From the Microsoft Dynamics CRM Blogs: Diving into CRM 2015 Update 1

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Linda Rosencrance in MSDyanamicsWorld.com

 

Now that Microsoft Dynamics CRM Online Spring 2015 Update (a.k.a. CRM 2015 Update 1) is available, we took a look around the web to see what about the release has CRM professionals talking. Here are some recent findings.

Approve Microsoft Dynamics CRM Online 2015 Update 1

Think you are ready to turn on the Spring 2015 updates? On the Magnetism blog, Colin Maitland shows you how to schedule and approve the update for your organization. Maitland notes that before you apply the update to a production instance of Dynamics CRM, you should complete the following steps:

  • Read the “What’s New in this Update” information
  • Schedule and approve the update for a sandbox (non-production) instance of Dynamics CRM
  • Test your solutions and customizations after the update has been applied to the sandbox instance
  • Prepare to train your users in the changes introduced by the update

Then when you’re ready, you can schedule and approve the update for your production instance of Microsoft Dynamics CRM. You can find out how to do that here.

Deprecation of the CRM SharePoint List Component

The Dynamics Day blog, reminds readers that the Dynamics CRM Team announced that CRM 2015 Update 1 will deprecate the List Component as a result of SharePoint’s deprecation of the sandbox solution, a dependency of the List Component.

The migration will be easy as long as the SharePoint file locations are all correct, according to the author. However, the users who have folders with several documents under them will run into a problem – the server side will flatten all the documents to one level, the author says.

The migration will be easy as long as the SharePoint file locations are all correct, according to the author. However, the users who have folders with several documents under them will run into a problem – the server side will flatten all the documents to one level, the author notes.

Users with List Component are advised to move to the server-based SharePoint or code their own solutions, according to the author. Walk through more details here.

Better Email Integration Comes with Update 1

On TheCRMwiz . . . on Dynamics CRM blog, Microsoft Dynamics CRM MVP Nicolae Tarla explains that at some point the Email Router will be phased out and replaced with the Server-Side Synchronization, which is now built into Dynamics CRM 2015 Update 1 as part of the default CRM Administration. The good news is that it doesn’t require a separate installed component, he notes. Additionally, because the integration works at the server level, it performs better than using CRM for Outlook, he says.

But the best part is the tracked Exchange folders, enabling users to configure specific tracked folders, and synchronize them directly with Dynamics CRM. Tarla says that was missing from the previous version of the Server-Side Synchronization. You can read more about this feature here.

The New Dynamics CRM Phone App

On the Hitachi Solutions America blog, CRM MVP Joel Lindstrom writes that Update 1 delivers a much improved CRM phone app, bringing the same functionality to smartphones as is offered in the tablet app.

Lindstrom says that the new phone app enables a “design once, deploy everywhere” strategy. That means you no longer have to configure and maintain a separate set of mobile forms – your regular forms and their business logic, will work on your phone, your tablet, or your PC, he says.

The new app will be named “Dynamics CRM for Phone,” while the legacy phone app will be renamed “Dynamics CRM for Phone – Express.” Lindstrom goes so far as to say that the new app may just solve all your CRM phone needs – but with two exceptions. You can read about them here.

Even with these limitations, Lindstrom believes users will still probably want to use the new app because of its improved UI.