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Dyn365Pros

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...

Microsoft Dynamics 365 Unified Interface
Microsoft Dynamics 365 Unified Interface Part 1 – What’s New and What’s Yet To Come

I attended Microsoft’s Business Application Summit and was able to catch several great sessions. But one that hit home the most for me was a session on the new Microsoft Dynamics 365 Unified Interface, which covered what’s already here and what else is coming with this new functionality. This is...

Dynamics 365 Voice of the Customer Surveys
Getting Started with Microsoft Dynamics 365 Voice of the Customer Surveys

What do customers like best about your goods or services? What percentage are willing to buy from you again? What are critical areas that need to be improved? What are customer priorities when shopping for your product category? In a competitive marketplace where it’s so easy to switch vendors or...

Microsoft Dynamics GP to Dynamics CRM
Problem Solved: Managing Exchange Rates Between Dynamics GP and Dynamics CRM

Ever have one of those days? You know those days. The kind where you cannot find any useful documentation on given functionality, i.e., currency exchange rate in Microsoft Dynamics CRM or Dynamics 365? It happened to me just earlier this week. A client of ours pushes data from Microsoft Dynamics...

Microsoft Dynamics 365 Organization Insights
Use Organization Insights to Diagnose Microsoft Dynamics 365 Storage Issues

Where did all that data come from? A funny thing happened to our Microsoft Dynamics 365. We started receiving alerts that we'd exceeded our storage limit. Our tenant was at a 154% usage. Ouch! How did it come to this? We use Organization Insights to diagnose Microsoft Dynamics 365 storage...

Microsoft Dynamics 365 Partner San Diego
Dynamics CRM Eye for the NAV Guy – Impressions of Directions North America

This week I had the pleasure of attending the annual conference for NAV partners, Directions North America. As a long-time Microsoft CRM guy and current Dynamics 365 Customer Engagement (CE) cloud partner, Directions North America might seem like a strange conference to attend with such a full schedule of Microsoft...

Microsoft Dynamics 365 Partner
The Cloud is the Future — The Future is Now

"Cloud is the future." "Move to the cloud now or fall behind." "Digital transformation requires a move to the cloud." "Moving to the cloud saves you money." Businesses have been thoroughly swamped with headlines berating them to move away from data centers and hardware, and move their operations to the...

Microsoft Dynamics 365 Partner San Diego Southern California
Track Time Users Spend in the Stages of Dynamics 365 Business Process Flows

A client of ours needed to analyze information about the duration of time users spent in the various stages of their Dynamics 365 Lead-to-Opportunity business process. Searching on the web led me to a few related posts. I used information from a post by Steven Foster to start and formulate...

Formatting Basic Email Templates in Dynamics 365
Formatting Basic Email Templates in Dynamics 365

Just about every client we work with looks to use Dynamics 365 email templates. There's a lot of utility and flexibility to take advantage of with Dynamics 365 email templates. Formatting the standard email templates is a wee bit tricky. But with a little training, you can quickly create handy templates...

Microsoft Dynamics 365 Partner San Diego Southern California
Dynamics 365 Multi-Select Option Sets, I Like Them But

Back in the ‘good old days’ (version 4.0 ?) if you wanted a multi-select option set on your Dynamics CRM form, you could simulate one using jscript. There were a few variations but generally, what the user saw were labels and checkboxes and then typically the results of their ‘selections’...

Microsoft Dynamics 365 Partner San Diego Southern California
Dynamics 365 – Elements of Style – Ch, Ch, Changes

The evolution of Microsoft Dynamics 365/PowerApps, etc. has been swift and unrelenting. Those of us who create and implement solutions face more and more “to-do’s” with each new engagement. Not only do we need to try to keep up on the functionality changes and the expanding holistic environment, but we...

Microsoft Dynamics 365 Customer Service
Microsoft Dynamics 365 – 3 Simple Steps to Improving Customer Service Case Management

“Acquiring a new customer is 5 to 25 times more expensive than retaining an existing one.” – Amy Gallo, Harvard Business Review One of the most important factors in growing your business is minimizing your churn rate. Face it--as more and more goods and services trend toward commoditization, service after...

Microsoft Dynamics 365 Partner Southern California
Using SLAs instead of Entitlements in Dynamics 365

Dynamics 365 can help an organization manage fairly complex Service commitments to customers by using Entitlements and SLAs. However, if your needs aren't all that complex, you may want to evaluate Using SLAs instead of Entitlements in Dynamics 365. The tricky part is that by looking at the out-of-the-box Case...

Update Data in Dynamics 365 Using Excel
Update Data in Dynamics 365 Using Excel

You may encounter some data maintenance scenarios more easily handled by using Excel to update data in Dynamics 365. Luckily, the system allows us to export existing data into Excel, make changes to the spreadsheet, and then use that same file to import updates to the data. Here are the...

Display Parent Entity Fields using Calculated Fields in Dynamics 365
Display Parent Entity Fields using Calculated Fields in Dynamics 365

While I do appreciate having the ability to create a ‘Quick View’ form to display one or more Parent fields on another form, the truth is, the appearance of the Quick View form leaves something to be desired. It takes up a good chunk of extra space compared to just...

Microsoft Dynamics 365 Partner
Leads – The Junk Drawer of CRM

Everyone has them. Some are good and some are bad—or worse. What are they? They’re leads. Leads by their very nature are suspect—right? We don’t know enough about them to rightly refer to them as legitimate sales opportunities. Therefore, lead data is highly suspect as well. Let’s face it. A...

Microsoft Dynamics 365 Workflows
Copying an Address Using Microsoft Dynamics 365 Workflows

How do you increase user acceptance for any application? One way is to reduce the amount of data entry the user is responsible for. Most of us would rather spend our time ‘doing’ rather than pounding on a keyboard. There are many places you can use Microsoft Dynamics 365 workflows to...

New Microsoft Dynamics 365 Version 9.0
New! Microsoft Dynamics 365 Version 9.0

Microsoft releases 2 major updates to Dynamics 365 each year. The latest version, Microsoft Dynamics 365 version 9.0. offers many enhancements for Customer Engagement (Sales, Marketing, Service) users. The most obvious is a new design philosophy that improves overall usability and provides consistency for users that bounce from desktop to...

Microsoft Dynamics 365 List Building
List Building in Microsoft Dynamics 365

List building presents challenges to both Salespeople and Marketers. This challenge can be solved using the Microsoft Dynamics 365 Sales App. Yes, you can perform your list building using tools in Microsoft Dynamics 365. Let's identify the list building challenges: Identifying new organizations suitable to sell or market to. Acquiring...

Microsoft Dynamics 365 Microsoft Relationship Sales Solution
Closer Look – Microsoft Relationship Sales Solution

Microsoft is very big on the value of building relationships in business. In addition to the release of Relationship Insights and Relationship Assistant, there is a new SKU called Microsoft Relationship Sales Solution. Microsoft Relationship Sales Solution is not entirely new. It essentially bundles 2 existing solutions: Dynamics 365 Enterprise Sales...

Microsoft Dynamics 365 workflow
Create a Daily Microsoft Dynamics 365 Workflow

A Dyn365Pros client requested integration with an external system in order to pull account and invoice records into Dynamics 365. While many integrations with Dynamics 365/CRM are real time, this request has to pull records from the system just once per day. We had to solve one tricky issue in...

Microsoft Inspire
Mark’s Microsoft Inspire Update

Team Dyn365Pros made the annual trek to Microsoft Inspire this week. Held in Washington D.C. this year, it was a exciting if somewhat sweltering week. This conference used to be called Microsoft Worldwide Partner Conference. The name is new but the idea behind the event has not changed. It’s an...

get more from dynamics 365 search
Get More Out of Dynamics 365 Search

Would you like to get more out of Dynamics 365 search? Sure, you know the basics. Who could argue that ‘Quick Find’ is an invaluable tool for getting to the record(s) you want to work with? And the same holds true for the ability to enter search criteria into a...

How to Select a New CES
6 Tips for Selecting Your Next CES

Selecting a new Customer Engagement System (taking a shot at coining a new term since CRM is becoming passé) can be a daunting task. Between evaluating potentially new and complex technology, and dealing with the internal pressure to “get it right”, the experience can be confusing and stressful. During my...

Work safely on public networks
Working Safely on Public Networks

Part of our practice and Dynamics 365 paradigm shift in general is based on a distributed workforce accessing remote or cloud-based solutions, on the go and in the field. To help you feel confident about working safely on public networks, where and how you access your systems, Microsoft published a...

Customizing Dynamics 365 Forms
Customizing Dynamics 365 Forms Part 2 – An Opportunistic Example

In the first Elements of Style post regarding how to customize Dynamics 365 forms, I talked about developing your own style and preferences in form design so that you have one or more design approaches in your mental toolkit to make your form work more efficient. I shared some of my...

Prelude Prelude Version 2.3.2