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 →

Calculated Fields in Dynamics CRM 2015

Calculated Fields are another of the new features added with Dynamics CRM 2015. They are build based on entity fields and related entities through a N:1 relationship. We can use the basic math operators and string functions in defining the formula. For complex rules we can also use AND and OR. Let’s look at a... Continue Reading →

Rollup Fields in Dynamics CRM 2015

With Dynamics CRM 2015 now we have the ability to define Rollup Fields. This is a no-code approach to aggregating data across 1:N relationships. The functionality is similar to what you would do in Excel. You can take advantage of SUM, MAX, MIN and COUNT. Let’s look at a very simple example of calculating all... Continue Reading →

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