How to create and configure Calculated field in CRM 2015

“Calculated Field” is a new feature introduced in CRM 2015 which can be used to store calculated values. The key benefit is, this can be setup from CRM UI without any code.

Let’s have a look at how to setup this field type and the scope of this field type in implementations.

Here the requirement is to create a field to calculate the number of days since the Account record is last modified and to display the value on ‘Account’ form as well as on ‘Active Accounts’ view.

Steps to create the Calculated field:

  • Setting up ‘Calculated Field’ is just like any other field in an entity and can be done from Settings>Customizations>Solutions ~ Components> Entities> {Entity} > Fields >New

Read the rest of this entry

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How to create and configure Rollup field in CRM 2015

“Rollup Field” is a new feature introduced in CRM 2015 which can be used for setting up extended fields to store aggregated values. The key benefit is, this can be setup from CRM UI without any code.

Let’s have a look at how to setup this field type and the scope of this field type in implementations.

Here the requirement is to create a field to count the number of Opportunities in an Account which are in ‘Won’ status and add it to the Account form.

Steps to create the Rollup field: Read the rest of this entry

How to enable Business Rule to execute server side in CRM 2015?

In CRM 2015, there is a very important update which can be considered for replacing many workflows or plugins – Executing Business Rules from Server Side code.

 

When Business Rule feature was introduced in CRM 2013, it was capable of executing from client side alone and with the 2015 update, we now be able to execute business rule from server side as well- which is a great feature. Read the rest of this entry

MB2-700 Dynamics CRM 2013 Applications Certification Helper – Question#1

Which two record types require a reference to the subject tree? Each answer presents part of the solution. (Choose TWO)

A. Sales Attachments

B. Case Resolution Activity

C. Cases

D. Sales Literature

E. Knowledge Base articles

Read the rest of this entry

Microsoft CRM 2016 Interview Questions

Q. What are the new features introduced in CRM 2016

Q. Explain the differences between enhanced SLA vs Standard SLA

Q. Explain the functionality of each of the below marked services in Microsoft CRM 2016 Read the rest of this entry

‘First Response By’ and ‘Resolve By’ fields are not getting populated on case form for enhanced SLA

When you implement SLA feature in CRM 2015/2016 you might worry about these fields as they would be filled only based on the SLA type – ‘Standard’. You may remove the fields from the Case form depends on the SLA type (‘Enhanced’) you opt for the CRM setup.

 

If you enable the standard SLA, the below fields would be populated with values: Read the rest of this entry

How to set default Entitlement during Case Creation in CRM 2016?

Before CRM 2015 Update, users had to set the entitlement to a case record manually and as with the latest Microsoft CRM update, it can be automated.

 

An entitlement can be set as a ‘Default Entitlement’ for a customer and thereafter when a case is created for the customer, which entitlement will be assigned to the case automatically which saves service user’s time. Read the rest of this entry

How to setup Routing Rule in CRM 2016/2015/2013 Update

In versions prior to CRM 2013, an entity could only be routed to default queue of the owner of the record when record is created or assigned. For any other conditional routing, custom development was the way to go.

Now with CRM 2013 update and above versions, we can configure rules to automate routing of Cases. At the moment this feature is only available for Case Entity.

 

Create Routing Rule Set:

  1. Go to Settings->Service Management->Routing Rule Sets

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2. Create a new Routing Rule Set. One Routing Rule Set can have multiple rule items. Provide the Routing Rule Set Name and save the record to create rule items under this rule set. Read the rest of this entry

Navigation Bar change in CRM 2016/2015 update1

Navigation Bar in Microsoft CRM has a new change introduced in CRM 2016 (also CRM 2015 update 1). This is now more user friendly and options are more easy to choose from.

The tiles are smaller, so more fit into a grouping, while the bar at the top is wider and easier to see. These size changes make this navigation style easier to use on mobile devices like cellphones and tablets, and the group arrangement allows for faster access to the areas you’re looking for.

NewNavBarChangeCRm2016.png

How to upgrade a CRM 2015 multi-tenant deployment to CRM 2016?

By running the setup file for CRM 2016, you can upgrade one organization and rest of the organizations would be disabled automatically. After the successful upgrade of first Organization in the server, other organizations need to be upgraded from ‘Deployment Manager’.

 

In the current scenario, I have CRM 2015 server with two organizations ‘Demo’ and ‘Demo2’.

  • Select any Organization to be upgraded while running the CRM 2016 setup

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  • Organization ‘Demo2’ alone is upgraded to CRM 2016. Organization ‘Demo’ is not upgraded to 2016 and is disabled automatically. It needs to be upgraded from Deployment Manager.

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  • Open the ‘Deployment Manager’. Clicking on ‘Upgrade Organization’ will pop up the Upgrade Organization Wizard.

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  • Select ‘Upgrade’

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  • Organization ‘Demo’ is upgraded to CRM 2016

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