Category: Dynamics CE
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Power Platform Environment Settings App: Processes (Classic Workflows)
Managing Processes in Power Platform Managing Processes in Power Platform Managing processes in your Power Platform environment is a key part of streamlining operations and optimizing workflow. Whether you’re automating tasks, setting up business rules, or building logic flows, Power Platform provides the flexibility to tailor processes to meet your organization’s needs. Power Platform offers…
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Understanding Dynamics 365 CRM Hierarchy: OU, BU, PBU, and More
In Dynamics 365 CRM, the Organization (Org) is the top-level structure, while Business Units (BUs) are used to segment users and data. BUs can be organized into Parent Business Units (PBUs) and Child Business Units to reflect a company’s hierarchy. Teams enable collaboration across BUs, and Security Roles define user permissions within their…
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Mastering Business Units, Teams, and Roles in Dynamics CRM: A Complete Guide
When working with Dynamics CRM, setting up Business Units, Teams, and Roles is always fundamental to manage user access and maintaining data integrity. These components and features not only help secure sensitive information but also enable collaboration across different parts of the organizational structure with CRM. They play a critical role in maintaining…
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Model-driven vs Canvas Apps: A Beginner’s Guide
Power Apps offers two different flavours: Model-driven and Canvas apps. They each bring something unique to the table, but figuring out which one suits your needs can be tricky at first. Don’t worry – it’s easier than it sounds! In this blog, Let me break down the 15 key differences between these…
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Mastering the Sales Module in Minutes: A Concise Overview
Sales Module in Dynamics CE The Sales Module in Dynamics CE is designed to help businesses manage their sales processes from lead generation to the closing stages. It comes with several key entities and unique features like sales activities, customer interactions, and performance tracking. Dynamics CE Sales Module Speedrun:- Process Flow Lead Generation: Captures…
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Understanding User & Permission in Power Platform Admin Center
The Power Platform Admin Center offers a unique and comprehensive set of tools where user can manage access on users, permissions, and security. Below are the key concepts which are available within Power Platform Admin Center. Users & Permissions – Application Users Business Unit Column Security Profiles Hierarchy Security Profiles Positions Security Roles Teams…
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Understanding concepts of security roles in Dynamics CE & Power Apps
Understanding the roles in the Dataverse has always been complicated when it comes to implementation. Its all about how to manage the user and the levels of security in the system by using best practice and methodologies. (Don’t miss the ending). 〉〉 Security Roles in Dataverse – Roles –…
