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Tuesday, August 04, 2009 8:22 AM

Viewing all CRM Privileges, including hidden Privileges

Our guest blogger today is CRM MVP David Jennaway , the technical director of Excitation Ltd , a Microsoft Gold Partner in the UK that specializes in delivering Microsoft CRM solutions. Authorization in CRM is controlled via security roles; a user is
Posted by crmblog | 7 Comments
Friday, June 12, 2009 12:33 PM

Service Accounts - Non-Interactive Users

A non-interactive user is a user account in Microsoft Dynamics CRM Online that can access the system but only via the web service layer. Essentially, that user can not use the user interface. Service accounts are used to access CRM Online using the service
Posted by crmblog | 1 Comments
Wednesday, January 14, 2009 10:37 AM

Trust for Delegation in List Web Part for Microsoft Dynamics CRM 4.0

This article pertains to Trust for Delegation issues encountered in on-premise installations of Microsoft Dynamics CRM 4.0 (MS CRM) when CRM server and SharePoint Server exist on different physical machines. If you have List Web Part (LWP) deployed for
Posted by crmblog | 8 Comments
Thursday, November 06, 2008 1:42 PM

IAG SP2: Securely Publishing Dynamics CRM 4.0

We are pleased to announce the upcoming availability of the Intelligent Application Gateway (IAG) Service Pack 2 (SP2) which provides a number of key enhancements, including a new application optimizer for Microsoft Dynamics CRM 4.0. The IAG team has
Posted by crmblog | 9 Comments
Thursday, July 24, 2008 9:32 AM

Publishing Microsoft CRM 4.0 through ISA Server 2006

Henning Petersen, CRM team support engineer points to a very popular post collaboration with the ISA team. Last February Yuri Diogenes from the ISA/IAG team collaborated with Henning Petersen from the CRM Team on CRM 3 through ISA Server 2006 . After
Posted by crmblog | 0 Comments
Friday, July 11, 2008 6:38 AM

Microsoft Dynamics CRM E-mail Router and Exchange 2007: Keeping it Secure

In the last several months, there have been increasingly greater numbers of questions from customers and partners regarding the configuration of the Dynamics CRM E-mail Router against Exchange 2007 in 'On Premise' deployments.  Specifically, how
Posted by crmblog | 1 Comments
Friday, June 06, 2008 7:11 AM

White Paper: Encrypting MS Dynamics CRM Data on Computers Running Windows Vista and Windows XP

The MS CRM Engineering for Enterprise team has released the white paper Using Encrypting File System and BitLocker to Protect Microsoft Dynamics CRM Data on Outlook Clients Running Windows XP or Windows Vista . This document explains how to use Microsoft®
Posted by crmblog | 1 Comments
Tuesday, April 29, 2008 8:31 AM

Duplicate Detection Security Model

Security model of duplicate detection is in accordance with the security flow of MSCRM v4 which is very simple and quite intuitive. For performing duplicate detection rule create and publish or running duplicate detection job, user needs some security
Posted by crmblog | 3 Comments
Friday, February 22, 2008 9:16 AM

High Level explanation of how Windows Live ID works

If you are using a web application that uses Windows Live, such as Microsoft Dynamics CRM Live, you might be wondering, how does authentication work. The first step in the process is that the web application registers with the Windows Live ID service.
Posted by crmblog | 2 Comments
Monday, September 24, 2007 2:02 PM

What's up with the two Microsoft Dynamics CRM Products lists?

Have you ever noticed that Microsoft Dynamics CRM has two separate Products lists? One Products list appears in the Sales area, and another appears in Settings. If you’re an administrator, have you ever been frustrated by how many clicks it takes to get
Posted by crmblog | 1 Comments
Friday, April 06, 2007 8:54 AM

Why is some sharing info missing from the UI?

I’ve seen this question come up on the newsgroups, as well as internally. A user will have access to some particular Account, Contact, etc. when their role doesn’t allow it and neither they nor a team of which they’re a member is listed in the sharing
Posted by crmblog | 5 Comments
Thursday, April 05, 2007 8:01 AM

CRM Security Model Internals

In this post I’ll describe some of the CRM Security Model internals. I’ll describe how roles and privileges are used under the covers, how security is enforced for different operations, and some of the internal structures that make it possible. Overview
Posted by crmblog | 10 Comments
Wednesday, January 17, 2007 8:42 AM

Cascaded Security Privileges and Sharing

Continuing our tradition of introducing guest speakers, here is a post by MVP and Microsoft Partner Scott Colson. Scott is the first guest speaker for 2007. The CRM security model is a complex beast that provides a lot of granular control over who can
Posted by crmblog | 6 Comments
Friday, July 21, 2006 8:36 PM

Delegating Customization Privileges

Normally customization of CRM is conducted by two Security Roles: the System Administrator and System Customizer. Typically these Security Roles have privileges to perform all customization tasks. CRM allows for customizations to safely take place in
Posted by crmblog | 1 Comments
Monday, May 01, 2006 1:39 PM

Why Filtered Views Are Cool

In this article I want to describe my favorite feature from Microsoft Dynamics CRM 3.0: Filtered Views. Background Dynamics CRM is built on top of a complex SQL Server database. The CRM Platform component was designed to manage access to the underlying
Posted by crmblog | 12 Comments
 
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