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Dynamics CRM provides filtered views so we can access CRM data in SQL. To access filtered views, go to the Dynamics CRM company database and go to Views. You will…

…the option to enter a new role for this connection if you want to. You have the option to determine which record types the new role would apply to. Save…

When you create a new entity in Dynamics 365, there are some restrictions as to what you can disable if they were first enabled. Here we will take a look…

…under forms New->Quick View Form: You will see the screen below: Drag and drop any fields you would like to display: Give the form a name under Properties: Save and…

…Televisions: Now, create a property. We will add “Screen Size” of type Whole Number: Click Publish to publish the new product family: Now, create a new product. Once we enter…

…a Name and Primary Unit: Enter a group for Furniture: Select Add New Unit: Enter a new unit, e.g. Table: And another: The unit group can now be assigned to…

…sales literature: Click New to create a new record: Note the options for the subject, and the Type: Save the record. Click to add Sales Attachments: Here you can add…

…to Settings->Security and select a role to copy: Select More Actions->Copy Role: Enter a new role name and click OK: A new role is created with the original permissions:  …