Tag Archives: CRM New Features

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 , , | 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 , , , , , , , | 1 Comment

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 , , , , | 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 →

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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 , , , , , | 1 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 , , , | 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 , , | 5 Comments

Microsoft CRM 2015 New Feature – Boiling Down Rollup Fields – Part 1

Posted on December 20, 2014 by Steven Jacobowitz

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.

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 →

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Further Improvements Uncovered In CRM 2015 – The Search Feature

Posted on December 2, 2014 by Steven Jacobowitz

In case you haven’t discovered it yet.  There have been additional improvements to the search feature in CRM including quick access to make your day more productive.  When you first open the application please look to the right of the … Continue reading →

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