I thought this would be a straightforward request to deal with – “We need to hide Sales, Marketing and Settings for some users”. But when you actually start to get into it you’ll quickly realise that at least the Sales and Marketing groups both contain ‘Contacts’ as well as a few other shared entities which means you can’t just hide it by not allowing access to the entities shown in the grouping.
The solution is to use XrmToolBox which I’ve briefly covered in an article before – Useful CRM 2013 Tools – and specifically the SiteMap Editor Plugin which will allow us to set custom permission requirements to view the links within the navigation groups and hide them easily.
Continue reading “Dynamics 365 – Hiding Navigation Groups based on User Permissions”
I recently had a requirement to change the default font used by emails in Dynamics CRM from the rather ugly defaults to something a bit more presentable, there are a few ways to go about this which I’ll mention, however, the method I’m going to cover in detail uses only OOTB customizations rather than a hacky JS function.
Continue reading “Dynamics 365 – How to Change the Default Email Font”
A short article today just to go over changing the Date format of Date fields and strings within your CRM Portals instance.
Continue reading “Dynamics 365 – CRM Portals, How to Change the Date Format”
As part of a current development project for a support desk utilising CRM Portals we had a requirement to allow the system to automatically associate a new B2C login with an existing contact if the email address matches.
I was admittedly worried this could be a difficult thing to do well, however, CRM Portals actually makes it extremely easy providing your email claims are linked to the primary email field in CRM.
In this article, I’ll cover the setting required to make this work.
Continue reading “Dynamics 365 Portals – Automatically Associating Contacts When Matching Email Found”
Today I’ll be demonstrating a simple method to close a case automatically if it remains in a specified Status for a certain length of time. This is particularly useful if you want to close cases if, for example, they haven’t had a reply from a customer within two weeks or similar.
To do this you will require the permissions to create workflows and fields on the case entity.
Continue reading “Dynamics 365 – Closing an Incident/Case Automatically Based on Status and Time Waiting”
This small custom workflow step allows you to get the GUID of any record within a workflow whether built-in or a custom entity.
The project and all source code are available on GitHub, feel free to use it in any manner you see fit.
Continue reading “Release of ‘GetGUID’ Custom Dynamics CRM C# Workflow Step”
I recently had a user requirement which required functionality that wouldn’t be possible using the CRM Portals built in ‘Case Reopen’ button which led me to recreating the functionality using a custom Workflow Action Button. Although that worked functionally it did have a problem.
I needed to filter the buttons visibility based on fields within the case record.
There is the ability to filter button visibility in Portals but there is no official documentation regarding the feature, which is called “Filter Criteria”.
In the article below I will cover how this actually works and how you can use it yourself.
Continue reading “Dynamics 365 – CRM Portals Entity Form Action Button Filter Criteria”