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Rob Monkman's Blogs Articles

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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Calculated Fields in CRM2015

CRM2015 introduces a new feature to help with real time calculations. In previous versions of CRM, you would need additional development in order to do this, such as writing code using Plug-ins or JavaScript. Calculated fields can use values from the current entity or related entities, but cannot span more than 2 entities. A Calculated Field will always be displayed to the user as a read only field.

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