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Kicking Off a Dynamics 365 Sales Process in Outlook
Let’s look at how salespeople can save time, reduce redundant data entry and start a sales process using Dynamics 365 Sales Hub and Outlook. We’re going to start a Lead-to-Opportunity…
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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 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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Microsoft Dynamics 365 for Sales Click-To-Dial
I discovered a new feature in Dynamics 365 for Sales–native click-to-dial functionality. Click-to-dial is an oft-requested feature among sales users, more so among the customer service users. For this blog,…
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Microsoft Power BI – CRM/ERP Integration on 33¢ a Day
We talk to a lot of organizations evaluating CRM systems. The topic of integration comes up a lot. Integrating CRM with a separate ERP solution can be a project…
ResiBuilt Case Study: A Story of Digital Transformation
Dyn365Pros Helps ResiBuilt Revolutionize Home Buying and Renting ResiBuilt is a great example of digital transformation, changing the way residential properties are shown, rented and sold. ResiBuilt’s process improves…
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Power Automate – Not Just for Nerds
If you’re not familiar with it, Microsoft Power Automate (formerly Flow) is a simple, powerful tool for creating automated workflows between apps and services, creating notifications, synchronizing files, building…
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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…
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…