In Post “Microsoft Dynamics CRM: How to create company via button click (Ribbon Workbench)“, I showed you Possibility No 1 to create a company via button click, or here for Possibility No 2. Possibility No 1 did create a company ‘in the background’. That means that after clickin’ the button, you have to either click only […]

Transformation

Step 0: What we want to do It’s possible to view your CRM in different languages. For me, everything is in german, but our branch is using the english version. For that, we have to make a translation to all the fields that are not native (these ones are handled by Dynamics). So let’s check […]

In Post Microsoft Dynamics CRM: How to create company via button click (Ribbon Workbench), I showed you Possibility No 1 to create a company via button click. Now, I found out another possibility. Possibility No 1 did create a company ‘in the background’. That means that after clickin’ the button, you have to either click only […]

Step 0 – What we want to do:

We have a group of companies in ‘CompanyXYZ’. A total of 4 companies belong to this group (Company A, Company B, Company C and Company D). Now, as a user with a special user (security) role (in this case ‘A’), I want to be able to select one or more records, and thus remove those companies from the composite map:

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