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

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

4 Industries Leading the Way in Cloud Adoption

December 17, 2014By 2buserFinancial, Legal, Manufacturing, Microsoft CRM, Retail, Uncategorized No Comments

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 … Read More

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

July 23, 2014By 2buserEntertainment, Financial, Healthcare, K-12 Education, Legal, Manufacturing, Newsletter, Non-Profit, Retail, Technology, Warehouse & Inventory No Comments

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 … Read More

Mobile Dynamics CRM and RESCO | Gesture Recognition on Dashboards

April 16, 2014By 2buserEntertainment, Field Sales, Financial, Healthcare, K-12 Education, Legal, Manufacturing, Microsoft CRM, Mobile App Development, Mobile CRM, Mobile Hardware, Non-Profit, Retail, Technology, Uncategorized, Warehouse & Inventory, WIMS for CRM, WIMS for STEM, xRM No Comments

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 … Read More

Event Registration Using Microsoft Dynamics CRM Web Portal

November 25, 2013By 2buser2B-Events, Entertainment, Event, Attendee, and Ticket Tracking, Financial, Healthcare, K-12 Education, Legal, Manufacturing, Microsoft CRM, Non-Profit, Retail, Technology, Uncategorized, Warehouse & Inventory, xRM No Comments

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 … Read More

Download a CRM 2013 Industry Business Process Template (14 Available)

November 14, 2013By 2buserEntertainment, Financial, Healthcare, Microsoft CRM, Technology, Warehouse & Inventory No Comments

By Barkley Busby Vice President and Co-Founder, 2B Solutions Inc. The CRM 2013 industry specific business process templates are now available for download.  There are 14 to choose from and each can be customized further depending on your specific business needs.  Below is a short description and link to download.  Enjoy! Microsoft Dynamics CRM Deal, … Read More

Mobile App Development Infographic

July 29, 2013By 2buserField Sales, Financial, Healthcare, Manufacturing, Microsoft CRM, Mobile App Development, Non-Profit, Technology, Warehouse & Inventory, WIMS for CRM, xRM No Comments

Sometimes it’s helpful to have a visual when thinking about using mobile apps in business.  Here are a few examples of how we’re helping businesses just like yours extend applications and processes to the field.  If you are in the market for a mobile app, let’s schedule some time to talk.  Contact us via our … Read More

Mobile Scanners and Real-Time Reporting Streamline Conference Check-in, Attendance and Follow-up

August 7, 2012By 2buser2B-Events, Case Studies, Entertainment, Event, Attendee, and Ticket Tracking, Financial, Mobile App Development No Comments

SITUATION 2B Solutions recently provided products and services to an alternative asset management firm that works with family offices, endowments, institutions and companies who invest in alternative assets. They are based out of Birmingham, AL with several offices worldwide. They holds an annual investor’s conference in New York for around 150-200 of their clients as … Read More