If you’ve used Product Kits in the past, you’ll be familiar with Product Bundles. Bundles are an enhanced version of Product Kits (e.g., you cannot view Kit Items when selling a Kit, but you can with a Bundle – see the Opportunity screenshot below). Product Kits will not be going away with CRM 2015, but instead Bundles will be an additional option users can use along with Kits.
Product bundles provide a superior way to group common products together to be sold with more attractive package pricing (using price lists). Bundles are similar to kits (which still exist and have not changed) but are greatly enhanced. For example, unlike kits, bundled products are visible to the salesperson on the opportunity, quote, order or invoices as they are entering line items. Additionally, the quantities and properties of the bundled products can be edited on the line items.
The following table highlights the key differences between Kits and Bundles.
|All the products in a kit are mandatory.
||Some products in a bundle can be optional.
|Kits support nesting; you can add a kit to another kit.
||You can’t add a bundle to another bundle. You can only add products to a bundle.
|While adding a kit to an opportunity, quote, order, or invoice, you can only see the kit level details; you can’t see individual products in the kit.
||While adding a bundle to opportunity, quote, order, or invoice, you can see the bundle level details as well as individual products in the bundle.
Below are few more things one should know about Business Rules in CRM 2015:
• The rules need to be activated before they take effect (similar to workflows).
• You can specify whether the rule applies to all forms or specific forms.
• The rules fire in the new mobile client for iPad and Windows 8.
• The rules are client-side rules, they do not fire during API calls, data import, etc. Microsoft’s vision is to add that support in a future release.
• If your rule hides a field then CRM moves fields up to close the gap.
• You need to consider the inverse of your rule i.e. in my example I tell CRM what to do when the Est. Revenue field contains data. I don’t tell it what to do when the Est. Revenue does not contain data. I need to write a second Business Rule for that.
• String comparisons are case sensitive.
With the new frame structure of CRM 2013 and 2015 many of the forms for entities open in the same window and same form. But you must have noticed that there still are few entities that open up in new window/tab keeping the parent window open. Now there was this interesting question, “When does CRM 2015 open a new window or tab?”
On few hands on, I came up with below list of scenarios in which CRM 2015 opens a record in new window.
- Any non-customizable system entities or Configurations like subject, articles, etc.
- Customizations: Solutions, Views, Forms, Security roles.
- Goal Module
- Advanced find and other pop ups.
- When user clicks on Pop Out button for a record.
- When you try to add a new related record from an existing record which do not support in-line editing and don’t have quick create form.
Have you noticed any more entities of the kind? Please comment below and I will add it to the list.
Recently I went through a blog which explained a good holiday season demonstration. This is so fun, and a great demonstration of the new features of CRM 2015. How many are up for this demonstration? J
There are currently ten languages available for Microsoft Dynamics Marketing.
One can also import various languages in Microsoft Dynamics Marketing. To import a language, you can click the import button, and then browse to the import file and finally click import. The language will start to come in.
One can also take the languages and export by clicking export. You can also reset any customization you made in any language by clicking the reset customization box.
On research came to know that this is a known issue and will be fixed by Update Rollup 3 for Microsoft Dynamics CRM 2013.
Below are more details on same: