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Working Safely on Public Networks
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…
Customizing Dynamics 365 Forms Part 2 An Opportunistic Example 2
Customizing Dynamics 365 Forms Part 2 – An Opportunistic Example
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…
Stylish
Customizing Dynamics 365 Forms Part 1 – What are Your Elements of Style?
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…
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Implementing A New CRM? Have Your Kumbaya Moment First.
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…
Coffee
Have Coffee With The Pros – New Training Series
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…
3 ERP Systems 1 CRM Product
3 ERP Systems + 1 Dynamics 365 Product Record = Tricky
We have a Dynamics 365 client that distributes their products in the US, Australia/New Zealand and in Europe. Each geographical region is a separate division and has its own ERP…
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Dynamics 365 is an Onion – 3 Reasons to Take a Bite Now
Yes, Dynamics 365 is an onion. I just keep peeling back the layers of this onion called Dynamics 365 and each time, I am more impressed. Even looks like an onion…
Dynamics 365 Enterprise Sales Edition Customer Insights 3
Dynamics 365 Enterprise Edition Sales — Customer Insights
One of the biggest challenges in achieving adoption of a Customer Engagement system like Dynamics 365 Enterprise for Sales is getting sellers excited about what the system can do for…
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Don’t Get Caught ‘Mapping’ – Dynamics 365 Mapping Without the Code
Mapping is one of the underappreciated out-of-the-box (OOB) features in Dynamics 365/CRM. In the good old days, it would take a lot of tedious code behind the scenes to get…