An additional feature has been added in Security Model with the 2015 release. This is an extension to the existing security model in which we use business units, security roles and teams. The hierarchy security offers a more access to records from an organization. You can maintain the hierarchy with two different types of security… Read More »
Introduction: Quick Create Forms were introduced in CRM 2013 to help create records of core entities in a simpler way from anywhere in the system. It actually was not that simpler when we wanted to create subsequent records for the lookup field available on current Quick Create form. Let’s take a look at how we… Read More »
Among the many new features added in Dynamics CRM 2015, Rollup Fields is one of the interesting new feature which provides a way to perform a record level aggregation from child records to its parent record. This avoids plug-in development and can be easily achieved by end users through simple setup and settings itself without… Read More »
Introduction CRM 2015 is here. It has been live on servers since December 1st this year. All new trials for CRM Online that you spin now are being made available in CRM 2015. During the earlier upgrades of CRM Online organization, the users had little control over planning the upgrade, however over the last few… Read More »
Introduction: It was one feature that other competing CRM systems had for a while and has been an “ask” of many for many years now. Calculated field means a field that has its value calculated automatically based on the formula provided. Till date, this used to be achieved through scripting or may be a plugin… Read More »
As you may be aware, Microsoft has come up with Business process flow feature in CRM 2013 which provides assistance to users in CRM using stages to be followed in order to complete the whole process. Earlier Limitations: Strictly Linear Process: Business processes are designed to work only in linear manner, no branching is allowed.… Read More »
In our previous blog, we described the new features added in Business Rule in CRM 2015. We worked on new server side support in Business rule in detail. This blog will illustrate the new server side Business Rule in detail with the help of example. Suppose for example, we have a workflow which creates “Contact”… Read More »
Introduction: Microsoft introduced Business Rules in CRM 2013 to provide custom business logic through a simple UI and to eliminate the need to write scripts. However there were some limitations, Business rules in CRM 2013 execute only Client Side. Has no if…else if…else support hence need to develop multiple rules to express rich business logic.… Read More »