Multiple Forms If you're familiar with using multiple forms in Dynamics, then you know that you can create different forms and assign security roles so that different users see a different form for a specific entity. This can get rather complicated depending on how many forms you are using and if you are using a […]
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2019 is coming to an end, and it is time to look back at the new features of Dynamics 365 introduced this year. We picked our five favorite features, do you agree with our choice? #1 Dynamics 365 Sales - Microsoft Teams integration Microsoft Teams is only two years old, but it is already […]
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There has been a major shift in the business world over the past decade. Businesses are now faced with entirely new challenges, including a changing labor force, pressure to innovate, and an increased focus on technology. In line with these changes, finance departments have taken on a whole new set of roles. In the […]
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The evaluation of customers is an important part of any business. For decades banks have been analyzing customer data trying to determine which customers are the most “valuable.” Many different systems have been used over the years, each with their pros and cons. Here are some examples: A, B, C subjective ranking where people inside […]
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As a Microsoft customer or partner, you're likely neck-deep in digital transformation efforts: moving just about everything to Azure; increasing adoption and usage of Dynamics CE and other business-critical tech; and improving data collection, analysis, and usability across the enterprise. And at the front line of any enterprise is where a business meets its public, […]
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It’s simple. For a business system implementation to succeed, the focus (from the start!) must be on how the system supports, integrates with and enhances an organization’s business processes. This statement supposes, perhaps ambitiously, that the business already has strongly defined business processes. CRM Implementations Require Standardization For many organizations, chaos often rules the day […]
continue reading...A new CRM implementation creates wonderful opportunity for positive change and growth within your organization; but successful implementations are as dependent on user adoption and satisfaction as they are the actual technology. It is thus important to individually reach out to every member of your team to get a sense of how the CRM implementation […]
continue reading...Are you struggling with the new Dynamics Unified Interface? Did you know the old web interface is going to be deprecated October 2020, so you'll be forced to switch? This webinar will give you an overview of the differences between the web interface and the unified interface. We will also cover some of the common […]
continue reading...What is Dynamics Tidbit Tuesday @ 2? Beringer Technology Group is proud to announce our new monthly webinar series - Dynamics Tidbit Tuesday @ 2. We will be hosting a 30 minute webinar the 2nd Tuesday of every month at 2:00 PM ET. These sessions will be a way for us to share our vast […]
continue reading...When acquiring a CRM system, as with any change management, it is important that your organization select someone to lead the project and facilitate adjustments (and compliance) across all levels of operation. We affectionately like to refer to this leader as your organization’s CRM Guru – a key figure who is essential to successfully transitioning […]
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