From 3 databases & a fax machine to a single portal

June 22, 2017By 2buser2B, Case Studies, Industries, K-12 Education, Products, Solutions, Warehouse, Store and Inventory Management, WIMS for STEM No Comments

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 … 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

Top 5 Benefits of Magento Connect for Dynamics CRM

February 1, 2016By 2buserMicrosoft CRM, Retail, Warehouse & Inventory, Warehouse, Store and Inventory Management No Comments

Magento Connect for Dynamics CRM is a cloud hosted, integration service that provides direct integration between Dynamics CRM and your Magento ecommerce site.  There are many benefits to integration (reduce error, eliminate duplicate data entry, etc.) but here are the top 5 benefits of Magento Connect for Dynamics CRM Top 5 Benefits of Magento Connect … 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

Jans is Keeping Inventory Accurate at 8 Locations Using 2B-Inventory

June 18, 2015By 2buser2B-Inventory for Counterpoint, Inventory Management, Retail, Uncategorized, Warehouse & Inventory, Warehouse, Store and Inventory Management No Comments

Jans is large retailer that started out as an outdoor ski shop and over the years, have expanded to mountain biking, road biking, fly-fishing, and snowshoeing. Ashley Wooley, Inventory Control Manager of Jans.com, is tasked with keeping inventory accurate at 8 retail locations. They perform a physical count annually and cycle counts daily. So how … Read More

Asset Tracking in Microsoft Dynamics CRM

April 10, 2015By 2buserMicrosoft CRM, Warehouse & Inventory, Warehouse, Store and Inventory Management, WIMS for CRM 1 Comment

Every company uses hundreds and maybe even thousands of assets on a daily basis. How are you currently tracking the details of each asset? The right solution will give you more detailed control over your assets and a greater return on your investment. If you are currently using Dynamics CRM, wouldn’t it be nice if … Read More

Benefits of Just-In-Time Inventory Replenishment Using Dynamics CRM

March 31, 2015By 2buserManufacturing, Warehouse & Inventory, Warehouse, Store and Inventory Management, WIMS for CRM No Comments

A just-in-time approach to inventory replenishment keeps inventory levels extremely low.   What are other benefits of just-in-time inventory replenishment using Dynamics CRM?  Inventory is ordered from suppliers based on customer needs and related orders. This approach differs from the more common alternative of purchasing based on a forecast of what customer orders might be. By … Read More

Vendor and Supplier Management Using Dynamics CRM

February 26, 2015By 2buserManufacturing, Microsoft CRM, Warehouse & Inventory, Warehouse, Store and Inventory Management, WIMS for CRM No Comments

Tracking vendors and suppliers is an essential part of the purchasing process. It is crucial to have information such as a suppliers last cost, average cost, last purchase date, etc. so that you can determine the very best purchasing strategy for your organization. We provide this level of detail directly inside of Microsoft Dynamics CRM … 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