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Dyn365Pros

New Microsoft Dynamics 365 Version 9.0
New! Microsoft Dynamics 365 Version 9.0

Microsoft releases 2 major updates to Dynamics 365 each year. The latest version, Microsoft Dynamics 365 version 9.0. offers many enhancements for Customer Engagement (Sales, Marketing, Service) users. The most obvious is a new design philosophy that improves overall usability and provides consistency for users that bounce from desktop to...

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 Dynamics 365 workflow
Create a Daily Microsoft Dynamics 365 Workflow

A Dyn365Pros client requested integration with an external system in order to pull account and invoice records into Dynamics 365. While many integrations with Dynamics 365/CRM are real time, this request has to pull records from the system just once per day. We had to solve one tricky issue in...

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...

Work safely on public networks
Working Safely on Public Networks

Part of our practice and Dynamics 365 paradigm shift in general is based on a distributed workforce accessing remote or cloud-based solutions, on the go and in the field. To help you feel confident about working safely on public networks, where and how you access your systems, Microsoft published a...

Customizing Dynamics 365 Forms
Customizing Dynamics 365 Forms Part 2 – An Opportunistic Example

In the first Elements of Style post regarding how to customize Dynamics 365 forms, I talked about developing your own style and preferences in form design so that you have one or more design approaches in your mental toolkit to make your form work more efficient. I shared some of my...

Customize Forms in Dynamics 365 Microsoft Dynamics 365 Partner
Customizing Dynamics 365 Forms Part 1 – What are Your Elements of Style?

  When you are customizing Dynamics 365  forms -- what are your Elements of Style? Back in the days even before there were pocket-sized calculators, in my high school you could identify the juniors because they all carried around a book called “The Elements of Style”. Don’t know if it’s used anymore...

Implementing Dynamics 365
Implementing Dynamics 365 for Sales? Have Your Kumbaya Moment First.

Want long-term success when you’re implementing Dynamics 365 for Sales? Get buy-in from your Sales team up front. I’ve seen organizations discount or outright dismiss the need to have input from the Sales team, particularly in a scenario where IT drives the project. The risks are many: poor design, failure...

Dynamics 365 Partner, Dyn365Pros
3 ERP Systems + 1 Dynamics 365 Product Record = Tricky

We have a Dynamics 365 client that distributes their products in the US, Australia/New Zealand and in Europe. Each geographical region is a separate division and has its own ERP system, but shares 1 instance of Dynamics 365. Not all divisions sell all the same products. Furthermore, each division may...

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...

Dynamics 365 Enterprise Edition Sales - Customer Insights
Dynamics 365 Enterprise Edition Sales — Customer Insights

One of the biggest challenges in achieving adoption of a Customer Engagement system like Dynamics 365 Enterprise for Sales is getting sellers excited about what the system can do for them. Sellers always give me a enthusiastic response when I show them Dynamics 365 Enterprise Edition Sales -- Customer Insights....

Microsoft Dynamics 365 Custom Mapping Dyn365Pros Microsoft Dynamics 365 Partner
Don’t Get Caught ‘Mapping’ – Dynamics 365 Mapping Without the Code

Mapping is one of the underappreciated out-of-the-box (OOB) features in Dynamics 365/CRM.  In the good old days, it would take a lot of tedious code behind the scenes to get data from one record to be copied to a related record.  And I guess that’s still true except Microsoft already...

Prelude Prelude Version 2.3.2