by Michael Philbrick | Mar 27, 2015 | Microsoft Dynamics CRM and Salesforce.com
In this post we are going to explore navigating to field customization and the customization interfaces. Field type comparison is the subject of Part 2. Navigation In either case you end up with a list of fields for each entity/object. How you get there differs….
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 Aaron Elder | Jan 30, 2015 | Blog, Microsoft Dynamics CRM and Salesforce.com
Hello fellow CRM administrators! It has been a little while, but I am back with hopefully a post that will be very helpful to all of you: Dynamics solutions and SFDC change sets. Hopefully, this will clear some things up for you guys! Salesforce.com (SFDC) change sets…
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…
by Aaron Elder | Oct 28, 2014 | Microsoft Dynamics CRM and Salesforce.com
In his Hiking Both Trails blog, my colleague Michael Philbrick, one of Celedon’s Developers/Consultants, began to introduce the navigational differences between Microsoft Dynamics CRM and Salesforce.com. In Dynamics CRM, administrators and developers primarily work in…
by Michael Philbrick | Oct 24, 2014 | Microsoft Dynamics CRM and Salesforce.com
My first exposure to a major CRM platform was Microsoft Dynamics. Realizing that Salesforce is dominant in the market, my first question was “how are they different?” The short answer is that while both perform very similar functions, and in fact use…