Changing max number of records per page in views

Sometimes we could need to see more than 50 records per page in our CRM views. On the OOB configuration, the max number of records per page is set to 50, however this can be changed in the "Options" section, see how to do this below: NOTE: Changing this option will affect all views in … Continue reading Changing max number of records per page in views

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Associate multiple records

As a variant to a recent post I did, here's another method to associate records, difference is that this will associate multiple number of records in a single transaction

Plugin to only allow users with certain role to deactivate records

As variant to a recent post I did, here's another plugin to manage the Activation/Deactivation of records. In this post, I'll describe a plugin that will control these actions in Contact Entity by only allowing users with an specific role. Plugin step details: Message: Update Filtering Attributes: statecode Run in user’s context: Calling User Event … Continue reading Plugin to only allow users with certain role to deactivate records

Plugin to restrict users to deactivate only their own records

As we know, MS Dynamics CRM Roles does not have a direct privilege to allow or restrict users to either Activate or Deactivate their own records. To do manage this, one of the easiest ways is to build a plugin to control this action. Find below a plugin to restrict users to deactivate only their … Continue reading Plugin to restrict users to deactivate only their own records