Read more about the article Microsoft Dynamics 365 Setup – Personal Options
naassom azevedo Q Sei TqSlc unsplash min

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…

Continue ReadingMicrosoft Dynamics 365 Setup – Personal Options
Read more about the article Microsoft Dynamics 365 Setup – Creating, Modifying, and Sharing Personal Views
Creating Modifying Sharing Personal View pic 2

Microsoft Dynamics 365 Setup – Creating, Modifying, and Sharing Personal Views

Personal Views are extremely important to collaborating and using Dynamics 365 data. This is a pretty straightforward feature to work with, and easy enough for all users (even non-admins) to…

Continue ReadingMicrosoft Dynamics 365 Setup – Creating, Modifying, and Sharing Personal Views
Read more about the article Microsoft Dynamics 365 Business Card Scanner on Mobile
Feature Image Business Scanner Vlog

Microsoft Dynamics 365 Business Card Scanner on Mobile

Microsoft introduced a business card reader into Dynamics 365. First of all, it's pretty easy to use. With your Dynamics 365 App (I'm using the Sales Hub on an Android…

Continue ReadingMicrosoft Dynamics 365 Business Card Scanner on Mobile
Read more about the article Qualifying Leads in Microsoft Dynamics 365 – Options for Related Records
Qualifying Leads Options for Related Records 1

Qualifying Leads in Microsoft Dynamics 365 – Options for Related Records

  Microsoft Dynamics 365 2019 Wave 2 brought back a feature that went away with the upgrade from CRM 2011. When you qualify a lead, once again you have options…

Continue ReadingQualifying Leads in Microsoft Dynamics 365 – Options for Related Records
Read more about the article Create and Update Dynamics 365 Child Records with Microsoft Flow
Jess Flow Blog 4

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…

Continue ReadingCreate and Update Dynamics 365 Child Records with Microsoft Flow
Read more about the article Microsoft Business Applications Summit — Dispatches from the Front
32ebf447 041a 4d1c 8792 a81825b6c296

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…

Continue ReadingMicrosoft Business Applications Summit — Dispatches from the Front
Read more about the article Dynamics 365 with Power BI: Transforming Dates in Your Sales Pipeline
Power BI mini blog 1 image 2b

Dynamics 365 with Power BI: Transforming Dates in Your Sales Pipeline

Microsoft Dynamics 365 is a robust tool with excellent reporting capabilities. Using Microsoft Dynamics 365 with Power BI as a supplemental reporting tool using your (well maintained) Dynamics 365 data…

Continue ReadingDynamics 365 with Power BI: Transforming Dates in Your Sales Pipeline
Read more about the article Microsoft Dynamics 365 Unified Interface Part 1 – What’s New and What’s Yet To Come
Microsoft Dynamics 365 Unified Interface Part 1 – What’s New and Whats Missing Picture9

Microsoft Dynamics 365 Unified Interface Part 1 – What’s New and What’s Yet To Come

I attended Microsoft’s Business Application Summit and was able to catch several great sessions. But one that hit home the most for me was a session on the new Microsoft…

Continue ReadingMicrosoft Dynamics 365 Unified Interface Part 1 – What’s New and What’s Yet To Come