Technical CRM Tips & Tricks!


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8 thoughts on “Technical CRM Tips & Tricks!

  1. #1: Using a Base Security Role:

    When you implement Microsoft Dynamics CRM and have multiple levels of user security, management of security can get complicated. If you have 20 different security roles and you want to add entity access for all users, if each group has a distinct security role, you have to add the permission to each role.

    Security design can be simplified by using a base role. Identify the permissions needed to log in to CRM and the common permissions needed by all users. Maybe start with one of the limited out of the box roles, such as salesperson, and copy the role. Compare the privileges needed by each group, and note where they all intersect. For example, if one group needs read access to accounts and another need read/write access to accounts, give your base role read permissions to accounts.

    The result will be a single role with the basic permissions needed by all users. Give this role to all users. Then define group specific roles, only in these roles only include the permissions that deviate from the base role. Give each group their group specific role, along with the base role.

    This will significantly simplify your security design, because in future phases when you want to add a new entity to which all users will need access, you can just add it to the base role.


  2. #6: Bring Back Save & New

    Microsoft Dynamics CRM 2013 has been redesigned to simplify the user interface. As a result, several ribbon buttons were removed from the form. One of the buttons that you may miss is the “Save and New” button, which saves the current record then opens a new blank form. When creating multiple records, this is a very useful time saver.

    You can still use save & new via a keyboard shortcut. CTRL + S will save the record, Alt + S will save and close the record, and CTRL + Shift + S will save the record and open a new blank form.

    Once users get familiar with the keyboard shortcuts, they can frequently create records significantly faster than clicking the save button with their mouse.


  3. #8: Disabling export from the reports
    Sometimes there is a requirement to stop users from being able to export CRM reports. Take away Export to Excel privilege and reports will be displayed without the export button. Dependency on Excel export privilege is, perhaps, a bit un-intuitive, and the privilege covers not only Excel but other export formats as well. Privilege is located on the Business Management tab of the security role dialog. If you’ve been following our tips then privilege needs to be taken off the base role only. Otherwise, all roles assigned to the user, as well as all roles assigned to the teams the user is a member of, need to have this privilege taken off.


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