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Dyn365Pros


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 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 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...

Dynamics 365
Dynamics 365 is an Onion – 3 Reasons to Take a Bite Now

Yes, Dynamics 365 is an onion. I just keep peeling back the layers of this onion called Dynamics 365 and each time, I am more impressed. Even looks like an onion with all those layers. Since the release of Microsoft's CRM product back in 2002 or 2003, I have implemented 100's of...


Microsoft Dynamics CRM – Customer Service – Making Case Customer Field NOT Required

I ran into an issue recently trying to make the Case Customer field not required in Microsoft Dynamics CRM 2016.  I needed to make this field not required so I could populate the value once the Case was saved, by using a workflow based on another lookup field on the...

Prelude Prelude Version 2.3.2