Monthly Archives: December 2014

Microsoft CRM 2015 New Feature – Drilling into Calculated Fields – Part 1

Posted on December 30, 2014 by Steven Jacobowitz

Since this will be my last post for 2014, I wanted to start to concentrate on another new capability in Microsoft Dynamics CRM 2015, The Calculated Fields functionality. I plan on handling this the post as I did with the … Continue reading →

Posted in Configuration CRM 2015, CRM 2015 New Features, CRM Configuration | Tagged , , | 5 Comments

Microsoft CRM 2015 New Feature – Boiling Down Rollup Fields – Part 2

Posted on December 23, 2014 by Steven Jacobowitz

My last post focused on the basics of the new Roll-Up feature in Microsoft Dynamics CRM 2015. Today I would like to discuss maintenance of the systems jobs, and build on the scenario started in the previous post. Finally, I … Continue reading →

Posted in Rollup Fields in CRM 2015 | Tagged , , , | 1 Comment

Microsoft CRM 2015 New Feature – Boiling Down Rollup Fields – Part 1

Posted on December 20, 2014 by Steven Jacobowitz

I wanted to research this topic so I could fully understand this functionality before I attempted to put it into a real world scenario format for your viewing. I went to Microsoft’s TechNet help file for further clarification. The more … Continue reading →

Posted in Configuration CRM 2015 | Tagged , , | 6 Comments

New Features in Microsoft Dynamics CRM 2015 – Expanded Business Rule Logic.

Posted on December 10, 2014 by Steven Jacobowitz

Microsoft first introduced business logic rules in CRM 2013. Business logic allowed non programmer’s the ability to create simple rules based on client input into a record to further enhance the applications usability. For example, based on input in one … Continue reading →

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New Hierarchy security In Microsoft Dynamics CRM 2015

Posted on December 5, 2014 by Steven Jacobowitz

Hello All- I wish I could say I am going to be 100% creative with this post but that isn’t the case.  While going through my new install of CRM 2015 I was testing out the help files and found … Continue reading →

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Further Improvements Uncovered In CRM 2015 – The Search Feature

Posted on December 2, 2014 by Steven Jacobowitz

In case you haven’t discovered it yet.  There have been additional improvements to the search feature in CRM including quick access to make your day more productive.  When you first open the application please look to the right of the … Continue reading →

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How do I add new users in CRM 2015? The New Security Section

Posted on December 1, 2014 by Steven Jacobowitz

Note:  This addresses both On Premise and On Line Microsoft released Dynamics CRM 2015 on Wednesday November 26, 2014, both the On-Premise and the On-Line Versions.   For the next few posts I will concentrate on some of the things I … Continue reading →

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