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.
Beringer Associates Technology Blog
Category : Microsoft Dynamics CRM
Beringer Associates is always looking for new and innovative ways to make Microsoft Dynamics CRM work for you and your business. With the new Dynamics 365 December 2016 updates finally here, there are plenty of new and exciting features to explore. One enhancement I’d like to show you today will be the Custom Icons available to System Customizers and Developers for Entity Views.
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,…
In early November Microsoft released Outlook Customer Manager, a light CRM solution for Outlook. It is available to customers who subscribe to Office 365 Business Premium initially. The primary record types include Companies, Contacts, Deals and Activities. Deals are sales opportunities allowing you to track potential revenue.
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…
If you are new to Dynamics 365, then I suggest checking out our Dynamics 365 transition presentation located here. Microsoft has made it very clear that Dynamics 365 is a cloud service, and will NOT be available for on premise CRM users. If you are an On Premise user, there’s no need to worry. Beringer has extensive experience migrating Customers from CRM On Premise to Dynamics 365. If you are looking to migrate, then take a look at some tasks that you need to consider.
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.
Beringer Associates is always looking for new and innovative ways to make Microsoft Dynamics CRM work for you and your company. One major part of designing a CRM system is to set guidelines on how Users should proceed through a system. For example, if they should enter potential customer contact data into a Lead Entity and create an Opportunity to proceed, the users should be aware of this process and follow those rules. But users don’t always follow those rules and can eventually build bad data in the system.
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 when changes are made.