Beringer Technology Group: Blog
Office Delve with MS Dynamics CRM Online 2016
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.
Read MoreLegitimate mail is marked as Junk in Office 365
We recently discovered an issue with Outlook classifying legitimate Emails as junk. Valid emails from clients as well as emails from within our organization were being sent to our junk folder. Mail is classified as Junk in Exchange Online and within the Outlook client separately. We had the Junk Filtering in Outlook disabled before this problem started so for our case we knew it was an issue with Junk Filtering in Exchange Online.
Read MoreAre you ready for your CRM 2016 U1 upgrade?
CRM 2016 U1 is here and it’s full of new enhancements! If you currently work in Dynamics CRM Online, then you’ve most likely received a notification to schedule your upgrade. I’ll bet you can’t wait to upgrade and take advantage of all the new features … but should you? Microsoft goes out of their way to ensure a smooth transition between their versions, but there is some deprecated functionality that will affect your system.
Read MoreUtilizing CRM Charts and Dashboards
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.
Read MoreCRM for Distribution version 2016.0.16 is ready for release!
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.
Read MoreEmail Signatures in CRM 2016
Microsoft Dynamics CRM 2016 update 1 brings with it many new service features, analytics features and productivity features. There is one new bit of functionality that while minor, will have a big impact. The CRM team has given us the ability to easily create multiple personal email signatures. This is something we take for granted in all modern email clients, but up until now has not been easily accomplished within CRM.
Read MorePower BI with Microsoft Dynamics CRM 2016
The use of Power BI with Microsoft Dynamics CRM has just gotten easier in CRM 2016! The Microsoft Power BI service offers easy reporting tools that can help to explore and visualize business metrics across all of your applications and other web sources. It is a separate cloud service offered within your O365 subscription, but they are continuing to make it easier to integrate with other applications.
Read MoreWholesale Distribution
Beringer’s CRM for Distribution (CRMFD) is a Microsoft Certified Solution that is built upon the most comprehensive CRM solution available, Microsoft Dynamics CRM. It melds powerful sales force automation capabilities with fully integrated, real time data from your ERP system. Your sales teams can roll-up, or drill down into detailed data by customer, distributor, sales, rep or supplier – all the way to the individual line item details of transactions, allowing them to build a holistic and comprehensive picture of an account or opportunity.
Read MoreSolving Data Migration Challenges With Scribe Online
If you’ve ever been tasked with migrating data, then you know there are a wide variety of challenges that you must overcome. I’ve migrated data to Microsoft Dynamics CRM from many disparate systems in my career, which typically involves pulling data from a live system. The key word is “live”, so you need to tread lightly when querying millions of rows of data. It is very easy to negatively impact performance, which will instantly translate into end user complaints.
Read MoreLinkedIn & Microsoft CRM could be a Game Changer
If you haven’t heard, Microsoft announced their intent to acquire LinkedIn for $26.2 billion. I have to admit some of Microsoft’s acquisitions make me scratch my head (remember Nokia?). Acquiring LinkedIn makes a lot of sense to me particularly in what they could do with it in just one area; Microsoft CRM.
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