Microsoft System Center Management Pack for Dynamics CRM 2015

The "System Center Management Pack for Microsoft Dynamics CRM 2015" enables you to administer the Microsoft Dynamics CRM 2015 application in Microsoft System Center Operations Manager (SCOM) 2012 or a later version. The views, monitors, rules, and knowledge specific to Microsoft Dynamics CRM 2015 that comprise this Management Pack provide the means for System Center … Continue reading Microsoft System Center Management Pack for Dynamics CRM 2015 →

List of current exams and e-learning courses

Here is a list of current exams and e-learning courses to prepare for those exams. The first listing (MB2-720) is Dynamics Marketing, the rest is Dynamics CRM 2015. Please note, accessing the e-learning courses requires access to Dynamics Learning Portal, DLP (https://mbspartner.microsoft.com) Exam # Exam name E-learning courses MB2-720 Applications in Microsoft Dynamics Marketing 80635: Functional … Continue reading List of current exams and e-learning courses →

Just Released: Custom Code Validation Tool for Microsoft Dynamics CRM 2015

To help you prepare for your upgrade to Microsoft Dynamics CRM 2015, we have created the Custom Code Validation Tool for Microsoft Dynamics CRM 2015. When using JavaScript code in Microsoft Dynamics CRM, it is possible that some code will stop working or cause an error when you upgrade. The Microsoft Dynamics CRM Custom Code … Continue reading Just Released: Custom Code Validation Tool for Microsoft Dynamics CRM 2015 →

Get your free CRM Basics eBook

Looking for self-paced training for Microsoft Dynamics CRM? Check out the CRM Basics eBook for a quick run-down of essentials for new users. The Microsoft Dynamics CRM Basics guide contains the essentials you need to know to navigate the system, enter data, and move your customers through the sales cycle or resolve a service issue … Continue reading Get your free CRM Basics eBook →

The New Seller Portal in Dynamics CRM and Dynamics Marketing

See and manage which messages are reaching your contacts in the new Seller Portal The Seller Portal in Dynamics Marketing gives you an overview of which marketing messages are reaching which specific contacts. This is important information for salespeople, making sure that they are well informed about which communications their customers have been receiving when … Continue reading The New Seller Portal in Dynamics CRM and Dynamics Marketing →

New in CRM 2015 – Dual Use Rights

Dual Use Rights allow CRM Online User Subscription Licenses (USL's) to access on-premises CRM servers - eg. CRM Online Pro includes Pro CAL rights, etc. All server licenses are still required, as are all other Client Access Licenses (CAL’s) e.g. Windows CAL. Dual use rights are provided by the CRM 2015 Server license Use Dual Use Rights to: … Continue reading New in CRM 2015 – Dual Use Rights →

Branching Business Process Flows in CRM 2015

Business Process Flows were first introduced in Dynamics CRM 2013 as a new feature. With the release of Dynamics CRM 2015, this feature has been enhanced further to allow more complex and rich Business Processes. Business process flows define a set of steps (2) divided in stages (1) for you to follow which leads you to a desired … Continue reading Branching Business Process Flows in CRM 2015 →

Calculated Fields – New in CRM 2015

In previous versions of Dynamics CRM, calculations required developer support. It required additional code to be written and deployed through plug-ins, javascript, etc. This additional code required developers to maintain and update them which causes additional costs. As more records are is created in Dynamics CRM and as the business logic in these calculations evolves, there … Continue reading Calculated Fields – New in CRM 2015 →

Enhanced offline support in CRM for Tablets

With the CRM for Tablets application - released in CRM 2013 - we gave sales people compelling and powerful mobility scenarios. Sales people can get their work done from the device and location of their choice. Data is cached in an Offline Cache (HTML 5 local storage) allowing salespeople to access (read only) previously viewed … Continue reading Enhanced offline support in CRM for Tablets →

How to Enable Hierarchy to Contacts in Dynamics CRM 2015

In a previous blog post "Visualize hierarchical data in CRM 2015" I showed you how to visualize the out-of-the-box hierarchy for Accounts. To enable a hierarchy, you need to have at least one self referential 1:N relationship. After creating the relationship, you can select one 1:N relationship as hierarchy relationship. In this blog post I'll … Continue reading How to Enable Hierarchy to Contacts in Dynamics CRM 2015 →