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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.


Posts Tagged ‘Microsoft CRM Permissions’

Managing Activate/Deactivate ‘permissions’ of CRM Entities

Business Case When an account or a contact isn’t purchasing we might think of them as “inactive” – and CRM offers a button on the ribbon to ‘deactivate’ the record - but is that the right way to manage the status of a record? - Typically not. – The Active/Inactive status of CRM records really […]

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