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Dyn365Pros

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...

Customize Forms in Dynamics 365 Microsoft Dynamics 365 Partner
Customizing Dynamics 365 Forms Part 1 – What are Your Elements of Style?

  When you are customizing Dynamics 365  forms -- what are your Elements of Style? Back in the days even before there were pocket-sized calculators, in my high school you could identify the juniors because they all carried around a book called “The Elements of Style”. Don’t know if it’s used anymore...

Implementing Dynamics 365
Implementing Dynamics 365 for Sales? Have Your Kumbaya Moment First.

Want long-term success when you’re implementing Dynamics 365 for Sales? Get buy-in from your Sales team up front. I’ve seen organizations discount or outright dismiss the need to have input from the Sales team, particularly in a scenario where IT drives the project. The risks are many: poor design, failure...


Have Coffee With The Pros – New Training Series

The Dyn365Pros team is proud to announce a new Dynamics 365 Training Series - Coffee with the Pros. This will be a free, regular, webinar training series full of tips and tricks. This series is geared to Dynamics 365 Users, Power Users, and Administrators.   As the name suggests, grab...

Dynamics 365 Partner, Dyn365Pros
3 ERP Systems + 1 Dynamics 365 Product Record = Tricky

We have a Dynamics 365 client that distributes their products in the US, Australia/New Zealand and in Europe. Each geographical region is a separate division and has its own ERP system, but shares 1 instance of Dynamics 365. Not all divisions sell all the same products. Furthermore, each division may...

Dynamics 365
Dynamics 365 is an Onion – 3 Reasons to Take a Bite Now

Yes, Dynamics 365 is an onion. I just keep peeling back the layers of this onion called Dynamics 365 and each time, I am more impressed. Even looks like an onion with all those layers. Since the release of Microsoft's CRM product back in 2002 or 2003, I have implemented 100's of...

Dynamics 365 Enterprise Edition Sales - Customer Insights
Dynamics 365 Enterprise Edition Sales — Customer Insights

One of the biggest challenges in achieving adoption of a Customer Engagement system like Dynamics 365 Enterprise for Sales is getting sellers excited about what the system can do for them. Sellers always give me a enthusiastic response when I show them Dynamics 365 Enterprise Edition Sales -- Customer Insights....

Microsoft Dynamics 365 Custom Mapping Dyn365Pros Microsoft Dynamics 365 Partner
Don’t Get Caught ‘Mapping’ – Dynamics 365 Mapping Without the Code

Mapping is one of the underappreciated out-of-the-box (OOB) features in Dynamics 365/CRM.  In the good old days, it would take a lot of tedious code behind the scenes to get data from one record to be copied to a related record.  And I guess that’s still true except Microsoft already...

Dyn365Pros Microsoft Dynamics 365 Partner Microsoft Dynamics 365 Security Roles
Changes to Microsoft Dynamics 365 Security Roles in Business Process Flows

In the upgrade to Microsoft Dynamics 365, Admins or users who can customize Business Process Flows will notice a new way to manage changes to Microsoft Dynamics 365 security roles. In earlier versions of CRM (2013-2016) the option in Dynamics CRM was to open a Business Process Flow, then chose...

Dyn365Pros Microsoft Dynamics 365
Introducing Dyn365Pros!

We have some exciting news here at xRM³. We are rebranding with a new name and new logo. Introducing Dyn365Pros! The xRM³ team is now Dyn365Pros. Why the new name? As you probably heard, Microsoft Dynamics CRM was rebranded as Microsoft Dynamics 365. As certified Dynamics 365 Professionals, Dyn365Pros better reflects who...

Microsoft Dynamics 365 Security Error
Microsoft Dynamics CRM Online Error – version 2016 Update 8.1.0.578

I recently discovered an odd Microsoft Dynamics CRM Online error. “Users cannot add privileges to or change access levels for roles to which they are assigned”.  I was working in version 2016 Update 8.1.0.578.  (more…)

Microsoft Dynamics 365 Learning Path
Creating a Custom Microsoft Dynamics 365 Learning Path

Microsoft introduced a Dynamics 365 feature that empowers you to publish custom content and instruction for your users. Users get access to the content the moment they need it, in the context of their process and on the form they are using. It’s called the Learning Path. (more…)

Dynamics CRM Mobile App
Microsoft Dynamics CRM Mobile App

Like a lot of sellers, I’m at a desk much of the work day calling and emailing customers. As a result, I work primarily out of the browser-based version of Microsoft Dynamics CRM Online. Naturally I had loaded the free Microsoft Dynamics CRM Mobile App  (more…)

Dynamics 365 Office 365 Relationship Insights
Dynamics 365 and Office 365 — Artificial Intelligence Accelerates Your Sales Process

A new feature in Dynamics 365 called Relationship Insights uses artificial intelligence to mine the data shared by Dynamics 365 and Office 365. Relationship Insights looks for clues to customer need and action items for sellers or service users. You'll be impressed to see the practical application of Artificial Intelligence within...


Microsoft Dynamics 365 Relationship Insights

  Microsoft rolled out a new feature set in Dynamics 365 and Dynamics CRM dubbed Microsoft Dynamics 365 Relationship Insights. Relationship Insights mines all the sales related data stored in CRM and Microsoft Exchange, using it to help you prioritize your daily activities, respond to customers, and track the effectiveness of...


Display Power BI Visualizations in Dynamics 365 Dashboards

Power BI is as powerful as it sounds, and we now have the option to incorporate Power BI charts and data visualizations in Microsoft Dynamics 365 (and Dynamics CRM). Here's how to do it. (more…)


Get Ready for Microsoft Dynamics 365

There has never been a better time to be a Dynamics customer - new customer or existing customer. If you’re looking at Dynamics for the first time, you’re getting involved at an ideal time. Microsoft has created an ecosystem that allows you to deploy business applications that work great independently...


Dynamics 365 Transition – Part 2

In today's blog post, I want to review the transition pricing for a small customer using a typical, small customer example. This transition from Dynamics CRM to Dynamics 365 can be as complex, or as easy, as you want to make it. This post will be longer than normal but...


Dynamics 365 Transition – Part 1

As we approach closer to the transition from Dynamics CRM to Dynamics 365, I want to provide more information as to what you can expect as a Dynamics CRM customer. If you are a client of ours, we will be hosting an informational webinar the 2nd week of November and...


Dynamics 365 and the CRM Customer

There is no better time to be a Dynamics customer than right now. You may have heard by now that Microsoft took the wraps off their new Dynamics 365 initiative. No more Dynamics CRM, it is now Dynamics 365. With all the hype (deserved, I think) and additional functionality of...


Here Comes Dynamics 365

What an exciting time to be in our industry! I have been involved in the technology arena since 1985 when I was tasked with putting a restaurant inventory management system and PC together (2 - 5 1/4 inch floppy drives on that baby!) and have been swimming for the last...


Using Microsoft Dynamics CRM Workflow To Update a Field BEFORE The Value Is Changed

I wanted to update the below “Last Follow Up” custom date field with the previous “Follow Up By” value BEFORE the Follow Up By date was changed, in order to minimize the amount of clicks for Users. Here’s a quick blog on how to update a field with data from another...


Defining the Proper Scope When Configuring Workflows in Dynamics CRM

One of the options that can be a little puzzling when building workflows in Microsoft Dynamics CRM is the “Scope” setting.  Knowing when to select which option can be a bit confusing. (more…)


Microsoft Dynamics CRM – Customer Service – Making Case Customer Field NOT Required

I ran into an issue recently trying to make the Case Customer field not required in Microsoft Dynamics CRM 2016.  I needed to make this field not required so I could populate the value once the Case was saved, by using a workflow based on another lookup field on the...


Managing Product Bundle Pricing in Microsoft Dynamics CRM

I had a hard time finding comprehensive instructions on how to properly manage pricing when it comes to Product Bundles in Microsoft Dynamics CRM.  I wanted to associate products to one bundle so multiple products could be added to an Opportunity (Quote or Order), minimizing the steps it takes to add...


Microsoft Dynamics CRM – Chart Pane Not Rendering in Associated Views

I recently came across an issue with a client. I noticed that the Chart Pane in Microsoft Dynamics CRM would not render while in the associated view inside the Account form.  While testing I noticed that our CRM had the same issue and it was not isolated to the Account...

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