CRM Security

/CRM Security
3 September, 2016
Lolitha Samarajeewa

Integrate Google Authentication with Adxstudio Portals

By |September 3rd, 2016|0 Comments

In this blog post, I will walk you through a step by step guide on how to integrate Google authentication with an Adxstudio web application. Please note that you need to have a registered Google [...]

23 March, 2016
Stanley Lai

Storing Credit Card Details in CRM Online 2015 (Part 1)

By |March 23rd, 2016|1 Comment

Image source: Kingwealth Planning Clients are required to comply with PCI (Payment Card Industry) Security Standards to ensure a secure payment card environment. By default, Microsoft Dynamics CRM Online does not support the [...]

19 March, 2016
Anshul Kumar

Codeless Customisation – Hide or Show Selective Records with Selective Fields

By |March 19th, 2016|0 Comments

Problem In Microsoft Dynamics CRM, entity records can be hidden/restricted using its security structure with a combination of business units and security roles. However, if we have to allow Dynamics CRM users (not system customizers [...]

12 February, 2016
Dean Dalby

Helpful Tip to Resolve Security Issues

By |February 12th, 2016|0 Comments

“A smarter way to diagnose Insufficient Permission errors in Microsoft CRM Dynamics Online is to use Fiddler.” Recently, I was helping a client resolve an authorisation error that occurred after a user logged into CRM [...]

23 January, 2016
Stephanus Natawardaja

Going Mobile? How to be In Control

By |January 23rd, 2016|0 Comments

In today's mobile-first era, the push for businesses to enable their systems to be accessible on mobile is bigger than ever. In the context of Microsoft Dynamics CRM, Microsoft has developed and released CRM for [...]

25 December, 2015
Jeremy Desanker

Simple Way to Check if a User Has a Security Role Using the XrmServiceToolkit/JavaScript

By |December 25th, 2015|2 Comments

If you’re anything like me, during your journey through the challenging yet rewarding landscape of Dynamics CRM, you’ll constantly be presented with requirements involving the showing and hiding of sections and tabs based on whether [...]

22 December, 2015
Jieno Benitez

Field Security Permission

By |December 22nd, 2015|0 Comments

One of the new features that Microsoft implemented into Dynamics CRM is the ability to set permission of data at the field level. This is a great feature if you are storing very sensitive data, i.e. [...]

13 December, 2015
Anshul Kumar

IRAP Assessment and Microsoft Dynamics CRM

By |December 13th, 2015|0 Comments

What is IRAP? How is this connected to Microsoft Dynamics CRM? Microsoft Azure, Office 365 and Dynamics CRM Online in Australian Data Centres. That’s good, but how does it matter to our organisation? ISM compliant and [...]