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Posts Tagged 'crm 2015'

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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.

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.

CRM2015 LICENSING

In recent days I’ve had a number of very interesting discussions with customers about the CRM2015 announcements made by Microsoft this month.  However, a common thread emerged in these discussions as customers were keen to understand the implications of the changes to the CRMOnline Licensing model for the CRM2015 platform update. 

CRM2015 SLA Enhancements v Auto SLA Calculator

The Spring Wave of CRM2013 (SP1 for on premise customers) introduced ‘Service Level Agreements’. These ‘SLA’ records aimed to meet a very common requirement for service desks whereby they are contractually bound to respond to a case within an agreed timescale, and also to resolve a case by an agreed timescale. This often varies depending on the level of service a customer has paid for. CRM traditionally struggled with calculations involving dates and this led us here at Gap Consulting to produce the ‘Auto SLA Calculator’, a comparison of which I will go through later in the blog.

Hierarchical Security in CRM2015

CRM2015 introduces a new dimension to the already robust security model called ‘hierarchy security’.  Firstly, if you have a fairly ‘open’ security model whereby most users have global access or parent/child business unit access to records, then this feature will give no benefit. This is all about making records visible to managers from their subordinates or from users in lower ‘positions’ to those in higher positions.

Branching Process Flows in CRM2015

Process flows were introduced back in CRM2011 Rollup 12 for certain entities and improved in CRM2013 by being configurable for most entities. Improvements in CRM2013 also allowed multiple related entities to be ‘joined up’ in the same flow making the process to the end user seem like they were working on a single record when in fact, they could be progressing through the completion of several distinct records. There were however two big drawbacks. Firstly, a process flow was linear and could not branch. Secondly, everything about the process flow relied upon the user to manually progress the stages or switch the process if a different one was required. CRM2015 aims to address these two limitations by allowing branching within the business process flow designer and introducing form script support to enable developers to manipulate process flows on various events.

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