Friday, June 12, 2015
Thursday, June 11, 2015
Display Activities in a Calendar within CRM
Did you know that you can display your Activities as a Calendar in CRM? In CRM go to Sales - Calendar to display the calendar. You can also display it as on a Dashboard by adding it as an iFrame. Here is the URL you'll need to edit for your org: https://<ORGNAME>.crm.dynamics.com/workplace/home_calendar.aspx?sitemappath=SFA%7cTools%7cnav_calendar
For On Premise Customers, here's the link you'll need to edit and use:
http://[IIS-SERVER-NAME/ your org name here ]/workplace/home_calendar.aspx?sitemappath=SFA%7cTools%7cnav_calendar
For On Premise Customers, here's the link you'll need to edit and use:
http://[IIS-SERVER-NAME/ your org name here ]/workplace/home_calendar.aspx?sitemappath=SFA%7cTools%7cnav_calendar
Wednesday, June 10, 2015
What's new for administrators and customizers in Microsoft Dynamics CRM 2015 and CRM Online
For Microsoft Dynamics CRM Online organizations, the following features are available only if your organization has updated to Microsoft Dynamics CRM Online 2015 Update 1. These features are not available for Dynamics CRM (on-premises).
https://technet.microsoft.com/library/dn531078.aspx#BKMK_prevstage
- Form rendering enhancements
- “Older Than X” clause improvements
- Use server-based authentication with CRM Online and SharePoint
- Enable Web API Preview
- Change the color scheme or add a logo to match your organization’s brand
- New behavior and format of the date and time field
- Calculated field enhancements
- Rollup field enhancements
- Clear field values with business rules
- Move back to the previous stage of the process flow on a different entity
- Call custom actions from workflows or dialogs
- Create alternate keys for referencing records in Microsoft Dynamics CRM
- Easy navigation with the remodeled navigation bar
- Set up knowledge management in Microsoft Dynamics CRM
- Full-featured phone and mobile app and phone-specific customizations
- Provision and enable Office 365 Groups
- Enable CRM integration with Outlook Web App
- Switch or delete an instance of CRM Online
- Microsoft Dynamics CRM for Good
- Enable track changes to control data synchronization
- Map Exchange folders with CRM records to automatically track emails in CRM
https://technet.microsoft.com/library/dn531078.aspx#BKMK_prevstage
Microsoft Announces General Availability of the Spring 2015 Release for Dynamics CRM Online and MDM
General Availability for Spring 2015 Release of Microsoft Dynamics CRM and Microsoft Dynamics Marketing
http://blogs.msdn.com/b/crm/archive/2015/05/04/general-availability-for-spring-2015-release-of-microsoft-dynamics-crm-and-microsoft-dynamics-marketing.aspx
http://blogs.msdn.com/b/crm/archive/2015/05/04/general-availability-for-spring-2015-release-of-microsoft-dynamics-crm-and-microsoft-dynamics-marketing.aspx
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