Dynamics CRM 2015: Hierarchical Security

With the release of Dynamics CRM 2015, we now have a new feature called Hierarchical Security. We’re going to look at how we can configure it and take advantage of it. This feature helps us with giving permissions to managers to see their reporting resources records as needed. First off, we get to the configuration... Continue Reading →

Dynamics CRM 2015 Certification Exams

The following exams have surfaced for Dynamics CRM 2015: MB2-704 - Microsoft Dynamics CRM Application MB2-708 - Microsoft Dynamics CRM Installation MB2-720 - Functional Application in Microsoft Dynamics Marketing Free Second Shot on all of them until May 31, 2015. UPDATE: the following exams have also been added: MB2-706 - Microsoft Dynamics CRM Online Deployment... Continue Reading →

CRM 2015 New Feature: Rollup Fields

As we have seen in this previous article HERE, Rollup Fields are a new addition to Dynamics CRM 2015. The example provided in that article is the basic “Hello World!” of Rollup Fields. But as usual, let’s see when we hit the brick wall. First of all, one issue we already flagged is that the... Continue Reading →

CRM 2015 New Feature: Calculated Fields

With Dynamics CRM 2015, one of the new features added is a new field type called Calculated Fields. We can see an evolution pattern here. First, we started with JScript, taking us up to CRM 2011. Later, in CRM 2013 we’ve got Business Rules to help. Now Calculated Fields is providing more specialized functionality, and... Continue Reading →

Hierarchical Visualization – Features & Limitations

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... Continue Reading →

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