Blog Archives

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

‘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

Global Search in CRM 2015 – New CRM 2015 feature #2 explained

Global Search in CRM 2015 – New CRM 2015 feature #2 explained:

 

You can now search in Microsoft CRM 2015 across different record types or configure specific fields on your preferred entities. Simply enter your search criteria in the general navigation search bar and let CRM do the searching for you.

 

GlobalSearch_CRM2015

 

There is a new filter associated with the search result window which can be used to filter the result set further based on the entity type.

 

GlobalSearch_2_CRM2015

Enhanced Business Rules in CRM 2015 – New CRM 2015 feature #1explained

Enhanced Business Rules in CRM 2015 – New CRM 2015 feature #1 explained:

Now there is no need to create multiple business rules for one logic string in CRM 2015. Business rules can now contain If/Then logic and the ability to combine expressions using And/Or.

This feature would reduce much effort on adding the branching conditions in business rules as in 2013 version.

Here I am trying to create a business rule under Account entity for the below validation.

If the Account Number field is empty, then there should be an error message on the ‘Account Number’ field. Else, lock the Account Number field. With this new feature in CRM 2015, we can do a single condition IF/Else branch to achieve this.

Created a new Business rule with the required condition:

BruleNewFeature-1

If the Account Number is empty, it shows the error message: Read the rest of this entry