Beringer Associates Technology Blog

Tag: CRM

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.

Share

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.

Share

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.

Share

Beringer is striving to create real value in our customers’ CRM systems. We enjoy developing creative solutions for Microsoft Dynamics CRM systems. We regularly are tasked with producing Migrations and Integrations to Microsoft Dynamics CRM from other applications as a data source. Yet, recently I was challenged to migrate data from one CRM Online system to another.

Share

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.

Share

One of the nice things about Microsoft Dynamics CRM’s roll-up fields is the ability to capture the latest date of related underlying records. In the past, we were able to create a Date field in the Contact entity and populate it with the Last Activity Date. Previously, you could only find Activities that were related to the Contact via the Regarding (regardingobjectid) field. However, with new versions of MSCRM come updated capabilities.

Share

Yes, that’s right. Microsoft’s virtual assistant, Cortana, is now integrated with Microsoft Dynamics CRM Online. If you’re using Windows 10 on your PC or mobile device and your organization is set up with Microsoft Dynamics CRM Online, it’s easy to set up and get started.

Share

When subscribing to MSCRM Online, storage should be at the top of your list of considerations. MSCRM Online does not come with a large amount of storage to begin with. Storage does increase as you add Professional licenses but it will max out at 50GB unless you pay for more. So how do you handle storage requirements without breaking the bank.

Share

CRM 2016 now offers a better way to create and utilize document templates. The older versions of CRM were very limited in the entities that could be associated to an email or mail merge template.

Share

Does your CRM system run slow when you are mining data? Is that report or chart that you built a couple years ago taking longer to render? As you add more data to any system, it will always take longer to find what you are

Share