Sales automation isn't bound to just CRM. It requires a suite of solutions. Sellers rotate through an endless loop of activities of ever day -- emails, calls, meetings,…
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…
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…
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,…
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…
To hide or show a tab based on a Boolean field, use a javascript web resource function. The following is a function to use. It is based on the execution…
The Microsoft Business Applications Summit has quickly turned into one of the premier technical conferences for our platform, Dynamics 365. Several members of our consulting team will be attending the…
The Dyn365Pros team is proud to announce a new Dynamics 365 Training Series - Coffee with the Pros. This will be a free, regular, webinar training series full of tips…
Implementing, migrating, or upgrading Microsoft Dynamics CRM often requires the services of a certified CRM expert. A good Dynamics CRM partner will vastly increase the probability of a successful deployment. But there is also some work the client can do to ensure a positive result. Clients can help ensure a successful implementation by paying attention to these 5 keys to a successful Microsoft Dynamics CRM Discovery Session. (more…)