6221823df0c9a962cb1aa4763eb3cdb6.png

Roles Based Views

Security is a cornerstone of Microsoft Dynamics CRM and with the passing time, Microsoft never ceased to mesmerize us by evolving new security features of the Dynamics CRM platform. Despite these evolutionary features still, there are lot of scenarios which CRM administrators face in their day to day life which cannot be achieved by out of box features. One such request CRM administrators gets more often is the request to display or hide system views for entities based on the security roles of the users, simply called Role-based Views. Role-Based View Configurator is the tool that is designed to accomplish exactly the same.

SharePoint Attachment Extractor & Metadata Manager

Microsoft SharePoint Server is a collaboration and content management application that simplifies how people store, find, and share information. It helps people to collaborate effectively by having secure access to documents and information that they require to make business decisions. Off late SharePoint integration enables document management capabilities in Microsoft Dynamics CRM. Despite many evolutionary features still there are lot of scenario.

d6b849aa95cbd88a2ec9c9be6872aa00.png
048dff4e312aa4186b85397b50733691.png

Record Cloner

Record Cloning or Record Copying for Microsoft Dynamics CRM is one of the methods which can reduce the time spent on data entry, particularly if the data being entered is similar. Record Cloning or Record Copying allows you to create one or multiple records with the same values as the parent record.

Multi-Select Picklist

Microsoft SharePoint Server is a collaboration and content management application that simplifies how people store, find, and share information. It helps people to collaborate effectively by having secure access to documents and information that they require to make business decisions. Off late SharePoint integration enables document management capabilities in Microsoft Dynamics CRM. Despite many evolutionary features still there are lot of scenario.

fc042e2b84254d2258000fdd2bb1a075.png
Business Meeting

Need more details? Contact us

For Free Trial and Pricing information, Please Write to us @ info@xrmforyou.com