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Dyn365Pros

Microsoft Dynamics 365 Business Card Scanner
Microsoft Dynamics 365 Business Card Scanner on Mobile

Microsoft introduced a business card reader into Dynamics 365. First of all, it's pretty easy to use. With your Dynamics 365 App (I'm using the Sales Hub on an Android device), use the quick create menu to create a Lead or Contact record. The form pops open with the Busines...

Microsoft Power BI
Microsoft Power BI – CRM/ERP Integration on 33¢ a Day

We talk to a lot of organizations evaluating CRM systems. The topic of integration comes up a lot. Integrating CRM with a separate ERP solution can be a project in and of itself, requiring a lot of hours and additional software. The most common business case I hear is, “We...


Create and Update Dynamics 365 Child Records with Microsoft Flow

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...

Hide/Show Tab Based on an Attribute in Dynamics 365 Customer Engagement
Hide/Show Tab Based on Attribute in Dynamics 365 Customer Engagement

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...


Join Us at the Microsoft Business Applications Summit

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...

Now select the record you want to collaborate on in Teams. For the sake of this blog, we’re going to use “Expressed interest in A. Datum X line of printers”.
Sales Collaboration Using Microsoft Dynamics 365 and Teams

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...


Microsoft Dynamics 365 New Release Process

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...

How to Add Names to Microsoft Dynamics 365 Marketing Lists Using Connections
How to Add Names to Microsoft Dynamics 365 Marketing Lists by Using Connections

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...

Microsoft Dynamics 365 Unified Interface
Microsoft Dynamics 365 Unified Interface Part 1 – What’s New and What’s Yet To Come

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...

Dynamics 365 Voice of the Customer Surveys
Getting Started with Microsoft Dynamics 365 Voice of the Customer Surveys

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...

Microsoft Dynamics 365 Organization Insights
Use Organization Insights to Diagnose Microsoft Dynamics 365 Storage Issues

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...

Microsoft Dynamics 365 Partner San Diego Southern California
Track Time Users Spend in the Stages of Dynamics 365 Business Process Flows

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...

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