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...

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...

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...

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. ...

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...

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...

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 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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

"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...

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...

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...

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’...

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...

“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...

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...

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...

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...

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...

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...

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...

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...