I’ve just found out this very nice post on multiple forms basics in Microsoft CRM 2011, so I wanted to share it with you all…
A nice feature that has been added to Microsoft CRM 2011 is the field security.
I’ll try to explain it with an example where a customer wanted to store the contact’s password in Microsoft CRM for easier maintenance (RH department).
Here is a small hint for all of you who want to see and browse the resources linked to a resource group, since it took me a while to figure it out (no, I’m not using the predefined “Schedule Manager” role).
According to the Microsoft CRM SDK, these are the needed privileges for converting an activity (such as a phone call) to a new opportunity: