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Microsoft Dynamics CRM 2011 Tip 3

Field Security Profiles A Field Security Profile defines the permissions that security principals (users and teams) have on secured fields.  The main components of a Field Security Profile are: • A name • A list of security principals (users or teams) to which the access rights apply • A list of all secured fields. The access rights for each field are stored against the field. Field Permissions The access rights you can grant to each secured field in a Field Security Profile are: • Read: The security principals can read the data in the field. • Update: The security principals can change the data in the field • Create: The security principals can enter data into the field at the time a record is created. Limitations • Security Profiles cannot be created based on ‘Security Roles’

Microsoft Dynamics CRM 2011 Tip 2

MSCRM 2011  DEFAULT TEAMS In CRM 2011, When a Business Unit is created, a Team with the same name is created in it. This is known as the ‘ Default Team’ for the Business Unit. All Users created in or added to the Business Unit are automatically added to the default Team. This makes the Team a useful tool for assigning the same Security Roles to all users in a Business Unit. Default Teams cannot: • be deleted • be renamed • be moved to another Business Unit • have their membership edited.  

Microsoft Dynamics CRM 2011 Tip 1

MS CRM Developer Tool Kit The Developer Toolkit is a set of Microsoft Visual Studio 2010 integration tools focused on accelerating the development of custom code for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online. With the Developer Toolkit, you can do the following: · Easily generate strongly typed proxy classes without having to run CrmSvcUtil.exe. · Get access to entity and option set definitions within Visual Studio. · Generate plug-in code so you can immediately begin to write code for business logic. · Edit and register plug-ins without using the Plug-in registration tool. · Create new web resources or extract existing web resources, add them to your solution, edit them, and deploy changes all wit hin Visual Studio. · Create and edit workflow and dialog processes from within Visual Studio. · Create and deploy XAML workflows in Visual Studio. · Ge...