Dynamics 365 can help an organization manage fairly complex Service commitments to customers by using Entitlements and SLAs. However, if your needs aren't all that complex, you may want to…
You may encounter some data maintenance scenarios more easily handled by using Excel to update data in Dynamics 365. Luckily, the system allows us to export existing data into Excel,…
While I do appreciate having the ability to create a ‘Quick View’ form to display one or more Parent fields on another form, the truth is, the appearance of the…
How do you increase user acceptance for any application? One way is to reduce the amount of data entry the user is responsible for. Most of us would rather spend…
Microsoft releases 2 major updates to Dynamics 365 each year. The latest version, Microsoft Dynamics 365 version 9.0. offers many enhancements for Customer Engagement (Sales, Marketing, Service) users. The most…
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…
A Dyn365Pros client requested integration with an external system in order to pull account and invoice records into Dynamics 365. While many integrations with Dynamics 365/CRM are real time, this…
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…
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…