Tag Archives: CRM 2015 Configuration

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

“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

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 – 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- The String Functions – Part 2

Posted on January 6, 2015 by Steven Jacobowitz

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

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

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

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