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View a CRM Record’s Properties

View a CRM Record’s Properties

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Today’s guest blogger is CRM MVP Mitch Milam and you can visit his blog at http://blogs.infinite-x.net.

Have you ever wondered what your permissions are for a specific CRM record?  If so, then let me show you how to quickly find out. After opening a record within CRM, click on the CRM jewel and a menu will be displayed:

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After selecting the Properties item, you’ll see the following dialog:

image

As you can see, it shows creation and modification information as well as your permissions to the specific record. This is very handy information should you ever question what you can and cannot do with a record.

Cheers,

Mitch Milam

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