Auditing is available since CRM 2011 You can audit custom entities and most customizable entities You can configure audit at organization, Entity and even at attribute or field level. You need special privileges to view/Configure/Delete audit Data You can audit not only on data but also a user access can be audited with time, interval … Continue reading Auditing Key Points →

  The following areas can be audited. User logins Action performed on specific Entity Action performed on specific Field Action performed on security Role Action performed on audit Data itself. Configuring Audits in MS CRM. Enabling/Disabling Auditing at global level. Go to Settings > Administration. Choose System Settings. On the Auditing tab, select the Start Auditing check box to start auditing. Clear the Start … Continue reading Auditing in MS CRM Part 2 (Functional) →

There is an option to create Announcement in Dynamics 365 and this helps to broadcast News or some important updates, apart from post and activity. User create Announcement easily from Settings > Administration > Announcement > new > Input data and Save and close. Its done but now how my others user will come to … Continue reading How to View Announcement on Online Instance →

Click Following link for Trail of dynamics 365 to learn , explore and be the part of Dynamics. Dynamics 365 Trials Fill the details as requested in above screen and click next. Now you will get following screen. Input your name in user name and your company name and generated Password. Once done you should … Continue reading Trial for Dynamics 365 →

Hi all,   Notes and any email attachment is stored in single entity called annotation. and if you set the max length for attachment in setting The same size restriction is set on CRM OOB notes (entity) and email attachment both. for setting up the limit you can go to setting > Administration > System … Continue reading Size limit of Notes in CRM 365 →

Office Graph Integration Removal Office Graph integration for Dynamics 365 Customer Engagement will be removed on August 31, 2017, at the same time that Office ends GQL query support. After August 31st, the Office Graph trending documents component will cease to function and customers will see the following error message: We can't get to the … Continue reading Office Graph Removed from Ms Dynamics 365 →

Step 1 : Create Entity with business process enabled and add some fields to use in Business process stages. Note : Each Stage must have at least one field in it. Screen Shot : Adding Entity Screen Shot : Adding Fields Step 2 : Screen Shot : Create business Process flow for same Entity with … Continue reading How to delete Business process and its records for an entity perfectly →