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Microsoft Dynamics 365

Is your CRM 2013 pointing to CRM 2011 help? 

If you customized your CRM 2011 sitemap and then upgraded to CRM 2013, you might be missing out on all the new content: eBooks, videos, Training and Adoption Kit, and more. By design, we take care not to change your sitemap customizations during upgrade. This means that only you can make the fix to point...

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Identifying Your Microsoft Dynamics CRM Online Administrator(s) 

For CRM 2015 org: For CRM 2013 org: For CRM 2011 org: Microsoft Dynamics CRM Notification Requirements For CRM 2015 org: Step 1: Login to your CRM organization (as shown below) and click on the Advanced Find located on the top toolbar as shown below. Step 3: Select Security Roles from the list as what...

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Managing Email notifications in Microsoft Dynamics CRM Online 

For CRM 2015 org: For CRM 2013 org: For CRM 2011 org: Microsoft Dynamics CRM Notification Requirements For CRM 2015 org: Step 1:Login to your CRM organization (as shown below) Step 3: On the Settings page, click Settings drop down as shown below. From the given options, click Security Step 5: On the Users page,...

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White paper refresh: Configure IFD for CRM Server 

Applies to: CRM Server 2013, CRM Server 2011 Providing external access to your company’s CRM server (on-premises) data is now especially important given the new mobile features in CRM 2013.  CRM for tablets requires an Internet Facing Deployment (IFD) which can involve additional configuration. Fortunately, there’s a white paper that covers end-to-end the configuration of...

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Using Teams to Solve Complex Record-Sharing Scenarios 

I had two enterprise customers this week who both had similar security requirements, and both sets of requirements were solved with a similar pattern that I thought you might find useful. Imagine your company organizes itself into different groups, and the work of each group needs to remain segregated from the work of the other groups....

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