Posts Tagged ‘Microsoft Dynamics Wisconsin’

Ledgeview Partners 's Logo Keep the Dialogue Going with Dynamics CRM

The November Service Update of Microsoft Dynamics CRM 2011 brought us dialogue capabilities.  Dialogues are a new and efficient way to assist CRM users in data entry.  Not only is the entire process customizable but it can help managers ensure that they are getting accurate and helpful information.  What might you use it for, you …

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Ledgeview Partners 's Logo Making 3-Dimensional Charts in Dynamics CRM

With CRM 2011, dashboards and charts can be made on any entity, within minutes, to help you visually see what you want to see.  Do you want to improve the visual look even more by making your CRM Charts look like this? It’s so easy a non-techy person can do it! This process works for the existing …

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Ledgeview Partners 's Logo Using Multiple Forms to Create Record-Centric Dashboards in CRM 2011

As the lead developer for our Energy Distribution CRM vertical solution, I’ve been creating a lot of analytics and in Microsoft Dynamics CRM 2011 that involves making a lot of dashboards and charts. While doing research online on this topic I stumbled across Richard Knudson‘s blog poston Forms, Charts, and Dashboards. At the end of …

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Ledgeview Partners 's Logo CRM 2011 Brings an Opportunity in Opportunities

Over the past few months, our articles have continued to praise Microsoft for the myriad of improvements that they’ve made in CRM 2011, and this one will be no different.  It’s not because we are a Microsoft Gold Partner (although that helps!), but because CRM 2011 not only has made large changes to offer to its customers; it provides …

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Ledgeview Partners 's Logo Dynamics CRM and the iPad – a Great Combination!

A common goal of any CRM project is to make the solution easy to use and easily accessible wherever its users are (in the office, working at home, flying on a plane, at a client site, etc.).  This is even more prevalent for sales teams, because they need to focus on their clients, not on …

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