To help you get the most from Dynamics CRM, Ledgeview Partners has created, and are continuing to enhance, a video training library featuring many of the top requested ‘how-to’ topics from our CRM Support Department and our monthly Dynamics CRM User Group Webinars. These short, precise, videos spotlight one feature of Dynamics CRM such as creating and sharing personal views and dashboards, using marketing lists, merging records, setting up new users, and many more.

These videos are valuable for not only every day users but for CRM administrators. If you have a feature of Dynamics CRM that you would like to see us create, please email contactus@ledgeviewpartners.com with your request.

Ready to Learn More About Microsoft Dynamics CRM?

Learn: How to Create a Personal View in Microsoft Dynamics CRM
Who Should Watch This? All CRM Users

Learn: How to Share a View in Microsoft Dynamics CRM
Who Should Watch This? All CRM Users

Learn: How to Create a Dashboard in Microsoft Dynamics CRM
Who Should Watch This? All CRM Users

Learn: How to Share Dashboards, Views & Charts in CRM
Who Should Watch This? All CRM Users

Learn: How to Merge Records in Microsoft Dynamics CRM
Who Should Watch This? All CRM Users

Learn: How to Create a Marketing List in Dynamics CRM
Who Should Watch This? All CRM Users

For CRM Administrators

Learn: How to Set Up a New User in Microsoft Dynamics CRM
Who Should Watch This? CRM Administrators

Learn: How to Create a Team in Microsoft Dynamics CRM
Who Should Watch This? CRM Administrators

Learn: How to Create Data Mapping in Microsoft Dynamics CRM
Who Should Watch This? CRM Administrators

Learn: How to Create a Global Option Set in Dynamics CRM
Who Should Watch This? CRM Administrators