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…)

Dynamics 365 — When to Use a Lead Record vs. Opportunity Record

I was doing a project review with a client the other day and was asked this question – “What is the difference between the Lead and Opportunity record types?”. This isn’t the first time I’ve heard that question from clients so I wanted to take a minute to do my...

Microsoft Dynamics 365 – Simple Steps for Importing Leads and Contacts

  Here's a pretty easy task for sales professionals using Microsoft Dynamics 365. You’re probably interested in importing Leads and Contacts for the purpose of email nurturing or cold calling. This process is not too difficult, so I’m going to show you how it’s done. (more…)

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