Tag Archives: New CRM 2015

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 , , , | Leave a 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 , , , , , , | 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 , , , , , | 3 Comments

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- 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

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 2

Posted on December 23, 2014 by Steven Jacobowitz

My last post focused on the basics of the new Roll-Up feature in Microsoft Dynamics CRM 2015. Today I would like to discuss maintenance of the systems jobs, and build on the scenario started in the previous post. Finally, I … Continue reading →

Posted in Rollup Fields in CRM 2015 | Tagged , , , | 1 Comment

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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