by Michael Philbrick | Oct 25, 2015 | Uncategorized
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 | Uncategorized
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 | Jan 21, 2015 | Blog
In the end this turned out to be astoundingly logical. It was a long way to the end. Our use case was simple. If a sales manager is not in the office the delegated approver can approve the opportunity. On the home page of the manager is a great related list called…