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Dynamics 365 to SharePoint Integration for Sales Users
You are a Dynamics 365 online sales user. You want to quickly and easily store and access files related to sales opportunities, accounts, quotes, contacts, etc. It could be a…
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Dynamics 365 Field Service — An Introduction
The majority of new clients come to us for CRM and sales automation. Either they've heard good things about Dynamics 365, or they've invested in the Microsoft cloud, or they…
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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…
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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…
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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…
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Create and Update Dynamics 365 Child Records with Microsoft Flow
A client in the construction industry wanted to automatically create a new Project record in Dynamics 365 Customer Engagement when a project Quote was approved. They also wanted the…
Dynamics 365 for Customer Engagement: Sales Enterprise vs. Sales Professional (Updated May 2022)
The Microsoft Dynamics 365 Customer Engagement Enterprise Sales application is a best-in-class application for managing the sales process for small to enterprise-level organizations. At $95/user/month, the Enterprise Sales app is…
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Microsoft Business Applications Summit — Dispatches from the Front
Real-time blogging by the Dyn365Pros team: Modernizing the Update Process – The old way of handling Dynamics 365 updates was customer driven – Where customers controlled when their instances were…
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Microsoft Business Applications Summit — Dispatches from the Front
Real-time blogging by the Dyn365Pros team: Power BI The first (packed!) session I went to was about Power BI Roadmap, but they had just hit “go!” on new features. There…