End users of your CRM system (or any other system!) are the most important building blocks to a successful implementation. Why then are they so often overlooked? Why does management so often dictate requirements without a single consideration of how the end user will react? "They need to learn how to use this to […]
continue reading...
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 […]
continue reading...
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 […]
continue reading...
As you’ve probably heard, on May 25, 2018, a European privacy law, the General Data Protection Regulation (GDPR), is due to take effect. The GDPR imposes new rules on companies, government agencies, non-profits, and other organizations that offer goods and services to people in the European Union (EU), or that collect and analyze data tied […]
continue reading...
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 https://trials.dynamics.com/Dynamics365/Preview/Marketing Specify your email address (that is used to login […]
continue reading...
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 […]
continue reading...
How to Organize Dynamics CRM Documents in SharePoint Not many companies are aware of the capability of Dynamics CRM and SharePoint integration, and the benefits for their business. Microsoft Dynamics CRM and SharePoint Integration helps users to view and share stored documents easily, and increase productivity and strengthen the collaboration between the different business units […]
continue reading...
Any service related company knows that your customers are your most important asset. If you serve your customers well, they will repay you with loyalty and referrals. They are what will ensure your reputation and your continued business growth. More than ever before, digital technology is helping service workers deliver better customer experiences than ever […]
continue reading...
Do you run a small business? Are you the head of a large company? Is your organization headquartered in a metropolitan center, or in a rural area? No matter what your circumstances may be, all businesses in the U.S. share one thing in common: the importance of Information Technology (IT) in their day to day […]
continue reading...
Picture This. It’s a lovely Tuesday afternoon, and the sun is shining birds are singing as you are packing up your car to go to your first meeting. As a business owner, there is no such thing as a 9-5 schedule but today seems possible, you only have two meetings today and maybe even have […]
continue reading...
