Client Management and Prospecting with Dynamics 365 and 2B-LAW 365

April 14, 2016By 2buser2B-LAW, Field Sales, Financial, Legal, Matter and Client Management, Microsoft CRM, Mobile CRM, Uncategorized, xRM No Comments

Clients and prospects want to feel important. They want to feel like you care and that you’re watching out for their best interest. Client management and prospecting just got easier with Microsoft Dynamics 365 and 2B-LAW 365.  2B-LAW 365 already has the details about your clients, their matters, and your potential clients, but now Microsoft is … Read More

Mobile Inventory Management for Dynamics CRM Use Case

February 26, 2016By 2buserDistribution, Manufacturing, Mobile App Development, Retail, Warehouse & Inventory, Warehouse, Store and Inventory Management, WIMS for CRM, xRM No Comments

Understanding how other companies use a solution is sometimes the best way to understand the solution.  Although WIMS for CRM offers many different warehouse and inventory management features directly within Dynamics CRM, mobile inventory tracking will reduce the time it takes to input and track data along with improving the data accuracy. Customer Overview: Real … Read More

Microsoft Dynamics CRM Customers Want More Insight on Products and Inventory

October 14, 2015By 2buserDistribution, Field Sales, Inventory Management, Manufacturing, Retail, Warehouse & Inventory, Warehouse, Store and Inventory Management, WIMS for CRM, xRM No Comments

Businesses using Microsoft Dynamics CRM want to more insight on their products and inventory.  They want to track each individual product and kit from the time it is ordered from a particular vendor until it is sold to a customer.  For example, Dynamics CRM customers want to know… How much quantity of each product is … Read More

Extending the Dynamics CRM Platform for Inventory Management

July 9, 2015By 2buserFinancial, Healthcare, Inventory Management, K-12 Education, Manufacturing, Microsoft CRM, Mobile App Development, Mobile CRM, Non-Profit, Retail, Technology, Uncategorized, Warehouse & Inventory, Warehouse, Store and Inventory Management, WIMS for CRM, WIMS for STEM, xRM No Comments

First, a little background ….. We’ve been extending the Dynamics CRM platform for many, many years.  Although we originally began selling and implementing Microsoft CRM (version 1.2 – yes, that’s right.  Version 1.2) to businesses mostly for account and opportunity management, we quickly realized that it was capable of far more.  In a sense, we … Read More

Automate Teacher Email Notifications for Missing Items During STEM Kit Refurbishment

February 26, 2015By 2buserK-12 Education, Warehouse, Store and Inventory Management, WIMS for STEM, xRM No Comments

STEM Kit refurbishment for can be a frustrating time.  Some teachers are great and return all the permanent items with the kit, but many times items are missing. When an item is found missing, a worker has to document the missing item, look up the teacher for that kit, look up that teacher’s email address, then … Read More

Dynamics CRM Add-on Track Inventory across Multiple Stocking Locations

January 8, 2015By 2buserManufacturing, Microsoft CRM, Warehouse & Inventory, Warehouse, Store and Inventory Management, WIMS for CRM, xRM No Comments

Microsoft Dynamics CRM gives you the tools to manage basic inventory and products but it doesn’t give you the ability to track inventory  across multiple stocking locations. Most organizations need to take inventory management a step further. WIMS for CRM is a Microsoft Dynamics add-on for inventory and warehouse management. If you have products in … Read More

Microsoft CRM 4.0 to Microsoft Dynamics CRM 2013 Upgrade Process is Exactly That – A PROCESS!

August 11, 2014By 2buserMicrosoft CRM, xRM No Comments

By Barkley Busby Vice President and Co-Founder, 2B Solutions When one of our longstanding clients was ready to upgrade from Microsoft CRM 4.0 (on-premise) to Microsoft Dynamics CRM 2013 (partner hosted), we knew it was going to take plenty of preparation to carryout a successful upgrade. There were many attributes to consider including their existing … Read More