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Synchronisation Enhancements in CRM2015

CRM2015 introduces a number of enhancements based around the synchronising of data between CRM and Outlook. The key new features include:

·         Configurable Field Level Synchronisation

·         Appointment Attachments Synchronisation

·         Outlook Assigned Tasks Synchronisation

·         Additional Address and Phone Number fields

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How to do a multi-entity search in CRM 2015

CRM2015 introduces a powerful new search facility that enables you to search across multiple entities at once when using the Web application or Outlook client. For those who are familiar with the CRM2013 for Tables application, you may have already seen this feature in action!

With previous versions of CRM (Web and Outlook Client), in order to use the Quick Search feature you would first need to navigate to the entity before searching – this new feature intends to reduce the need for this extra step.

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How to view the relationship between individual records on CRM2015

CRM2015 introduces a new intuitive way to view the relationship between individual records.

In previous versions of CRM you would only be able to open the Parent record and would therefore potentially need to do this a number of times in order to understand the full hierarchy. If you had a particularly complex relationship, for example account and parent account, this could become very time consuming.

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Microsoft Dynmaics Marketing enhancements - Electra release

In this blog we will touch on the new features in the next release of MDM, known as Electra.

Approval Workflow

Approvals in MDM will now have an Approval builder, similar to the campaign builder that was already introduced. This will include approval automation, multi object approval, team approvals, triggers and follow ups.

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Dynamics Marketing Leads

One of the key focuses for marketers is generating and nurturing prospective customers and MDM can be used to manage customer interest. MDM uses the lead entity to nurture customer interest over time. The lead stores historical interactions and any related information which may include the likelihood of generating a sale. MDM has an adaptable toolset that can be moulded to a wide range of organisations and business process. MDM can cater for the B2B (Business-to-Business) domain or the B2C (Business-to-Consumer) domain efficiently.

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Streamlining the CRM release process with the Solution Components Mover (XrmToolBox)

On larger projects, coordinating multiple development streams so that a consolidated solution can be built and transported to the destination (test or live) environment can be a challenge. The problem is if several developers each work on adding components in their own solution (either directly in the master development environment or in their own sandboxed deployments), there is the risk that human error can creep in and components can be accidentally missed when adding to the consolidated solution prior to deploying a release. 

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