Category Archives: CRM Configuration

CRM Configuration

Dynamics 365 – New Feature Update Ability to View Documents from SharePoint

Posted on December 31, 2019 by Steven Jacobowitz

A new feature in the Dynamics 365 2019 Release Wave 2 is the ability to display the related SharePoint documents (when using the native Dynamics SharePoint integration) on the main form. Previously these documents could only be accessed via the related items menu. Continue reading →

Posted in CRM Announcements, CRM Configuration, Dynamics 365, Dynamics 365 CRM, Dynamics 365 Fall Release Features | Tagged CRM New Features, Dynamics365 Fall Release, Microsoft CRM | Leave a comment

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 CRM 2015 Configuration, CRM Service, Microsoft CRM | 1 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

“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

New Feature – Hierarchical Visualization in CRM Microsoft CRM 2015

Posted on February 3, 2015 by Steven Jacobowitz

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 CRM 2015 Configuration, CRM 2015 New Features, CRM New Features, Hierarchy Security, Microsoft CRM | Leave a comment

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

Posted on January 20, 2015 by Steven Jacobowitz

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 Business Rules, CRM 2015 New Features, CRM New Features, New CRM 2015, Timer Control, Workflow | 1 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 CRM 2015 Configuration, CRM 2015 New Features, Global Search in CRM 2015, New CRM 2015, New Search CRM 2015 | Leave a comment

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

Posted on December 30, 2014 by Steven Jacobowitz

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 CRM 2015 Configuration, CRM New Features, New CRM 2015 | 5 Comments

New Features in Microsoft Dynamics CRM 2015 – Expanded Business Rule Logic.

Posted on December 10, 2014 by Steven Jacobowitz

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 →

Posted in CRM 2015 New Features, CRM Configuration | Tagged Business Rules, CRM 2015 Configuration, CRM 2015 New Features, CRM New Features, New CRM 2015 | Leave a comment

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