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

 
 

 

Commission calculation for benefits brokers can be complex. You work with multiple insurance carriers and each of them pays a commission. The payment is then split between the agency and the producer. But then it starts to get interesting and oftentimes unmanageable. The amount paid and the split percentage can be based on many variables […]

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What is GDPR? GDPR – the General Data Protection Regulation is a regulatory framework adopted by the EU to strengthen data protection and give control back to EU residents over their personal data. Adopted in April 2016, the regulations become enforceable on May 25, 2018. How Does GDPR effect my organization? If you are not […]

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For years, Microsoft Dynamics customers have leveraged Powertrak CPQ software to ensure accuracy and efficiency in their sales quoting, ordering, and configuration processes. Five years ago, our product configurator customers had the option to transform their still images into interactive 2D drawings and 3D models. Today, they can take their configurable products and room layout designs […]

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Each member of your association wants to feel that they are important and valued. As the organization grows, it becomes more difficult to maintain that personal connection with each member. The good news is that with modern membership and business management systems that connect and share data, you can maintain a personal level of interaction. […]

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Who wants to be a Super User in CRM? One surefire way to increase user adoption in your Dynamics 365 system is to build a team of CRM super users. Play with the terminology here to find what works in your organization. These can be super CRMers, Super Users, Early Adopters, CRM Advocates or any […]

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Understanding your customer and where they are at in the customer buying journey allows you to make the best possible decisions on how to proceed with an opportunity or lead.  It also ensures that your marketing strategy addresses each stage which in turn leads to a higher conversion rate and long-term customer loyalty. Many sales deals […]

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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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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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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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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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