Category: No code

How to build an XRM Solution using only standard CRM 2015 Functionality

The standard functionality in Dynamics CRM 2015 has really taken a larger jump than 2013 to allow a user to not only create a solution that is not dependent on custom code such as JavaScript or Plugins but has also allowed it to be enjoyable as opposed to a chore. I wanted to highlight why it’s such a good thing being able to achieve this. From a business perspective, it means developers can focus on more...

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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

  • cloudvsonpremise

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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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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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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A quick start guide to Business Units, Security Roles, Teams & Users

I was in much debate with myself over the first part of this series. A ‘quick guide’ to four major entities and their interactions can surely be anything but ‘quick’ right? Well, the aim of this post is to be able to focus on the areas that matter, as the whole relationship between the four of these entities can get seriously messed up depending on your business requirement or your imagination. I know when I was...

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A working Incremental Number ID Solution (with different prefix’s) using Syncronous Workflows

This post is going to detail a walk through on how to create an Incremental ID Solution for an entity -either an oob or a custom entity – both work fine. You also can take and improve/use only part of the solution. The inspiration I used for this and what it builds upon is the guide I found here. What I did beyond this guide was add the Prefix element and work it for more than...

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