Set Custom Help URLs in Dynamics CRM Online 2015

Set Custom Help URL CRM Online 2015
Custom Help URL is another exciting feature in Dynamics CRM 2015. Administer can simply enable and configure the URL at both Global Level and Entity Level.

There are 3 kind of Help URL:

  • Build-in CRM Help (Default)
  • Global Level Custom Help
  • Entity Level Custom Help (Support both OOB entity and Custom Entity)

1)    Build-in CRM Help:

Below is the built-in CRM Online Help hosted on Microsoft website. User will be navigated to this online knowledge base center by default after clicking on Help link.

Dynamics CRM Help #1

Dynamics CRM Help #1

Dynamics CRM Help #1

 

 

 

 

 

 

2)     Custom URL at Global Level

System administrator can configure Global custom Help URL. Go to Settings -> Administration -> System Settings -> General:

Dynamics CRM Help #2

Dynamics CRM Help #2

 

 

Global Custom Help URL link in CRM:

Dynamics CRM Help #3

Dynamics CRM Help #3

 

3)     Entity Level Custom Help URL

To enable and configure the custom help URL on a specific entity form, administrator can go to Entity Customization:

Dynamics CRM Help #4

Dynamics CRM Help #4

 

Help Link on Entity form:

Dynamics CRM Help #5

Dynamics CRM Help #5

Hopefully you will find it useful!
Thank you,
Zhe Chen
Adisys Corporation

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Set Hierarchy Security in Dynamics CRM Online

We have a requirement to allow the manager to view and update the records owned by the direct report.

In Dynamics CRM 2015 introduced hierarchy security model in CRM 2015 Update 1 which make it super easy to implement this kind security requirement.

Hierarchy security is an extension to the existing security models that use business units, security roles, sharing, and teams. There are two security options in Hierarchy Security Model:

  • Management Chain, based on the direct reporting structure and the hierarchy depth
  • Position Hierarchy, based on the defined job positions and the hierarchy depth
Dynamics CRM 2015 Hieararchy Security

Dynamics CRM 2015 Hieararchy Security

 

A user can be assigned to one position and hence get a Read, Write, Update, Append, AppendTo access to the lower positions’ data in the direct ancestor path. The non-direct higher positions, have Read-only access to the lower positions’. Following is a sample of the Position Hierarchy structure defined in CRM.

In this organization, CEO has full access to the data owned by HR Managers, Sales Managers and Service Managers. Sales managers has the full access to the data owned by Sales. Once you have position hierarchy defined in system then administrator can easily assign the user for the position to get the access accordingly.

Dynamics CRM 2015 Hierarchy Security #2

Dynamics CRM 2015 Hierarchy Security #2

Hopefully you find it useful!
Thank you,
Zhe Chen
Adisys Corporation