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Dyn365Pros

Dynamics 365 Customer Service Insights
Dynamics 365 Customer Service Insights

More and more, the differentiator that drives customer loyalty is service after the sale. Customer-driven organizations can greatly enhance their "traditional" agent-to-customer engagements with modern digital tools, such as artificial intelligence and business intelligence. For example, AI can automatically surface answers to customer questions, resolving customer service cases quicker --...

Dynamics 365 Field Service
Dynamics 365 Field Service Work Orders — An Introduction

Work orders are the connective tissue of Dynamics 365 Field Service. Work orders set the table for your schedulers, dispatchers and field techs to complete jobs correctly and on time. It includes the necessary account and contact information, the work involved, job geo, parts and instructions on how to carry...

Dyn365Pros Microsoft Dynamics 365 Partner Clients Mobile
Dynamics 365 Field Service — An Introduction

The majority of new clients come to us for CRM and sales automation. Either they've heard good things about Dynamics 365, or they've invested in the Microsoft cloud, or they are simply over their existing CRM. Thankfully, the level of awareness of Dynamics 365 sales and marketing apps has increased....


Microsoft’s Stripped-Down Dynamics 365 Mobile App

I don’t think I’ve met a salesperson that didn’t want an faster way to update CRM from the road. When you’re rushing to and from meetings, airports, conference sessions, etc., you want economy and simplicity. You probably don’t need access to customer service cases or marketing dashboards. Microsoft got the...


3 No-Brainer Integrations for CRM

  Sales automation isn't bound to just CRM. It requires a suite of solutions. Sellers rotate through an endless loop of activities of ever day -- emails, calls, meetings, proposals, etc. Even old-school aspects like note-taking are essential to follow up, staying organized and sharing information within your team. Ideally,...

CRM System
Don’t Just Get A CRM – Get A PLAN

I talk with a lot of businesses evaluating CRMs. Features, functions, pricing -- these are all part of the equation. But the CRM system you choose is just half the story. Regardless of which you choose, without an ongoing CRM PLAN, you're likely to fail. CRM is like a gym...

Dynamics 365 for Sales
Dynamics 365 for Sales: Working with Leads and Opportunities

If you're using Dynamics 365 for Sales, Opportunity and Lead management are fundamental skills you want to master. In these videos, we're going to talk about working with Leads and Opportunities, managing related activities, opportunity data, and pipeline, and business process flows. Working with Leads https://youtu.be/98GhzVnRzIY Working with Opportunities https://youtu.be/svLl-mfsH2Y...

Dynamics 365 and Outlook
Kicking Off a Dynamics 365 Sales Process in Outlook

Let’s look at how salespeople can save time, reduce redundant data entry and start a sales process using Dynamics 365 Sales Hub and Outlook. We’re going to start a Lead-to-Opportunity sales process from the Outlook inbox and carry that forward to Dynamics 365. https://youtu.be/sUZDK5qFQOQ By Mark Abes, Vice President, Dynamics...

Microsoft Dynamics 365 Partner
Microsoft Dynamics 365 Setup – Personal Options

When logging into Microsoft Dynamics 365 as a new user, there are a few basic and helpful personal options we recommend changing. This is not at all technical. User-level stuff really. To access these settings, go to the gear icon in the upper right of the screen.  Here there are...

Personal View Microsoft Dynamics 365
Microsoft Dynamics 365 Setup – Creating, Modifying, and Sharing Personal Views

Personal Views are extremely important to collaborating and using Dynamics 365 data. This is a pretty straightforward feature to work with, and easy enough for all users (even non-admins) to manage. Read on for the basics of creating, modifying, and sharing a personal view in Microsoft Dynamics 365. Creating a...

Microsoft Power BI
Sun Valley Solar Solutions Case Study: Transforming CRM Data to Business Intelligence

Sun Valley Solar Solutions helps Arizona’s home and business owners turn the state’s most abundant natural resource—sunlight—into immediate cost savings and a cleaner world. The Chandler, AZ company has earned top rankings and won numerous customer service awards. Challenge: Enhanced CRM reporting capabilities With any CRM, an organization is going...

Microsoft Dynamics 365 Business Card Scanner
Microsoft Dynamics 365 Business Card Scanner on Mobile

Microsoft introduced a business card reader into Dynamics 365. First of all, it's pretty easy to use. With your Dynamics 365 App (I'm using the Sales Hub on an Android device), use the quick create menu to create a Lead or Contact record. The form pops open with the Busines...

Microsoft Dynamics 365 for Sales – Native Click-To-Dial Functionality
Microsoft Dynamics 365 for Sales Click-To-Dial

I came across what appears to be new, and as of today, not a well-documented feature in Dynamics 365 for Sales – native click-to-dial functionality. Click-to-dial is an oft-requested feature among sales users, more so among the customer service users. For this blog, I’m focusing on the seller using Dynamics...

Microsoft Power BI
Microsoft Power BI – CRM/ERP Integration on 33¢ a Day

We talk to a lot of organizations evaluating CRM systems. The topic of integration comes up a lot. Integrating CRM with a separate ERP solution can be a project in and of itself, requiring a lot of hours and additional software. The most common business case I hear is, “We...

Qualifying Leads in Dynamics 365
Qualifying Leads in Microsoft Dynamics 365 – Options for Related Records

Microsoft Dynamics 365 2019 Wave 2 brought back a feature that went away with the upgrade from CRM 2011. When you qualify a lead, once again you have options for related records. You can select if a Contact, Account, Opportunity or combination of all 3 is created! The ribbon still...


ResiBuilt Case Study: A Story of Digital Transformation

Dyn365Pros Helps ResiBuilt Revolutionize Home Buying and Renting ResiBuilt is a great example of digital transformation, changing the way residential properties are shown, rented and sold. ResiBuilt’s process improves the customer experience — empowering renters and buyers with more control of the process, and significantly lowering customer cost. In fact,...


CRM Wordflow Crossword

You know what they say about all work and no play. If you're like me -- a fan of crossword puzzles AND a fan of Dynamics 365, you'll enjoy this puzzle. There are 16 CRM-centric clues/answers in the puzzle. If you get stuck, check back for answers. Good luck! Click...

Microsoft Flow
Power Automate – Not Just for Nerds

If you’re not familiar with it, Microsoft Power Automate (formerly Flow) is a simple, powerful tool for creating automated workflows between apps and services, creating notifications, synchronizing files, building lists, creating Dynamics 365 records and more. I’m guessing 90% of the people that create flows are system admins, developers, and...


Create and Update Dynamics 365 Child Records with Microsoft Flow

A client in the construction industry wanted to automatically create a new Project record in Dynamics 365 Customer Engagement when a project Quote was approved. They also wanted the custom Project record to inclde Products from the Quote, and put a lookup on the Products tied to the quote. Microsoft...

Dynamics 365 Sales Enteprise vs Sales Professional
Dynamics 365 for Customer Engagement: Sales Enterprise vs. Sales Professional (October 2020)

The Microsoft Dynamics 365 Customer Engagement Enterprise Sales application is a best-in-class application for managing the sales process for small to enterprise-level organizations. At $95/user/month, the Enterprise Sales app is competitively priced in comparison with other best-in-class solutions. However, $95/user/month can be a challenge for smaller organizations or organizations with...

Hide/Show Tab Based on an Attribute in Dynamics 365 Customer Engagement
Hide/Show Tab Based on Attribute in Dynamics 365 Customer Engagement

To hide or show a tab based on a Boolean field, use a javascript web resource function. The following is a function to use. It is based on the execution context of the change event and a tab name passed during the change event. Here are the steps This is...


Microsoft Business Applications Summit — Dispatches from the Front

Real-time blogging by the Dyn365Pros team: Modernizing the Update Process – The old way of handling Dynamics 365 updates was customer driven – Where customers controlled when their instances were upgraded. As of v9 of Dynamics 365 major releases will be handled bi-annually -  Each cycle in April and October. ...


Microsoft Business Applications Summit — Dispatches from the Front

Real-time blogging by the Dyn365Pros team: Power BI The first (packed!) session I went to was about Power BI Roadmap, but they had just hit “go!” on new features. There was a lot of applause – the Power BI community knows how great these updates are. We’ll have full details...


Join Us at the Microsoft Business Applications Summit

The Microsoft Business Applications Summit has quickly turned into one of the premier technical conferences for our platform, Dynamics 365. Several members of our consulting team will be attending the event next week in Atlanta. Happily, I can join them this year. WooHoo! If you are in the area or...

Microsoft Dynamics 365 with Power Bi
Dynamics 365 with Power BI: Conditional Sales Pipeline Forecasts

One way Power BI makes an admin's or data analyst's life easier is by providing an alternative to having to deal with DAX expressions. We'll demonstrate by creating a basic measure based on conditions from another column. Let's use the example of a new sales pipeline report using Microsoft Dynamics...

Microsoft Power BI
Dynamics 365 with Power BI: Transforming Dates in Your Sales Pipeline

Microsoft Dynamics 365 is a robust tool with excellent reporting capabilities. Using Microsoft Dynamics 365 with Power BI as a supplemental reporting tool using your (well maintained) Dynamics 365 data opens doors to new formulas and data transformations. A Power BI client recently requested the ability to look at pipeline...

Microsoft Dynamics 365 Partner
My Radio Station is GONE! Or, the New Reality of Digital Business

A couple of weeks ago, my favorite sports talk radio station, that I listen to often, went off the air suddenly. I won't get into the reasons, but it happened 25 minutes before my favorite show and was unexpected. I was bummed. An important thing to know in this story...

Now select the record you want to collaborate on in Teams. For the sake of this blog, we’re going to use “Expressed interest in A. Datum X line of printers”.
Sales Collaboration Using Microsoft Dynamics 365 and Teams

Kudos to whoever is running the Microsoft Teams team. Teams is really taking off. Everyone in the partner community that I’ve talked to that is using it is pumped up about. We see clients adopting it. We’re even using it to help manage Dynamics 365 implementation projects with external organizations. One...


Microsoft Dynamics 365 New Release Process

Hello, fellow Dynamics 365 users! Many of you are probably aware of the new Microsoft Dynamics 365 Online update release process. If not, we wanted to be sure you are aware of the new process. Click here for the New Microsoft Dynamics 365 Release Schedule. Additionally, we are providing this link...

How to Add Names to Microsoft Dynamics 365 Marketing Lists Using Connections
How to Add Names to Microsoft Dynamics 365 Marketing Lists by Using Connections

Microsoft Dynamics 365 does not allow us to import Marketing List Members directly. If you have existing Contacts or Leads you want to add to a marketing list, follow the steps below to add the names to a Microsoft Dynamics 365 Marketing Lists by using Connections. Get Started To start...

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