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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Microsoft Dynamics CRM experts offer advice, training tips and customer updates to help existing users of Dynamics CRM get the most out of their customer relationship management software system.


Recently we upgraded a customer's Microsoft Dynamics CRM deployment from MS CRM 2011 to MS CRM 2015. Go Live day came and all was well.  Users were accessing the system from inside the network and from outside the network using IFD.  Job well done!   Not so quick!  Come the next day and without warning, users […]

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Here at Beringer, we’re connected to the newest developments with Microsoft and Microsoft Dynamics CRM. With CRM Online organizations rolling out to CRM 2015 Update 1, its important that you have support from a Microsoft Gold CRM Partner so your system stays updated and functioning.   I recently came across an issue with some customizations […]

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MS Dynamics CRM vs Salesforce    Sign up for a free CRM course! Learn more about CRM's features I was recently speaking with some like-minded CRMers in the community and we were discussing what we find to be at the top of the list for help desk inquiries. The overwhelming consensus was CRM for Outlook. Do […]

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In a previous post we demonstrated how to add visual representation of CRM records on maps, using Dynamics Maps. Maps can be added to any CRM out-of-the-box and customised entities. While some CRM entities include fields to store address and coordinates, it is more likely that the address field is customised and we need a mechanism (a […]

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Over the years we had several clients tell us they want to use the same instance of CRM throughout their organization, but (and this is a big but) they don’t want to share Account and Contact records with members of other departments. They would like to restrict access to “their” records in order to keep […]

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Today’s post is about the product grid in Quote entity, and having more than one price list in a quote. In CRM out-of-the-box, the quote form provides you the selection of one price list per quote. The assumption is that the client that the price quotation is prepared for is entitled to one set of […]

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You may have noticed some of your Microsoft Dynamics CRM reports running just fine, but when exporting to Excel, you’re not getting your desired results. This blog will help you with a Microsoft Dynamics CRM - Quick Fix for #VALUE! Errors in Exports to Excel. The issue in Dynamics CRM is with reports being exported to […]

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CRM administrators and engineers should become familiar with FetchXML, the proprietary query language for Microsoft Dynamics CRM.    There are many instances where you might use FetchXML, but it is mainly used when writing custom reports. FetchXML is used like a SQL statement with XML instead of standard T-SQL. FetchXML eliminates the need to send raw […]

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Peak Portals 2.3 introduces one of our most requested features – “private” Discussion Groups.  Want to let your partners participate in a discussion that your customers can’t see? You can do that now in version 2.3, here’s how: To make a Discussion Group private, assign it to one or more Portal Security Roles.  Only users […]

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