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Dynamics 365

CRM Permission Eccentricities: Why Can't I Remove Members from a Team?

The security model in Dynamics CRM is indeed complicated, and in many cases, that complexity provides needed features. There are occasions however in which the intertwined intricacies of Dynamics CRM’s security make you take a step back and think “Wow, I would never have guessed that is what was causing the problem.” One of these such cases arose when trying to find out why a user with a specific Security Role could add users to a Team, but could not remove them from the Team.

Dan Fink by Dan Fink

Using "People" as a currency in CRM

On a recent project, my customer tracked all their sales activities by how many people they impacted instead of how many dollars were generated. This is a standard xRM practice but in most cases, mon...

Concurrency Blog by Concurrency Blog