The next release of CRM 2015 had been announced a few months back. It is going to be an “Online only” release which means only users of CRM Online will receive this update. Feature updates to CRM made in this release update will not be made available to On-Premise until the end of the year.… Read More »
In our previous first part blog, we explained about BPF, it`s enhancements and few of the methods from the list of available methods. This second blog installation will explain the other available methods. Get the Active Path We can get the Active Path i.e., serves the exact seq. of stages that got the user to… Read More »
With the introduction of MS CRM 2015, came many new features. The one we are going to discuss here is advancement of Business Process Flow and especially the Scripting part, which came as boon. Before CRM 2015, the Business Process Flow exist, but no API availability made it impossible for the developers to interact with… Read More »
SLA’s were introduced in CRM 2013 to improve Customer Service. But in the following scenario it actually didn’t serve its intended purpose. Scenario: Imagine there’s a case where in the provider needs to interact with the Customer and then they decide to keep the case “On Hold”. Now, suppose we have a default SLA activated in… Read More »
With the release of new version of Dynamic CRM new features has been added in CRM 2015.CRM 2015 enables us to customize Help feature of CRM. Wow! Isn`t it great, that you can customize the content to be shown on clicking the Help button? You would be wondering, what difference does it make by showing… Read More »
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 »
Recently we came across a situation. We had a workflow in which we used a field which had field level security enabled on it. There was a custom field called “Credit Amount” that existed on the Account and had a field security enabled on it. The workflow in which we were using this field checked… Read More »
We had a requirement where in we were supposed to show a Filtered Custom Lookup on form load. By Filtered Custom Lookup, it meant that we were supposed to create a Lookup dialog similar to CRM Filtered lookup (Filtered Lookup value changes on the basis of other Lookup on which it is dependent) dialog. The… Read More »