Workflows are a great way for sales and marketing people to automate simple, repetitive tasks. Microsoft Power Automate flows (workflows) connect separate apps and data sets, so something you do…
Dyn365Pros implements and supports Dynamics 365 Customer Engagement (CRM). Seventy percent of customers, at some point, call us with questions about integrating CRM with their accounting or finance solutions. Synchronizing…
"In B2B, the buyer is nearly always a group of people working together rather than an individual acting alone." Forrester Research, Inc. Tweet I pulled this quote from a slide…
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…
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…
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…
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 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…
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…