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Free CRM Tools & Plugins
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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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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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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
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Rollup Activity Plugin Solution for Dynamics 365 CRM
- January 10, 2017
- Posted by: Raz Dynamics
- Category: Free CRM Tools & Plugins, Microsoft Dynamics 365, Microsoft Dynamics CRM
In this Blog I will be sharing my Rollup Activity Plugin solution to query the child activities values from the Parent record, allowing users to easily identify the aggregate values and trigger workflows based on the Activity values directly from the parent record. This helps overcome the current limitations of the native rollup fields allowing you to
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Microsoft Dynamics 365 CRM Developer Toolkit
- November 10, 2016
- Posted by: Raz Dynamics
- Category: Free CRM Tools & Plugins, Microsoft Dynamics 365, Microsoft Dynamics CRM
The last CRM developer toolkit was released with the SDK for Dynamics CRM 2013 for Visual Studio 2010 and 2012 and after many years the long awaited developer Dynamics CRM Toolkit is finally back. The Beta release of the aptly named Microsoft Dynamics 365 Developer Toolkit is now available to download from the following visual
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Automatically Set Account Territory by Postcode in Dynamics CRM
- September 25, 2016
- Posted by: Raz Dynamics
- Category: Free CRM Tools & Plugins, Microsoft Dynamics 365, Microsoft Dynamics CRM
I would like to share my Postcode Territory plugin with the Dynamics CRM community to automatically assign the Territory of your Accounts or Leads based on the Postcode of the record. Territory is an Out of the Box entity in CRM that allow you to allocate managers and assign your customers to territories. By default,
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Executing Workflows on Complex Relationships 1 to Many and Many to Many
- July 7, 2016
- Posted by: Raz Dynamics
- Category: Free CRM Tools & Plugins, Microsoft Dynamics 365, Microsoft Dynamics CRM
Dynamics CRM Workflow can be executed and Triggered from a Primary Entity, and can include conditions and update records with N:1 relationship lookup fields on the Primary Entity. However one of the Limitations of OOTB Workflows is executing logic on complex relationship such as 1:N or N:N relationships. This Workflow limitation can be overcome to
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Bulk Create Attributes in Dynamics CRM using Excel
- May 19, 2016
- Posted by: Raz Dynamics
- Category: Free CRM Tools & Plugins, Microsoft Dynamics CRM
The Purpose for creating this utility is to allow you to create your Customizations using your Excel Spreadsheet, as excel is often used to create data dictionaries and for capturing field requirements it would be a fast way of creating proof of concepts for CRM solutions rather than having to create all the field attributes
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Generate Excel report for Duplicate records in Dynamics CRM for Bulk Merge
- April 4, 2016
- Posted by: Raz Dynamics
- Category: Free CRM Tools & Plugins, Microsoft Dynamics CRM
I have created the Duplicates Report Generator for Bulk Merge Plugin for the XRM Toolbox to allow you to easily generate an Excel report of your duplicate records including how many fields are populated on each record as well as how many activities each records has, making it easier for you to identify how to merge your duplicates
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