Insights and How-to's From Our Dynamics 365 Experts
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Microsoft Dynamics CRM Record Count Reports
I was working with a client the other day that requested help with an SSRS report. You see, this client wanted to create Microsoft Dynamics
Dynamics 365 Field Service — An Introduction
The majority of new clients come to us for CRM and sales automation. Either they’ve heard good things about Dynamics 365, or they’ve invested in
CRM Is Your Sales Assembly Line
Do you need help picturing how CRM supports your work process and sales objectives? Think of the sales and marketing department as an order factory,
Link Teams Chats to Dynamics 365 Customer Records
Collaboration tools are huge nowadays. Most customers I speak with use Microsoft Teams and are looking for smart ways to incorporate it into their work
Can We Do Email Marketing In Dynamics 365 for Sales?
I work with many people either considering Dynamics 365 or new to Dynamics 365. These people often ask about the nature of native email functionality.
Dyn365Pros Careers: Microsoft Dynamics 365 Customer Engagement/CRM Functional Consultant
Dyn365Pros is one of the original boutique Microsoft Dynamics partners that provides consulting services to implement, support, and manage Microsoft Dynamics solutions. We design, implement
Migrating Legacy Data to a New CRM
Every organization migrating to a new CRM needs to make decisions around data migration. The central question is, how much legacy data should get moved
Dynamics 365 to SharePoint Integration for Sales Users
You are a Dynamics 365 online sales user. You want to quickly and easily store and access files related to sales opportunities, accounts, quotes, contacts,
Software and the Sunk Cost Trap
The sunk cost trap is the tendency to cling to past investments that don’t make sense anymore. This phenomenon often occurs when businesses need to