Beringer Associates Technology Blog

Monthly Archives: August 2012

Creating Custom Reports for MSCRM 2011 online can be pretty tricky. Since you are stuck using FetchXML to write your queries, you are limited to what you can do (as opposed to using a SQL Query). One limitation is using a Union. There is no

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Learn how to extend your Microsoft CRM solution to your mobile workers. This one-hour webinar will provide an overview of key features and functionality, demonstrations on different mobile devices and direct answers to your questions. Featured Host: Gary Horn from CWR Mobility Gary is a

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When you enter notes on an activity it gets written to the history of the corresponding lead, contact or account. This can be difficult for users to use in real-time as they need to first open the lead, contact or account, click on Closed Activities

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Windows 8 has a tiled or “Metro” style user interface. At Microsoft’s Worldwide Partner Conference Microsoft announced that CRM will also offer an optional “Metro” or tiled user interface option. The tiled interface was originally developed to be more usable on tablets and with touch

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Microsoft Dynamics CRM has excellent marketing features including marketing lists. Marketing lists are groups of leads or contacts grouped together for specific marketing purposes. For example if you sell industrial supplies you may have specific marketing lists for certain target markets and specific product or

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Microsoft Announces Cloud Easy, a new subsidy for CRM Online and other cloud based applications that are part of Office 365. If you sign up for Microsoft Dynamics CRM Online or Office 365 between July 1st 2012 and Sept 30th 2012 you could qualify for

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Key Performance Indicators (KPIs) provide your organization actionable metrics in easily accessible, customizable formats so they can be used to increase the effectiveness and efficiency of your operations. What differentiates KPIs from other metrics is they can be generated from all business data to determine

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Description Attend this informative session for a full product tour demonstrating how ClickDimensions will improve your company’s outreach and extend your customer base through the use of their Automated Email Marketing software. Product Details ClickDimensions built-in email marketing capability provides an intuitive experience that allows

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Microsoft CRM For Wholesale Distribution Webinar Series Videos More Information on these CRM Solutions:CRM for Supply Chain and Distribution Customer Relationship Management (CRM) This two-part webinar series is focused specifically on sales effectiveness in the Supply Chain and Distribution space.Beringer Associates, an award winning Microsoft

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