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

 
 

Microsoft Dynamics CRM Training

On Click to PDF Word Template and Attach to Email

You have a well-designed CRM Word-Templates for Invoices, Price Quotations or Contracts, and you now wish to Email the generated document from the Word-Template, as PDF file attached to an Email to a client. If you don’t have Dynamics PDF-Docs, this is a process that can take you considerable time, especially if you are generating […]

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13 Features Being Removed From Future Releases of Dynamics 365

Normally we hear about all the great new features being added to Microsoft Dynamics 365. But you also need to be aware of the features and capabilities that are being deprecated Technically "to deprecate" means "to express disapproval of (something)". In the software world, it means something that is “usable but regarded as obsolete and best […]

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FREE Webinar – Microsoft Dynamics 365 July 2017 Update – What’s New

There is exciting new functionality ready to be rolled out to Dynamics 365 customers. Join us on Tuesday September 26th at 1pm EST for a free webinar where we will demonstrate the new features being rolled out. Top new features include: Unified User Interface Virtual Entities Customer Insights experience Mobile Improvements Business Edition LinkedIn Integration […]

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Learn how to convert website visitors into customers with Dynamics 365

Did you know that less than 12% of visitors to your website take any action? How do you leverage website visit data to engage with visitors and drive conversions? Join us to learn how. Most visitors to your website have an interest in your products/services or they wouldn't be visiting in the first place. 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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Unify ERP and CRM in the Cloud with Microsoft Dynamics 365

For decades, businesses have operated within the limitations of their business applications. No matter how big they could dream, those dreams often had to be curtailed and molded to fit within the confines of their ERP, CRM and other business software. If the software could not do it, the business either had to find a […]

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Setting your Default Address List for Microsoft Dynamics CRM

In Microsoft Dynamics CRM, your contacts are moved by default into your Contacts address list in Outlook.  However, Outlook defaults to your Global Address list, which means you do not automatically see your CRM contacts in Outlook.  In this article, we will assist you with updating your default address list. To set your default address […]

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Engagement Strategies That Inspire CRM User Adoption

A well-executed CRM deployment will change the way you do business by transforming your relationships with prospects and customers, and by refining and revamping internal processes. But for CRM to achieve its full potential, it must be embraced and actively used by all stakeholders. Resisting change and clinging to what’s familiar are part of human […]

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3 Tips for Protecting Your CRM Data

Most of us will experience some form of privacy breach in our lifetime. Many businesses, especially financial institutions, go to great lengths to protect our personal information with backups, fraud alerts, activity monitors, and other processes that create a consumer safety net. As a business, you too are protecting your data from external threats. Firewalls, […]

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