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.

SDK Customization for Microsoft Dynamics Marketing

I am very pleased to re-blog this well thought out entry from Trapti Nagar, one of my colleague’s at IBM.   I am going to start focusing on the functional aspects of Microsoft Dynamics Marketing, but for you Coder’s I think … Continue reading

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Microsoft CRM 2015 New Feature – Everything You Wanted to Know About the Timer Control in CRM 2015 – Part 2

Welcome back to Part 2 of this topic The Timer Control. For those who were using this control since the spring release I would like to point out the differences in CRM 2015. Version 2013 Control Version 2015 Control There … Continue reading

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Microsoft CRM 2015 New Feature – Everything You Wanted to Know About the Timer Control in CRM 2015 – Part 1.

This post is part one on the timer control feature available in Microsoft Dynamics CRM Version 2015. Continue reading

Posted in Configuration CRM 2015, CRM 2015 New Features, CRM Configuration, CRM Workflow | Tagged , , , , , | 1 Comment

Power BI for Office 365 and CRM 2015: Get CRM data to Excel with a click

Originally posted on crm backlog:
What is Power BI? Power BI is a cloud-based service that works together with Excel to provide a complete self-service analytic solution. With both Excel to author reports and Power BI for Office 365 to…

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Microsoft CRM 2015 New Feature – Drilling into Calculated Fields- Advanced Calculations and Date Calculations – Part 3

As promised this will be the last post on the new calculation features available in Microsoft CRM Version 2015, released November, 2014. This functionality will help facilitate your solution development. Where once you had to depend on a developer writing … Continue reading

Posted in Calculated Fields, Configuration CRM 2015, CRM 2015 New Features, CRM 2015 Requirements, CRM Configuration, CRM Workflow, Rollup Fields in CRM 2015 | Tagged , , , , | Leave a comment

Microsoft CRM 2015 New Feature – Drilling into Calculated Fields- The String Functions – Part 2

A continuation of exploring the new Calculation features available in Dynamics CRM 2015 Continue reading

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

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

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

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.

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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