[fusion_builder_container background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_repeat=”no-repeat” background_position=”left top” video_aspect_ratio=”16:9″ video_mute=”yes” video_loop=”yes” fade=”no” border_size=”0px” padding_top=”20″ padding_bottom=”20″ hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”no”][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” margin_top=”0px” margin_bottom=”0px” class=”” id=”” animation_type=”” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”no” center_content=”no” min_height=”none” last=”no” hover_type=”none” link=”” border_position=”all”][fusion_title margin_top=”” margin_bottom=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” size=”2″ content_align=”center” style_type=”default” sep_color=””]
Microsoft Dynamics CRM
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Making a Record Private
Dynamics CRM’s security model provides security at the field or record level by assigning a combination of roles and privileges to users in business units. One scenario we ran across recently that didn’t appear to be accounted for was the following. A customer wanted to selectively make case records private to a select group of managers in the company. A record could start out viewable by all, become private and then change back to being ‘public’ again.
The issue is that standard CRM security is an additive which means that you can’t take a privilege away from someone selectively. In this particular situation, the customer had a single business unit with everyone in it and everyone had rights to see every case (up until this request to make certain cases private on demand).
The solution included the following steps:
- Create a new business unit called Managers with no users in it
- Change the primary security role used for each user inside of the primary business unit such that for cases, all privileges are set to Business Unit
[Note: It is very important that if users have more than 1 security role assigned to them that all security roles that they are assigned to are changed in this manner otherwise the wrong people will be able to see these case records] - Create a new team called Managers inside the new business unit called Managers and place all the managers from the primary business unit in that team
- Assign one of the altered roles edited in #2 to this new Managers team
How to use:
- When the owner of a case is any user in the system (manager or anyone else), then anyone can see the entire case record.
- Assigning the owner of a case to the new Managers team will mean that the case is now owned by a team that is in a different business unit so only users in the team will be able to see those records. No one else will even know they exist as they won’t show in views or advanced find or reports they would run.
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Tip supplied by: Eric Wittenhagen, Client Account Manager
[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_repeat=”no-repeat” background_position=”left top” video_aspect_ratio=”16:9″ video_mute=”yes” video_loop=”yes” fade=”no” border_size=”0px” padding_top=”20″ padding_bottom=”20″ hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”no”][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” margin_top=”0px” margin_bottom=”0px” class=”” id=”” animation_type=”” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”no” center_content=”no” min_height=”none” last=”no” hover_type=”none” link=”” border_position=”all”][fusion_title margin_top=”” margin_bottom=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” size=”2″ content_align=”center” style_type=”default” sep_color=””]
Microsoft Dynamics GP 2015
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How to Properly Log Out of Microsoft Dynamics GP
Don’t forget to log out! Make sure everyone in your organization logs out properly before leaving at the end of the day to ensure all transactions are processed. To log out properly, click on the Main Microsoft Dynamic GP button on the Toolbar and click on “Exit.” It’s important to remember that simply clicking on the red “x” in the upper right hand corner will not log someone out of GP properly.
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Tip supplied by: Annie Korsgard, Client Account Manager
[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_repeat=”no-repeat” background_position=”left top” video_aspect_ratio=”16:9″ video_mute=”yes” video_loop=”yes” fade=”no” border_size=”0px” padding_top=”20″ padding_bottom=”20″ hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”no”][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” margin_top=”0px” margin_bottom=”0px” class=”” id=”” animation_type=”” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”no” center_content=”no” min_height=”none” last=”no” hover_type=”none” link=”” border_position=”all”][fusion_title size=”2″ content_align=”center” style_type=”default”]Microsoft Dynamics NAV[/fusion_title][fusion_text]
Using “My Customers”
Based on the records in your role center, you can filter lists by those values. Use the “My Customers” page values to filter and list.
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Tip supplied by: Carol Hammer, Client Account Manager
[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_repeat=”no-repeat” background_position=”left top” video_aspect_ratio=”16:9″ video_mute=”yes” video_loop=”yes” fade=”no” border_size=”0px” padding_top=”20″ padding_bottom=”20″ hundred_percent=”no” equal_height_columns=”no” hide_on_mobile=”no”][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ background_position=”left top” background_color=”” border_size=”” border_color=”” border_style=”solid” spacing=”yes” background_image=”” background_repeat=”no-repeat” padding=”” margin_top=”0px” margin_bottom=”0px” class=”” id=”” animation_type=”” animation_speed=”0.3″ animation_direction=”left” hide_on_mobile=”no” center_content=”no” min_height=”none” last=”no” hover_type=”none” link=”” border_position=”all”][fusion_title size=”2″ content_align=”center” style_type=”default”]NetSuite[/fusion_title][fusion_text]
Process to Follow When an Employee Leaves the Company
Is an employee leaving the company? The process to follow is probably much simpler than you might have imagined. All you have to do is remove their email address from their employee record. This way they will not be able to log in to NetSuite, yet the audit trail history will remain in the system. Also, it is highly advised to never convert a former employee’s record to a new employee. Always create a new employee record for every new employee, and keep former employee records in the system.
[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container hundred_percent=”yes” overflow=”visible”][fusion_builder_row][fusion_builder_column type=”2_5″ layout=”2_5″ last=”no” spacing=”yes” center_content=”no” hide_on_mobile=”no” background_color=”” background_image=”” background_repeat=”no-repeat” background_position=”left top” hover_type=”none” link=”” border_position=”all” border_size=”0px” border_color=”” border_style=”” padding=”” margin_top=”” margin_bottom=”” animation_type=”” animation_direction=”” animation_speed=”0.1″ animation_offset=”” class=”” id=”” element_content=”” min_height=””][/fusion_builder_column][fusion_builder_column type=”3_5″ layout=”3_5″ last=”yes” spacing=”yes” center_content=”no” hide_on_mobile=”no” background_color=”” background_image=”” background_repeat=”no-repeat” background_position=”left top” hover_type=”none” link=”” border_position=”all” border_size=”0px” border_color=”” border_style=”” padding=”” margin_top=”” margin_bottom=”” animation_type=”” animation_direction=”” animation_speed=”0.1″ animation_offset=”” class=”” id=”” min_height=””][fusion_text]Tip supplied by: Elizabeth Keefe, Client Account Manager[/fusion_text][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]
