We’ve come to part 3/3 in the Smarter Sales Process article trilogy. In the earlier posts we talked about customizing the lead qualification process and using calculated fields for opportunity estimated revenue, to get more out of Dynamics CRM 2015 than what the standard sales related functionality offers. To close things off, let’s have a look […]
Monitoring Rollup Field Values with Workflows
In an earlier post I demonstrated how you could leverage the new Rollup Fields feature of Dynamics CRM 2015 to summarize the behavior of your customers and produce interesting metrics that could be used for targeting your sales activities towards the most active individuals who have reacted to your email and website content. The example […]
CRM 2015 Rollup Fields: The Gotchas
In an earlier blog post in December, I described one use case for the new Rollup Fields feature introduced in Microsoft Dynamics CRM 2015. This example involved rolling up data from email events tracked via ClickDimensions and summarizing this on the contact’s form, so you’ll want to check out the steps listed there if you […]
Analyzing Customer Behavior Data with CRM 2015 Rollup Fields
From a system customizer perspective, one of the most intriguing new features in Dynamics CRM 2015 is the addition of two new field types. Alongside the traditional “simple” fields we can now define our custom attributes to be somewhat more “complex”, by choosing to create them as either calculated fields or rollup fields. These new […]
