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Microsoft Dynamics 365 Organizations Best Practices

Microsoft Dynamics 365 Organizations Best Practices

This is my 2nd blog in my 12 part series that talks about Dynamics 365 Best Practices. My first blog focused on defining the term "Best Practice" in relation to Dynamics 365. This blog focuses on Dynamics 365 Organizations Best Practices. All future blogs, will focus on Best Practices surrounding different configuration topics relating to Dynamics 365.

Congratulations on your choice to use Microsoft Dynamics 365. You have purchased a Production instance.

CRM for Distribution Webinar

CRM for Distribution Webinar

CRM for Distribution Powered by Microsoft Dynamics 365
CRM for Distribution is a Microsoft Certified Solution that is built specifically for Wholesale Distributors and based upon the industry leading Microsoft Dynamics 365/CRM platform. This solution was built from the ground up to enable Wholesale Distributors to market more effectively, expertly manage their sales process and provide world-class customer service.

CRM for Distribution: Cost to Serve

CRM for Distribution: Cost to Serve

Looking at sales figures can be very exciting, especially when they are going up. It's fairly easy to get a good idea of how much revenue you are earning from your customers by looking at your sales figures. But what about that customer's overhead? How much are your customers costing you? How do you figure out the cost to serve your customers? Some customers can be a bit more needy than others.

Dynamics 365 October ’18 – Reusable Content and Video Inclusion

Dynamics 365 October ’18  – Reusable Content and Video Inclusion

Is your team as excited as mine is, about the Dynamics 365 October ’18 update?  As soon as we heard about the upcoming features in this release, everyone on the Beringer Technology Group Dynamics Team was ready to dive in.

A key area in Dynamics 365 is the Marketing module, focusing on creating campaigns that put your company information in front of the right customer contacts.

Recurring workflows in Dynamics 365

Recurring workflows in Dynamics 365

Workflow triggers
Are you using Dynamics 365 to compliment your workforce automation?  Dynamics 365 allows both admins and developers to automate processes such as performing routine business calculations, sending friendly reminders to end users or customers, creating scheduled activities and much more!  These processes are often controlled by Workflows.

CRM Client in Outlook Stops Displaying Records after Office Update

CRM Client in Outlook Stops Displaying Records after Office Update

The Problem
Our team recently came across an issue where customers reported to us that the CRM Client for Outlook appears to be properly configured and connected, but the CRM records do not display as expected.
The Symptoms
The problem manifests as “waiting for a page to be retrieved” and the expected records from CRM are never brought after waiting over an hour.