Have you noticed that some security roles have been assigned to your Dynamics 365 users unexpectedly? During the last year, we've had a couple of incidents due to the same. Some of the predefined security roles were assigned by the system and this was breaking our initial design. Now there is a solution for this. … Continue reading Unexpected security roles
Last week @MarcoAmoedo and I delivered a presentation for the Dynamics 365 User Group in Spanish (@d365ugespanol ) where we described the auditing capabilities of the Dynamics platform from its origins until today. During this presentation, among other features, we showed how you can use Activity Logging to enrich the auditing information for read and … Continue reading ¿Quién hizo Qué?
Hiding the out-of-the-box buttons "Excel Templates" and "Word Templates" is a usual requirement in many Dynamics 365 Customer Engagement projects. These buttons are, by default, in all entities and ribbons. What is the quickest and cleanest way to hide them? Security Roles. If you don't need the document functionality or the documents are generated by … Continue reading Hide Word Templates and Excel Templates buttons
This week there is a Dynamics 365 User Group meeting at London Business School and I have the pleasure of being part of the agenda. The event will have multiple sessions to cover a good variety of topics. My presentation will be about the auditing capabilities in the Microsoft Dynamics platform. See below a summary … Continue reading Dynamics Auditing at London Business School
This week one of our users was suffering a SQL timeout when she was trying to open a particular view or run the same in the Advanced Find. The issue was caused by a secure field that was used in the criteria of the query. We checked the web traces to confirm the query that … Continue reading SQL timeout querying secure attributes
Last weekend we had the opportunity to deliver a presentation in Milan as part of the Dynamics 365 Saturday event. It was our first time in this city and we had a great time with the Italian community. In this post, I have shared some pictures and our presentation slides. During our session, @marcoamoedo and I … Continue reading Some memories from Dynamics 365 Saturday Milan