Koen's CRM Blog

Koen's CRM Blog

Bringing craftsmanship to the CRM trade

Rollup Fields in Dynamics CRM2015 – Part Two

Rollup field business scenarios Let’s take a look at three common rollup field scenarios in more detail. In the first example, we’ll aggregate data for a record from the related records, without using a hierarchy. In two other examples, we’ll aggregate data over a hierarchy. In each example, we define …

Rollup Fields in Dynamics CRM2015 – Part One

Define rollup fields In Microsoft Dynamics CRM, rollup fields are designed to help users obtain insights into data by monitoring key business metrics. A rollup field contains an aggregate value computed over the records related to a specified record, such as open opportunities of an account, or over the hierarchy …

News from Convergence 2015 – Dynamics CRM Spring update

Yesterday, Bob Stutz has blogged about future enhancements on Dynamics CRM in his post: Intelligent Customer Engagement with Microsoft Dynamics CRM. Some quick take-aways from his post: A deeper integration between CRM and Office 365 Better use of Excel: To help increase productivity, Microsoft is providing the ability for salespeople to conduct analysis …

What are “unsupported by Microsoft” Customizations in Dynamics CRM?

Well, first of all what does it mean to use “unsupported by Microsoft” Customizations in Dynamics CRM? “Unsupported by Microsoft” means exactly what it says: you can’t get support about APIs or programming practices from Microsoft. They (Microsoft) don’t test them and they don’t know if something they change will break them. They can’t …

Hierarchy security model in CRM2015: Manager Hierarchy and Position Hierarchy

While reading the “Administering CRM 2015 for online and on-premises”-Guide, I found this nice explanation of the new security model in CRM 2015, which makes understanding it more easily. Intro The hierarchy security model is an extension to the existing Microsoft Dynamics CRM security models that use business units, security roles, …

Microsoft’s Vision on the Future

Microsoft’s Productivity Future Vision (10/3/2015) Curious to what the future has in store for us, according to Microsoft? How could emerging technologies transform the way we get things done 5-10 years in the future? Watch Kat, a young independent marine biologist, and Lola, a corporate executive, work together in a …