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Dyn365Pros

Dynamics 365 to SharePoint Integration
Dynamics 365 to SharePoint Integration for Sales Users

You are a Dynamics 365 online sales user. You want to quickly and easily store and access files related to sales opportunities, accounts, quotes, contacts, etc. It could be a contract, quote, proposal, image, whatever. If this is you, read on. The enlightenment you seek is Dynamics 365 to SharePoint...


Software and the Sunk Cost Trap

The sunk cost trap is the tendency to cling to past investments that don't make sense anymore. This phenomenon often occurs when businesses need to modernize their systems. And it leaves many companies trapped on outdated, inefficient systems. In other words There's a realization that a system's ROI is diminishing,...

https://www.dyn365pros.com/2018/08/30/formatting-basic-email-templates-in-dynamics-365/
Redux: Formatting Basic Email Templates in Dynamics 365 for Sales

I posted a blog about Dynamics 365 email templates back in 2018. At that time, the tool in Dynamics was OK for sending emails that included simple text, personalization and a link--automated customer service messaging and the like. But the interface was crude, and you had to do some workarounds...

Dynamics 365 Field Service
Dynamics 365 Field Service: Prerequisites to Converting Cases to Work Orders

Converting Customer Services Cases to Field Service Work Orders is a fundamental process in Dynamics 365 Field Service. The "Convert To Work Order" button is front and center in the user experience. However, you must perform some setup to take advantage of this function.   Incident Types Think of Incident Types...

Dynamics 365 Sales Insights Sequences
Dynamics 365 Sales Insights: Sequences

"Sequences" is a feature of Dynamics 365 Sales Insights Premium. I think it's going to be very popular. A Sequence is a series of sales activities that guide a seller through a prescribed sales process. Ideally, this series of sales activities conforms to your best sales practices and produces repeatable,...

Dynamics 365 Partner
Preview: Performance Insights for Dynamics 365 and Power Apps

Dynamics 365 first-party apps and Power Apps help businesses manage processes, schedule and track day-to-day activities, and deliver key reporting metrics. Business users expect their apps to perform smoothly all the time and lose patience when they don't. Admins need the means to make sure their apps run efficiently. To...

Dynamics 365 convert chat to customer service case
Connect Dynamics 365 Customer Service to a Chat Solution

Are you looking to connect Dynamics 365 for Customer Service to a chat solution? Website chat to customer service or sales is a typical business use case in the CRM game. Microsoft offers various options within the Power Platform such as Omnichannel, Virtual Agent, bots, etc. However, the additional licensing...

InsideView Insights browser extension
InsideView Insights Browser Extension

I recently published a blog about InsideView, which you can find here. There's something else new about InsideView that we use and recommend a lot. It's the InsideView Insights browser extension. It allows you to gather business intelligence and contact data directly from websites you'd like to research or approach....

Microsoft Dynamics 365 Partner
Microsoft Dynamics 365 – Managing Required Data Fields with Workflows

Keeping Dynamics 365 data relevant and accurate is critical. That's a given. But it's best to strike a balance between data collection and sales process. A client tasked us with requiring users to enter specific data on Lead records before conversion. Qualifying a Lead often triggers the creation of a...

Dynamics 365 dashboards
Dynamics 365 for Sales — Demystifying Dashboards

Dashboards are standard equipment in a CRM system. You probably have a dashboard from when you launched your CRM comprised of several charts. As time goes by, you're going to want to modify or replace your charts and dashboards. There will be activities, KPIs, campaigns, etc., you want regarding sales...

Dynamics 365 InsideView
Dynamics 365 with InsideView–Three Features You’ll Love

If you're a Dynamics 365 Sales user or you use Dynamics 365 in conjunction with your marketing, there's something you need to see. It's called InsideView Insights. If you've been using Dynamics 365 for a few years, you may recall back in the day InsideView was included in your system....

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 discovered a new 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 365 Sales Enterprise in the Unified Interface. If you’ve been using Microsoft 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...

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