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Ledgeview’s Upcoming Webinars for February 2016
At Ledgeview Partners we love doing webinars – and it’s one of the funnest things I do each week.Why? Well, it generates new leads and opportunities for our sales team of course! So, if you sign up for...
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The Good and the Bad of Using Calculated and Rollup Fields in Dynamics CRM
I have released a new blogpost on the pro's and con's of using calculated fields and rollup fields in Dynamics CRM. Check it out...
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Memory management for Dynamics CRM in a virtual environment – Part 2
After publishing the blog Memory management for Dynamics CRM in a virtual environment we received a lot of questions basically asking for more details, we will provide more information in this blog....
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I will be Presenting on My Top 10 Microsoft Dynamics CRM 2016 New Features at...
I will be Presenting on My Top 10 Microsoft Dynamics CRM 2016 New Features at the CRMUG Dakotas Chapter Feb 10 in Fargo, ND!Register today at : https://www.crmug.com/engage/chapter
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The Base Language
I’ve been doing some work with multilingual implementations of Dynamics CRM lately so there’ll be a few posts on those topics coming your way including installation and development. While...(read more)
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CRM 2015 – Best practices for CRM Deployments
“Is life not a thousand times too short for us to bore ourselves?”― Friedrich NietzscheWith boring repetitive CRM Developer tasks – share the pain, share the knowledge – Hosk Live deployments of...
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CRM 2016 Can Help YOU Connect With Millennials
It's easy for software to become outdated, especially in a world where social media and technology innovations are emerging daily. Younger generations are always ready and waiting for the newest...
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Improve your Quote-to-Order Process
It’s 2016, what are your business related New Year’s resolutions? One should be to examine your Quote-to-Order process. What is your in-between process? Do you have a solid Quote follow up process?...
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Ciberseguridad: ¿Es la nube de su CSP realmente segura?
La gran preocupación de empresas públicas y privadas por la seguridad de datos sensibles y la información del trabajo diario …
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SharePoint vs Sales Literature
Heavyweight Title Fight: SharePoint Integration vs. Sales Literature Anytime a company chooses to extend Dynamics CRM past the standard out of the box functionality I have to commend them. It’s...
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How CRM Tools Change the Game for Sales Forecasting
Everyone knows that using a CRM can enhance customer relationships with businesses and help to assemble and run reports that are useful to gauge a variety of metrics.And?If you’ve ever found yourself...
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Tip #566: Constants in the workflow
Some might say that this tip is trivial but I was surprised myself when a very seasoned and knowledgeable user asked me how to use constants in the workflow. They wanted to push an estimated close date...
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Pin Excel Data to Power BI Online Dashboard
Prerequisite:Microsoft Excel, Power BI Online Service, Power BI Publisher for ExcelPower BI Publisher for Excel:With the help of introduction to Power BI publisher for Excel, we can now easily share...
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How to show SharePoint document list on main CRM form
When you enable the SharePoint integration for CRM, you get the ability to view a document list view by navigating to the document area on the form. Often, users want have this list of document...
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Handling SDK Errors Conditionally via HResult Codes in CRM 2015
While developing plugins or console apps for Dynamics CRM that leverage the XRM SDK, you might find yourself wanting to handle specific errors, such as missing permissions, inserting duplicate keys, or...
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How can you set up route planning in MobileCRM?
Last week I’ve talked about how you could use Resco’s new feature in it’s MobileCRM app; route planning . Today, I will explain in 3 steps how you can set up route planning for your mobile project in...
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ModifyAccess Message Plugin CRM C#
IntroductionIn my previous post, explained about Share and Unshare Access which will trigger GrantAccess and also RevokeAccess. But those message, as explained before will only be triggered if you...
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Interactive Service Hub Dashboards in Dynamics CRM
Interactive service hub dashboards is one of the interesting and useful feature introduced in the Microsoft Dynamics CRM 2016. Interactive service hub is a separate interface in Dynamics CRM 2016....
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Free Webinar Friday: Dynamics CRM Security 101
Dynamics CRM Security 101 In this webinar we'll discuss the basics of Dynamics CRM security including security roles, business units, and teams. Friday, January 29th. 10:00am (Central Time US)...
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Tips for Cleaning Up Your Dynamics CRM Imports in Excel
Importing data from excel into Dynamics CRM can be a challenge depending on the amount of time that it will take you to clean up the data in your spreadsheet. The items that I will discuss are stemmed...
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