Beringer Associates Technology Blog

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.

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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,

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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.

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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.

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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.

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When subscribing to MSCRM Online, storage should be at the top of your list of considerations. MSCRM Online does not come with a large amount of storage to begin with. Storage does increase as you add Professional licenses but it will max out at 50GB unless you pay for more. So how do you handle storage requirements without breaking the bank.

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CRM 2016 now offers a better way to create and utilize document templates. The older versions of CRM were very limited in the entities that could be associated to an email or mail merge template.

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Beginning January 12, 2016, only the most current version of Internet Explorer available for a supported operating system will receive technical support and security updates. See the Lifecycle FAQ here for more details.

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Resco Mobile CRM is an app that allows MSCRM users to access there data from a phone, tablet or Windows device. Resco Mobile CRM is highly customizable and offers a plethora of functionality that is not available in Microsoft’s Mobile app or any other 3rd party app.

 

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If you’re familiar with Scribe Insight, you know that on install a SQL database is created to help with a myriad of functions, processes, tools, etc. This database is called SCRIBEINTERNAL. One specific table comes in very handy when migrating or processing a multitude of data. This table, called KEYCROSSREFERENCE, it works in conjunction with the Cross Reference Keys feature inside of the Scribe Insight Workbench.

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