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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Dynamics 365 Business Edition

It Takes a Team to Raise an App

We recently got our first business application (app) published to the Microsoft AppSource. Yay (and Phew!)! It was exciting to finally get it out there live, but the process was a longer and more rigorous than we first thought. One of the biggest challenges we faced was a lack of information, that wasn’t listed anywhere. […]

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Part 2 – User Adoption with Microsoft CRM/Dynamics 365. Do you have it?

In the last post I examined the main reasons for CRM project failure. In this and future posts in this series, I will dissect each of the reasons and offer guidance on how to avoid these pitfalls and/or how to recover from them. The topic for this post will be – Lack of Proper Requirements Analysis Before Implementing. […]

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Dynamic Opportunity for the Dynamics 365/CRM Community at D365UG/CRMUG Summit in Nashville

Hey y’all! This fall, step away from your screens, pack up your big ideas, and head to D36UG/CRMUG Summit Nashville, the most comprehensive, impressive, and roarin’ good time conference of the year. As a proud Gold Sponsor, Ledgeview Partners is excited to share this experience with you as we squeeze every last bit of functionality […]

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Email Address Verification for Microsoft Dynamics CRM/365

When adding leads and contacts to Microsoft Dynamics CRM/365 wouldn't it be nice if the email address could be verified automatically? Incorrect email addresses prevent your messaging from reaching the intended recipient and causes headaches for marketers. We have developed a solution - Email Verification for Microsoft Dynamics CRM/365. As you enter a lead or […]

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If You’re App-y and You Know It, Clap Your Hands

Come one, come all! It’s the newest show in town! There’s sure to be something for everyone, a smorgasbord of enticing apps to pique your interest, with free trials to boot!   I know what you’re thinking… and no, the digital circus isn’t pulling into a website near you. I’m actually referring to the Microsoft […]

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Can you survive without PDF-Docs?

Most organizations want to present a corporate image when they communicate externally, so that all their communications are instantly recognized. The most common documents are quotes, orders, invoices, and service agreements. These documents are designed with Microsoft Word, and Emailed as PDF attachment to clients. With Dynamics Docs and Dynamics PDF-Docs, CRM users can create […]

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3 Steps to Accurate and Insightful Sales Forecasting Using Dynamics 365/CRM

Accurate sales forecasting is essential to growing revenue and managing your business effectively. When you know the timing and amount of incoming revenue, you can plan and focus on the right business initiatives; budget and allocate resources appropriately; set organizational goals; and provide teams with priorities and guidelines for how they spend their time. Forecasting […]

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What You Need to Know about the Hustle and [Microsoft] Flow

After attending a recent webinar hosted by Jerry Weinstock of CRM Innovation, it was clear that the power of the new Microsoft Flow is an exciting prospect for us non-coders to get in the game when it comes to interacting with Microsoft Dynamics 365. Can’t you hear it now: “I’m just going with the flow…the […]

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10 Things To Like About The Dynamics 365 App for Outlook

Following a preview release in 2016, a new Microsoft Dynamics 365 app for Outlook is now available. The initial preview had some limitations but Microsoft released an enhanced app as part of its December 2016 update. Compared to the installed plugin, the new App for Outlook runs server-side to reduce some of the heavy lifting from […]

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Quicktip – Keyboard Shortcuts for Editable Grids

 Editable Grids are probably the single most exciting feature of Microsoft Dynamics 365. To longtime users like us, the ability to edit information on the fly without having to open each line will increase productivity. This list of keyboard shortcuts designed to make your users even more efficient came from the Microsoft Dynamics 365 Customer Center Guide. […]

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