by Michael Philbrick | Oct 25, 2015 | Microsoft Dynamics CRM and Salesforce.com
With the release of Roll-up fields in Dynamics 2015 we can now compare the two platforms with respect to code-free aggregation. What is a roll-up? Simply put, it is a field that calculates values from related records. Examples include the total expected revenue from…
by Michael Philbrick | Aug 30, 2015 | Microsoft Dynamics CRM and Salesforce.com
How Secured Fields are Displayed Both platforms support field-level security paradigms. Aside from a slightly expanded set of options in Dynamics, access to a particular field can be effectively restricted in Salesforce and Dynamics. Let’s start with how a field is…
by Michael Philbrick | May 22, 2015 | Microsoft Dynamics CRM and Salesforce.com
Expanding the Sharing Model In Security Part 3 of this series we looked at collaboration at the entity and object record level. Assuming that there is some degree of editing or viewing restriction a record owner can designate a unique group of users additional rights…
by Michael Philbrick | Feb 16, 2015 | Microsoft Dynamics CRM and Salesforce.com
Vertical Sharing In Part 1 we explored the security roles and how they impact access to the objects or entities. Now we are going to examine record-level rather than object-level access. To review, recall that Dynamics CRM’s security roles intermingle record and…
by Michael Philbrick | Jan 19, 2015 | Microsoft Dynamics CRM and Salesforce.com
Features and Terminology It’s no surprise that both CRM platforms possess robust and comprehensive security features. Virtually all security models from the simplest to the most complex can be implemented and maintained. Each environment has a moderate learning curve…