Category Archives: CRM 2015 Requirements

Constraining Parameters at the Attribute Level for Root Cause Analysis

Posted on August 11, 2015 by Steven Jacobowitz

How many times I have been asked to configure a scenario where as “If my user picks X in one field I only want Y options in the next field.” Please read on if you would like to understand how to constrain options without writing code. Continue reading →

Posted in Configuration CRM 2015, CRM 2015 Requirements, CRM Configuration | Tagged , , | 1 Comment

The MSCRM Software CRM Compatibility Matrix

Posted on March 3, 2015 by Steven Jacobowitz

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

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

Posted on January 8, 2015 by Steven Jacobowitz

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

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 →

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

Software Readiness for MSCRM 2015 On-Premise

Posted on October 25, 2014 by Steven Jacobowitz

Microsoft CRM 2015, code name Vega, alias The Fall Release, is just around the corner. Microsoft is promoting this new release heavily on their online site. I will eventually discuss new features in subsequent posts, at the present time,  I … Continue reading →

Posted in CRM 2015 New Features, CRM 2015 Requirements | Leave a comment