Category: OOB Functionality

Updated Incremental Auto Numbering Solution (using real time workflows) and video run through

There has been a few queries regarding the Auto Numbering Solution post which featured here originally and upon reviewing it, there are a few things that could have been better explained. I thought this would be a good opportunity to update the original post to include this clarity and also include a short video to run through and explain the ‘concept’ of the solution and also discuss some of the areas that could cause the most...

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Step by Step guide on creating a Dynamics CRM 2015 Trial with Office 365 and setting up the new OneNote & Excel Integration functionality

I eluded to it in my previous post that I was going to provide a step by step guide on setting up a trial of Microsoft Dynamics CRM 2015 and also Office 365 so that you can test out & play with the new integration features that the Update 1 release has provided us. These features are specifically the OneNote Integration and the Inline Excel editing tool. Microsoft keep changing how to set up free trials...

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The New Features of CRM 2015 Update 1 & How to use them

The new CRM 2015 update is upon us and you can now play with it yourself by creating a free trial of CRM 2015 which I recommend you doing now and finish reading this post after it’s set up. Go now. You might not think it’s been that long since CRM 2015 has been released, and technically you’d be right it’s been publically available now for about 6 months. However saying that, regular updates which introduce...

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Getting Started with the Service Calendar in CRM 2015: Part 1

I always have this need to call the Service Calendar the ‘Resource Scheduler’ and I don’t know why. This is not a bad description though, it does schedule resources, with a resource being whatever you want it to be and having the ability to schedule it for whenever you want.. providing it’s within business hours, not while the business is closed, whilst the specified resources are available and have the capacity to fulfill your request, and...

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Deploying your XRM Solution on Tablets & Mobiles using the Dynamics CRM Application

This post continues on from how to create an XRM Solution that only uses out of the box/standard functionality in CRM 2015 and will go through a task list of how to make that awesome XRM Solution of yours work in the Microsoft Dynamics Tablet & Mobile apps. I’ll also try and cover some tips on where you might have to make some process changes because of their own limitations and some suggestions on how to...

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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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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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