Beringer Associates Technology Blog

Category : Microsoft Dynamics CRM

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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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.

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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 when changes are made.

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This holiday season, we have a lot to be thankful for. Here’s a list of the top 5 things we’re thankful for in Microsoft Dynamics 365.

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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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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.

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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 a lifelong developer, I’ve always appreciated the extensibility that Microsoft provides with their applications. They’ve always been big on providing you ways to customize their products, as well as offering an API to allow developers to connect and automate. The newest Microsoft Business Application

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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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In this blog, I’m going to cover Dynamics 365 pricing and licensing for the Dynamics 365 Enterprise Edition. Dynamics 365 launches on November 1st and offers an Enterprise Edition and a Business Edition.  Check out Dave’s blog from earlier this week that covers the introduction of these new products.

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