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
Are you ready for the next webinar in our new series, “Marketing Technology Minutes”? If you want to start the New Year on the right foot with your marketing technology strategy and system, you won’t want to miss this. For
Do you really know where your equipment is, such as expensive tanks, or do you rely on good word alone to be assured your product is in your tanks? In this CRM for Oil & Gas webinar, Steve Reybrock, a
Every month, Ledgeview Partners brings you a Microsoft Dynamics 365/CRM User Group Webinar, and, this December, we are continuing our admin series with the next level of training. This month, we’ll be covering: “Best Practices for the Advanced Admin”. If you
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
Are you a member of CRMUG in the Fox Valley area of Wisconsin? CRMUG invites you to attend the 4th Quarter 2018 Meeting on Wed. Dec. 5 from 8:30, to 11:30 a.m. CST. As the meeting notes state, “we are
Lubricant Marketers, do you have a way to manage your sales territories, and map and plan your salespeople’s travel routes to optimize customer interactions and create new opportunities? Things aren’t as simple as they used to be. We understand the frustration
With any Microsoft Dynamics 365/CRM Release, there is a lot to learn, and October 2018 updates are no exception. Last, but certainly not least, there are many Field Service General Availability Updates to cover as part of the Microsoft Dynamics
Ledgeview Partners is grateful for our customers, and readers like you. Today, our family wishes you and yours a Happy Thanksgiving. Because of the holidays, Ledgeview Partners will be closed: Thursday, November 22nd Friday, November 23rd Monday, December 24th Tuesday,
Lubricant Marketers, are you tracking your goals vs. actuals, or do you even have a way (or known reason) to now? When you integrate your accounting (back office) system with CRM (with the right partner to help), and set goals