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Dyn365Pros

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
Dynamics CRM Eye for the NAV Guy – Impressions of Directions North America

This week I had the pleasure of attending the annual conference for NAV partners, Directions North America. As a long-time Microsoft CRM guy and current Dynamics 365 Customer Engagement (CE) cloud partner, Directions North America might seem like a strange conference to attend with such a full schedule of Microsoft...

Microsoft Dynamics 365 Partner
The Cloud is the Future — The Future is Now

"Cloud is the future." "Move to the cloud now or fall behind." "Digital transformation requires a move to the cloud." "Moving to the cloud saves you money." Businesses have been thoroughly swamped with headlines berating them to move away from data centers and hardware, and move their operations to the...

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...

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...

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 List Building
List Building in Microsoft Dynamics 365

List building presents challenges to both Salespeople and Marketers. This challenge can be solved using the Microsoft Dynamics 365 Sales App. Yes, you can perform your list building using tools in Microsoft Dynamics 365. Let's identify the list building challenges: Identifying new organizations suitable to sell or market to. Acquiring...

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...

Microsoft Inspire
Mark’s Microsoft Inspire Update

Team Dyn365Pros made the annual trek to Microsoft Inspire this week. Held in Washington D.C. this year, it was a exciting if somewhat sweltering week. This conference used to be called Microsoft Worldwide Partner Conference. The name is new but the idea behind the event has not changed. It’s an...

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