Articles By: 2B Solutions, Inc.

Dynamics CRM Workflow Automation for Tracking Inventory and Assets

Do you use Microsoft Dynamics CRM for sales force automation but use spreadsheets or outdated software for managing products and orders?   Now, you can use your existing Dynamics CRM workflow automation for tracking inventory and assets too! Managing thousands of products across multiple locations can be a handful. Let’s just say you have numerous warehouse locations …

Dynamics CRM Workflow Automation for Tracking Inventory and Assets Read More »

10 Signs Your Law Firm Needs CRM Technology

Do you still think CRM (Client Relationship Management) technology is nothing more than an expensive electronic Rolodex? According to Managing Partner, “the most successful law firms of the future will have lawyers who embrace new technologies.” In fact, their research has found that most lawyers believe technology will change how law firms operate in the …

10 Signs Your Law Firm Needs CRM Technology Read More »

Dynamics CRM to Track Inventory in Multiple Stocking Locations – Register for the Webinar

If you are interested in using Microsoft Dynamics CRM as a sales or service tool, you will not be disappointed!  There are so many great NEW features included CRM 2015.  But if you have products that you are trying to sell, you might be a little disappointed that Dynamics CRM does not give you the ability to track …

Dynamics CRM to Track Inventory in Multiple Stocking Locations – Register for the Webinar Read More »

Dynamics CRM Notifications without Using Built-in Email Notifications

Every organization is different and has varying needs and requirements when it comes to using Dynamics CRM. One particular company that we’re working with required notifications as well as an approval process. They are already overwhelmed with email, so automatic email notifications were not an option.   We were tasked to come up with a …

Dynamics CRM Notifications without Using Built-in Email Notifications Read More »

Dynamics CRM 2015 eBook Just Released - 67 Useful Pages!

By Barkley Busby Vice President and CMO, 2B Solutions (#MSDynCRM Partner) Hot off the press, Dynamics CRM 2015 eBook Just Released - 67 Useful Pages all about Dynamics CRM 2015 –you don't want to miss this basic training guide! Microsoft must understand how busy everyone is at this time of year because they’ve kept every topic as …

Dynamics CRM 2015 eBook Just Released - 67 Useful Pages! Read More »

Microsoft Dynamics CRM 2015 and Power BI

By Barkley Busby Vice President and CMO, 2B Solutions, Inc [email protected] Power BI (Business Intelligence) for Microsoft Dynamics CRM 2015 gives you a great service delivered to Excel and Office 365. Power BI provides users with excellent data analysis and visualization capabilities to get better and deeper business insights.  So how does this help with …

Microsoft Dynamics CRM 2015 and Power BI Read More »

Microsoft Dynamics CRM 2015 Pricing and Promotion Announced

By Barkley Busby Vice President and Co-Founder, 2B Solutions New Microsoft Dynamics CRM 2015 pricing and licensing has been announced along with a promotion! In a nutshell, you can get CRM online, including the new Sales Collaboration Panel, Unified Service Desk and dual use rights, Office 365, and Power BI at a promotional price of …

Microsoft Dynamics CRM 2015 Pricing and Promotion Announced Read More »

Dynamics CRM 2015 Let’s You “Drive” the Update Process

With Dynamics CRM 2015, you (or at least your CRM admin) will be in the driver’s seat. Microsoft calls this a customer-driven update since you “drive” the timing of the update to be the most suitable for your organization. What does that mean exactly and more importantly, wow will you get your hands on the exciting …

Dynamics CRM 2015 Let’s You “Drive” the Update Process Read More »

Dynamics CRM 2015 Rollup Fields and Calculated Fields

By Barkley Busby Vice President & Co-Founder, 2B Solutions In CRM 2015, there have been some significant investments in the way power users can build insights with the data stored in their CRM system without overwriting any code. To do this, two new features have been introduced:  Rollup Fields and Calculated Fields Rollup Fields Rollup …

Dynamics CRM 2015 Rollup Fields and Calculated Fields Read More »

Microsoft Dynamics CRM 2015 will be released in Q4

By Barkley Busby Vice President and Co-Founder, 2B Solutions Today, Microsoft announced that Microsoft Dynamics CRM 2015 will be released in Q4 of 2014. Microsoft is wasting no time when it comes to adding features to their CRM software. In fact, CRM 2015 is announce just 4 months after the spring ’14 release. So, what’s …

Microsoft Dynamics CRM 2015 will be released in Q4 Read More »

 

Show Buttons
Hide Buttons