Beringer Associates Technology Blog

Category : Microsoft CRM for Distribution

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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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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Do you send automated emails to your customers, but want to make them more personal?  You can personalize automated emails in Dynamics CRM by creating workflows that send on behalf of CRM users.  For example, an admin can configure a workflow to send an email on behalf of the customer’s sales rep when the customer’s contract is about to expire.

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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 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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