How do you increase user acceptance for any application? One way is to reduce the amount of data entry the user is responsible for. Most of us would rather spend…
Microsoft releases 2 major updates to Dynamics 365 each year. The latest version, Microsoft Dynamics 365 version 9.0. offers many enhancements for Customer Engagement (Sales, Marketing, Service) users. The most…
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…
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…
Part of our practice and Dynamics 365 paradigm shift in general is based on a distributed workforce accessing remote or cloud-based solutions, on the go and in the field. To…
In the first Elements of Style post regarding how to customize Dynamics 365 forms, I talked about developing your own style and preferences in form design so that you have one…
When you are customizing Dynamics 365 forms -- what are your Elements of Style? Back in the days even before there were pocket-sized calculators, in my high school you could identify…
Want long-term success when you’re implementing Dynamics 365 for Sales, or any CRM for that matter? Get buy-in from your Sales team up front. I’ve seen organizations discount or outright…
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…