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 | Apr 26, 2015 | Microsoft Dynamics CRM and Salesforce.com
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…
by Michael Philbrick | Mar 29, 2015 | Microsoft Dynamics CRM and Salesforce.com
This is the fourth part in a series contrasting fields in the Dynamics and Salesforce platforms. In the last post we devoted a section to a unique capability of Dynamics in relation to option selections. To be balanced we now highlight a related feature in Salesforce:…
by Michael Philbrick | Mar 29, 2015 | Microsoft Dynamics CRM and Salesforce.com
This is the third part in a series contrasting fields in the Dynamics and Salesforce platforms. Numeric and Currency Fields Both vendors provide currency and numeric fields that have similar functionality. Dynamics subdivides the number fields whereas Salesforce…
by Michael Philbrick | Mar 29, 2015 | Microsoft Dynamics CRM and Salesforce.com
We are now going to focus on the field types provided by each platform. Overall each vendor covers the major bases. The nuances are found in the emphasis placed on certain categories of fields. For example, Salesforce has a more granular approach to text whereas…