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Beringer Associates Technology Blog
Monthly Archives: June 2016
Microsoft allows you to create different types of charts through the Dynamics CRM interface in order to visualize your data. Charts are a great way to see key performance indicators at a glance, both for your executives and representatives. Dynamics CRM charts can easily be added to dashboards , directly on a Form or List views.
Web Conferencing in today’s workplace is as common as making a phone call. An early innovator in the field, Cisco is still a top choice for most companies. Their WebEX platform is salable, secure, easy to use, and even free in some instances. Sometimes in the IT world, even with preview builds, and despite best efforts by large companies such as Microsoft and Cisco, technology takes awhile to catch up and mesh with each other.
One of the nice things about Microsoft Dynamics CRM’s roll-up fields is the ability to capture the latest date of related underlying records. In the past, we were able to create a Date field in the Contact entity and populate it with the Last Activity Date. Previously, you could only find Activities that were related to the Contact via the Regarding (regardingobjectid) field. However, with new versions of MSCRM come updated capabilities.
Beringer is striving to create real value in our customers’ CRM systems. We enjoy developing creative solutions to limitations in CRM. I recently had a design challenge to send out notification emails to a Team in CRM. This currently is not possible using the Standard Workflow Send Email Step since Teams are not able to be set as an ActivityParty. So, how do we extend Standard Workflow functionality? I knew to turn to a custom plugin to accomplish my task.
As a small business owner, no one understands or cares more about the success of your company than you. That’s why having a backup and business continuity plan in place should be a priority, not just because it’s best practice but because it’s good for your bottom line as well. In a recent blog titled Data Backups: The Cost of Doing Business, we discuss the importance of data security and the financial burden of not having data backups in place.
Beringer takes pride in being connected to the newest developments with Microsoft and Microsoft’s Dynamics CRM. With CRM 2016, it’s important that you have support from a Microsoft Gold Certified Partner so your system remains current and in touch with all of the latest technologies. One exciting feature I’d like to highlight, is the new Product Recommendation model. This addition to CRM provides inline Product recommendations when building Opportunities, Quotes, and Orders based on trends in your actual Sales data.
CRM 2016 is here and it’s full of new enhancements! One of my favorites is the advances in the solutioning capabilities of CRM to allow for Managed Solution Patches. This new feature allows for a more granular approach when building solutions and deploying patches. This feature can be incredibly useful when you want to deploy only a subset of your customizations, without introducing all of the fixes and enhancements that may be included in the solution.
In today’s connected world anti-virus protection is an essential part of a comprehensive security solution. The proliferation of ransom-ware type viruses will certainly test the disaster/recovery plan of your organization and expose any deficiencies if you are unfortunate enough to become infected. Therefore, every workstation…
This post will serve to help resolve the ever so famous “Phantom Printer.” For those who are unfamiliar with the “Phantom Printer,” this is referred to when your printer is installed on your device and can be chosen from the drop down list of printer properties, but does not appear in the Devices & Printers location. It has no effect on the printing itself, and does not cause any issues besides the obvious visual of “Where is this printer device if not in the Devices & Printers location?”