Beringer Associates Technology Blog

Category : Microsoft CRM for Distribution

Do you have multiple regions that work inside your D365 organization?  If you do, you’ve probably taken advantage of grouping each into a separate Business Unit.  The advantage of doing this allows you to configure security roles. The security roles grant end users access to records only assigned in their region or all related child regions (if they are in a parent).

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Power BI is a tool that allows companies to display visuals of their data from multiple applications.  For this reason, it would be difficult for the service to attempt to understand the underlying security structure behind each source.  So how do you secure your data?  Like other applications, Power BI offers its own security features which you can easily apply to the entire dashboard and datasets.  As previously mentioned, you can select which users to share your Dashboards to.  Most noteworthy, it offers a feature called Row Level Security, or “RLS”, which can be applied to each dataset.

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Dynamics 365 is designed to provide you tools that will guide you through your sales process from new prospects to opportunities and projects. Within Dynamics 365, you can track your activities such as communications, appointments and marketing efforts. It allows you to consolidate the insights your team has gained for each prospect and build invaluable reports. You can utilize its built in reporting tools or import custom reports using fetch XML.

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JavaScript and Business Rules

Are you considering a new project with Dynamics 365 or looking to upgrade from an old version of Dynamics CRM/AX?  In Dynamics 365, both JavaScript and Business Rules allow you to add business logic to your forms.  For example, conditionally hiding fields or enforcing field requirements.

They both work in a variety of environments outside of the native Dynamics 365 web browser version, including Dynamics 365 for tablets and even the Dynamics 365 Outlook app (online or offline mode).  However, you should be aware of some recognized differences and limitations of each.

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Previously, we introduced the top 3 questions asked when considering an upgrade to Dynamics 365  (when, licensing, and new features). In conclusion, we identify key items needed for a full upgrade path:   Update Custom Components, Code and Migrate Data An admin or developer may need to

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With Microsoft’s recent release of Dynamics 365 and more versions to come shortly, many customers are asking about it.  Why should you care and what do you need to know?  You are required to upgrade to Dynamics 365 if you are on Dynamics CRM Online or Dynamics AX Online, but expect to experience a seamless transition.  If you are on an On Premise application, you won’t be required to upgrade to Dynamics 365, but there are many benefits we’ve outlined below which we hope will encourage your decision.

Over the years, we’ve had the pleasure to assist many customers with various CRM upgrades.  Below are some insights that we’ve gained that we hope will help your company.

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Most of us appreciate the functionality and efficiency our apps already bring us to achieve our day to day tasks.   However, what if you could add more value to your apps by making them understand your inputs and interpret needs through human-like perception, data analysis and knowledge search?

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Dynamics 365 is here!  We’ve been busy learning about the new and upcoming features and are excited to share them with you.  Some features I’d like to point out are the apps for the Dynamics 365 for phones and tablets. Both Dynamics 365 for phones and Dynamics 365 for tablets app will be available from the Windows Store, Apple Store and Google Play.  Microsoft is also working on creating specific apps tailored to Dynamics 365 for Operations and Dynamics 365 for Sales which are expected to include features such as scanning of bar codes and license plates.

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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. 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.

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