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Dyn365Pros


Microsoft’s Stripped-Down Dynamics 365 Mobile App

I don’t think I’ve met a salesperson that didn’t want an faster way to update CRM from the road. When you’re rushing to and from meetings, airports, conference sessions, etc., you want economy and simplicity. You probably don’t need access to customer service cases or marketing dashboards. Microsoft got the...


3 No-Brainer Integrations for CRM

  Sales automation isn't bound to just CRM. It requires a suite of solutions. Sellers rotate through an endless loop of activities of ever day -- emails, calls, meetings, proposals, etc. Even old-school aspects like note-taking are essential to follow up, staying organized and sharing information within your team. Ideally,...

Dynamics 365 for Sales
Dynamics 365 for Sales: Working with Leads and Opportunities

If you're using Dynamics 365 for Sales, Opportunity and Lead management are fundamental skills you want to master. In these videos, we're going to talk about working with Leads and Opportunities, managing related activities, opportunity data, and pipeline, and business process flows. Working with Leads https://youtu.be/98GhzVnRzIY Working with Opportunities https://youtu.be/svLl-mfsH2Y...

Dynamics 365 and Outlook
Kicking Off a Dynamics 365 Sales Process in Outlook

Let’s look at how salespeople can save time, reduce redundant data entry and start a sales process using Dynamics 365 Sales Hub and Outlook. We’re going to start a Lead-to-Opportunity sales process from the Outlook inbox and carry that forward to Dynamics 365. https://youtu.be/sUZDK5qFQOQ By Mark Abes, Vice President, Dynamics...

Microsoft Dynamics 365 Partner
Microsoft Dynamics 365 Setup – Personal Options

When logging into Microsoft Dynamics 365 as a new user, there are a few basic and helpful personal options we recommend changing. This is not at all technical. User-level stuff really. To access these settings, go to the gear icon in the upper right of the screen.  Here there are...

Personal View Microsoft Dynamics 365
Microsoft Dynamics 365 Setup – Creating, Modifying, and Sharing Personal Views

Personal Views are extremely important to collaborating and using Dynamics 365 data. This is a pretty straightforward feature to work with, and easy enough for all users (even non-admins) to manage. Read on for the basics of creating, modifying, and sharing a personal view in Microsoft Dynamics 365. Creating a...

Microsoft Power BI
Sun Valley Solar Solutions Case Study: Transforming CRM Data to Business Intelligence

Sun Valley Solar Solutions helps Arizona’s home and business owners turn the state’s most abundant natural resource—sunlight—into immediate cost savings and a cleaner world. The Chandler, AZ company has earned top rankings and won numerous customer service awards. Challenge: Enhanced CRM reporting capabilities With any CRM, an organization is going...

Microsoft Dynamics 365 Business Card Scanner
Microsoft Dynamics 365 Business Card Scanner on Mobile

Microsoft introduced a business card reader into Dynamics 365. First of all, it's pretty easy to use. With your Dynamics 365 App (I'm using the Sales Hub on an Android device), use the quick create menu to create a Lead or Contact record. The form pops open with the Busines...

Microsoft Dynamics 365 for Sales – Native Click-To-Dial Functionality
Microsoft Dynamics 365 for Sales Click-To-Dial

I came across what appears to be new, and as of today, not a well-documented feature in Dynamics 365 for Sales – native click-to-dial functionality. Click-to-dial is an oft-requested feature among sales users, more so among the customer service users. For this blog, I’m focusing on the seller using Dynamics...

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...


ResiBuilt Case Study: A Story of Digital Transformation

Dyn365Pros Helps ResiBuilt Revolutionize Home Buying and Renting ResiBuilt is a great example of digital transformation, changing the way residential properties are shown, rented and sold. ResiBuilt’s process improves the customer experience — empowering renters and buyers with more control of the process, and significantly lowering customer cost. In fact,...

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