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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.

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.

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.

Dynamics CRM 2015 Compatibility

Dynamics CRM 2015 Compatibility: We have completed final verification of both the CRM adapter for Insight and the CRM connector for Scribe Online with Dynamics CRM 2015 Online and on-premise. Both the adapter and connector support CRM 2015 without changes, so these combinations are now officially supported.

Microsoft Dynamics CRM Server 2015

Customers following the progress of CRM2015 will be interested to hear the CRM product group has shipped Microsoft Dynamics CRM Server 2015. It's available for download here: http://www.microsoft.com/en-us/download/details.aspx?id=45012.  The Outlook client is available here:  http://www.microsoft.com/en-us/download/details.aspx?id=45015.

 

If you have any questions over CRM2015 please don’t hesitate to get in touch.

CRM2015 & Cortana

Amongst the many new features in Microsoft Dynamics CRM 2015, mobile users will be interested to see that Cortana, Microsoft's intelligent virtual assistant on Windows Phone 8.1, is going to be integrated with the CRM platform.  With Cortana, users will be able to set up meetings, and reminders, search for contacts, accounts and activities, view customer lists and create new customer records  - all with voice commands.

 

Here's a quick demo video Microsoft has posted showing off Cortana and Dynamics CRM, along with other voice-activated mobile capabilities Microsoft Dynamics CRM 2015 Cortana demonstration.

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