Category: Solutions

feature
Aug 10
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Big Improvements in Mobile Outlook / CRM Integration

Now you can track emails in Dynamics 365 anytime, anywhere. I was out of the office the other day when I received a couple emails I wanted to 1) track-back to Dynamics 365, and 2) create new Lead records for. If you’ve tried the same thing on your phone in the past, you know what a pain it was. […]

dunce
Jul 13
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Avoid this easy-to-make Dynamic 365 mistake.

  It was 11:00 last Thursday evening when our own Glenn Kinstler did something he really shouldn’t have. Three hours later, as his head hit the pillow, he asked himself how he could someday use his blunder to serve the Greater Good.   ‘That’s it: I’ll call it a Learning Experience.’ “The short version is, I […]

einstein
Jun 22
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From 3 databases & a fax machine to a single portal

Transforming a STEM program’s inventory management system Based in Green Bay, The Einstein Project leases specialized kits to educators; kits designed to give students hands-on learning experiences for Science, Technology, Engineering and Math (STEM). Under the leadership of Executive Director Kelly Ellis, the non-profit impacts some 5,000 educators and 65,000 Pre-K to 8th-Grade students in […]

Oct 28
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2B Solutions readies for 12th year of partnership with American Film Market

2B provides real-time attendance tracking at world’s largest independent film event The American Film Market kicks off next week in Santa Monica, CA, and for the 12th consecutive year, 2B Solutions will provide real-time attendance data to festival exhibitors using the company’s 2B-Events solution.  AFM brings independent motion picture producers together for “eight days of […]

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
Feb 26
Post

Mobile Inventory Management for Dynamics CRM Use Case

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 […]