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Dyn365Pros

CRM data migration
Migrating Legacy Data to a New CRM

Every organization migrating to a new CRM needs to make decisions around data migration. The central question is, how much legacy data should get moved to the new system? Easy peasy, right? Not exactly. Discussions of data migration can get difficult and even emotionally charged. Users can be possessive or...


Software and the Sunk Cost Trap

The sunk cost trap is the tendency to cling to past investments that don't make sense anymore. This phenomenon often occurs when businesses need to modernize their systems. And it leaves many companies trapped on outdated, inefficient systems. In other words There's a realization that a system's ROI is diminishing,...

https://www.dyn365pros.com/2018/08/30/formatting-basic-email-templates-in-dynamics-365/
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 a link--automated customer service messaging and the like. But the interface was crude, and you had to do some workarounds...

Dynamics 365 Field Service
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 user experience. However, you must perform some setup to take advantage of this function.   Incident Types Think of Incident Types...

Dynamics 365 Sales Insights Sequences
Dynamics 365 Sales Insights: Sequences

"Sequences" is a feature of Dynamics 365 Sales Insights Premium. I think it's going to be very popular. A Sequence is a series of sales activities that guide a seller through a prescribed sales process. Ideally, this series of sales activities conforms to your best sales practices and produces repeatable,...

Dynamics 365 Partner
Preview: Performance Insights for Dynamics 365 and Power Apps

Dynamics 365 first-party apps and Power Apps help businesses manage processes, schedule and track day-to-day activities, and deliver key reporting metrics. Business users expect their apps to perform smoothly all the time and lose patience when they don't. Admins need the means to make sure their apps run efficiently. To...

Dynamics 365 convert chat to customer service case
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 game. Microsoft offers various options within the Power Platform such as Omnichannel, Virtual Agent, bots, etc. However, the additional licensing...

Microsoft Dynamics 365 Partner
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 requiring users to enter specific data on Lead records before conversion. Qualifying a Lead often triggers the creation of a...


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., you want economy and simplicity. You probably don’t need access to customer service cases or marketing dashboards. Microsoft got the...

CRM System
Don’t Just Get A CRM – Get A PLAN

I talk with a lot of businesses evaluating CRMs. Features, functions, pricing -- these are all part of the equation. But the CRM system you choose is just half the story. Regardless of which you choose, without an ongoing CRM PLAN, you're likely to fail. CRM is like a gym...

Microsoft Dynamics 365 Partner
Microsoft Dynamics 365 Setup – Personal Options

When logging into Microsoft Dynamics 365 as a new user, there are a few basic and helpful personal options we recommend changing. This is not at all technical. User-level stuff really. To access these settings, go to the gear icon in the upper right of the screen.  Here there are...

Personal View Microsoft Dynamics 365
Microsoft Dynamics 365 Setup – Creating, Modifying, and Sharing Personal Views

Personal Views are extremely important to collaborating and using Dynamics 365 data. This is a pretty straightforward feature to work with, and easy enough for all users (even non-admins) to manage. Read on for the basics of creating, modifying, and sharing a personal view in Microsoft Dynamics 365. Creating a...

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