December 12 Blog

Keep warm by the fire tonight and read up on the CRM blogs of the week.

PowerObjects had a good tip in Setting Visibility of a Business Process Flow with JavaScript in CRM 2015. This allows you to show and hide the Business Process Flow ribbon by using a yes/no field.

PowerObejcts also gave on overview of the Enhanced Business Rules for CRM 2015. This includes the addition of branching and a change so the rules are executed server side so that workflows and plugins cannot get around your logic.

Hitachi Solutions has been working through the 12 days of CRMas to go through CRM 2015’s new features, I will just highlight a few here. On the 2^nd day they discussed Hierarchical Security which allows you to define your security based on position, moving a user to a new position can then impact their security. On the 3^rd day, we learned about CRM 2015 Custom Help. This talks about the new customization options to provide help and instruction for your users. On the 5^th day of CRMas my true love gave to me EASIER SEARCH OPTIONS. This is talking about the new Global search feature and how to configure it as well as how the Advanced Find button is now included in the top navigation ribbon.

Finally, we have a few quick tips from the CRM Tip of the Day. Check out Entities not available for CRM for Tablets to get a good list of what you can and cannot display and edit through the tablet interface. They also presented the idea of Creating a Limited Customizer Role. The example discusses creating a role to allow users to create system charts but not touch other customization but this same principle can be applied in other areas. You can create roles to allow certain users to view/manage processes and system jobs but not do any customization or you can allow users to view everything in “Customize the System” but not allow them to delete or modify anything. It’s great to limit these permissions especially in your production environment. You don’t need to worry about them messing something up if you don’t give them access to!

Have a great weekend folks!