Ranko - All Comments

re: CRM Permissions For Data Import

Naphel — Tue, 27 Oct 2009 12:46:10 GMT

Apology for responding late.Yes it was completely custom role.

re: Updating Records With MS Dynamic CRM 4.0 Import Wizard

Peter Clements — Thu, 01 Oct 2009 12:41:00 GMT

Good blog. It works well. For anyone trying to update case records watch on the naming of the object. Your ID will say incident id - however, the object is called Case!

Peter.

re: CRM Permissions For Data Import

Ranko — Wed, 09 Sep 2009 11:56:24 GMT

Naphel,

Was it a completely custom role then?

re: CRM Permissions For Data Import

Naphel — Wed, 09 Sep 2009 11:01:07 GMT

Thanks Ranko,

I tried as per your suggestion and glad that it worked.

re: CRM Permissions For Data Import

Ranko — Fri, 04 Sep 2009 18:25:16 GMT

Hi Naphel,

Is it a custom role? Did you build it from scratch or did you use the Copy Role function?

You can check if the permissions are applied correctly by going to Administration -> Customize Entities -> Export Customization and then export that role. Open it and check the privilege in the file.

The best way to test it is to copy an out of the box role like Salesperson, and then slowly reduce the permissions on it.

re: CRM Permissions For Data Import

Naphel — Fri, 04 Sep 2009 17:08:38 GMT

Hi Ranko,

I read your blog and would like to state my problem with import that i am facing.I have created role and have also changed the role as Business unit or User,vice versa & have also checked wheteher they are same in read,write or create but after saving the same under core records in Security Roles when i re-login i find that the error still persist mentioning "the logged on user does not have have the appropriate security permission to view these records or perform the specific action.

Kindly help me with the problem.Where exactly i need to make changes

Naphel

re: CRM Permissions For Data Import

Ranko — Wed, 10 Jun 2009 09:28:21 GMT

That is a very big question, and I will admit that I have a slight bias to Dynamics CRM.

The real question is what do you need?

But as a general answer I'd say that Dynamics CRM is suitable for a lot of broad needs. It behaves very nicely, and is easy to maintain. All of the integrations with office are great and very user friendly. GUI is very intuitive and usable.

And the best part of it is that you can use it as a platform and have it do exactly what you need.

re: CRM Permissions For Data Import

Kingsley Tagbo — Thu, 04 Jun 2009 18:23:27 GMT

I was working on some CRM Use Cases when I came across your blog.

In your opnition, how does Saleforce or other CRM packages compare to Microsoft Dynamics CRM?

Thank you

re: Killing Choices Is Not All That Good

Ranko — Sun, 16 Mar 2008 01:15:10 GMT

It's not about the tab - it is about usability and my options as a user. There is a rant to write about Google too, like why it chooses to default to a language it read from my browser once, but does not allow me the <i>user</i> to change it or remember it?

re: Killing Choices Is Not All That Good

John Dowdell — Thu, 13 Mar 2008 19:46:56 GMT

For what it's worth, when Opera and Firefox introduced tabbed windows, I don't think they offered a programmatic control, only a user action, to initiate a new tab.

(And if they did, Microsoft's take would likely be to introduce a variant handling.... ;-)

Searching on "open a new tab in javascript" still reveals lots of requests, but no solutions. Maybe next year's browsers will offer this. But then I'd guess we'd need "background tab blockers" just like we've got "popup window blockers" today.... ;-)

The selection and copying of text is up to the content creator in SWF files... it's easy to choose to allow such textfields.

The browser's back button has always been a significant cognitive problem to resolve... most think of it as a navigational aid, but some insist it should also control a single page's undo stack. I think a well-designed app would offer its own "undo" type of mechanism, and I've been leery of past attempts to overload the browser's UI elements. There's no widespread agreement here yet, though.

jd/adobe