Beringer Technology Group: Blog
Improve your Quote-to-Order Process
It’s 2016, what are your business related New Year’s resolutions? One should be to examine your Quote-to-Order process.
Read MoreMicrosoft Dynamics CRM 4.0 and Internet Explorer Support Lifecycle Announcement
Beginning January 12, 2016, only the most current version of Internet Explorer available for a supported operating system will receive technical support and security updates. See the Lifecycle FAQ here for more details.
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Converting Activities Function Not Working
A customer noted that on appointment, email, letter, and fax activity forms, the “convert to” menu link for Opportunity and Case did nothing. On other types, these menu items worked as expected. We worked through checking the following browser settings – popup blocker, compatibility view, and trusted sites – all were correct.
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Unable to Access Hierarchy Visualizations
As part of the Microsoft Dynamics CRM 2015 release, Hierarchy Visualizations was introduced as a new functionality that allowed us to look at records and their relationships in a new way. Hierarchy Visualizations presented the relationship in an easy to understand graphical format. For example, below we see the relationship between Accounts.
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Traveling Smart Phones
The iPhone 6 and 6S are among a growing number of smartphones ideal for global travelers since they can be used almost anywhere in the world. The iPhone 6 supports the necessary radio frequencies that local carriers offer their 4G LTE wireless service. The days of complicated “world” phones are over. Almost all carriers now support the global frequencies one way or the other.
Read MoreMicrosoft CRM on the Edge
Can I get CRM to run faster? I typically hear this from clients who run older versions of CRM using Internet Explorer. There are many factors that can play into this lag time, but the most likely culprit is the web browser. I know that Internet Explorer has a bad rap for running slow, but it is not necessarily to blame. It’s a web browser based on extensibility, which allows a user to plug in as many (emphasis on the word MANY) add-ons as they like. This not only slows down the CRM experience, but web browsing overall.
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