Read more about the article Microsoft Dynamics 365 Setup – Personal Options
naassom azevedo Q Sei TqSlc unsplash min

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…

Continue ReadingMicrosoft Dynamics 365 Setup – Personal Options

Dynamics 365 for Customer Engagement: Sales Enterprise vs. Sales Professional (Updated May 2023)

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…

Continue ReadingDynamics 365 for Customer Engagement: Sales Enterprise vs. Sales Professional (Updated May 2023)
Read more about the article Closer Look – Microsoft Relationship Sales Solution
Microsoft Relationship Sales Solution 1

Closer Look – Microsoft Relationship Sales Solution

Microsoft is very big on the value of building relationships in business. In addition to the release of Relationship Insights and Relationship Assistant, there is a new SKU called Microsoft…

Continue ReadingCloser Look – Microsoft Relationship Sales Solution
Read more about the article Mark’s Microsoft Inspire Update
washington monument 1628558 1920n resized for blog

Mark’s Microsoft Inspire Update

Team Dyn365Pros made the annual trek to Microsoft Inspire this week. Held in Washington D.C. this year, it was a exciting if somewhat sweltering week. This conference used to be…

Continue ReadingMark’s Microsoft Inspire Update
Read more about the article Get More Out of Dynamics 365 Search
Get more out of search Picture3

Get More Out of Dynamics 365 Search

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…

Continue ReadingGet More Out of Dynamics 365 Search
Read more about the article Dynamics 365 is an Onion – 3 Reasons to Take a Bite Now
Dynamics 365 is an Onion pic 1

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…

Continue ReadingDynamics 365 is an Onion – 3 Reasons to Take a Bite Now
Read more about the article Changes to Microsoft Dynamics 365 Security Roles in Business Process Flows
Changes to Security Roles 2

Changes to Microsoft Dynamics 365 Security Roles in Business Process Flows


In the upgrade to Microsoft Dynamics 365, Admins or users who can customize Business Process Flows will notice a new way to manage changes to Microsoft Dynamics 365 security roles. In earlier versions of CRM (2013-2016) the option in Dynamics CRM was to open a Business Process Flow, then chose “Enable Security Roles” in the ribbon. Post upgrade, Security controls for certain Business Process Flows have moved to their own tab in the “Security Roles” area in Settings.

(more…)

Continue ReadingChanges to Microsoft Dynamics 365 Security Roles in Business Process Flows
Read more about the article Microsoft Dynamics CRM Mobile App
Dynamics CRM Mobile App Feature Image

Microsoft Dynamics CRM Mobile App


Like a lot of sellers, I’m at a desk much of the work day calling and emailing customers. As a result, I work primarily out of the browser-based version of Microsoft Dynamics CRM Online. Naturally I had loaded the free Microsoft Dynamics CRM Mobile App  (more…)

Continue ReadingMicrosoft Dynamics CRM Mobile App
Read more about the article Microsoft Dynamics 365 Relationship Insights
Relationship assistant 1

Microsoft Dynamics 365 Relationship Insights

  Microsoft rolled out a new feature set in Dynamics 365 and Dynamics CRM dubbed Microsoft Dynamics 365 Relationship Insights. Relationship Insights mines all the sales related data stored in CRM…

Continue ReadingMicrosoft Dynamics 365 Relationship Insights