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Raz Dynamics
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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
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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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Configuring Editable Grids in Dynamics 365
- December 30, 2016
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics 365, Microsoft Dynamics CRM
The arrival of Editable Grids in Dynamics 365 has been a long awaited victory for CRM users who have been waiting for this feature ever since the first release of Dynamics CRM. The Editable Grid Control feature in Dynamics 365 allows inline editing of records from the entity view or via the related records sub-grid
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Step by Step Guide to Setting up your Dynamics 365 Portal Trial
- December 24, 2016
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics 365, Microsoft Dynamics CRM
This blog is aimed to help fellow Dynamics 365’ers with getting the Dynamics 365 Portal setup with either a production / sandbox or trial dynamics 365 instance. Portals are now included in the Enterprise Plan for Dynamics 365 providing a valuable way for improving productivity and customer experience. Self-service portals allow customers to keep their own
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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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Report Durations of Key Events & Stages in Dynamics CRM
- October 23, 2016
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics CRM
In this article I will demonstrate how workflows and calculated fields can effectively be used to track the duration of events and stages in CRM, allowing you to report on how much business time is taken at each stage. One of the Key Reasons to Implement a CRM system is for organisations looking to continuously
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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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Considerations for Merging Duplicate Records in Dynamics CRM
- August 20, 2016
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics CRM
Duplicate records can enter the system in various ways from user input, during data imports, integrations and legacy data. They are not only an obstacle in achieving the single source of truth for the customer that is essential for CRM, but also impact user experience, reporting as well as integrations. Dynamics CRM provides ways to address duplicates
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Pass Parameter from CRM Command bar Button with Javascipt
- August 1, 2016
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics CRM
Passing a Parameter on a Button Click is useful if you want to execute a custom Workflow or Action by accepting parameters when the button is clicked, as you will want the behaviour for each button to perform a different request, so setting the parameter for each button allows the user to execute tasks using
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Hiding command bar buttons in Dynamics CRM using custom security role privileges
- July 23, 2016
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics CRM
Dynamics CRM Security Roles do a very good job of securing the Data within CRM, and this also applies for the command buttons. However sometimes you may have a requirement to completely hide the Button but without removing the users security roles, often in cases where you have an integrated CRM where Web services are
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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