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.
Beringer Associates Technology Blog
Category : Microsoft Dynamics CRM
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.
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?
You are most likely familiar with descriptive terms for software like CRM and ERP. These terms have been used for years to describe software that businesses run to manage customer information, accounts, inventory, etc. Its time to learn a new term; Intelligent Business Applications. Microsoft is leading this charge with the release of their Dynamics 365 platform which combines traditional CRM and ERP functionality as well as some new tools to help bind functionality together in end-to-end workflows.
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.