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Archives / 2016 / July
  • Steps to Download MTC CRM Solutions from Microsoft AppSource

    Steps to Download MTC CRM Solutions from Microsoft AppSource

    Following are the simple steps to download MTC CRM Solutions from Microsoft AppSource.

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    1. Sign into Microsoft AppSource (www.appsource.com) using your existing Microsoft CRM Online credentials.

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    2. Select your favorite CRM Solution from MTC’s large volume and variety of CRM Solutions - https://appsource.microsoft.com/en-us/marketplace?product=dynamics-crm

    3. For understanding, let’s take Document Sign Solution from MTC as an example.

    4. Try the Solution by selecting the appropriate CRM Online Instance.

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    5. The Solution installation process onto your CRM Online Instance begins. Initially, the status would be displayed as Installation pending and once completed, the status would be displayed as Installed.

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    6. Open your CRM Online Instance and see the Document Sign Solution installed.

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    Now, you are all set to explore the Document Sign CRM Solution.

    Likewise, repeat the above steps to explore all other MTC CRM Solutions from Microsoft AppSource.

    Note: In case you haven’t created an online instance already then create one and sign up with the Microsoft AppSource to experience the MTC CRM Solutions.

    For any queries or customer assistance, you can drop an email to sales@mtccrm.com

  • Steps to Download MTC Microsoft CRM Solutions from Dynamics Exchange Platform

    Steps to Download MTC Microsoft CRM Solutions from Dynamics Exchange Platform:

    In the follow up to our earlier AppSource Launch post, please find detailed steps to download the Microsoft CRM Solutions from Dynamics Exchange Platform – an exclusive App Store from MTC for Microsoft CRM Solutions.

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    Visit www.dynamicsexchange.com and follow the below steps.

    1. Join the Dynamics Exchange platform with required details.

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    2. To install the CRM Solutions for your CRM Online instance, please select any of the MTC’s solutions based on your needs.

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    3. Depending upon your CRM Online Version, you can subsequently download the solution and license listed under the Download and License section.

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    4. For trial license key, you can drop an email to sales@mtccrm.com providing your unique organization name.

    5. Install the downloaded solution into your CRM and input the license key to activate the solution.

    Now, you are all set to explore the MTC solutions and feel the difference.

    Note: Apart from AppSource https://appsource.microsoft.com/en-us/marketplace?search=MTC

    MTC solutions can also be accessed from www.dynamicsexchange.com and www.mtccrm.com

  • Access teams in Microsoft Dynamics CRM 2013

    Access teams are introduced in MSCRM 2013. Access teams provides a way of sharing the records for multiple teams without updating the basic security model in CRM.

      • To create an access team, initial step is to enable the option of Access team.
      • To enable this navigate to settings –> customization –> select the entity –> select the Access teams.

     

    Note: Once you enabled the Access teams for any entity, the option will be turned to read only.You can’t edit/remove the access team option once it is selected.

     

      • The below screenshot explain the process of enabling the Access teams for Account entity. To update the changes save the entity and publish.

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    Implementation of Access Teams:

      • In Order to use Access teams first we need to create Access Team templates for the selected or specified entities.
      • For this template add the users to access the team. In this approach if you can specify users which are assigned other team members to access teams if required, Assigning and removing access to records as needed.
      • To create new Access team template navigate to settings à security –> Access Team Template –> click on New

     

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      • Create Access template as shown below. Select the entity and specify the access rights to the team.

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      • After creating Access team template need to configure sub grid on the form so you can associate users into the access team.
      • When configuring the sub grid, select the options for Record as “All Record Types”.
      • Select the entity as users and select the “Associated Record Team Members” View, This view display “Team Template” which allows you to select the team template to use for this sub-grid.

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      • Once the sub-grid is added then save and publish the form.
      • You can see below the added sub-grid to the account form, and associated a couple of users using the ‘+’.

    Note: The actual ‘Owner’ of the record will not change when using Access Teams.

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      • If we do an advanced find on Teams, could able to see there’s new filter added, which excludes team of type of Access by default.
      • As for ‘how’ the team gains access to the record, it doesn’t seem to be ‘shared’, so this is still unclear.

      Important things to note

    • If we do an advanced find on Teams, could able to see there’s new filter added, which excludes team of type of Access by default.
    • As for ‘how’ the team gains access to the record, it doesn’t seem to be ‘shared’, so this is still unclear.

     

    Important things to note

    - If you delete the physical team record, the account in my case will be reset as if there were no users associated in the sub-grid. As soon as you add a user back into the sub-grid, a new team record will be created. Note that the physical team is not deleted if you only remove the users from the sub-grid.

                  -   Modifying the Team Template access rights will not affect existing teams. Only new records/access teams will inherit the updated permissions.

                  -    Records will not display in ‘My’ views, as these views are filtered by ‘Owner = Current User’ so users granted access via Access Teams will have to view ‘All’ records to see them.

                   -   To delete a Team Template, any sub-grids that reference the team template must first be removed.

     Overall this feature will be really useful when configuring security models, as it gives us another depth of team access.