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Microsoft Dynamics CRM and Salesforce.com: Field Updates Part 1

by Michael Philbrick | Oct 18, 2015 | Microsoft Dynamics CRM and Salesforce.com

The topic of field updates is broad and touches on considerable functionality in both platforms. My definition of a field update is an automatic modification of one field triggered by a user action. This action might be a button click, change to a field value or the…

Microsoft Dynamics CRM and Salesforce.com: Field Level Security

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…

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