Insights and How-to's From Our Dynamics 365 Experts
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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,
ResiBuilt Case Study: A Story of Digital Transformation
Dyn365Pros Helps ResiBuilt Revolutionize Home Buying and Renting ResiBuilt is a great example of digital transformation, changing the way residential properties are shown, rented and
CRM Wordflow Crossword
You know what they say about all work and no play. If you’re like me — a fan of crossword puzzles AND a fan
Power Automate – Not Just for Nerds
If you’re not familiar with it, Microsoft Power Automate (formerly Flow) is a simple, powerful tool for creating automated workflows between apps and services,
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.
Dynamics 365 for Customer Engagement: Sales Enterprise vs. Sales Professional (Updated May 2022)
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,
Hide/Show Tab Based on Attribute in Dynamics 365 Customer Engagement
To hide or show a tab based on a Boolean field, use a javascript web resource function. The following is a function to use. It
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
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
