Gone are the days of managing your own servers, dealing with complex upgrades, and struggling to keep up with the latest advancements in technology. By embracing the cloud and harnessing…
Microsoft updated Dynamics 365 Sales opportunity views. Users have new ways to view and work with opportunities. Opportunity views needed a refresh, and I'm happy to say these new views…
Collaboration tools are huge nowadays. Most customers I speak with use Microsoft Teams and are looking for smart ways to incorporate it into their work process. They are happy to…
Dyn365Pros is one of the original boutique Microsoft Dynamics partners that provides consulting services to implement, support, and manage Microsoft Dynamics solutions. We design, implement and maintain scalable Microsoft solutions…
Every organization migrating to a new CRM needs to make decisions around data migration. The central question is, how much legacy data should get moved to the new system? Easy…
The sunk cost trap is the tendency to cling to past investments that don't make sense anymore. This phenomenon often occurs when businesses need to modernize their systems. And it…
I posted a blog about Dynamics 365 email templates back in 2018. At that time, the tool in Dynamics was OK for sending emails that included simple text, personalization and…
Converting Customer Services Cases to Field Service Work Orders is a fundamental process in Dynamics 365 Field Service. The "Convert To Work Order" button is front and center in the…
"Sequences" is a feature of Dynamics 365 Sales Insights Premium. I think it's going to be very popular. A Sequence is a series of sales activities that guide a seller…