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Dynamics 365 with InsideView–Three Features You’ll Love
If you're a Dynamics 365 Sales user or you use Dynamics 365 in conjunction with your marketing, there's something you need to see. It's called InsideView Insights. If you've been…
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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…
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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…
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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…
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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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CRM Wordflow Crossword
You know what they say about all work and no play. If you're like me -- a fan of crossword puzzles AND a fan of Dynamics 365, you'll enjoy…
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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…
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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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Dynamics 365 with Power BI: Transforming Dates in Your Sales Pipeline
Microsoft Dynamics 365 is a robust tool with excellent reporting capabilities. Using Microsoft Dynamics 365 with Power BI as a supplemental reporting tool using your (well maintained) Dynamics 365 data…