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…
The Microsoft Business Applications Summit has quickly turned into one of the premier technical conferences for our platform, Dynamics 365. Several members of our consulting team will be attending the…
A couple of weeks ago, my favorite sports talk radio station, that I listen to often, went off the air suddenly. I won't get into the reasons, but it happened…
Back in the ‘good old days’ (version 4.0 ?) if you wanted a multi-select option set on your Dynamics CRM form, you could simulate one using jscript. There were a…
The Dyn365Pros team is proud to announce a new Dynamics 365 Training Series - Coffee with the Pros. This will be a free, regular, webinar training series full of tips…
Microsoft rolled out a new feature set in Dynamics 365 and Dynamics CRM dubbed Microsoft Dynamics 365 Relationship Insights. Relationship Insights mines all the sales related data stored in CRM…
There has never been a better time to be a Dynamics customer – new customer or existing customer. If you’re looking at Dynamics for the first time, you’re getting involved at an ideal time. Microsoft has created an ecosystem that allows you to deploy business applications that work great independently and seamlessly together. The Microsoft Dynamics 365 common data model makes it easy to add and deploy new functionality because it’s all made to work together from the get go. (more…)
As we approach closer to the transition from Dynamics CRM to Dynamics 365, I want to provide more information as to what you can expect as a Dynamics CRM customer.
If you are a client of ours, we will be hosting an informational webinar the 2nd week of November and you will receive an invitation. This webinar will provide general information, transition pricing, and options. After the webinar, we will have scheduled one-on-one discussions with the appropriate folks in your company to discuss your specific company options and our recommendations. Nothing needs to be done soon, although you can take advantage of these after Nov 1st if it makes sense for your business. Everything else will wait until your current subscription date renewal. (more…)
There is no better time to be a Dynamics customer than right now.
You may have heard by now that Microsoft took the wraps off their new Dynamics 365 initiative. No more Dynamics CRM, it is now Dynamics 365. With all the hype (deserved, I think) and additional functionality of Dynamics 365, combined with what would be the regular Dynamics CRM Online fall release cadence, I want to make sure our customers get the info they need.
First, if you are a current customer of ours reading this, take a deep breath. Please know we will be contacting you directly to schedule a road map discussion and provide you with your best options. Nothing has to be done right away and there are several options for you to choose from with different timelines. Deep breath, there is a ton of great new functionality coming your way. (more…)
Microsoft Dynamics 365 Fundamentals for Sales Professionals
Newly Revised and Updated for Unified Interface.
