
Tagged 365, dynamics, understanding fields
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D365 – Create Connections and Connection Roles
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
Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365
Tagged 365, connection roles, create connections, customer engagement, dynamics
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D365 – Understanding Entity Relationships
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
Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365
Tagged 365, dynamics, Entity Relationships, understand
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D365 – Delete Entities
This Video shows how to can delete entities in Dynamics 365 and the conditions associated with it.
Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365
Tagged 365, Delete Entities, dynamics
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D365 – Custom Entities and Security Roles
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
Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365
Tagged 365, Custom Entities, dynamics, Security Roles
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D365 – Manage Entity Properties
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
Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365
Tagged 365, dynamics, entity, manage, properties, YouTube
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Dynamics 365 – Hierarchy Security
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.
Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365
Tagged 365, dynamics, hierarchy, security
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Dynamics 365 – Teams and Security Roles
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.
Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365
Tagged 365, crm, dynamics, roles, security, teams
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Dynamics 365 – Identify Security Roles
This video provides you with an overview of what is the security model in Dynamics 365 and what does it control.
Posted in D365 Customer Engagement (CRM), Microsoft Dynamics 365
Tagged 365, crm, dynamics, identify, roles, security
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