Raz Dynamics 365 Consultant Blog

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

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

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

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

Service Accounts are used for custom integrations and not for logging directly into CRM, since Office 365 allows enforces good practice by automatically resetting Passwords every 90 Days, we need a way to keep track of when the Service Accounts will expire so that any Integrations relying on them will not break when the password