Many more companies are buying and selling globally nowadays. In the next five to six years global eCommerce sales will almost double what they were just a year ago. Beringer has recognized this trend and added multi currency support in the latest CRM for Distribution update.
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.
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.
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.
Do you store documents in SharePoint, but don’t know how to integrate it with Dynamics 365? Dynamics 365 offers a native SharePoint integration that is quick and easy to set up! Unfortunately, for organizations that have a custom SharePoint structure already in place, you may run into some road blocks.
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.
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.
Microsoft offers the ability to create a free Sandbox with your subscription of Dynamics 365 online. The setup of Sandbox requires only a few clicks and offers both your developers and super users a chance to test new functionality BEFORE it hits your production instance.
Football season is upon us which means that office competition is going to be over the top with pick 'em pools and fantasy teams frenzy! What if you could get that same energy and competitiveness geared towards your Dynamics 365 system? You can by taking your end-user adoption to the next level by enabling Gamification.
Do you have multiple regions that work inside your D365 organization? If you do, you’ve probably taken advantage of grouping each into a separate Business Unit. The advantage of doing this allows you to configure security roles. The security roles grant end users access to records only assigned in their region or all related child regions (if they are in a parent).