Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 release wave 1 Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
Good Afternoon All,
Please forgive the rather vague post but I am working with limited information myself, It has been a very long time since I have supported let alone used Version 4.. but I have a client who has two versions of a customer form, almost identical but one form has a few fields read only. CRM has allowed the same user to have access to both forms but "sporadically" switched between the two during the course of the day.
1. How do I determine how many times this has happened throughout the system.
2. What is the best way round it so it defaults to one but the user MAY switch to the other form if required
Hope someone can help and apologies for the limited amount of information again
By default you can assign a form to multiple security role and a role can also be assigned to multiple forms.
so your user will have a security role A which will have access to form B and form C.
to do this you can go to customization ->entity> form> select form and click on manage security roles.
regarding above two strange requirements, i am afraid there is no way to know the first requirement and for second requirement i couldnt understand the first part but second will be fine using above approach. docs.microsoft.com/.../assign-security-roles-form
Business Applications communities