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Dyn365Pros

Microsoft Power BI
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 solution can be a project in and of itself, requiring a lot of hours and additional software. The most common business case I hear is, “We...

Qualifying Leads in Dynamics 365
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, once again you have options for related records. You can select if a Contact, Account, Opportunity or combination of all 3 is created! The ribbon still...

Microsoft Power BI
Dynamics 365 with Power BI: Transforming Dates in Your Sales Pipeline

Microsoft Dynamics 365 is a robust tool with excellent reporting capabilities. Using Microsoft Dynamics 365 with Power BI as a supplemental reporting tool using your (well maintained) Dynamics 365 data opens doors to new formulas and data transformations. A Power BI client recently requested the ability to look at pipeline...

Microsoft Dynamics 365 Organization Insights
Use Organization Insights to Diagnose Microsoft Dynamics 365 Storage Issues

Where did all that data come from? A funny thing happened to our Microsoft Dynamics 365. We started receiving alerts that we'd exceeded our storage limit. Our tenant was at a 154% usage. Ouch! How did it come to this? We use Organization Insights to diagnose Microsoft Dynamics 365 storage...

Microsoft Dynamics 365 Partner San Diego Southern California
Track Time Users Spend in the Stages of Dynamics 365 Business Process Flows

A client of ours needed to analyze information about the duration of time users spent in the various stages of their Dynamics 365 Lead-to-Opportunity business process. Searching on the web led me to a few related posts. I used information from a post by Steven Foster to start and formulate...

Microsoft Dynamics 365 Partner San Diego Southern California
Dynamics 365 Multi-Select Option Sets, I Like Them But

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 few variations but generally, what the user saw were labels and checkboxes and then typically the results of their ‘selections’...

Microsoft Dynamics 365 Customer Service
Microsoft Dynamics 365 – 3 Simple Steps to Improving Customer Service Case Management

“Acquiring a new customer is 5 to 25 times more expensive than retaining an existing one.” – Amy Gallo, Harvard Business Review One of the most important factors in growing your business is minimizing your churn rate. Face it--as more and more goods and services trend toward commoditization, service after...

Update Data in Dynamics 365 Using Excel
Update Data in Dynamics 365 Using Excel

You may encounter some data maintenance scenarios more easily handled by using Excel to update data in Dynamics 365. Luckily, the system allows us to export existing data into Excel, make changes to the spreadsheet, and then use that same file to import updates to the data. Here are the...

Microsoft Dynamics 365 Partner
Leads – The Junk Drawer of CRM

Everyone has them. Some are good and some are bad—or worse. What are they? They’re leads. Leads by their very nature are suspect—right? We don’t know enough about them to rightly refer to them as legitimate sales opportunities. Therefore, lead data is highly suspect as well. Let’s face it. A...

Microsoft Dynamics 365 List Building
List Building in Microsoft Dynamics 365

List building presents challenges to both Salespeople and Marketers. This challenge can be solved using the Microsoft Dynamics 365 Sales App. Yes, you can perform your list building using tools in Microsoft Dynamics 365. Let's identify the list building challenges: Identifying new organizations suitable to sell or market to. Acquiring...

Microsoft Dynamics 365 workflow
Create a Daily Microsoft Dynamics 365 Workflow

A Dyn365Pros client requested integration with an external system in order to pull account and invoice records into Dynamics 365. While many integrations with Dynamics 365/CRM are real time, this request has to pull records from the system just once per day. We had to solve one tricky issue in...

get more from dynamics 365 search
Get More Out of Dynamics 365 Search

Would you like to get more out of Dynamics 365 search? Sure, you know the basics. Who could argue that ‘Quick Find’ is an invaluable tool for getting to the record(s) you want to work with? And the same holds true for the ability to enter search criteria into a...

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