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

2B-EVENTS adds Mobile Attendee Tracking to Dynamics CRM for eXtremeCRM 2015

December 15, 2015By 2buser2B-Events, Entertainment, Event, Attendee, and Ticket Tracking, Microsoft CRM, Mobile CRM, Uncategorized No Comments

We recently partnered with the eXtremeCRM team to provide attendee tracking and lead retrieval for their event in San Diego, CA.  The software solution and event was built on and around Microsoft Dynamics CRM.  How?  Well, for starters, it’s the only Microsoft Partner event focused exclusively on Microsoft Dynamics CRM.  The online registration system provided … Read More

Showcasing the New Dynamics CRM Phone App

September 3, 2015By 2buser2B-LAW, Legal, Microsoft CRM, Mobile App Development, Mobile CRM, Uncategorized No Comments

Have you seen or tried the new Dynamics CRM phone app?  It’s free and I think you’ll agree that the design and functionality is a HUGE improvement over older versions.  Here are some of the features: Access your activities, accounts, contacts, and leads from an easy-to-use home page Guided contextual business process Quickly enter customer … 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

Mobile CRM Application Developed for Oakworth Capital Bank

November 5, 2014By 2buserMicrosoft CRM, Mobile App Development, Mobile CRM, Press Release No Comments

Birmingham, Ala., November 3, 2014 – 2B Solutions (www.2Bsolutions.com), a Birmingham, Ala.-based technology company specializing in Microsoft Dynamics Customer Relationship Management (CRM) and mobile applications, recently kicked off a project for Birmingham, Ala.-based Oakworth Capital Bank (www.oakworthcapital.com) to enable Oakworth’s client advisors to meet their clients’ needs in any location at any time in addition … Read More

Mobile Dynamics CRM and RESCO | Converting Leads and Prospects

April 28, 2014By 2buserField Sales, Healthcare, Microsoft CRM, Mobile App Development, Mobile CRM, Uncategorized, xRM No Comments

By Brandon Hernandez Developer, 2B Solutions How can you use Microsoft Dynamics CRM and RESCO to benefit your sales team?  In today’s world, every company and sales team has their own unique way to obtain and measure success in the field.  It’s up to us, as mobile CRM experts, to provide a mobile solution that … Read More

Mobile Dynamics CRM and RESCO | Enhanced Chart Drill-Down Ability

April 21, 2014By 2buserField Sales, Microsoft CRM, Mobile App Development, Mobile CRM, Uncategorized, xRM No Comments

By Brandon Hernandez Developer, 2B Solutions When we first implemented the Dynamics CRM and RESCO chart changes mentioned in the previous entry (see: Gesture Recognition on Dashboard Charts) we received very positive feedback from the field sales representatives.  The push back that was received came from the executive team that was also utilizing the mobile … 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

2B Solutions Announces Partnership with Resco to Provide Custom Mobile Applications

January 2, 2013By 2buserMobile App Development, Mobile CRM, News No Comments

Birmingham, AL, December 5, 2012 – 2B Solutions, Inc., a leader in Mobile App Development and Microsoft Dynamics CRM, is proud to be recognized as one of 5 Resco Premier Partners in North and Central America.  2B Solutions, a company based in Birmingham, Alabama specializes in Microsoft Dynamics Customer Relationship Management (CRM), iOS development, and mobile apps that … Read More