You are currently browsing the tag archive for the ‘Dynamics CRM 2015’ tag.

So, you’ve upgrade your CRM to 2015, you’re browsing through the new features, and hierarchical visualization peaks your interest. You can finally do so many nice things where you needed Silverlight or custom HTML web resources before. Or can you?

First off, what is hierarchical visualization?

Starting with Dynamics CRM 2015, for records related in a parent-child relationship (1:N), you can now see a graphical representation of these relationships. Starting in a regular grid view, now the related records are presented with a new icon in front of them.

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Clicking on any of those icons will take you to a new view, showing cards for each record, and the relationship structure.

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My new book is available for pre-order HERE.

A big thank you goes to Packt Publishing, for making this possible. Also, thanking the community and the technical reviewers for the ongoing support and for keeping things interesting.

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Enjoy!

UPDATE Dec. 26, 2014: Book is available to be ordered now.

PACKT: https://www.packtpub.com/application-development/microsoft-dynamics-crm-customization-essentials

Amazon: http://www.amazon.com/Microsoft-Dynamics-CRM-Customization-Essentials/dp/1784397849/ref=sr_1_10

Amazon.ca: http://www.amazon.ca/Microsoft-Dynamics-CRM-Customization-Essentials-ebook/dp/B00RP13CZC/ref=sr_1_1?ie=UTF8&qid=1420464929&sr=8-1

Indigo.ca: http://www.chapters.indigo.ca/books/microsoft-dynamics-crm-customization-essentials/9781784391850-item.html

Barnes & Noble: http://www.barnesandnoble.com/w/microsoft-dynamics-crm-customization-essentials-nicolae-tarla/1120991893

As of today, newly created instances are presenting the 2015 version. Go get yours today!

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As a side note, some delays were experienced this morning during the creation process, with wait times of upwards of an hour. High demand!

Enjoy!

Running a quick search on Microsoft Download Center presents the following available downloads for Dynamics CRM 2015:

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This includes the download for Dynamics CRM 2015 Server for On-Premise, and the 90 days trial keys are made available also.

Find it all HERE.

Enjoy!

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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Shortly after posting my short list of CRM 2015 content HERE the Microsoft Dynamics CRM Team has released a more comprehensive collection of materials available to the community. Here is the article:

CRM 2015 prerelease content is here!

Enjoy!

So, now with the upcoming Dynamics CRM 2015 we have some enhancements coming to Quick Create. The beauty is that now we can create related records through Quick Create only.

How it works

Let’s look at the Dynamics CRM 2013 Quick Create Contact form:

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Once we fill the required fields, and we get to the Company name field, in Dynamics CRM 2013 we only have the option to select an existing Account. Up to now we had to go and create an Account first, and then be able to come back to the Contact record and update the reference.

With Dynamics CRM 2015 now we get an option to Quick Create an Account from the Quick Create Contact form. That will just overlap the existing Quick Create Contact form with the Quick Create Account form. Once the Account is created, we are returned to the Quick Create Contact form, and the Company Name is populated with the Account we just created.

What it doesn’t do

One thing to be aware of is, if taking this approach, while the Account is populated on the Contact, on the Account form the Contact is not added to the Primary Contact on the Account.

Enjoy!

These are links to some of the information available as of now regarding Dynamics CRM 2015:

Get ready for the next release

http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx

CRM Admin best bets

http://www.microsoft.com/en-us/dynamics/crm-customer-center/crm-admin-best-bets.aspx

What’s new

http://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx

Upgrading from Microsoft Dynamics CRM 2013 to 2015 Autumn ‘14

https://community.dynamics.com/crm/b/crmvideos/archive/2014/09/30/upgrading-from-microsoft-dynamics-crm-2013-to-2015-autumn-39-14.aspx

Other Microsoft Dynamics CRM Videos

https://community.dynamics.com/crm/b/crmvideos/default.aspx

Enjoy!

Since this is not popping-up in search results as easy as I would like it to, here’s the link to it.

Dynamics CRM 2015 SDK

Enjoy!

With Dynamics CRM 2015 we get an even better experience working with Outlook. Besides the default synchronization options, including the tracking of emails, synchronization of appointments, tasks and contacts, with the new version we will be able to take advantage of the following enhancements:

Appointments – going forward we will be able to synchronize not only the appointment itself, but also appointment attachments. This will be extremely useful when tracking meetings where an agenda is attached, and/or any other type of documents. These attachments are now accessible from within CRM, to all users with access to the record, whether they are part of the Appointment activity or not.

Tasks – enhanced ability to track task assignment in Outlook.

Data synchronization – the ability to specify synchronization rules down to the individual field level. Now we can keep specific data private without the need to create related entities.

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This works for both Server-side sync and Outlook synchronization.

Note: the rules about what is being synched are available in read-only format to all users.

Address and Phone – increased amount of phone and address records associated to a Contact. Now we can store up to three different addresses and up to eleven different phone numbers on a Contact record.

Enjoy!

With the announcement of Dynamics CRM 2015, a listing of new features has been made available. They include, but are not limited to:

1. Customizable Help – with the new release, now we will be able to customize Help to reflect the customizations made to the system. While this is a really nice feature, it will probably increase the cost of a custom solution substantially. It will be the customer’s choice if they want to pay for it.

2. Dedicated support for hierarchical data – while hierarchies could be built with previous versions of Dynamics CRM, now we can specify relationships of type hierarchical. This brings better visualization, easier access to data through code, and enhanced security model around hierarchies.

3. Field level security for any and all fields – up until this version, all custom fields could be configured with field level security. Now we can do the same to all fields.

4. Branches for Business Process Flows – this allows for more complex scenarios to be handled through the use of business Process Flows.

5. Enhancements to the Product Catalog – finally an easier way to handle complex product catalogs. Also now we have the ability to move the product catalog between environments.

6. Enhancements to the Outlook and Exchange experience – we now have the ability to configure synch direction and to use multi-factor authentication using OAuth.

7. Dashboards for tablets – now dashboards will be available to tablet users.

8. Reduce the JScript volume on calculated fields – now most calculated fields can have formulas defined using the wizard. We now have support for most mathematical operations as well as some logical operations.

9. Roll-up fields – now we can define roll-up fields to aggregate data. We can define up to 100 roll-up fields per Organization with up to 10 per entity.

10. Get rid of the navigation tour globally – now we can disable globally the welcome tour screen.

Enjoy!

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