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Jan 28, 2018

On this episode I dive into all the steps and best practices I follow when setting up Security for every Microsoft Dynamics 365/CRM Implementation I lead as a Solution Architect.

I will discuss my approach to:

  • Licensing
  • Admin Roles
  • Business Units
  • Security Roles
  • Teams
  • Hierarchy Security
  • Field Security
  • Security...

Jan 14, 2018

Back on Episode 15, fellow CRM MVPs Chris Cognetta and Joel Lindstrom walked through the best practices and details behind preparing for and migrating to Dynamics 365 Online. Unfortunately, Chris and Joel ran out of time and could not cover what happens once the Migration has been completed.

This episode closes the...