Read more about the article Microsoft Dynamics 365 Setup – Personal Options
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Microsoft Dynamics 365 Setup – Personal Options

When logging into Microsoft Dynamics 365 as a new user, there are a few basic and helpful personal options we recommend changing. This is not at all technical. User-level stuff…

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Dynamics 365 for Customer Engagement: Sales Enterprise vs. Sales Professional (Updated May 2022)

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…

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Read more about the article Closer Look – Microsoft Relationship Sales Solution
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Closer Look – Microsoft Relationship Sales Solution

Microsoft is very big on the value of building relationships in business. In addition to the release of Relationship Insights and Relationship Assistant, there is a new SKU called Microsoft…

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Read more about the article Mark’s Microsoft Inspire Update
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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…

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Read more about the article Get More Out of Dynamics 365 Search
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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…

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Read more about the article Dynamics 365 is an Onion – 3 Reasons to Take a Bite Now
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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…

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Read more about the article Changes to Microsoft Dynamics 365 Security Roles in Business Process Flows
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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 “Enable Security Roles” in the ribbon. Post upgrade, Security controls for certain Business Process Flows have moved to their own tab in the “Security Roles” area in Settings.

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Read more about the article Microsoft Dynamics CRM Mobile App
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Microsoft Dynamics CRM Mobile App


Like a lot of sellers, I’m at a desk much of the work day calling and emailing customers. As a result, I work primarily out of the browser-based version of Microsoft Dynamics CRM Online. Naturally I had loaded the free Microsoft Dynamics CRM Mobile App  (more…)

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Read more about the article Microsoft Dynamics 365 Relationship Insights
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Microsoft Dynamics 365 Relationship Insights

  Microsoft rolled out a new feature set in Dynamics 365 and Dynamics CRM dubbed Microsoft Dynamics 365 Relationship Insights. Relationship Insights mines all the sales related data stored in CRM…

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Read more about the article Managing Product Bundle Pricing in Microsoft Dynamics CRM
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Managing Product Bundle Pricing in Microsoft Dynamics CRM

I had a hard time finding comprehensive instructions on how to properly manage pricing when it comes to Product Bundles in Microsoft Dynamics CRM.  I wanted to associate products to one bundle so multiple products could be added to an Opportunity (Quote or Order), minimizing the steps it takes to add multiple products to an Opportunity.  BUT, I also wanted each of the line items to reflect their own individual price once added to the Opportunity, AND I also needed those prices to be editable. (more…)

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Read more about the article Work Like a Sales Detective with Dynamics CRM, part 1
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Work Like a Sales Detective with Dynamics CRM, part 1

Work Like a Sales Detective with Dynamics CRM, part 1

In the sales game, sometimes you have to do little detective work to find the right contact at a prospect’s place of business, divine who interested parties are, find a phone number, etc. Anyone that’s held a sales job can relate to this. (more…)

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Read more about the article Microsoft Dynamics CRM – Using Activities vs. Notes – Best Practice
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Microsoft Dynamics CRM – Using Activities vs. Notes – Best Practice

In the last few months, I have conducted several Sales related training sessions where the number one topic is Activities vs. Notes in Dynamics CRM. Many of my recent implementation projects have been for clients who have no CRM system today and have been using tools like Excel to track their touch points with their prospects and customers. (more…)

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