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Dyn365Pros

Dyn365Pros Microsoft Dynamics 365 Partner Clients Mobile
Dynamics 365 Field Service — An Introduction

The majority of new clients come to us for CRM and sales automation. Either they've heard good things about Dynamics 365, or they've invested in the Microsoft cloud, or they are simply over their existing CRM. Thankfully, the level of awareness of Dynamics 365 sales and marketing apps has increased....

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...

Qualifying Leads in Dynamics 365
Qualifying Leads in Microsoft Dynamics 365 – Options for Related Records

Microsoft Dynamics 365 2019 Wave 2 brought back a feature that went away with the upgrade from CRM 2011. When you qualify a lead, once again you have options for related records. You can select if a Contact, Account, Opportunity or combination of all 3 is created! The ribbon still...


ResiBuilt Case Study: A Story of Digital Transformation

Dyn365Pros Helps ResiBuilt Revolutionize Home Buying and Renting ResiBuilt is a great example of digital transformation, changing the way residential properties are shown, rented and sold. ResiBuilt’s process improves the customer experience — empowering renters and buyers with more control of the process, and significantly lowering customer cost. In fact,...


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...

Dynamics 365 Sales Enteprise vs Sales Professional
Dynamics 365 for Customer Engagement: Sales Enterprise vs. Sales Professional (March 2021)

The Microsoft Dynamics 365 Customer Engagement Enterprise Sales application is a best-in-class application for managing the sales process for small to enterprise-level organizations. At $95/user/month, the Enterprise Sales app is competitively priced in comparison with other best-in-class solutions. However, $95/user/month can be a challenge for smaller organizations or organizations with...


Microsoft Business Applications Summit — Dispatches from the Front

Real-time blogging by the Dyn365Pros team: Modernizing the Update Process – The old way of handling Dynamics 365 updates was customer driven – Where customers controlled when their instances were upgraded. As of v9 of Dynamics 365 major releases will be handled bi-annually -  Each cycle in April and October. ...


Microsoft Business Applications Summit — Dispatches from the Front

Real-time blogging by the Dyn365Pros team: Power BI The first (packed!) session I went to was about Power BI Roadmap, but they had just hit “go!” on new features. There was a lot of applause – the Power BI community knows how great these updates are. We’ll have full details...


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...

Microsoft Dynamics 365 with Power Bi
Dynamics 365 with Power BI: Conditional Sales Pipeline Forecasts

One way Power BI makes an admin's or data analyst's life easier is by providing an alternative to having to deal with DAX expressions. We'll demonstrate by creating a basic measure based on conditions from another column. Let's use the example of a new sales pipeline report using Microsoft Dynamics...

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...

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