CRM users should choose Microsoft Dynamics 365 due to the advancements and improvements offered by the Dynamics 365 Power Platform. These enhancements provide compelling reasons for organizations to consider migrating…
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…
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…
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…
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…
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…
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 this…
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…
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…