Category Archives: CRM 2015 New Features

Office 365 Groups and Microsoft CRM – An Exciting New On-line Functionality in Beta

Posted on September 8, 2015 by Steven Jacobowitz

This is exciting new functionality in Beta found at the Microsoft Office 365 / CRM site.

Office 365 Groups allows users to team and collaborate across your company.
Continue reading →

Posted in Configuration CRM 2015, CRM 2015 New Features, CRM 2015 Spring Release On-Line, CRM Announcements, CRM Integration, Office 365 Groups | Tagged Microsoft CRM Integration, Office 365, Office 365 Groups | Leave a comment

Working with Business Process Flow Tips and Tricks Part 2:

Posted on July 28, 2015 by Steven Jacobowitz

This is my second post on Business Process Flows. Hope you all enjoy. Continue reading →

Posted in Business Process Flow, CRM 2015 New Features, CRM 2015 Spring Release On-Line, CRM Configuration, CRM Workflow | Tagged Business Process Flows, Microsoft CRM, New CRM 2015, Processes | Leave a comment

Working with Business Process Flow Tips and Tricks

Posted on June 23, 2015 by Steven Jacobowitz

Using Business Process Flows will assist your organization follow consistent processes throughout the application. Configured properly you can lead your users of the system into next best actions including launching workflows and business rules. Continue reading →

Posted in Business Process Flow, CRM 2015 New Features, CRM 2015 Spring Release On-Line, CRM Workflow, Workflow | Tagged Business Process Flows, CRM 2015 Spring Release, Microsoft CRM, Processes, Workflow | 1 Comment

Spring Release is Live on Microsoft On Line

Posted on June 9, 2015 by Steven Jacobowitz

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 CRM 2015 Spring Release | Leave a comment

What’s on the Menu for Microsoft CRM 2015 Spring Release

Posted on April 14, 2015 by Steven Jacobowitz

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

“What’s New” – Socializing Your Dynamics CRM On Line Implementation with Yammer

Posted on April 7, 2015 by Steven Jacobowitz

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 | 1 Comment

Configuration of Entitlements in Microsoft CRM 2015

Posted on March 30, 2015 by Steven Jacobowitz

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 Business Rules, CRM 2015 Configuration, CRM 2015 New Features, CRM Entitlements, CRM Service, Microsoft CRM, New CRM 2015 | 2 Comments

Microsoft CRM 2015 How Do I Concatenate Two Fields In Microsoft CRM 2015? Revised

Posted on March 10, 2015 by Steven Jacobowitz

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 CRM 2015 Configuration | 3 Comments

New Feature – Updates to Business Process Flows in Microsoft CRM 2015 – Part 2

Posted on February 23, 2015 by Steven Jacobowitz

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 Business Process Flows, CRM 2015 Configuration, CRM 2015 New Features, CRM New Features, Workflow | 2 Comments

New Feature – Updates to Business Process Flows in Microsoft CRM 2015

Posted on February 10, 2015 by Steven Jacobowitz

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 Business Process Flows, Business Rules, CRM 2015 Configuration, CRM 2015 New Features, New CRM 2015, Workflow | 3 Comments

	Benito Barchus on New Feature – Updates to Busin…
	Steven Jacobowitz on Using the Dashboard Reporting…
	sdf on Using the Dashboard Reporting…
	Steven Jacobowitz on Microsoft CRM 2015 How Do I Co…
	Matt on Microsoft CRM 2015 How Do I Co…