Category: Financial

Client management - insights
Apr 14
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Client Management and Prospecting with Dynamics CRM and 2B-LAW

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 CRM and 2B-LAW.   2B-LAW for Dynamics CRM already has the details about your clients, their matters, and your potential clients, but now […]

WIMS for CRM Platform Image
Jul 09
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Extending the Dynamics CRM Platform for Inventory Management

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 […]

cloud
Dec 17
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4 Industries Leading the Way in Cloud Adoption

We are software developers and consultants that not only use cloud-based software internally, but also sell cloud based software.  We provide Microsoft Dynamics CRM to all four of these industries and have custom developed add-ons specifically for CRM online that relate to 2 of the 4 mentioned here (legal and manufacturing).  Although there are a […]

2BNewsletter1
Jul 23
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News and Information Provided by 2B Solutions, Inc July 2014

News & Information Provided by 2B Solutions, Inc FROM OUR BLOG You’ve Asked! Top Five Tips for Upgrading to Dynamics CRM 2013 Dynamics CRM eBook | Microsoft Social Listening for CRM Dynamics CRM eBook | What’s New in Customer Service   Mobile Dynamics CRM and RESCO | Converting Leads and Prospects Mobile Dynamics CRM and RESCO […]

2B App Development
Apr 16
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Mobile Dynamics CRM and RESCO | Gesture Recognition on Dashboards

By Brandon Hernandez Developer, 2B Solutions, Inc Mobile CRM is a growing topic and there are many ways to customize Microsoft Dynamics CRM for tablets.  As a RESCO Gold Partner, we not only provide customization services for the mobile app using Woodford, but also advanced customization.  When you reach the limits of Woodford, we can […]

Nov 25
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Event Registration Using Microsoft Dynamics CRM Web Portal

By Barkley Busby Vice President and Co-Founder, 2B Solutions, Inc. Managing meetings and events can be a daunting task, especially when you don’t have technology to assist.  There is the “master spreadsheet” that you hope is completely up to date and not missing any data.  Then you have the “stapled attendee list and highlighter” used […]