It is now easier than ever to integrate Dynamics CRM and SharePoint and in this post I will explain a security concern with this scenario and how you can use a tool from Connecting Software to overcome this and to […]
This post demonstrates how quickly you can configure the CRM app to track emails between Office 365 and Dynamics CRM. The only precondition is that the users mailbox must configured for server side synch. From the Settings menu select the […]
From version 2016 onwards the Web Api in Dynamics CRM should be the preferred choice for new development as the old rest services are being deprecated. Something I noticed when I started to use the Web Api endpoint is that support […]
Many smaller organizations that use Dynamics CRM have simple security requirements. This is typically a single business unit with a small number of security roles. Usually every user has a default security role that can view and update records with […]
Document templates were added in the 2016 version of Dynamics CRM to allow users to easily generate Word or Excel documents directly from Dynamics CRM. This Microsoft link explains how to create and upload a Word template and how to generate […]