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Stay In Touch using Dynamics 365

Stay In Touch using Dynamics 365

Are you marketing to all of your Dynamics Accounts, Contacts and Leads? If you are marketing with Dynamics 365, you know it’s very easy to identify which of your records are part of an active marketing campaign. But what about the new people that are added? How about the people that never responded to an old campaign, and are collecting dust? There has to be a better way to stay in touch…

Connecting to the Cloud with the OnPremise Gateway

Connecting to the Cloud with the OnPremise Gateway

As a long time developer, I appreciate the extensibility that Microsoft provides with their applications. They love to provide you many ways to customize their products, as well as offering an API to allow developers to connect and automate. The Microsoft Business Application Platform is no different, delivering an experience to build and extend modern cloud applications much faster than ever.

Complex Integration Scheduling with Scribe Online

Complex Integration Scheduling with Scribe Online

If you are tasked with integrating data, then you know there are a wide variety of challenges that you must overcome. I’ve integrated data into Microsoft Dynamics CRM from many disparate systems in my career, which typically involves pulling data from a live system. The key word is “live”, because I’ve seen some strange scheduling requests from IT administrators to work around their maintenance schedules.

Are you Ready to Migrate to Microsoft Dynamics 365?

Are you Ready to Migrate to Microsoft Dynamics 365?

If you are new to Dynamics 365, then I suggest checking out our Dynamics 365 transition presentation located here.  Microsoft has made it very clear that Dynamics 365 is a cloud service, and will NOT be available for on premise CRM users. If you are an On Premise user, there’s no need to worry. Beringer has extensive experience migrating Customers from CRM On Premise to Dynamics 365. If you are looking to migrate, then take a look at some tasks that you need to consider.

Dynamics 365 Social Pane New Features

The Dynamics 365 Social Pane is a great way for you to see all related Posts, Activities and Notes for this record, and related records. It also allows for an easy way to create, edit and complete activities without navigating to another form. There’s some advantages to using the Social Pane to control activities, as well as some limitations. One big limitation I found in the previous versions is the inability to control the sorting of these records.