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Dyn365Pros

Formatting Basic Email Templates in Dynamics 365
Formatting Basic Email Templates in Dynamics 365

Just about every client we work with looks to use Dynamics 365 email templates. There's a lot of utility and flexibility to take advantage of with Dynamics 365 email templates. Formatting the standard email templates is a wee bit tricky. But with a little training, you can quickly create handy templates...

Microsoft Dynamics 365 Partner San Diego Southern California
Dynamics 365 Multi-Select Option Sets, I Like Them But

Back in the ‘good old days’ (version 4.0 ?) if you wanted a multi-select option set on your Dynamics CRM form, you could simulate one using jscript. There were a few variations but generally, what the user saw were labels and checkboxes and then typically the results of their ‘selections’...

Microsoft Dynamics 365 Partner San Diego Southern California
Dynamics 365 – Elements of Style – Ch, Ch, Changes

The evolution of Microsoft Dynamics 365/PowerApps, etc. has been swift and unrelenting. Those of us who create and implement solutions face more and more “to-do’s” with each new engagement. Not only do we need to try to keep up on the functionality changes and the expanding holistic environment, but we...

Microsoft Dynamics 365 Customer Service
Microsoft Dynamics 365 – 3 Simple Steps to Improving Customer Service Case Management

“Acquiring a new customer is 5 to 25 times more expensive than retaining an existing one.” – Amy Gallo, Harvard Business Review One of the most important factors in growing your business is minimizing your churn rate. Face it--as more and more goods and services trend toward commoditization, service after...

Microsoft Dynamics 365 Partner Southern California
Using SLAs instead of Entitlements in Dynamics 365

Dynamics 365 can help an organization manage fairly complex Service commitments to customers by using Entitlements and SLAs. However, if your needs aren't all that complex, you may want to evaluate Using SLAs instead of Entitlements in Dynamics 365. The tricky part is that by looking at the out-of-the-box Case...

Update Data in Dynamics 365 Using Excel
Update Data in Dynamics 365 Using Excel

You may encounter some data maintenance scenarios more easily handled by using Excel to update data in Dynamics 365. Luckily, the system allows us to export existing data into Excel, make changes to the spreadsheet, and then use that same file to import updates to the data. Here are the...

Display Parent Entity Fields using Calculated Fields in Dynamics 365
Display Parent Entity Fields using Calculated Fields in Dynamics 365

While I do appreciate having the ability to create a ‘Quick View’ form to display one or more Parent fields on another form, the truth is, the appearance of the Quick View form leaves something to be desired. It takes up a good chunk of extra space compared to just...

Microsoft Dynamics 365 Workflows
Copying an Address Using Microsoft Dynamics 365 Workflows

How do you increase user acceptance for any application? One way is to reduce the amount of data entry the user is responsible for. Most of us would rather spend our time ‘doing’ rather than pounding on a keyboard. There are many places you can use Microsoft Dynamics 365 workflows to...

New Microsoft Dynamics 365 Version 9.0
New! Microsoft Dynamics 365 Version 9.0

Microsoft releases 2 major updates to Dynamics 365 each year. The latest version, Microsoft Dynamics 365 version 9.0. offers many enhancements for Customer Engagement (Sales, Marketing, Service) users. The most obvious is a new design philosophy that improves overall usability and provides consistency for users that bounce from desktop to...

Microsoft Dynamics 365 workflow
Create a Daily Microsoft Dynamics 365 Workflow

A Dyn365Pros client requested integration with an external system in order to pull account and invoice records into Dynamics 365. While many integrations with Dynamics 365/CRM are real time, this request has to pull records from the system just once per day. We had to solve one tricky issue in...

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...

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...

Prelude Prelude Version 2.3.2