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Microsoft Dynamics CRM and Salesforce.com: Roll-ups

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…

Microsoft Dynamics CRM and Salesforce.com: Field Updates Part 2

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…

Delegated Approvers in Salesforce: What You Need to Know

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…

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