Hi everyone,
i am kinda new to Dynamics CRM and i am interested how you cope with things like data management in all the different stages.
I'm coming from the SharePoint side where we have a custom solution that creates SharePoint site collections for each opportunity and project that is created in Dynamics CRM (on prem). Also permissions are added to this site specified on the CRM record.
As we are moving to the cloud we don't want to built such a big new custom solution running on Azure or Flow or something else but using the standard of Microsoft as far as it is possible.
How do you manage your data with the appropriate permission? Do you use other techniques to accomplish that task?
Best regards
Stephan