Earn Cash Back for signing up for Microsoft CRM Online!
Microsoft Announces Cloud Easy, a new subsidy for CRM Online and other cloud based applications that are part of Office 365. If you sign up for Microsoft Dynamics CRM Online or Office 365 between July...
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Microsoft CRM – Show activity notes on main lead, contact or account screen
When you enter notes on an activity it gets written to the history of the corresponding lead, contact or account. This can be difficult for users to use in real-time as they need to first open the...
View ArticleWhy businesses should consider IT Outsourcing
Information Technology is the backbone of business today. We consult with hundreds of businesses every year on IT and find that there are two scenarios that drive the need to bring in outside help to...
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Fewer Clicks to the Most Important CRM 2011 Information
Providing greater access to information with fewer clicks is a frequently requested customization to Dynamics CRM. One such option to achieve this goal can be seen in the following example. Suppose you...
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Why CRM is on the Minds of Most Distributors
This year is almost over, time to reflect on the goals that were established for 2012 and evaluate progress as well as look toward 2013. This year we had the opportunity to interact with hundreds of...
View ArticleMicrosoft CRM Online Update (Polaris) hitting in December
Microsoft recently announced that its next service update for Microsoft Dynamics CRM Online will be released in December 2012. To take full advantage of the new features provided by this release, we...
View ArticleProphet 21 World Wide Users Group Webinar – CRM for Wholesale Distribution
Yesterday I lead a webinar for members of the Prophet 21 World Wide Users Group. This session demonstrated a day in the life of an Outside Sales rep. at a distributor using an integrated CRM solution....
View ArticleNews from the Microsoft Convergence Event
This past week our CRM team attended the annual Microsoft Convergence event in Houson. I thought I would share some information from this event. Attendance was up significantly this year with over...
View ArticleA week with the Microsoft Surface Pro
Before heading to the annual Microsoft Convergence event in New Orleans this month I decided to pick up a Surface Pro tablet. I wanted a tablet that would be a laptop replacement when I travel. I also...
View ArticleInputting information into Microsoft CRM using your voice
There is no larger barrier to end user adoption on a CRM project than data entry particularly for sales people. Wouldn’t it be great if you could dictate information to your CRM system using your...
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Distribution Industry Solution Summit 2013 – Event Recap
On Wednesday August 14th Beringer Associates hosted the Distribution Industry Solution Summit at the Microsoft Technology Center in Malvern, PA. This event brought together 18 participating...
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Running Microsoft Dynamics CRM from an Apple/MAC
We are frequently asked if it’s possible to run Microsoft Dynamics CRM on a MAC OS X device. Following are several options to accomplish this: Remote Desktop Services (formerly known as Terminal...
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Microsoft Dynamics CRM 2013 Summary
With Microsoft CRM 2013 being released in just a few weeks I thought I would share some information on this release. On October 8th the new version (2013) will be released to the online platform,...
View ArticleStill lacking CRM? Problems could follow
If you’re competing in the wholesale distribution sphere without a customer resource management solution, you may be falling behind rival organizations that have this technology in place. In some...
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Office 365 isn’t your traditional Office product
Most businesses know about Microsoft Office products such as Word, Excel and PowerPoint. These tools have become synonymous with how companies operate, whether it is to produce documents, track...
View ArticleMicrosoft Dynamics CRM updates deliver organizational-wide benefits
Microsoft Dynamics is one of the more popular customer relationship management tools available, constantly updating to help businesses support their clients’ needs with greater precision. The vendor is...
View ArticleStill using hand-written notes and Excel? Try CRM on for size
As a small distributor, your customers are the heart and soul of your company. Maintaining positive relationships with patrons, following up on leads at the opportune moment and providing a...
View ArticleHow social listening is Microsoft Dynamics CRM’s latest advancement
Today, companies are doing their best to use social-related content produced from websites such as Facebook and Twitter to improve their customer management capabilities both inside and outside of...
View ArticleHow Microsoft Lync saves organizations big time
The days of forcing employees to travel into the office or commute to another location to attend a meeting are fading as newer communication solutions are making collaboration possible anywhere at any...
View ArticleOffice 365 a boon for SMBs
Small and medium-sized businesses obviously know about Microsoft Office, and how tools such as Word, Excel and PowerPoint allow employees to create documents, keep track of financial information and...
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