License types in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online

With the release of Microsoft Dynamics CRM 2013 and the Microsoft Dynamics CRM Online Fall ’13 Update, Microsoft has introduced a new multi-tiered licensing model that extends the licensing flexibility that is currently offered to on-premises customers and introduces the same level of flexibility for online customers. Key benefits that customers can expect from the…


Using Teams to Solve Complex Record-Sharing Scenarios

I had two enterprise customers this week who both had similar security requirements, and both sets of requirements were solved with a similar pattern that I thought you might find useful. Imagine your company organizes itself into different groups, and the work of each group needs to remain segregated from the work of the other groups….


RELEASE: Scalable Security Modeling with Microsoft Dynamics CRM 2011

On behalf of CRM Content Publishing, I am pleased to announce the release of white paper, Scalable Security Modeling with Microsoft Dynamics CRM 2011, which is available for download from the Microsoft Download Center. Microsoft Dynamics CRM offers a wide range of security modeling features, and it is important to choose the most appropriate approach to…


Viewing all CRM Privileges, including hidden Privileges

Our guest blogger today is CRM MVP David Jennaway, the technical director of Excitation Ltd, a Microsoft Gold Partner in the UK that specializes in delivering Microsoft CRM solutions. Authorization in CRM is controlled via security roles; a user is made a member of one or more roles, and receives the privileges associated with those…


Service Accounts – Non-Interactive Users

A non-interactive user is a user account in Microsoft Dynamics CRM Online that can access the system but only via the web service layer. Essentially, that user can not use the user interface. Service accounts are used to access CRM Online using the service to service model. A service account is a non-interactive user account…


Trust for Delegation in List Web Part for Microsoft Dynamics CRM 4.0

This article pertains to Trust for Delegation issues encountered in on-premise installations of Microsoft Dynamics CRM 4.0 (MS CRM) when CRM server and SharePoint Server exist on different physical machines. If you have List Web Part (LWP) deployed for IFD version of MS CRM, or both Microsoft Dynamics CRM and SharePoint Server are on same…


IAG SP2: Securely Publishing Dynamics CRM 4.0

We are pleased to announce the upcoming availability of the Intelligent Application Gateway (IAG) Service Pack 2 (SP2) which provides a number of key enhancements, including a new application optimizer for Microsoft Dynamics CRM 4.0. The IAG team has always viewed CRM as an important scenario, and we feel confident that this update will help…


Publishing Microsoft CRM 4.0 through ISA Server 2006

Henning Petersen, CRM team support engineer points to a very popular post collaboration with the ISA team. Last February Yuri Diogenes from the ISA/IAG team collaborated with Henning Petersen from the CRM Team on CRM 3 through ISA Server 2006. After this post, they received a lot of requests for an article on publishing CRM…


Microsoft Dynamics CRM E-mail Router and Exchange 2007: Keeping it Secure

In the last several months, there have been increasingly greater numbers of questions from customers and partners regarding the configuration of the Dynamics CRM E-mail Router against Exchange 2007 in ‘On Premise’ deployments.  Specifically, how can one workaround those "invalid cert" pop-ups and the resultant error message during the Test Access phase of router configuration? …


White Paper: Encrypting MS Dynamics CRM Data on Computers Running Windows Vista and Windows XP

The MS CRM Engineering for Enterprise team has released the white paper Using Encrypting File System and BitLocker to Protect Microsoft Dynamics CRM Data on Outlook Clients Running Windows XP or Windows Vista.  This document explains how to use Microsoft® BitLocker™ Drive Encryption (BitLocker) and Encrypting File System (EFS) to protect data stored on Microsoft…