Author Archives: Steven Jacobowitz

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About Steven Jacobowitz

An innovative transformative leader, driving organizational profitability. Creating a culture where mistakes are embraced as learning experiences. Together, let's forge a future of balanced growth and client satisfaction.

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

Posted in CRM 2015 New Features | Tagged | Leave a comment

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

Posted in CRM 2015 New Features, CRM 2015 Spring Release On-Line, CRM On-Line | Tagged , , | Leave a comment

“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 , , , , , , , | 1 Comment

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

Posted in Configuration CRM 2015, CRM 2015 New Features, CRM Configuration, CRM Service, Entitlement Tracking in Microsoft CRM 2015 | Tagged , , , , , , | 2 Comments

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

Posted in Calculated Fields, CRM 2015 New Features | Tagged | 3 Comments

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

Posted in CRM 2015 Requirements, CRM and SQL Server | Leave a comment

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

Posted in Business Process Flow, Configuration CRM 2015, CRM 2015 New Features, CRM Workflow | Tagged , , , , | 2 Comments

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

Posted in Business Process Flow, Configuration CRM 2015, CRM 2015 New Features, CRM Workflow | Tagged , , , , , | 3 Comments

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

Posted in Configuration CRM 2015, CRM 2011 Reporting, CRM 2015 New Features, CRM Configuration | Tagged , , , , | Leave a comment