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Branching Business Process Flows in Microsoft Dynamics CRM 2015
Paul Nieuwelaar, 24 September 2014
Microsoft Dynamics CRM 2015 adds a new feature to Business Process Flows that were introduced in Dynamics CRM 2013, which now allows us to branch the process in a different direction based on some condition. Similar to in a workflow or dialog where we might have several different paths that can be t
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Microsoft Dynamics CRM 2015 – Social Listening Coming to On-Premises CRM 2015 Installs
Greg Olsen, 23 September 2014
Currently Social Listening is available for Dynamics CRM Online instances only, but with the launch of Dynamics CRM 2015 with the ‘Fall Release’, you will be able to hook up your online Social Listening instance as an integration option with all Dynamics CRM 2015 On-Premises install
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Microsoft Social Listening – Create a Search Query
Jared Johnson, 23 September 2014
One of the most useful features of Microsoft’s new Social Listening product is the ability to generate a search query. This lets you retrieve mentions of your chosen topic from blogs, facebook posts, twitter posts and news articles and then pull them in to perform analysis on. To create a new
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Microsoft Dynamics CRM for Outlook 2015 Configuration Wizard
Roshan Mehta, 22 September 2014
Microsoft Dynamics CRM 2015 introduces a new Configuration Wizard for the Outlook Client. The process is pretty much the same as previous versions of Dynamics CRM, however the screens have been simplified. When you run the Configuration Wizard, the first screen you will see will give you the option
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Microsoft Dynamics CRM 2015 Advanced Find – The Under Operator
Roshan Mehta, 22 September 2014
Advanced Find now includes two new operators which work in conjunction with the new hierarchies feature in Dynamics CRM 2015. These operators are called “Under” and “Not Under” and can be used when querying lookup fields in Advanced Find. I have currently set up the Users i
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Microsoft Dynamics CRM 2013 SP1 Routing Rules
Ahmed Anwar, 22 September 2014
Microsoft Dynamics CRM 2013 SP1 introduces a new way of assigning Cases –and only cases- to the right person based on a predefined condition(s). Assuming that your organization has a customer support that receives and creates Cases. Sometimes, members in the customer support division want to
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Rollup fields in Microsoft Dynamics CRM 2015 – What are they and how do they work?
Ahmed Anwar, 21 September 2014
Rollup fields are one of the new features introduced in Microsoft Dynamics CRM 2015 that saved extra effort on Developers to calculate aggregated data from a Children entity to a Parent entity. The creation and setup of a Rollup field is kind of similar to Calculated fields except for a few things.
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Calculated Fields in Microsoft Dynamics CRM 2015
Ahmed Anwar, 21 September 2014
Microsoft Dynamics CRM 2015 introduced a new exciting feature that will reduce the effort on Dynamics CRM developers. Calculated fields are not a new Data Type in Dynamics CRM 2015 but they are fields automatically calculated after Creating/Saving a record according to the logic you create.
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Microsoft Dynamics CRM 2015 Field Security Profile Changes
Jared Johnson, 21 September 2014
One of the big limitations of Field Security in previous versions of Dynamics CRM was that it was only available on custom fields and not on out of the box fields. In Dynamics CRM 2015 however Field Security can now be enabled on most out of the box fields, with only certain system fields such as th
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New Condition Operators in Microsoft Dynamics CRM 2015
Roshan Mehta, 18 September 2014
With the introduction of the new hierarchies feature in Microsoft Dynamics CRM 2015 comes new condition operators that can be used with the ConditionOperator enumeration in the C# SDK as well as FetchXML queries. These new operators are intended to support records that are related via the new Hierar
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Nested Quick Create in Microsoft Dynamics CRM 2015
Roshan Mehta, 18 September 2014
The introduction of Quick Create Forms in Dynamics CRM 2013 provided a simpler way for users to create records for core entities from anywhere within the system. However, there is one disadvantage in that it does not launch subsequent Quick Create forms to populate lookup fields. Thankfully, Dynamic
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Microsoft Dynamics CRM 2015 Multi-Entity Quick Find
Roshan Mehta, 18 September 2014
Another highly anticipated feature of Dynamics CRM 2015 is Multi-Entity Quick Find, which allows users to search across multiple entities. Many ISVs have built their own implementations and it is nice to finally see this part of the base product. In this post, I will refer to Multi-Entity Quick Find
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Global Advanced Find is Here in Microsoft Dynamics CRM 2015!
Roshan Mehta, 18 September 2014
You asked for it and Microsoft has listened! Dynamics CRM 2015 now provides the ability to launch the Advanced Find window from anywhere within the application. Previously, the Advanced Find button was only available on the command bar (or in the overflow menu) on forms and views which was a bit o
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Customizing Hierarchies in Microsoft Dynamics CRM 2015
Roshan Mehta, 18 September 2014
Microsoft Dynamics CRM 2015 now provides you with a hierarchical view of records out of the box for selected entities, with the ability to customize this view for custom relationships. It is also possible to customize the hierarchy tile view to display different fields on each tile. Firstly, let&rsq
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Installing the CRM 2013 Email Router
Roshan Mehta, 17 September 2013
The installation process for the CRM 2013 Email Router is exactly the same as the CRM 2011 Email Router. In this post, we will take a look at the CRM 2013 Email Router installation process. Note that this installation is for the CRM 2013 Beta edition and the installation process may have changed wit
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