Read more about the article Dyn365Pros Careers: Microsoft Dynamics 365 Customer Engagement/CRM Functional Consultant
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Dyn365Pros Careers: Microsoft Dynamics 365 Customer Engagement/CRM Functional Consultant

Dyn365Pros is one of the original boutique Microsoft Dynamics partners that provides consulting services to implement, support, and manage Microsoft Dynamics solutions. We design, implement and maintain scalable Microsoft solutions…

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Read more about the article Redux: Formatting Basic Email Templates in Dynamics 365 for Sales
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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…

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Read more about the article Dynamics 365 Field Service: Prerequisites to Converting Cases to Work Orders
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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…

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Read more about the article Connect Dynamics 365 Customer Service to a Chat Solution
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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…

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Read more about the article Microsoft Dynamics 365 – Managing Required Data Fields with Workflows
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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…

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Read more about the article Microsoft’s Stripped-Down Dynamics 365 Mobile App
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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.,…

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