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Dyn365Pros

Microsoft Dynamics 365 Partner
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 really. To access these settings, go to the gear icon in the upper right of the screen.  Here there are...

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 Dynamics 365 Microsoft Relationship Sales Solution
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 Relationship Sales Solution. Microsoft Relationship Sales Solution is not entirely new. It essentially bundles 2 existing solutions: Dynamics 365 Enterprise Sales...

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...

get more from dynamics 365 search
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 record(s) you want to work with? And the same holds true for the ability to enter search criteria into a...

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...

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 CRM Mobile App
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…)


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 and Microsoft Exchange, using it to help you prioritize your daily activities, respond to customers, and track the effectiveness of...


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...


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...


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...

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