Insights and How-to's From Our Dynamics 365 Experts
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Sun Valley Solar Solutions Case Study: Transforming CRM Data to Business Intelligence
Sun Valley Solar Solutions helps Arizona’s home and business owners turn the state’s most abundant natural resource—sunlight—into immediate cost savings and a cleaner world. The
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
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
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
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
Dynamics 365 Wordflow
You know what they say about all work and no play. If you’re like me — a fan of crossword puzzles AND a fan of
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.