I’ve been installing MSCRM for many years. I always hate when I get stumped by something that does not work as it should, and when I receive different results from different users.
Beringer Associates Technology Blog
Working with MSCRM 2016 on-premise always presents a few issues when working within an unknown network or configuring things a bit differently than what all the instructions say. One example is configuring ADFS after installing it from the Windows 2012 add features/roles wizard. Once installed,…
In early November Microsoft released Outlook Customer Manager, a light CRM solution for Outlook. It is available to customers who subscribe to Office 365 Business Premium initially. The primary record types include Companies, Contacts, Deals and Activities. Deals are sales opportunities allowing you to track potential revenue.
You are most likely familiar with descriptive terms for software like CRM and ERP. These terms have been used for years to describe software that businesses run to manage customer information, accounts, inventory, etc. Its time to learn a new term; Intelligent Business Applications. Microsoft is leading this charge with the release of their Dynamics 365 platform which combines traditional CRM and ERP functionality as well as some new tools to help bind functionality together in end-to-end workflows.
Microsoft has announced the general availability of Microsoft PowerApps and Microsoft Flow. Both services are available to users around the world, and in 42 languages. PowerApps and Flow will be included with Dynamics 365. These apps are designed to allow Power Users (i.e. non-developers)…
I visited a client the other day who mentioned that their current sales force would turnover in the next 5 years and likely be made up substantially of millennials. After a recent interview with a millennial candidate, they realized that they needed to make some…
Most of you have heard of Office 365 (Microsoft’s cloud offering of their productivity apps – Office, Exchange, Skype, SharePoint); their sales app – Dynamics CRM and their ERP products – (Great Plains – GP, Solomon – SL, NAV – Navision and Axapta – AX). Dynamics 365 is a new offering that unifies Sales, Marketing, Service and “back office” ERP functionality in a single platform and using a common data model. Additionally Microsoft has developed two new applications; Flow and PowerApps that will also be included in this suite.
Wouldn’t you love to be able to help your Microsoft Dynamics users long after training is complete. Often times we find that users have difficulty using MSCRM if they were not properly trained or don’t have access to training materials that are specific to their organization’s customized instance of MSCRM. There are plenty of training materials for out-of-the-box MSCRM, but how many clients use the vanilla version. Customizations are usually abundant and are geared towards a sales or service process.
Microsoft Dynamics CRM comes with many bells and whistles that just aren’t utilized. Even when you first open your CRM Online instance, you are immediately taken to the Dashboards area. We have numerous clients who wish to create new charts and dashboards for both management and users. However, sometimes the data they are looking for is already available–if you know how to get to it.
If you haven’t heard, Microsoft announced their intent to acquire LinkedIn for $26.2 billion. I have to admit some of Microsoft’s acquisitions make me scratch my head (remember Nokia?). Acquiring LinkedIn makes a lot of sense to me particularly in what they could do with it in just one area; Microsoft CRM.