Opportunities: Stage, Pipelines and Phases
As Dynamics has evolved, the way to determine the stage of an opportunity has changed. There are three periods to
Yammer
Yammer was acquired by Microsoft and is available stand-alone or can be integrated with Microsoft Dynamics CRM.
Prior to Yammer,
Update Rollup 2 for CRM 2013 Service Pack 1
Microsoft has provided pre-release information for Update Rollup 2 for CRM 2013 Service Pack 1 at https://support2.microsoft.com/
Quick Find Optimizations
Update Rollup 10 for CRM 2011 introduced changes to the way quick find behaves.
Quick Find Record limits
A new
Hierarchical Security Modelling
Allows for access based on management chain or a position hierarchy
Does not use standard sharing
Can be used with
CRM 2013 Update Rollups and Service Packs
On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in
Install and Upgrade to Microsoft Dynamics CRM 2015
An on-premise install of Microsoft Dynamics CRM 2015 requires:
* Windows Server 2012 or later
* SQL Server 2012, SQL Server 2012
Customer Lookup
Records in CRM 2011 that have a Customer lookup, such as Opportunity, have the following relationships.
RelationshipTypeField NameAccount: OpportunityParentalPotential CustomerAccount:
Disabling CRM Users
Users cannot be deleted from CRM, instead user records are disabled.
To remove access to CRM from a user, either
Charts and Currency Fields
When creating charts that use currency fields you might wonder, as I did, how aggregration of records on a currency