• Dynamics CRM 2013/2015 Open Lookup in New Window Bookmarklet

      Paul Nieuwelaar, 13 November 2014

      In Dynamics CRM 2013, and also CRM 2015, when we click on the link in a lookup field, the record opens. However, because of the flat UI introduced with CRM 2013, the record opens in the same window as the record you’re currently on. In other words, you’re forced to navigate away from the

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    • Microsoft Dynamics CRM 2015 Left Navigation Solution

      Jared Johnson, 13 October 2014

      Last year we created the Dynamics CRM 2013 Left Navigation. This changed the new navigation that came with Dynamics CRM 2013 to return to a vertical layout, including a scrollbar and also being more “sticky”. We’ve made couple of improvements, you can now install this as a solution

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    • Microsoft Dynamics CRM 2015 – Set Dashboards to be available for Mobile Users

      Jared Johnson, 12 October 2014

      Currently in Dynamics CRM 2013 using the CRM for tablets app, the only dashboard that is available to view in the app is the Sales Dashboard, which was a special dashboard introduced with the release of the CRM for Tablets app. Now however with Dynamics CRM 2015 and enhancements to the Dynamics CR

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    • Data Encryption Errors After Restoring Microsoft Dynamics CRM Database

      Paul Nieuwelaar, 08 October 2014

      If you’re seeing an error similar to the one above, you’ve probably done a database backup and restore from a Dynamics CRM 2013 instance into a new Dynamics CRM 2013 or 2015 instance. This error will pop up when you try and modify a user’s email address, or open personal options f

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    • Upgrading from Microsoft Dynamics CRM 2013 to Microsoft Dynamics CRM 2015

      Colin Maitland, 05 October 2014

      In this blog I will provide a list of the main points from a recently posted Upgrading from Microsoft Dynamics CRM 2013 to 2015 Autumn '14 video presented by Matthew Barbour.  Microsoft Dynamics CRM 2015 Supported Server and Client Software  •  The following software is supported

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    • New Conditional Statements Microsoft Dynamics CRM 2015 Business Rules

      Paul Nieuwelaar, 25 September 2014

      Business Rules were introduced in Dynamics CRM 2013, which allowed customizers to create simple conditions to manipulate the form without needing to write any JavaScript. The only limitation of this was that to create If-Then-Else style conditions we had to create multiple business rules to accommod

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    • Branching Business Process Flows in Microsoft Dynamics CRM 2015

      Paul Nieuwelaar, 24 September 2014

      Microsoft Dynamics CRM 2015 adds a new feature to Business Process Flows that were introduced in Dynamics CRM 2013, which now allows us to branch the process in a different direction based on some condition. Similar to in a workflow or dialog where we might have several different paths that can be t

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    • Microsoft Dynamics CRM 2015 – Social Listening Coming to On-Premises CRM 2015 Installs

      Greg Olsen, 23 September 2014

      Currently Social Listening is available for Dynamics CRM Online instances only, but with the launch of Dynamics CRM 2015 with the ‘Fall Release’, you will be able to hook up your online Social Listening instance as an integration option with all Dynamics CRM 2015 On-Premises install

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    • Microsoft Dynamics CRM for Outlook 2015 Configuration Wizard

      Roshan Mehta, 22 September 2014

      Microsoft Dynamics CRM 2015 introduces a new Configuration Wizard for the Outlook Client. The process is pretty much the same as previous versions of Dynamics CRM, however the screens have been simplified. When you run the Configuration Wizard, the first screen you will see will give you the option

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    • Microsoft Dynamics CRM 2015 Advanced Find – The Under Operator

      Roshan Mehta, 22 September 2014

      Advanced Find now includes two new operators which work in conjunction with the new hierarchies feature in Dynamics CRM 2015. These operators are called “Under” and “Not Under” and can be used when querying lookup fields in Advanced Find. I have currently set up the Users i

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    • Rollup fields in Microsoft Dynamics CRM 2015 – What are they and how do they work?

      Ahmed Anwar, 21 September 2014

      Rollup fields are one of the new features introduced in Microsoft Dynamics CRM 2015 that saved extra effort on Developers to calculate aggregated data from a Children entity to a Parent entity. The creation and setup of a Rollup field is kind of similar to Calculated fields except for a few things.

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    • Calculated Fields in Microsoft Dynamics CRM 2015

      Ahmed Anwar, 21 September 2014

      Microsoft Dynamics CRM 2015 introduced a new exciting feature that will reduce the effort on Dynamics CRM developers. Calculated fields are not a new Data Type in Dynamics CRM 2015 but they are fields automatically calculated after Creating/Saving a record according to the logic you create.  

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    • Microsoft Dynamics CRM 2015 Field Security Profile Changes

      Jared Johnson, 21 September 2014

      One of the big limitations of Field Security in previous versions of Dynamics CRM was that it was only available on custom fields and not on out of the box fields. In Dynamics CRM 2015 however Field Security can now be enabled on most out of the box fields, with only certain system fields such as th

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    • New Condition Operators in Microsoft Dynamics CRM 2015

      Roshan Mehta, 18 September 2014

      With the introduction of the new hierarchies feature in Microsoft Dynamics CRM 2015 comes new condition operators that can be used with the ConditionOperator enumeration in the C# SDK as well as FetchXML queries. These new operators are intended to support records that are related via the new Hierar

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    • Nested Quick Create in Microsoft Dynamics CRM 2015

      Roshan Mehta, 18 September 2014

      The introduction of Quick Create Forms in Dynamics CRM 2013 provided a simpler way for users to create records for core entities from anywhere within the system. However, there is one disadvantage in that it does not launch subsequent Quick Create forms to populate lookup fields. Thankfully, Dynamic

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