What is new in CRM 2015? Part II
RAMI MOUNLA
WDUG now on Meetup
Convergence 2015
About Moi
Solution Architect
CRM since 3.0
Recently came off one of the largest XRM project
Last Month
Deployments & Upgrade
Admin
Search
Quick Create
SLA
Hierarchy Visualisation
Cortana
Tablet
Today
Business Process Flow
Business Rules
Calculated Fields
Rollup Fields
Security Enhancements
Custom Help
Client API changes
Hierarchy Configuration
Business Process Flow
UI same as business rules
Linear VS Branching (5 Level Deep)
Branching Cross entities
Can return the same entity multiple times
Any Entity part of the business process (must be enabled for business process flows)
Can choose unrelated records
Can modify while active
Demo
BUSINESS PROCESS FLOW
Business Rule
Enhancements
◦ Server Side business Execution
◦ If Else
◦ Default Values
Limitations
◦ No if/else nesting
◦ Either and / or
Demo
BUSINESS RULE
Rollup Field
1:N
Count/Max/Min/Sum
Data Type
Whole Number
Decimal
Currency
Date & Time
COUNT
x
x
MAX
MIN
SUM
x
x
x
x
x
x
x
x
Rollup Field Limitations
No N:N
Cannot trigger workflows
Max 100 rollup fields (max 10 per entity)
Has to be the same data type
Calculated Field
Basic calculations + built-in functions
◦
◦
◦
◦
Add/Subtract hours/days/weeks/moths/years
Concat
TrimLeft
TrimRight
If/else logic
And/or
Calculated Fields Limitations
Disabled in offline mode
Max 5 chained calculated fields
No cyclic ref
Either and / or
Can access N:1
◦ Only 1 level
Cannot change a simple field to calculated 
Demo
ROLLUP AND CALCULATED FIELDS
Hierarchy Security Modelling
Access records
◦ By direct reports
◦ By position
Demo
SECURITY ENHANCEMENTS
Custom Help
Global Custom URL
For Each Entity
Can Append Parameters to URL
Demo
CUSTOM HELP
Client API Changes
New Namespaces for Business Process Flow (BPF)
◦ XRM.Page.data.process
◦ XRM.Page.data.ui.process
Removed Functions
Xrm.Page.data.process
ActiveProcess
ActiveStage
getActivePath
getEnabledProcesses
manage event handlers
moveNext/movePrevious
Process methods
Stage methods
Step methods
Use getActiveProcess to retrieve information about the active process and setActiveProcess to set a different
process as the active process.
Use getActiveStage to retrieve information about the active stage and setActiveStage to set a completed stage for
the current entity as the active stage.
Use this method to get a collection of stages currently in the active path with methods to interact with the stages
displayed in the business process flow control.
The active path represents stages currently rendered in the process control based on the branching rules and
current data in the record.
Use this method to asynchronously retrieve the enabled business process flows that the user can switch to for an
entity.
Use the addOnStageChange, removeOnStageChange, addOnStageSelected, and removeOnStageSelected methods
to add or remove event handlers for the business process flow control.
Use moveNext to move to the next stage and movePrevious to move to the previous stage.
Use process methods to access properties of the process.
Use stage methods to access properties of the stage in a business process flow.
Use step methods to access properties of the step in a in a stage in a business process flow.
Xrm.Page.ui.process
setDisplayState
setVisible
Use this method to expand or collapse the business process control.
Use this method to show or hide the business process control.
Removed Methods
getAuthenticationHeader
getServerUrl
isOutlookClient (use getClient)
isOutlookOnline (getClientState)
Hierarchy Visualisation
Enables the visualisation of hierarchical records
Works on some OOB entities and custom entities
Uses tiled windows based
Can be exported in solution
Limitations
Only with self-references
Cannot modify OOB entities’ that already have a hierarchy defined.
Limited to some OOB entities and custom entities.
OOB entities not listed cannot be have hierarchies enabled (e.g. Business Unit)
Only Show top 4 fields in the tile view
Hierarchy
FetchXML to query hierarchies
◦
◦
◦
◦
◦
◦
◦
above
eq-or-above
eq-or-under
under
not-under
eq-owneduseroruserhiearchy
eq-useroruserhiearchyandteams
Advanced find
◦ under
◦ not-under
Demo
CREATE HIERARCHIES
Useful Resources
Try CRM 2015
http://www.microsoft.com/dynamics/en/asia/crm-free-trial-overview.aspx
Microsoft Dynamics YouTube channel
https://www.youtube.com/channel/UCem1HuioGqKEn8Li3l4DIYQ
Questions?