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Dynamics 365 for Phones and Tablets

Dynamics 365 is here!  We’ve been busy learning about the new and upcoming features and are excited to share them with you.  Some features I’d like to point out are the apps for the Dynamics 365 for phones and tablets. Both Dynamics 365 for phones and Dynamics 365 for tablets app will be available from the Windows Store, Apple Store and Google Play.  Microsoft is also working on creating specific apps tailored to Dynamics 365 for Operations and Dynamics 365 for Sales which are expected to include features such as scanning of bar codes and license plates.

Application Training Part 4 : Train your Internal IT Team

As part of our ongoing support for our customers, we provide both formal and informal training around the services and products we implement. From a few recent experiences, I wanted to share some overall suggestions on how to plan and present a successful training session on technical topics. Over a series of blogs, I will share some of the planning and content suggestions that have worked well in the past. This blog will focus on training for your internal support team, and how their understanding of the system will be different from everyday users.

Application Training Part 3 : Walk Through A User’s Day

As part of our ongoing support for our customers, we provide both formal and informal training around the services and products we implement.  From a few recent experiences, I wanted to share some overall suggestions on how to plan and present a successful training session on technical topics. Over a series of blogs, I will share some of the planning and content suggestions that have worked well in the past.

Microsoft Dynamics CRM Custom Help

Wouldn’t you love to be able to help your Microsoft Dynamics users long after training is complete. Often times we find that users have difficulty using MSCRM if they were not properly trained or don’t have access to training materials that are specific to their organization’s customized instance of MSCRM. There are plenty of training materials for out-of-the-box MSCRM, but how many clients use the vanilla version. Customizations are usually abundant and are geared towards a sales or service process.

Application Training Part 2 : Navigating in New Tech

As part of our ongoing support for our customers, we provide both formal and informal training around the services and products we implement.  From a few recent experiences, I wanted to share some overall suggestions on how to plan and present a successful training session on technical topics. Over a series of blogs, I will share some of the planning and content suggestions that have worked well in the past.

Application Training Part 1 : Introduce Users to New Technology

As part of our ongoing support for our customers, we provide both formal and informal training around the services and products we implement.  From a few recent experiences, I wanted to share some overall suggestions on how to plan and present a successful training session on technical topics. Over a series of blogs, I will share some of the planning and content suggestions that have worked well in the past. This blog will focus on some pre-planning and introduction to your audience.

Synchronization Filters in Dynamics CRM

Do you use both Dynamics CRM and Exchange/Outlook?  In Dynamics CRM, you can synchronize your Tasks, Appointments and Contacts to Exchange/Outlook.  This is helpful when wanting to use built in Exchange/Outlook features, such as those friendly appointment reminders.  With most CRM systems, an open security model is applied to allow everyone visibility to all Activities and Contacts.

Unit Testing in CRM 2016 with FakeXrmEasy

Here at Beringer, we take great pride in developing exceptional software to create impactful solutions for our customers. One common practice among developers, is the use of Unit Testing. Testing software allows us to run our application locally and verify it can perform the required tasks before deploying it into an operating environment. This method allows developers to write tests for each specification of the software to check the features of the software, even when a development CRM environment may not be available.