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 …
Dynamics 365 User Adoption and the K.I.S.S. Principle Read More »
At a recent company retreat, we were reminded of the importance of cyber security. This topic doesn’t directly relate to Microsoft Dynamics CRM in a software sense, but it does aid in the Customer Relationship Management department. You and your team need to protect yourselves in order to protect those you do business with. …
Gone Phishing: Best Practices to Protect your Outlook Account Read More »
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 …
Dynamics 365 Support Options – Microsoft Premier Support versus Crowe Managed Support Read More »
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 …
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 …
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 …
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 …
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 …
Microsoft Launches New Marketing Module for Dynamics 365 Read More »
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 …
Webinar: What’s New in the Microsoft Dynamics 365/CRM V9 Update – Feb. 27, 2018 Read More »
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 …
How to Organize Dynamics CRM Documents in SharePoint Read More »
