Articles By: Ledgeview Partners' CRM Consultants

Why Should You Upgrade to Microsoft Dynamics 365/CRM V9?

The benefits of upgrading to Microsoft Dynamics 365/CRM V9 are clear. The update has met the top three user requests received by Microsoft prior to the V9 launch, ensuring a new and improved user experience. Now, the User Interface is upgraded, Mobile and Outlook Apps are refreshed, and there are many exciting new features to …

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Discover What’s New in the Microsoft Dynamics 365 V9 Update

Ledgeview Partners takes an inside look at the Microsoft Dynamics 365 Version 9 Update in an On-Demand Webinar that is available to the public. Get expert tips, best practices, and find out everything you need to know with V9 Updates. In this On-Demand Webinar, you will: See User Interface Enhancements to the Existing User Interface: …

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Webinar: What’s New in the Microsoft Dynamics 365/CRM V9 Update – Feb. 27, 2018

Are you staying on top of the latest updates from Microsoft Dynamics 365/CRM? The Version 9 (V9) Update is coming, and there’s a lot to go through in this major release. Keep on top of your Microsoft Dynamics 365/CRM game with Ledgeview Partners as your guide. Let Dynamics experts walk you through the most recent …

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Microsoft Dynamics 365 vs Salesforce Webinar December 7th

Microsoft Dynamics 365 (CRM) and Salesforce. If you are evaluating a customer relationship solution for your organization, odds are pretty good that you have come across the names of these two leading CRM platforms. Just like Coke vs Pepsi these two technologies have many similarities.  But how do they really compare to each other? If …

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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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5 Dynamics CRM Sessions to See at 2017 CRM Conference

On May 4th the doors of the Harley-Davidson Museum in Milwaukee, WI will open to business leaders and CRM enthusiasts from across the United States for the 2017 CRM Conference hosted by Ledgeview Partners. This annual conference was born in the fall of 2013 in Chicago to help current users of Microsoft Dynamics CRM make …

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An Inside Look at Microsoft Dynamics 365 for Sales

With the vast amount of content on the web today (like this blog), buyers are more educated and further through the buying process than ever before. How do businesses and specifically sales maximize efficiency and effectiveness? Even though salespeople are under tremendous pressure to win deals faster, sales reps spend more than 67% of their …

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Taking Advantage of Insights in Microsoft Dynamics CRM/365

If you are a user of Microsoft Dynamics CRM Online (or the new Dynamics 365) you have access to a feature within Dynamics that can help you identify, understand and engage your buyer. A solution that can help you win faster and more often with sales and marketing intelligence embedded right with Microsoft Dynamics 365/CRM. Insights, …

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Take Advantage of Dashboards in Microsoft Dynamics CRM

You’ve seen them before. Bright, colorful and chalked full of all kinds of data. Yes, I’m talking about Dashboards. If you are not taking advantage of the Dashboards feature within Microsoft Dynamics CRM (now known as Dynamics 365), you are missing out on having access to a wide array of important data within a single …

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Ledgeview’s ABC’s of Microsoft Dynamics CRM

Today, the process of engaging customers can't be one-size-fits-all. It needs to be adaptive across all touch points and within the context of who your customer is and what they are doing. Microsoft Dynamics CRM helps companies delivery exceptional customer experiences that create long-term relationships based on knowledge and trust. But where do you start …

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