Microsoft Dynamics CRM

Business Unit –  It is a way to group business activities. When an organization is created, a Root Business Unit is created by default. This Root BU cannot be deleted. Each Business Unit automatically gets a default team , and the team’s name is the same as the Business Unit’s name. Every Business Unit has a parent BU . By default, new BUs have the Root BU as their parent, but you can also create a custom BU and set it as the parent. Every User is linked to only one BU. Team – Group of Users Teams provide access to records through assigned security roles . Security roles assigned to a team are inherited by all its members. Types of Teams : Owner Team Security Group Team Access Team Owner Team → Own records + roles Security Group Team → Same as Owner, but managed via Azure AD Access Team → No ownership, only shared access   Security Roles   Define the access levels and privileges that control what a user can view and perform in the system. They can be assigned direc...

Workflows automate business processes within Dynamics 365 CRM. Trigger Points: Create Update Delete Execute As: User or Workflow Owner Scope: Organization (Org) – triggers for all records (commonly used in projects) User – triggers only if the record is owned by the user performing the action Business Unit (BU) – triggers if the record’s owning BU matches the user’s BU Parent-Child BU – triggers if the record’s owning BU falls under the user’s BU hierarchy Types: Synchronous (Real-time): Executes immediately; can throw error messages on the UI. Asynchronous (Background): Runs in the background without blocking the user interface. On-Demand Workflow: If enabled, the user can manually trigger the workflow for a specific record. Common Use Cases: Create or update records based on certain conditions Send emails Call custom APIs Throw error messages based on conditions Limitations: Cannot handle looping scenarios (e.g., retrieving multiple records and p...

Power Automate is used to automate operations through triggers and actions . Triggers : Added, Modified, Deleted, Manual (Instant), Scheduled Actions : List Rows, Get a Row by ID, Add a New Row, Update a Row, Delete a Row, Relate Rows, Unrelate Rows, Condition, Apply to Each, Do Until, Switch Scope block in Power Automate is primarily used for error handling . It groups related actions together. Triggers -  Added, Modified, Deleted Change type - Added / modified / delete Table Name - Entity/Table name Scope - User, BU, Parent Child BU, Organization  [Mostly we use Organization] Select columns - Used for modified trigger to mention field names for which flow should trigger Filter rows - To filter the record based on odata query Run as - Flow Owner / Record owner / Modifying user [Mostly we use Flow owner] ------------------------------------------------------------------------------------------------------------------------- Manual Trigger - To Trigger the fl...