Dynamics
Restrict Delete of Note attachment in Dynamics 365 if user is having missing Delete privilege on Note record.
Category: #D365,attachment,delete,Dynamics,Dynamics 365,Microsoft CRM,Microsoft Dynamics CRM,note Author: Debajit Dutta Date: 5 months ago Comments: 0

Recently I had a requirement where my customer wanted to remove delete privilege for all regular business roles from Note entity. There is no big thing in this. All you need is open up the security role and under “Core Records” tab, remove the delete privilege on the Note Entity. As expected when the user … Continue reading “Restrict Delete of Note attachment in Dynamics 365 if user is having missing Delete privilege on Note record.”
Source: Debajit


Four simple steps to schedule an email to send CRM data in an Excel file (cvs format)
Category: Dynamics,Dynamics365,Flows,Microsoft,MS Dynamics CRM,Power Platform Author: Chamara Wanninayake Date: 1 year ago Comments: 0

Here I’m going to walk you through how to build a scheduled MS flow to extract Dynamics CRM data and send those in an attached excel file through an email. 01. First sign into flows and create new scheduled flow. Set the frequency according to your need. Here I have set it to run daily. […]
Source: Chamara