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With the release of Dynamics CRM 2015, we now have a new feature called Hierarchical Security. We’re going to look at how we can configure it and take advantage of it. This feature helps us with giving permissions to managers to see their reporting resources records as needed.

First off, we get to the configuration area by navigating to Settings > Security.

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Calculated Fields are another of the new features added with Dynamics CRM 2015.

They are build based on entity fields and related entities through a N:1 relationship. We can use the basic math operators and string functions in defining the formula. For complex rules we can also use AND and OR.

Let’s look at a simple example of calculating a Lead Score.

We’ll start by customizing the Lead form. Add a new field named Lead Score. Set it a Whole Number, with a type of Calculated Field.

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With Dynamics CRM 2015 now we have the ability to define Rollup Fields. This is a no-code approach to aggregating data across 1:N relationships.

The functionality is similar to what you would do in Excel. You can take advantage of SUM, MAX, MIN and COUNT.

Let’s look at a very simple example of calculating all open Cases on an Account.

On the Account configuration, add a new field called Total Open Cases. Define it as Whole Number, and of type Rollup. Click on the Edit button.

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