Microsoft Dynamics CRM – Team Share vs. User Share

November 16, 2011

Microsoft Dynamics CRM – Team Share vs. User Share Sharing records in Microsoft Dynamics CRM is often used to solve matrix like authorization problems. For example, let’s say our organization has two main divisions: Sales and Products. While Opportunities are managed in the Sales division by Sales Managers, Presale Engineers from the Products Division are required to view these opportunities as well. Opportunities hold sensitive information and Presale Engineers should have access to specific Opportunities which are related to the product they manage. Microsoft Dynamics CRM hierarchical authorization model...
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Microsoft Dynamics CRM 2011 Workflow Based Approval Process implementation – Part 3

November 12, 2011

Microsoft Dynamics CRM 2011 Workflow Based Approval Process implementation – Part 3 This post is the last in a series of three posts which describe a common implementation problem of a business approval process, possible solutions and actual solution implementation. Although in my example I used an approval process of a Quote discount %, this model can be used to implement any linear business approval process.  While the first post presented the problem and requirements, the second post describes a specific possible solution. In this post I will explain the solution implementation and it’s characteristics. In the first post I...