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Dynamics Deep Dive: Security

Discusses Dynamics CRM security in-depth.
 
 
 

Transformer! for Dynamics CRM

Moving to Dynamic CRM 2011?  Have a heavily customized system which uses lots of JavaScript? Then the Transformer! for Dynamics CRM can help.

If the JavaScript you wrote for CRM 4.0 was using supported methods, it will continue to function just fine in CRM 2011.

But, if you used unsupported methods, like hiding and showing fields, sections, tabs, navigation elements, etc., you'll need to manually refactor that code to make it work properly within CRM 2011.

Also, the JavaScript object model for CRM 2011 has been totally restructured to provide a more robust platform for XRM development.  That restructuring required a totally different and separate object model which gives the JavaScript developer additional functionality.  It also adds support for development practices which were widely used in CRM 4.0, but totally unsupported ( as mentioned above ).

The Transformer! for Dynamics CRM converts your CRM 4.0 JavaScript, both supported and unsupported alike, into properly formatted and supported CRM 2011 JavaScript, using the new object model.

 

SnapShot! for Dynamics CRM

Finally, the one tool that gives you a SnapShot! of your Dynamics CRM Organization configuration – in only minutes.

 

Explorer! for Dynamics CRM

Analyze your entities to help answer the following questions:

  • Do I have my forms design correctly?
  • Are the most important fields in the entity at the top of my form, where users can find them quickly?
  • Do I have fields on my form that have no data in the database?
  • Do I have fields in the database that contain data that are not on my form?

Answering these questions will help you optimize your user's experience by eliminating unused and unnecessary form fields.

 

Mitch's Toolbox

Contains a variety of Dynamics CRM workflow process extensions to help automate otherwise manual tasks.

 

Email Manager for Dynamics CRM

While many people don't realize it, the state and quality of the data within Dynamics CRM can sometimes be a problem. This is especially true of email addresses, which are used by most companies as their primary communication method with their customers an prospects.

The Email Manager for Dynamics CRM helps you locate and correct email-data issues within your Dynamics CRM database and includes the following features:

Duplicate email checking (across Lead, Contact, and Account entities)

If you have ever wondered if you have the same person multiple times, across multiple entities, then this feature will help you answer that question.

Locate invalid email addresses

Invalid email addresses cannot be added through the CRM user interface because of the validation that is place within the CRM application.  However, it is possible to have an invalid email address imported into the system when you are adding records in-bulk.

This feature helps you find and fix invalid email addresses.

Locate CRM user emails that are located in Lead, Contact, and Account entities

If you didn't know, adding CRM users as Contacts is a bad thing because it will confuse the automatic association mechanism that is built into CRM when new emails are added to the system. And unfortunately, CRM doesn't inform you it cannot resolve an email address and associate it with the correct person.

This feature will look for your CRM system user's email addresses within Leads, Contacts, and Accounts and allow you to remove them.

This solution supports Dynamics CRM 4.0.

 

Round Robin Lead Assignment

This solution allows you to automatically assign new sales leads to a team of sales people in a round-robin fashion, using native CRM workflows. Once installed and configured, the only maintenance required is in the management of the membership a team with CRM.

This solution supports Dynamics CRM 4.0.

 

For more info, please contact us:

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