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Raz Dynamics
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Raz Dynamics 365 Productivity Pack Beta Release
- December 27, 2017
- Posted by: Raz Dynamics
- Category: Free CRM Tools & Plugins, Microsoft Dynamics 365
No CommentsI have released the Beta version of the Dynamics 365 productivity solutions to help you with common requirements encountered by Dynamics 365 consultants and users providing value whilst reducing the need to code or hire a developer. The solutions have also been updated with unit tests using FakeXRMEasy, updated with dynamics entity registration which means
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Synced Azure AD Account Preventing Dynamics 365 Updates
- October 3, 2017
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics 365
I recently encountered an issue where our Dynamics 365 instance was not receiving the latest version updates, and therefore preventing the installation of the new solutions for Voice of the Customer or Live Assist etc. After logging a case with Microsoft Support we found that we had an Azure AD synced User account from an
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Additional uses of Custom entities and Configuration Data in your Dynamics 365 Solutions
- September 7, 2017
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics 365
In my last article I showed you how to manage configuration data as part of your Dynamics 365 solution deployments, as configuration entity data plays an important role for XRM solutions built for Dynamics 365, the best examples are Unified Services Desk and Portals but the same applies for most ISV solutions created for Dynamics
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Managing Dynamics 365 Solution Components and Configuration data
- August 18, 2017
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics 365
Previously I clarified when and how to use managed and unmanaged Solutions, and I would like to further elaborate on using Dynamics 365 solutions for deploying your customisations. Its also important to understand that the solution file whether it is managed or unmanaged may not include all configurations but will include the metadata that defines
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Solution to View and Merge All Duplicates Directly from the record in Dynamics 365
- June 28, 2017
- Posted by: Raz Dynamics
- Category: Free CRM Tools & Plugins, Microsoft Dynamics 365
The existing Duplicate data management features in Dynamics 365 requires users to access the duplicate detection jobs via Settings / Data management to manage potential duplicates. I would like to present my Display and Merge Duplicates Solution which provides the ability to display duplicates records for any Lead, Contact or Account record you are accessing
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Overcoming Email editor limitations for Styling rich looking email templates in Dynamics CRM
- April 16, 2017
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics CRM
In this blog I would like to show you how to overcome certain limitations within the Dynamics CRM editor to build Rich looking email templates for marketing campaigns. The Current Email editor controls within Dynamics CRM are limited to very basic functionality which can limit the styling abilities for Email Templates. The general advise within
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Improved search capabilities in Dynamics 365 with Relevance Search
- March 24, 2017
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics 365
The global search function was a great feature that was introduced in Dynamics CRM 2015 that provided a search bar on the top of the Navigation as a single place for users to quickly search for records in CRM. However, there were some scenarios that made it difficult for users to track their results when
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Useful Dynamics 365 Downloads and Resources
- February 15, 2017
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics 365
Useful Dynamics 365 Resources As of the December 2016 update for Dynamics 365 online and on-premise, CRM functionality is now included as a part of the Dynamics 365 suite of business applications. I have provided the following microsoft references to help you easily find your answers from the official resources for learning how to use
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Workflow Solution to Calculate Duration of Business Days in Dynamics 365 CRM
- January 29, 2017
- Posted by: Raz Dynamics
- Category: Free CRM Tools & Plugins, Microsoft Dynamics 365, Microsoft Dynamics CRM
In my previous blogs I showed you how to use Workflows and Calculated fields to record the duration of stages and milestones for any given pipeline such as an opportunity within Dynamics CRM. The duration for such stages and events provides important MI which is useful in identifying performance efficiency and bottlenecks within a business process.
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100 reasons to use XRMToolBox for Dynamics 365 Administration and Development
- January 26, 2017
- Posted by: Raz Dynamics
- Category: Free CRM Tools & Plugins, Microsoft Dynamics 365, Microsoft Dynamics CRM
If you are not already, here are a 100 reasons why you should be using XRMToolbox for the development and administration of Dynamics 365 and judge for yourself if XRMToolbox is the best utility for Dynamics 365! XRMFactor! XRM Toolbox provides a Windows interface to perform CRM admin and development tasks that would otherwise require