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Found 205833 threads
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0 VotesCRM Record Ownership/Access - Need clarification
Only difference would be that if you reassigned the Account to a different owner but forgot to change the Share the Team and its members would still have access.Answered | 2 Replies | 2499 Views | Created by sp22404 - Friday, July 26, 2013 4:29 AM | Last reply by sp22404 - Friday, July 26, 2013 9:05 PM
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1 Votes
Joint ownership of merged records
Common sense would indicate that the owner of the master record would retain ownership of the resulting merged record and that the owner of the discarded ...Answered | 3 Replies | 2487 Views | Created by Tallboy D - Monday, May 13, 2013 1:06 PM | Last reply by Tallboy D - Friday, July 12, 2013 1:30 PM -
0 Votes
Assigning records CRM 4.0
If so, CRM will also try assigning the related records, and the user will need permissions to assign these records.Answered | 2 Replies | 2895 Views | Created by Silvia Baldissera - Monday, February 13, 2012 4:01 PM | Last reply by DavidJennaway - Monday, February 13, 2012 4:52 PM -
2 Votes
Is it possible to change ownership of a record using IOrganizationService.Update
Are you suggesting that Post plugin is needed in order to have transactional support?Answered | 8 Replies | 1795 Views | Created by Abhijeet P - Monday, May 13, 2013 1:09 AM | Last reply by Abhijeet P - Tuesday, May 14, 2013 2:13 AM -
1 Votes
Clarification of Licensing for Test CRM environments
2) I just need clarification from Microsoft on what their policy is.Answered | 4 Replies | 2155 Views | Created by Steve Simon - Thursday, April 11, 2013 7:55 PM | Last reply by Steve Simon - Friday, April 12, 2013 3:31 PM -
1 Votes
batch processing of ownership
We have a CRM implementation where potentially thousands of records could need their ownership changed.Answered | 3 Replies | 4589 Views | Created by jeljeljel - Monday, June 6, 2011 2:33 PM | Last reply by jeljeljel - Monday, June 6, 2011 3:27 PM -
1 Votes
How To change Ownership of entity in crm 2011
i have created an entity and set ownership for an organisation.Answered | 5 Replies | 7284 Views | Created by mc.gem - Monday, May 6, 2013 12:15 PM | Last reply by mc.gem - Tuesday, May 7, 2013 4:16 AM -
13 Votes
Security - Giving Access to ONLY certain Users records - CRM 2011
i guess i'd need a Workflow for every type of record though.Answered | 13 Replies | 5655 Views | Created by DavidtMoore - Monday, July 4, 2011 11:31 AM | Last reply by Gonzalo Ruiz R - Tuesday, July 5, 2011 3:11 PM -
1 Votes
Reassign Ownership (ownerId) of Entity using sevicecontext - CRM 2011
You need to use the Assign message to change the owner of a record.Answered | 4 Replies | 2453 Views | Created by marvswork - Monday, August 26, 2013 10:28 PM | Last reply by marvswork - Tuesday, August 27, 2013 2:40 PM -
0 Votes
Access Teams in ms crm 2013
Data migration - if you need to create an access team manually to add users 2.Answered | 3 Replies | 1719 Views | Created by Rui Lloyd Alvares - Tuesday, February 18, 2014 2:06 PM | Last reply by Scott Durow (MVP) - Thursday, February 20, 2014 9:15 AM -
0 Votes
Not able to access any crm record
The errors are quite descriptive, so you may find in a few seconds what is going wrong (e.g. missing role, which record caused the error and so on).Answered | 3 Replies | 5990 Views | Created by G Goyal - Saturday, May 30, 2009 10:34 AM | Last reply by G Goyal - Monday, June 1, 2009 4:45 AM -
1 Votes
how to change Ownership Type Mask crm 2011 from Organization to User
Answered | 12 Replies | 12285 Views | Created by Paul SOGET - Tuesday, January 31, 2012 12:32 PM | Last reply by Kjell L - Thursday, July 31, 2014 6:52 AM -
0 Votes
Changing Ownership of a Custom Entity
So most probably, you need to delete it and create the entity again with User ownership.Answered | 3 Replies | 6156 Views | Created by Vinay J - Friday, November 13, 2009 11:50 AM | Last reply by VarunKumar17 - Friday, November 13, 2009 1:23 PM -
0 Votes
How to edit ownership for an existing entity
As it is a new entity, I have a few records of test data.Answered | 7 Replies | 5135 Views | Created by Perfectionist - Monday, April 5, 2010 6:10 AM | Last reply by RhettClinton - Monday, April 5, 2010 9:31 AM -
1 Votes
Setting Customer ownership, best practice?
The bigger question on Customer ownership, best practice really depends on your companies situation.Answered | 2 Replies | 6963 Views | Created by marksward - Tuesday, March 3, 2009 9:34 AM | Last reply by Hoss Hostetler - Tuesday, March 3, 2009 6:37 PM -
0 Votes
CRM Contacts Access
All records with deletionstatecode=2 should be hard deleted by CRM once a day.Answered | 5 Replies | 5770 Views | Created by StevenBIS - Tuesday, March 30, 2010 2:04 PM | Last reply by MariuszSliwinski - Tuesday, March 30, 2010 10:34 PM -
1 Votes
CRM 2013 record count
http://community.dynamics.com/crm/f/117/t/109804.aspx http://mscrmonline.wordpress.com/2010/02/28/how-to-obtain-the-total-record-count-in-micro ...Answered | 1 Replies | 3699 Views | Created by Rammohan Ammiti - Wednesday, May 28, 2014 1:58 PM | Last reply by SuryaMSCRM - Wednesday, May 28, 2014 2:02 PM -
0 Votes
CRM Delte A Record in crm 2011
You can simply use serviceobjec.Delete("EntityName for example account",new Guid("<<AccountID that you want to ...Answered | 1 Replies | 1067 Views | Created by Nisha garikipati - Monday, August 11, 2014 9:55 AM | Last reply by HIMBAP - Monday, August 11, 2014 10:03 AM -
0 Votes
Access to CRM
In fact each chart was Shared but I had to get onto the small button on the right of the chart stating (translation done by myself :)) "Show the record used to ...Answered | 5 Replies | 2922 Views | Created by manuUSA - Thursday, June 7, 2012 6:56 AM | Last reply by manuUSA - Thursday, June 7, 2012 12:29 PM -
2 Votes
CRM Report Record unavailable
Every record (including reports) created by CRM will generate a unique GUID for reference.Answered | 4 Replies | 5450 Views | Created by Eegi - Thursday, March 4, 2010 2:52 PM | Last reply by Eegi - Thursday, March 4, 2010 4:42 PM - Items 1 to 20 of 205833 Next ›
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