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Dyn365Pros

Customizing Dynamics 365 Forms
Customizing Dynamics 365 Forms Part 2 – An Opportunistic Example

In the first Elements of Style post regarding how to customize Dynamics 365 forms, I talked about developing your own style and preferences in form design so that you have one or more design approaches in your mental toolkit to make your form work more efficient. I shared some of my...

Customize Forms in Dynamics 365 Microsoft Dynamics 365 Partner
Customizing Dynamics 365 Forms Part 1 – What are Your Elements of Style?

  When you are customizing Dynamics 365  forms -- what are your Elements of Style? Back in the days even before there were pocket-sized calculators, in my high school you could identify the juniors because they all carried around a book called “The Elements of Style”. Don’t know if it’s used anymore...

Implementing Dynamics 365
Implementing Dynamics 365 for Sales? Have Your Kumbaya Moment First.

Want long-term success when you’re implementing Dynamics 365 for Sales? Get buy-in from your Sales team up front. I’ve seen organizations discount or outright dismiss the need to have input from the Sales team, particularly in a scenario where IT drives the project. The risks are many: poor design, failure...


Have Coffee With The Pros – New Training Series

The Dyn365Pros team is proud to announce a new Dynamics 365 Training Series - Coffee with the Pros. This will be a free, regular, webinar training series full of tips and tricks. This series is geared to Dynamics 365 Users, Power Users, and Administrators.   As the name suggests, grab...

Dynamics 365 Partner, Dyn365Pros
3 ERP Systems + 1 Dynamics 365 Product Record = Tricky

We have a Dynamics 365 client that distributes their products in the US, Australia/New Zealand and in Europe. Each geographical region is a separate division and has its own ERP system, but shares 1 instance of Dynamics 365. Not all divisions sell all the same products. Furthermore, each division may...

Microsoft Dynamics 365 Custom Mapping Dyn365Pros Microsoft Dynamics 365 Partner
Don’t Get Caught ‘Mapping’ – Dynamics 365 Mapping Without the Code

Mapping is one of the underappreciated out-of-the-box (OOB) features in Dynamics 365/CRM.  In the good old days, it would take a lot of tedious code behind the scenes to get data from one record to be copied to a related record.  And I guess that’s still true except Microsoft already...

Dyn365Pros Microsoft Dynamics 365 Partner Microsoft Dynamics 365 Security Roles
Changes to Microsoft Dynamics 365 Security Roles in Business Process Flows

In the upgrade to Microsoft Dynamics 365, Admins or users who can customize Business Process Flows will notice a new way to manage changes to Microsoft Dynamics 365 security roles. In earlier versions of CRM (2013-2016) the option in Dynamics CRM was to open a Business Process Flow, then chose...


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...

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