Microsoft Dynamics CRM Many to Many Relationships – Workflow Challenge
I was recently tasked with developing a workflow against a many to many relationship in an already highly customized and active Microsoft Dynamics CRM organization. The workflow needed to share Accounts with specific users based on their association with a Parent entity linked via a many to many relationship. In addition, Accounts could be linked/unlinked …
Microsoft Dynamics CRM Many to Many Relationships – Workflow Challenge Read More »
Microsoft Dynamics CRM 2015 Global Search - How to Change the Displayed Fields
In Microsoft Dynamics CRM 2015, the new global search is a handy tool for quickly searching through CRM or specific entities. Per Microsoft support, only 3 fields can be displayed in the search results - this number cannot be increased. The fields displayed in the search results may or may not not be the ones that are most useful to your …
Microsoft Dynamics CRM 2015 Global Search - How to Change the Displayed Fields Read More »
How Microsoft Dynamics CRM Enables Excellent Customer Service
It’s one of the biggest trends in the marketplace today; your customers have access to an incredible amount of information on-line and complete 69% of their purchasing process before picking up the phone. So how do you excel at customer service when you get that call? Here’s what implementing Microsoft Dynamics CRM can do for …
How Microsoft Dynamics CRM Enables Excellent Customer Service Read More »
Why You Need CRM & What Sales Winners Do Differently
In today’s social and mobile world, businesses need to move faster and share knowledge more broadly than ever before. They also need to connect to customers on their terms and build relationships with them. In a RAIN Group’s report, “What Sales Winners Do Differently?”, 42 factors separated the winners from the distant second place finishers. …
Why You Need CRM & What Sales Winners Do Differently Read More »
Browser Compatibility with Microsoft Dynamics CRM
Here at Beringer Associates, we deal with a great number of Microsoft Dynamics CRM customers. Some, we have noticed, are using the Google Chrome web browser to access the CRM website. Microsoft recommends Internet Explorer as the access point to the CRM web app, but customers have reported Google Chrome as a faster alternative. However, …
Browser Compatibility with Microsoft Dynamics CRM Read More »
Microsoft Dynamics CRM 2015 Release Preview: Customer Service Features
Microsoft recently announced the upcoming release of Microsoft Dynamics CRM 2015, Microsoft Dynamics CRM Online (2015 Update), Microsoft Dynamics Marketing (2015 Update) and Microsoft Social Listening (2014 R2) that will further allow customers the ability to deliver amazing customer experiences. Dynamics CRM 2015 is a major release that will be delivered to online customers as …
Microsoft Dynamics CRM 2015 Release Preview: Customer Service Features Read More »
Microsoft Dynamics CRM 2015 Release Preview : Marketing Features
Microsoft recently announced the upcoming release of Microsoft Dynamics CRM 2015, Microsoft Dynamics CRM Online (2015 Update), Microsoft Dynamics Marketing (2015 Update) and Microsoft Social Listening (2014 R2) that will further allow customers the ability to deliver amazing customer experiences. Dynamics CRM 2015 is a major release that will be delivered to online customers as …
Microsoft Dynamics CRM 2015 Release Preview : Marketing Features Read More »
Study Says Social Media Still not Key Buying Influence for Technology Buyers
There is a lot of talk about social media as it relates to CRM (Customer Relationship Management) selection. Do social media features have a major influence on your decision of which CRM software is right for your business? According to most other buyers, the answer is no. Social technology has taken the world by storm, …
Study Says Social Media Still not Key Buying Influence for Technology Buyers Read More »
