Blog Archives

Changing parent BU removes security roles assigned to the users of that BU – Issue fixed in CRM 2015

There was a strange issue in CRM 2011 where the security roles of users part of a BU get removed when the BU’s parent BU is changed. This issue seems like fixed by Microsoft in CRM 2013 RU2 and we do not see that issue in CRM 2015 either.

 

If you are still using CRM 2011 and are affected with this issue, a work around would be to reassign the security roles through custom code or from UI after the parent BU change.

Through Code:

<pre>// Associate the user with the role.
        if (_roleId != Guid.Empty && _userId != Guid.Empty)
        {
            _serviceProxy.Associate(
                        "systemuser",
                        _userId,
                        new Relationship("systemuserroles_association"),
                        new EntityReferenceCollection() { new EntityReference(Role.EntityLogicalName, _roleId) });

            Console.WriteLine("Role is associated with the user.");
        }</pre>

CRM 2013 Features : Bing Map Integration

There is another cool feature in CRM 2013 – Bing Map integration. Here is the first look.

 

Go to the Contact form and there is a link placed near to the Address.

 

Feature_CRM2013_BingmapIntegration

 

Clicking on this link would take us to the Bing Map< to the address entered in the address fields. This reduces lot of effort for the developers!!

 

Feature_CRM2013_BingmapIntegration2

 

Please like our FB page for getting more updates on Microsoft CRM 2013: https://www.facebook.com/DynamicsCrmGuru

CRM 2013 Features : Skype Integration

Lets have a look at how Skype integration works in CRM 2013. Its a cool feature.

 

Lets start with the System Settings where we can configure whether calls need to be triggered via Skype or Lync.

SystemSettings_CRM2013_Skype

 

Now, lets have a look at the Contact record with the phone number and it shows the call will be made via Skype.

Contact_Telephone_CRM2013

 

Just click on the Business Phone number and the skype call pop up will be opened quickly.  Check the ‘Do not ask again’ check box for start the call immediately. That’s it boom!

Skype_2013CRM_Demo

 
Please like our FB page for getting more updates on Microsoft CRM 2013: https://www.facebook.com/DynamicsCrmGuru

CRM 2013 Features : Access Teams

CRM 2013 has a new feature called Access Teams. What does this mean? It means we can have teams just for accessing the records but cannot own any records. Lets have a look at it.

So now, there are two types of teams: Owner |Access

AccessTeamCRM2013

 

Please like our FB page for getting more updates on Microsoft CRM 2013: https://www.facebook.com/DynamicsCrmGuru