There are many new and exciting features that Microsoft Dynamics 365 Mobile users can take advantage of with the V9.0 release. Mobile is a game-changer in Microsoft Dynamics 365 V9.0. It is a big push for Microsoft as a company
At the time Modern Woodmen decided to upgrade to Microsoft Dynamics 365 8.2 On-premises from Microsoft Dynamics CRM 2011 On-premises, they wanted to move out of their self-described “maintenance mode” and prevent themselves from falling behind with any future upgrades.
In this blog post, we walk you through specific settings you can set to ensure you and your Microsoft Dynamics 365/CRM users have an optimal experience with browsing and using CRM. If you need a quick reminder about how to
Are you a lubricant marketer who is struggling to find a way to help your salespeople connect to CRM while on the road? With Ledgeview’s CRM for Oil and Gas Mobile App, salespeople can be more effective while traveling. With
It is widely known and recognized that no two companies have the exact same sales process. However, you can use the Dynamics 365 Sales Process to create efficiencies and aid in your own sales process steps. This follows a Leads>Accounts>Contacts>Opportunities
Join Ledgeview Partners on Wednesday, May 15, 2019, at 11:00 a.m. CDT for an exciting Microsoft Dynamics 365/CRM user group webinar that will focus on The Outlook App. The Outlook App is a valuable tool in the Microsoft Dynamics library.
Activities are amazing tools in your Microsoft Dynamics 365/CRM environment, if they are being properly utilized, that is … Many users suffer from common mistakes where one of the following is missing: Associated to a Record in Dynamics A Due
Are you a Microsoft Dynamics 365/CRM user located in or near the Milwaukee, WI area? CRMUG invites you to join an exciting, upcoming chapter meeting on Friday, May 3 at Trek Bicycle in Waterloo, WI. Cyclers will especially love this
Microsoft Dynamics 365 for Retail is an application within the Microsoft Dynamics 365 universe that “unifies digital, in-store, and back-office operations to personalize customer engagement and increase employee productivity”. Microsoft says, “Dynamics 365 for Retail empowers retailers to create exceptional,
Recently, Ledgeview Partners presented a webinar on, “Dynamics 365/CRM 101”. Whether you’re learning the basics for the first time, or just need a refresher, the tips and tricks shared during the presentation are beneficial to most all, especially when it
Join Ledgeview Partners and ClickDimensions on Wednesday, April 24, 2019, at 12:00 p.m. CT for a webinar all about how to select the right marketing automation software for your Microsoft Dynamics 365 environment. Have you ever wondered: What is marketing
Microsoft Dynamics 365 for Marketing is an application within the Microsoft Dynamics 365 universe that helps you create and nurture leads, align sales and marketing, make smarter process decisions, get AI-driven insights to help you win over your marketplace, and
This April, Michael Dodds, Microsoft Dynamics 365 Certified Support Consultant at Ledgeview Partners, will be teaching Microsoft Dynamics 365/CRM users all about Security and Data Imports! During this FREE live session, Dodds will explain the advantages of this functionality to
For Business Rules, there are various actions a Business Rule can do. In this post, we will go over all of them so you can use Business Rules in Microsoft Dynamics 365/CRM in the most optimal ways to your CRM
Microsoft Dynamics 365 for Sales is a Microsoft Dynamics 365 application that allows sellers to increase sales through the power of artificial intelligence, helping them to grow their organization’s bottom lines and create more personalized buyer journeys for their customers. It