CRM Community Events & Resources
CRM Consultants UK Manchester / Birmingham / London
Raz Dynamics 365 Consultant Blog
-
Overcoming Email editor limitations for Styling rich looking email templates in Dynamics CRM
- April 16, 2017
- Posted by: Raz Dynamics
- Category: Microsoft Dynamics CRM
No Comments
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
-
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
-
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
-
CRM Saturday Dublin 2017 – Dynamics 365 Consultant Conference
- February 2, 2017
- Posted by: CRM Consultants
- Category: Events
I am very honoured to announce that CRM Saturday Dublin will take place on the 4th March 2017 at Microsoft Dublin. This will be the first CRM Community event of its kind to be held in Ireland and is a completely free event for Dynamics 365 consultants and developers from the world of Microsoft Dynamics 365 to
-
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.
-
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
-
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
-
CRM Saturday London 2017 – Dynamics 365 Consultants
- January 1, 2017
- Posted by: CRM Consultants
- Category: Events
I am very honoured to be presenting CRM Saturday London at Microsoft Paddington, alongside fellow Dynamics CRM MVPs such as Baris Kanlica, Marco Amoedo, Ramon Tebar, Neil Parkhurst, Stefano Tempesta as well as Jonas Rapp and many other experts. This a free event for dynamics 365 consultants and developers to converge and address the challenges
-
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
-
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