We’re reaching the final countdown to upgrade to Microsoft Dynamics 365 V9 at about a month and a half remaining to make the transition. For Microsoft Dynamics 365 online users, you have until Jan. 31, 2019 to upgrade to V9.
In a recent 2018 Ledgeview Partners webinar survey, approximately 40% of respondents said they’ve worked in Power BI before, while about 60% said they haven’t or weren’t sure if they’ve worked in it (3% were unsure, to be exact). These
This December, Ledgeview is bringing you recaps of our most popular content from 2018, and that includes webinars! Customers at and fans of Ledgeview love our Microsoft Dynamics 365/CRM User Group webinars that we deliver monthly. For this post, we’ve
This December, Ledgeview Partners is bringing you a series of recaps that show the Top 10 Most Popular posts on our blog, under a variety of categories. We are also bringing you other top content lists (like this one) that expand upon
This December, Ledgeview is bringing you recaps of our most popular content from 2018, and that includes a wide variety of our webinars! From sales to marketing to customer service to CRM technology and more, we’ve covered a lot in
This week with Salesforce Trailhead, I took on a unique topic: “Understanding the Importance of Diversity and Inclusion at Work”. It stood out to me right away during my usual perusing. Personally, I have always been extremely interested in business leadership and
In the Salesforce Marketing Cloud October 2018 Release: New Feature Overview, there many new features and functionalities that allow you to better personalize your customer journeys while simultaneously enabling you to work smarter and gain deeper data insight across your
This December, Ledgeview Partners is bringing you a series of recaps that show the Top 10 Most Popular posts on our blog, under a variety of categories. For this series, we have determined the most popular posts based on CTR
In 2018, there were many notable happenings with LinkedIn. Many benefits that already existed within the platform were enhanced with time. Here are just a few articles on various features of LinkedIn worth recapping with Ledgeview before we dive into
This December, Ledgeview Partners is bringing you a series of recaps that show the Top 10 Most Popular posts on our blog, under a variety of categories. For this series, we have determined the most popular posts based on CTR
The Microsoft Dynamics 365/CRM 2018 October Release has been a HOT TOPIC on the Ledgeview Partners blog the past few weeks, and we’re about to wrap things up with some final notes on Field Service General Availability Updates. We’ll cover
When it comes to reflecting your customer’s journey with your sales process, these are some common examples you can apply during each stage. While these are good examples, it’s important to use this as more of a guiding post than
Before deciding on Salesforce and Ledgeview Partners, The Alamo Area Rape Crisis Center was experiencing key business and technology challenges that needed a smooth solution. The team at the crisis center works heavily with data management, due to the nature
Before you can benefit from Salesforce Community Cloud, it’s important you understand it first. Community Cloud is an online social platform that is powered by Salesforce, and sits on top of your Salesforce Sales Cloud Instance, providing many options for
In the Salesforce Marketing Cloud October 2018 Release: New Feature Overview, there are many new features and functionalities that allow you to better personalize your customer journeys while simultaneously enabling you to work smarter and gain deeper data insights across