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 […]
continue reading...About Microsoft Dynamics CRM
Here are the 5 best new features of Dynamics 365 arrived this year
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 […]
continue reading...Financial Trends in 2019: Changing Customer Demands
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 […]
continue reading...Understanding Your Business Process
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...Getting Buy-In from Users: Make It Personal
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...Navigating in the New User Interface and User Settings
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...Beringer Technology Group Presents: Dynamics Tidbit Tuesday @ 2
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...Who Will Be Your Company’s CRM Guru?
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 […]
continue reading...4 Tips to Strengthen Your CRM Communication Plan
CRM implementations and upgrades can be an exciting but sometimes challenging time within an organization. Change simply isn’t likely an easy pill to swallow for some within your business, so communicating those CRM changes should be transparent and tactful. Sharing this information with your company is central to the Change Management process that commonly takes […]
continue reading...Driving User Adoption
Back in the day, I was a late addition to a $40 million ERP implementation project team. To me, this was pretty exciting stuff, as it was my first EPR implementation and they were mere weeks away from go-live at their first of many manufacturing plants across the country. The team had spotted a gap in […]
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