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Dyn365Pros


Join Us at the Microsoft Business Applications Summit

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 event next week in Atlanta. Happily, I can join them this year. WooHoo! If you are in the area or...

Dynamics 365 Voice of the Customer Surveys
Getting Started with Microsoft Dynamics 365 Voice of the Customer Surveys

What do customers like best about your goods or services? What percentage are willing to buy from you again? What are critical areas that need to be improved? What are customer priorities when shopping for your product category? In a competitive marketplace where it’s so easy to switch vendors or...


Have Coffee With The Pros – New Training Series

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 and tricks. This series is geared to Dynamics 365 Users, Power Users, and Administrators.   As the name suggests, grab...

Dynamics CRM Mobile App
Microsoft Dynamics CRM Mobile App

Like a lot of sellers, I’m at a desk much of the work day calling and emailing customers. As a result, I work primarily out of the browser-based version of Microsoft Dynamics CRM Online. Naturally I had loaded the free Microsoft Dynamics CRM Mobile App  (more…)


Display Power BI Visualizations in Dynamics 365 Dashboards

Power BI is as powerful as it sounds, and we now have the option to incorporate Power BI charts and data visualizations in Microsoft Dynamics 365 (and Dynamics CRM). Here's how to do it. (more…)


Get Ready for Microsoft Dynamics 365

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...


Dynamics 365 Transition – Part 2

In today's blog post, I want to review the transition pricing for a small customer using a typical, small customer example. This transition from Dynamics CRM to Dynamics 365 can be as complex, or as easy, as you want to make it. This post will be longer than normal but...


Dynamics 365 Transition – Part 1

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...


Dynamics 365 and the CRM Customer

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...


Here Comes Dynamics 365

What an exciting time to be in our industry! I have been involved in the technology arena since 1985 when I was tasked with putting a restaurant inventory management system and PC together (2 - 5 1/4 inch floppy drives on that baby!) and have been swimming for the last...


Using Microsoft Dynamics CRM Workflow To Update a Field BEFORE The Value Is Changed

I wanted to update the below “Last Follow Up” custom date field with the previous “Follow Up By” value BEFORE the Follow Up By date was changed, in order to minimize the amount of clicks for Users. Here’s a quick blog on how to update a field with data from another...


Defining the Proper Scope When Configuring Workflows in Dynamics CRM

One of the options that can be a little puzzling when building workflows in Microsoft Dynamics CRM is the “Scope” setting.  Knowing when to select which option can be a bit confusing. (more…)

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