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 18, 2015 | Uncategorized
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 Matt Barnes | Sep 30, 2015 | Blog, Dynamics 365, Microsoft Dynamics, Open Source, What We’ve Done
I am proud to release Celedon’s AutoNumber Solution for Dynamics CRM to the Open Source community! What it does Basic Example Extended Example Complex Example Conclusion Download What it does: There are plenty of other AutoNumber Solutions out there right now….
by Michael Philbrick | Aug 30, 2015 | Uncategorized
How Secured Fields are Displayed Both platforms support field-level security paradigms. Aside from a slightly expanded set of options in Dynamics, access to a particular field can be effectively restricted in Salesforce and Dynamics. Let’s start with how a field is…
by Michael Philbrick | Mar 29, 2015 | Uncategorized
This is the third part in a series contrasting fields in the Dynamics and Salesforce platforms. Numeric and Currency Fields Both vendors provide currency and numeric fields that have similar functionality. Dynamics subdivides the number fields whereas Salesforce…