Custom Button
How to Open an Email Activity with a Custom Button
April 27, 2018

In this blog we walk through how to reduce those clicks and create a custom button to open an email activity in Microsoft Dynamics 365!

Using the Ribbon Workbench in CRM 2016
February 2, 2018

The CRM 2016 Ribbon Workbench is a very helpful tool to create custom buttons and actions – learn more about it in today’s blog.

security roles
Solving Security Headaches: Display Rules Based on Security Roles
May 17, 2016

Some organizations need to allow certain users to access buttons on the Ribbon or Command Bar, while allowing others to utilize them based on the users’ security privileges. If you