Beringer Associates Technology Blog

As part of our ongoing support for our customers, we provide both formal and informal training around the services and products we implement. From a few recent experiences, I wanted to share some overall suggestions on how to plan and present a successful training session on technical topics. Over a series of blogs, I will share some of the planning and content suggestions that have worked well in the past. This blog will focus on training for your internal support team, and how their understanding of the system will be different from everyday users.

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As part of our ongoing support for our customers, we provide both formal and informal training around the services and products we implement.  From a few recent experiences, I wanted to share some overall suggestions on how to plan and present a successful training session on technical topics. Over a series of blogs, I will share some of the planning and content suggestions that have worked well in the past.

Share
...

As part of our ongoing support for our customers, we provide both formal and informal training around the services and products we implement.  From a few recent experiences, I wanted to share some overall suggestions on how to plan and present a successful training session on technical topics. Over a series of blogs, I will share some of the planning and content suggestions that have worked well in the past.

Share
...

As part of our ongoing support for our customers, we provide both formal and informal training around the services and products we implement.  From a few recent experiences, I wanted to share some overall suggestions on how to plan and present a successful training session on technical topics. Over a series of blogs, I will share some of the planning and content suggestions that have worked well in the past. This blog will focus on some pre-planning and introduction to your audience.

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Throughout my support and maintenance activities for customers, a common request is to look into notifications in CRM that are “not being sent”. There are a lot of components and configuration items involved in the process of having CRM send out messages via email.  This blog focuses on the server-side or server-related issues that can cause this situation.

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Throughout my support and maintenance activities for customers, a common request is to look into notifications in CRM that are “not being sent”. There are a lot of components and configuration items involved in the process of having CRM send out messages via email.  This blog focuses on some of the most common user-account-related issues that can cause this situation.

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Our team was recently presented with a puzzling issue for one user. Outlook would consistently crash when opened with the CRM client enabled. This was in a term server environment, and only 1 user was reporting the problem.

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e recently had a CRM online customer describe a “display problem” when using the Microsoft Dynamics iPad app to view CRM records.  When he opened a lookup field on an Opportunity record, the iPad showed possible record suggestions in a black bar running across the screen.  This is the expected behavior on the form. While the list of items showed 3 slots for field data, only the top one showed text, and the other two showed up as two hyphens instead of actual field data – like this:   “–“

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A customer noted that on appointment, email, letter, and fax activity forms, the “convert to” menu link for Opportunity and Case did nothing. On other types, these menu items worked as expected. We worked through checking the following browser settings – popup blocker, compatibility view, and trusted sites – all were correct.

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We came across a problem in CRM 2013 SP1 UR3, where for some custom reports, scheduled snapshots in CRM were not created. The “scheduled report” option was set by a CRM administrator in the system, but snapshots were just not being created according to the schedule. We found that across several reports, we could schedule snapshots for built-in reports (like Account Summary and User Summary) but not for a few custom reports.

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