by Michael Philbrick | Oct 13, 2015 | Uncategorized
An early post in this series introduced some of the distinctions between promoting from the sandbox via Salesforce Change Sets and Dynamics Solutions. After working with other developers on our team, discussions during deployment made me realize that there were some…
by Michael Philbrick | Sep 2, 2015 | Uncategorized
Old and New The roots of both platforms become apparent when we compare their respective searching paradigms. In one corner we have Dynamics, built on a legacy of the Microsoft stack. In the other corner we have Salesforce, a child of the Internet age. In essence, it…
by Michael Philbrick | Aug 30, 2015 | Uncategorized
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 | Uncategorized
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 | Apr 26, 2015 | Uncategorized
Teams In a previous post I mentioned that in some cases a common term may be used by each platform to represent different concepts. Teams fall into this category. Until the release of Dynamics CRM 2013 it was truly “apples and oranges.” This release…