Managing Microsoft Dynamics CRM 2013 access team membership using connections

Dynamics CRM 2013 includes a great new feature called access teams, which makes ad-hoc sharing of records much easier than in previous versions. The basic idea is that an administrator can create one or more team templates for an entity that function sort of like security roles, but for a »

Microsoft Dynamics CRM 2013 "actions" - a solution in search of a problem? Part 2

In my last post, I talked about what Dynamics CRM 2013 actions are and how I think they're of limited utility in enterprise deployments. I did suggest two scenarios in which I think actions could be useful, and I'm sure other folks may have come up with some ideas of »

Microsoft Dynamics CRM 2013 "actions" - a solution in search of a problem? Part 1

I finally set up a personal Dynamics CRM 2013 sandbox a couple of weeks ago so I could start trying out some of its new features. Although I had been waiting for most of the Fall to get a look at real-time workflows, I was also intrigued by the new »