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From the monthly archives: March 2015

We are pleased to present below all posts archived in 'March 2015'. If you still can't find what you are looking for, try using the search box.

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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