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Author Archives: Steven Jacobowitz
Spring Release is Live on Microsoft On Line
Now that the spring release of Microsoft Dynamics CRM has been officially released lets look at some of the new features. Continue reading
Microsoft Training and User Adoption Kit
Good afternoon all – Sorry for my delay between this and my previous post. I have been very busy with client work over the past 6 weeks and I haven’t been focused. Today is my first attempt to get into … Continue reading
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What’s on the Menu for Microsoft CRM 2015 Spring Release
Microsoft has already started articulating the new features due out on the spring release for Microsoft Dynamics CRM 2015. This is an outline of what to expect for Microsoft On-Line Spring Release CRM 2015 Continue reading
“What’s New” – Socializing Your Dynamics CRM On Line Implementation with Yammer
Article focuses on collaboration in Microsoft CRM On Line using Yammer and the What’s New sections of the application. Continue reading
Posted in Collaboration in Microsoft CRM, Configuration CRM 2015, CRM 2015 New Features, CRM Configuration, CRM Integration, Yammer, Yammer and Microsoft CRM
Tagged Collaboration in Microsoft CRM, CRM 2015 Configuration, CRM 2015 New Features, CRM New Features, Microsoft CRM, what's new collaboration, Yammer, Yammer and CRM
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Configuration of Entitlements in Microsoft CRM 2015
Last year during the spring release of CRM 2013 Microsoft started a changeover in Microsoft CRM service module from Case support based on contracts to Case support based on entitlements. Continue reading
Microsoft CRM 2015 How Do I Concatenate Two Fields In Microsoft CRM 2015? Revised
Good Day All- May, 2012 I submitted a post called “How to concatenate two fields using workflow in Dynamics CRM 2011”. Click Here Three years later this is still one of my most viewed posts on WordPress. This method is still … Continue reading
The MSCRM Software CRM Compatibility Matrix
Wondering about what software is compatible with your version of MSCRM or planning an upgrade, please view this post. Continue reading
New Feature – Updates to Business Process Flows in Microsoft CRM 2015 – Part 2
This is the conclusion of my previous post on Business Process Flows in CRM 2015, where we consider the differences between V2013 and V2015, plus add another more complicated scenario using several of the capabilities found in CRM. Continue reading
New Feature – Updates to Business Process Flows in Microsoft CRM 2015
The feature will allow you to create an efficient consistent business processes on an entity (s) and is available in the sales, marketing, and service modules. This function is also available on all custom entities you create also. Continue reading
New Feature – Hierarchical Visualization in CRM Microsoft CRM 2015
Another new feature present in CRM 2015 is the capability to present data visually in a hierarchical model. Continue reading