by Michael Philbrick | Oct 25, 2015 | Microsoft Dynamics CRM and Salesforce.com
With the release of Roll-up fields in Dynamics 2015 we can now compare the two platforms with respect to code-free aggregation. What is a roll-up? Simply put, it is a field that calculates values from related records. Examples include the total expected revenue from…
by Michael Philbrick | Oct 23, 2015 | Microsoft Dynamics CRM and Salesforce.com
In the last post we explored updating fields based on changes in the same entity’s form. Dynamics utilizes simple JavaScript that changes the value of a field. Salesforce achieves a similar effect through the use of a formula or calculated field. The end result…
by Michael Philbrick | Oct 18, 2015 | Microsoft Dynamics CRM and Salesforce.com
The topic of field updates is broad and touches on considerable functionality in both platforms. My definition of a field update is an automatic modification of one field triggered by a user action. This action might be a button click, change to a field value or the…
by Michael Philbrick | Oct 13, 2015 | Microsoft Dynamics CRM and Salesforce.com
An early post in this series introduced some of the distinctions between promoting from the sandbox via Salesforce Change Sets and Dynamics Solutions. After working with other developers on our team, discussions during deployment made me realize that there were some…
by Michael Philbrick | Oct 12, 2015 | Microsoft Dynamics CRM and Salesforce.com
One thing is for certain: technology is not stagnant. Over the past couple of years we have seen both platforms evolve significantly, incorporating new features, acquisitions and appearance. The big year for Dynamics was 2013 with the significant UI makeover that…
by Michael Philbrick | Sep 2, 2015 | Microsoft Dynamics CRM and Salesforce.com
Old and New The roots of both platforms become apparent when we compare their respective searching paradigms. In one corner we have Dynamics, built on a legacy of the Microsoft stack. In the other corner we have Salesforce, a child of the Internet age. In essence, it…