x

Dyn365Pros

Microsoft Dynamics 365 for Sales – Native Click-To-Dial Functionality
Microsoft Dynamics 365 for Sales Click-To-Dial

I discovered a new feature in Dynamics 365 for Sales–native click-to-dial functionality. Click-to-dial is an oft-requested feature among sales users, more so among the customer service users. For this blog, I’m focusing on the seller using Dynamics 365 Sales Enterprise in the Unified Interface. If you’ve been using Microsoft Dynamics...

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...


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...


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...

Prelude Prelude Version 2.3.2