Beringer Associates Technology Blog

Category : Microsoft CRM for Distribution

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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Do you use both Dynamics CRM and Exchange/Outlook?  In Dynamics CRM, you can synchronize your Tasks, Appointments and Contacts to Exchange/Outlook.  This is helpful when wanting to use built in Exchange/Outlook features, such as those friendly appointment reminders.  With most CRM systems, an open security model is applied to allow everyone visibility to all Activities and Contacts.

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Here at Beringer, we take great pride in developing exceptional software to create impactful solutions for our customers. One common practice among developers, is the use of Unit Testing. Testing software allows us to run our application locally and verify it can perform the required tasks before deploying it into an operating environment. This method allows developers to write tests for each specification of the software to check the features of the software, even when a development CRM environment may not be available.

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PowerApps are the latest addition to the Microsoft Business Application platform, which allow you to develop your very own custom app with minimal coding experience. You can easily connect to existing data sources and services like Excel files, SharePoint lists, Dynamics CRM and custom APIs, and then automatically generate a purpose-built business app.

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Integration of Office Delve with MS Dynamics CRM Online 2016 is here!  Office Delve identifies information relevant to you and others from your company’s OneDrive for Business or SharePoint in Office 365.  It identifies this information based on your work patterns and is a great tool to help you find and discover information fast, both on areas that you are currently working on or working with others on.

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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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In this latest version, we’ve tested & certified that CRM for Distribution is ready for the latest release of Microsoft CRM 2016.  We’ve also added enhancements to the sales history process and the Outlook client, as well as implemented some fixes to ensure CRM for Distribution is running optimally.  Please reach out to discuss scheduling your upgrade.

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The use of Power BI with Microsoft Dynamics CRM has just gotten easier in CRM 2016! The Microsoft Power BI service offers easy reporting tools that can help to explore and visualize business metrics across all of your applications and other web sources. It is a separate cloud service offered within your O365 subscription, but they are continuing to make it easier to integrate with other applications.

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Beringer’s CRM for Distribution (CRMFD) is a Microsoft Certified Solution that is built upon the most comprehensive CRM solution available, Microsoft Dynamics CRM. It melds powerful sales force automation capabilities with fully integrated, real time data from your ERP system. Your sales teams can roll-up, or drill down into detailed data by customer, distributor, sales, rep or supplier – all the way to the individual line item details of transactions, allowing them to build a holistic and comprehensive picture of an account or opportunity.

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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.

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