Category: Dynamics CRM 2015

Why use the Advanced Find ‘Group AND’ functionality if this is it’s default state?

Advanced find is one of my favorite pieces of functionality in CRM. Reason being it allows anyone to become a master of the data that is held within CRM in ways you have never imagined.  This is where a user changes from simply inputting data to actually owning and understanding the data available to them. A tool to achieve such mastery is Advanced Find. CRM 2015 has embraced the Advanced Find functionality so you will now...

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The difference between Simple & Enhanced SLA’s in CRM 2015

Service level agreements (SLAs) are kind of sneaky little things. They snuck into CRM 2013 under the hood of Entitlements and have grown in power ever since. In my opinion, entitlements are very very close to Contracts, if not a replacement to them, and they offer much better, clearer functionality. (Not saying Contracts they are completely pointless).  Entitlements are very driven by their associated SLA, which is then driven by it’s associated SLA items. Think of...

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Cloud vs. On Premise License Comparison Infographic

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An infographic that can be used for quick reference that details the major differences of the licensing for Cloud (Online) & On Premise versions of Microsoft Dynamics CRM 2015. Please note that the prices can vary depending on conversion rates and also by Microsoft partners. On Premise prices were based on CRM 2013 (Latest released).

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Visual Hierarchies for all! 3 quick steps to setting up a visual hierarchy on a custom entity

Visual hierarchies can be created on all custom entities and for some out of the box entities too. The first major rule to follow is that the relationship you use must be a 1:N (or N:1) self-referential relationship, so in the example that follows there is a Project entity, and it has a 1:N relationship to itself. Also the second rule is that you can only have one of these relationships that are marked as hierarchical....

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Follow the flow in this infographic to set up your CRM 2015 Product Catalog

  I designed this infographic not to impart so much information on the specifics but to demonstrate you don’t need to use all of the product catalog to receive it’s benefits &  also it does not take a great amount of effort to set up. It might shock you, but the Product Catalog in Dynamics CRM was clearly designed to help save time input an extensive catalog of products whilst still maintaining it’s relational characteristics as...

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Product Catalog changes in CRM 2015 : Visual Hierarchies, Product Properties, Inheritance & more…

Following on from my previous post of an infographic detailing some of the improvements in the Product Catalog in CRM 2015, this blog post aims to go into more detail and provide some advice on how to get the best out of the new product catalog out from a configuration point of view. Using the infographic as a base, I’ll springboard off that to form a structure to the post. The Product Catalog in it’s own...

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The enhanced CRM 2015 Product Catalog in 6 Steps (infographic)

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An Infographic that displays the improvements of the CRM 2015 Product Catalog. A more detailed blog post to follow in the next week For a slightly larger version – Right Click > View Image   ©Made by CRMCAT: you are welcome to distribute this image to all humans and cats alike.

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Choose your own Adventure: Improved Business Process Flows & additional JavaScript manipulation power in CRM 2015

CRM 2013 introduced some excellent functionality, one that has been covered not long ago were Business Rules, but another piece was the arrival of Business Process Flows. I could imagine some people’s initial reactions where How do i hide them? as one of the most noticeable ones was on the Lead to Opportunity Process. However, they can be used very well in the right scenario, especially to enforce a specific business process. One of the major...

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Business Rules finally grow branches in CRM 2015

Business Rules in Dynamics CRM are a way to implement Client Side business logic through the user interface & was originally introduced in CRM 2013. They are quite nifty little things and can prove to save time and effort as opposed to writing JavaScript to do the same thing. Of course, it does depend if you can do the same thing in Business Rules, as that is where it’s limitations are. Originally in the CRM 2013...

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How to configure the Multi-Entity Search in CRM 2015 for your top 10 entities

One of the most exciting new bits of functionality in CRM 2015 for me was the multi-entity search that is available from all forms. By placing it on the navigation it is accessible anywhere in the system. You could be diving through a list of Cases and you might want to find an Account, or you could be filling in an Opportunity and want to quickly search products that are not in the Price List you...

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