SAFEGUARDING SHAREPOINT DATA: ENHANCING SECURITY MEASURES IN FILE SHARING

In today’s digital landscape, SharePoint serves as a pivotal platform for collaboration, enabling seamless sharing of files and folders among users. While the convenience of sharable links streamlines communication and workflow efficiency, it’s imperative to recognize the nuanced security implications that accompany this feature.

SHAREPOINT DATA

Sharable links in SharePoint empower users to disseminate content swiftly, yet the accessibility they have can inadvertently expose sensitive data. Notably, files shared via these links can be readily discoverable by anyone using Microsoft Teams search functionality, heightening the risk of unauthorized access to confidential information.

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HOW TO MIGRATE THE DATA FROM ONE ENVIRONMENT TO OTHER ENVIRONMENT USING DATA TRANSPORTER TOOL IN THE XRM TOOLBOX?

Welcome, CRM enthusiasts! In this blog, we’ll be diving into the world of Dynamics 365 CRM and exploring a powerful tool within the Xrm Toolbox – the Data Transporter.
There are some situations where will get some issues while migrating the customizations between environments due to reference data. In those cases, Data Transporter Tool in Used.
The Data Transporter is a feature-packed tool within the Xrm Toolbox that facilitates seamless data transfer between entities in Dynamics 365 CRM. Whether you’re dealing with leads, contacts, accounts, or custom entities, this tool simplifies the process of moving records, ensuring accuracy and efficiency.

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HOW TO HIDE + NEW BUTTON FOR LOOKUP FIELDS IN DYNAMICS CRM/MODEL-DRIVEN APPS?

In a Model-Driven App, a lookup field is a type of field in a database or application that can be used to reference records from another entity or table. In short, it allows to reference data from another entity or table.

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How to add multiple tables to a single lookup Field in Microsoft Dynamics 365?

Lookups are a special field where you will be able to get a record of another table. It creates a child to parent relationship with that table, using this we can get access to that record and its fields, and with this access we can build automations on multiple tables. Now Multiple table lookup is also a lookup field, but here instead of getting records from one table you can get the records from the selected multiple tables.

 

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How to Filter Lookup based on another Lookup value using javascript in Dynamics 365?

Scenario:

Here we have IP Admission, Lab Indent lookups on IP Service Entity. If we want to filter Lab Indent lookup based on IP Admission value, then the following steps will help us.

Using the if condition, we must first determine whether the IP Admission lookup is null or not.


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HOW TO SHOW SSRS REPORT ON THE FORM IN DYNAMICS 365 CRM?

SSRS is a powerful reporting tool for designing and managing reports, which can be created by connecting the various data sources, and it is a server-based reporting software platform which creates a rdl file.

SSRS focuses on the data that which is fetched and the way it is visualized in the report.

When a report is designed for Dynamics 365 CE, usually “Run Report” functionality is used to view the report output. But what if the client wants to view a designed report directly on a form in Dynamics 365 CE over Run Report function?

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HOW TO CONFIGURE MICROSOFT TEAMS DIALER (PREVIEW)?

Microsoft Teams dialer helps sellers to be more productive and get work done more effectively by calling customers directly from within Dynamics 365 Sales app.

  1. Prerequisites To Enable Teams Dialer
  2. Configure the Dialer
  3. Prequisties To Enable Teams Dialer
  4. Assign a Phone Number to a User
  5. Change a Phone Number for a User
  6. Remove a Phone Number from a User 

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AUTOMATICALLY ROUTE LEADS, OPPORTUNITIES TO CORRECT SELLERS

Dynamics 365 Sales lead and opportunity routing is based on an easily configurable, rule-based assignment engine automatically distributes records using various commonly used parameters, strung together in a simple rule framework.

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HOW DOES MICROSOFT TEAMS WORKS WITH DYNAMICS 365?

Using Teams integration, you can invite anyone in the organization to view and collaborate on customer records right within a Teams chat or channel. You can also make and receive calls from within Dynamics 365 and get the work done more effectively.

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