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


About Microsoft Dynamics 365

Dynamics 365 SDK Retirement

Dynamics 365 (online) version 9.0 is here and there are some important developer changes you should know about! In addition to deprecated client-side code, the Dynamics 365 SDK will be retired and replaced with what Microsoft is calling the "Developer Guide".  Developers use the current SDK to search for coding compatibility, access tools such as the […]

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Office 365 and Dynamics CRM: The Perfect Match

As innovative technologies emerge, the world of business continues to shift and evolve. Keeping up with these changes isn’t easy. To succeed, your organization needs the right tools. The Microsoft Office 365 suite is far and away one of the best tools for maximizing your company’s productivity. There are a lot of things to love […]

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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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How to Compare CRM Options for the Employee Benefits Broker Industry

Insurance benefits brokers know that using a good CRM system can make them more productive. But, finding one can be easier said than done. A good CRM system can help any business quickly identify new sales opportunities, manage follow-through from lead to close, and nurture existing customers. But the methods and terminology used in the […]

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Budgeting for CRM? There’s a Tool for That.

If you are contemplating investing in a comprehensive CRM software solution, no doubt one of the major questions will be about cost. There’s no sense getting your heart set on a software solution that is just not within your budget. Wouldn’t you like to know at the beginning of your search whether your choice is […]

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Dynamics 365 User Adoption and the K.I.S.S. Principle

I will wager that you are familiar with the Keep It Simple (K.I.S.S.) Principle, which encourages simplification over complexities. It's no surprise then that the K.I.S.S. Principle goes hand in hand with User Adoption. So how can we incorporate K.I.S.S. into planning our CRM projects?   Streamline Business Processes Dynamics 365 and previous versions of […]

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Dynamics 365 Support Options – Microsoft Premier Support versus Crowe Managed Support

Some companies that purchase Microsoft Dynamics 365 think that Microsoft Premier Support is the highest level of support available. Until they compare the benefits side by side.   Microsoft Premier Support includes: Business Critical Support Break/Fix Support Annual Support Hours Phone Call Backs  Microsoft Premier Support does not include: Advisory Support Installation of Updates and […]

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5 Tips to Ensure a High User Adoption Rate when implementing your New Microsoft Dynamics 365 Solution – User Training

In our previous article, we offered some tips to improve user adoption rate even prior to the implementation of a new CRM solution. That said, proper training tailored to the specific needs of end users is essential to ensure a high user adoption rate for a new CRM solution such as Microsoft Dynamics 365. The […]

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Dynamics 365 Record Hierarchy

Dynamics 365 (CRM) has a neat feature, Record Hierarchy, that can be easily overlooked, but can provide great visual insight into your customers. In this post, we will explore the components that make up this feature. What Is Record Hierarchy? The Record Hierarchy in Dynamics 365 is actually a simple concept. It boils down to […]

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Microsoft Launches New Marketing Module for Dynamics 365

We have been hearing about this for quite a while, it is finally launched - the new Marketing module for Dynamics 365. This has been released to public preview meaning you can access this and start using it today. To enable this public preview feature go to Specify your email address (that is used to login […]

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