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One of the biggest nuances with CRM Roles is the fact that OOTB roles have hidden permissions. Today Microsoft posted a new KB article detailing the hidden permissions with the OOTB roles. It’s not a fix, but now we know what roles to copy...
Back in January I made a post about an issue/bug I found with sharing and mail merge templates ( here ). After a few months, I finally got a response from MS about the issue after responding to a great blog post the CRM team made about mail merging (...
Michael Höhne posted a very interesting article about CRM 3 not checking permissions on metadata calls and now checking in CRM 4. CRM 3.0 simply ignores the metadata privileges and all users can access the metadata, which I think is the correct approach...
Lately we have had a few clients ask for a more hierarchical structure for their User management. For example, a Sales Rep has a Regional Director, who has an Area Director, who has an Area VP, etc. Normally in CRM we would use Roles in combination with...