• Microsoft Dynamics CRM 2015 Multi-Entity Quick Find

      Roshan Mehta, 18 September 2014

      Another highly anticipated feature of Dynamics CRM 2015 is Multi-Entity Quick Find, which allows users to search across multiple entities. Many ISVs have built their own implementations and it is nice to finally see this part of the base product. In this post, I will refer to Multi-Entity Quick Find

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    • Global Advanced Find is Here in Microsoft Dynamics CRM 2015!

      Roshan Mehta, 18 September 2014

      You asked for it and Microsoft has listened! Dynamics CRM 2015 now provides the ability to launch the Advanced Find window from anywhere within the application. Previously, the Advanced Find button was only available on the command bar (or in the overflow menu) on forms and views which was a bit o

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    • Customizing Hierarchies in Microsoft Dynamics CRM 2015

      Roshan Mehta, 18 September 2014

      Microsoft Dynamics CRM 2015 now provides you with a hierarchical view of records out of the box for selected entities, with the ability to customize this view for custom relationships. It is also possible to customize the hierarchy tile view to display different fields on each tile. Firstly, let&rsq

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    • Microsoft Dynamics CRM 2015 Hierarchies

      Roshan Mehta, 18 September 2014

      This feature has been requested over and over and I can gladly say it is finally available out of the box! Yes, I’m talking about the ability to view a hierarchy of records in a tree view from within your Dynamics CRM 2015 system. This feature is available for the Account, Campaign, Case, Cont

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