Looking for the highest level of user adoption in your next CRM project? Read our whitepaper: 19 Brilliant Ways to Promote CRM User Adoption. In this whitepaper, we outline our proven ways to promote CRM user adoption during implementation projects.
Digital transformation has become essential to support people working remotely and to compete in a global, connected economy.
Today, almost everything is in the cloud. And if your organization isn't yet, you may be missing out on enhanced security, cost savings and new features. Specifically, I'm talking about Dynamics 365 Online vs On-Premise. As you may know, Microsoft has long had an on-premise version of Dynamics 365 which definitely has had its benefits, from giving clients the freedom to choose their hosting platform to giving them more development flexibility, within the constraints of the application.
Improving Dynamics 365 Data Integrations with Alternate Keys
Dynamics 365 Data integrations is something that we're quite familiar with - whether it's a custom integration tailored for one of our customers or it's utilizing our popular pre-built solution CRM For Distribution.
Beringer Achieves Microsoft Competency
Congratulations to Beringer Technology Group for renewing their Microsoft Cloud Business Application competency. This is one of the TOUGHEST competencies to complete, requiring a high level of billable revenue & multiple certifications.
Scaling Data Load with Azure Data Factory
Fine tuning an integration to optimize speed is more of an art than a science, especially when you are looking for the sweet spot of diminishing returns. One of the biggest challenges when migrating large data sets is optimizing the integration to run as fast as possible, without running into resource limitations.
This holiday season, there are many things to be thankful for: our families, our friends, good health and so much more. So while we reflect on all the things we are thankful for this year, I would like to share what I am most thankful for in CRM for Distribution.
Fields
Dynamics makes it easy to extend its out of box standard field set to meet your company's needs. You can add your own custom fields to the out of box entities as you need, but you'll want to be sure to follow these best practices!
No Duplicates
The system will not allow you to create two fields with the same field name however, you can create two fields with the same display name.
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 layered security approach where a user may have multiple security roles that are applied to different forms.
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 experience and expertise of Microsoft Dynamics 365 with you.
Archiving Your Dynamics 365 Data
One common question asked during a CRM implementation is "what are best practices around data archival for historical data?" My immediate response is "You get the MOST value from your CRM data when it lives in Microsoft Dynamics.