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D365 – Understanding Fields

  • Post author:techquantum
  • Post published:July 17, 2019
  • Post category:D365 Customer Engagement (CRM)/Microsoft Dynamics 365

What are Fields? Fields store value based on data types (Text, Decimal, Lookup, etc.) If entity is a table in SQL, Field is a column for that entity. Field is…

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D365 – Create Connections and Connection Roles

  • Post author:techquantum
  • Post published:July 16, 2019
  • Post category:D365 Customer Engagement (CRM)/Microsoft Dynamics 365

The connections provide a flexible way to connect and describe the relationships between any two entity records Dynamics 365 for Customer Engagement apps. It helps you to promote teamwork, collaboration,…

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D365 – Understanding Entity Relationships

  • Post author:techquantum
  • Post published:May 30, 2019
  • Post category:D365 Customer Engagement (CRM)/Microsoft Dynamics 365

Entity relationships define how records can be related to each other in the database. At the simplest level, adding a lookup field to an entity creates a new 1:N (one-to-many)…

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D365 – Delete Entities

  • Post author:techquantum
  • Post published:May 29, 2019
  • Post category:D365 Customer Engagement (CRM)/Microsoft Dynamics 365

This Video shows how to can delete entities in Dynamics 365 and the conditions associated with it. https://youtu.be/gWaKUsWrOP0

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D365 – Custom Entities and Security Roles

  • Post author:techquantum
  • Post published:May 28, 2019
  • Post category:D365 Customer Engagement (CRM)/Microsoft Dynamics 365

You can create new security roles to accommodate changes in your business requirements or you can edit the privileges associated with an existing security role. This video explains how you…

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D365 – Manage Entity Properties

  • Post author:techquantum
  • Post published:May 23, 2019
  • Post category:D365 Customer Engagement (CRM)/Microsoft Dynamics 365

Managed properties only apply when you include an entity with a managed solution and import it into another environment. These settings allow a solution maker to have some control over…

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Dynamics 365 – Hierarchy Security

  • Post author:techquantum
  • Post published:April 17, 2019
  • Post category:D365 Customer Engagement (CRM)/Microsoft Dynamics 365

This video discusses about Hierarchy Security in Dynamics 365. Hierarchy Security does not replace other security models, but helps you to extend security to record level.

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Dynamics 365 – Teams and Security Roles

  • Post author:techquantum
  • Post published:April 17, 2019
  • Post category:D365 Customer Engagement (CRM)/Microsoft Dynamics 365

This video describes how you can create a Team, associate users and apply security roles to that team. The security roles of a team are inherited by the associated users…

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Dynamics 365 – Define Permissions and Privileges

  • Post author:techquantum
  • Post published:March 27, 2019
  • Post category:D365 Customer Engagement (CRM)/Microsoft Dynamics 365

This video explains Permissions and Privileges in Dynamics 365.

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Dynamics 365 – Identify Security Roles

  • Post author:techquantum
  • Post published:March 26, 2019
  • Post category:D365 Customer Engagement (CRM)/Microsoft Dynamics 365

This video provides you with an overview of what is the security model in Dynamics 365 and what does it control.

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