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On March 1, 2022, Ledgeview Partners was acquired by BKD. Now, we are excited to announce that effective June 1, 2022 BKD and DHG have merged to become FORVIS. FORVIS ranks among the nation’s top 10 public accounting firms, helping unlock the potential of our clients, people, and communities. We deliver an Unmatched Client Experience™ with assurance, tax, and consulting services that reflect our exceptional capabilities and uncommon commitment to excellence. Discover how our forward vision can help you prepare for what’s next.
CRM for Oil and Gas User Training: Running Reports
Salesforce Sales Cloud Demo
300 - Advanced Find and Personal Views (22 minutes)
2022 October Release 20 minutes
Microsoft Dynamics 365 for Sales: Demo
Marketing Automation for the Oil and Gas Industry Spotlight ClickDimensions
CRM for Oil and Gas User Training: Navigation Tips and Account Information
9 Questions to Ask Before Selecting a Marketing Automation Tool
CRM for Oil and Gas powered by Microsoft Dynamics 365
How to Create a Rollup Field to Track the Last Activity on a Lead in Microsoft Dynamics 365
How to Create a Warning on a Microsoft Dynamics 365 Record
Demo: Create and Use Dataflows in Power Apps (Advanced)
Demo: How to Create and Use Dataflows in Power Automate
Demo: Form Processing through AI Builder in Power Automate
Marketing Office Hours - Featuring ClickDimensions
Best Practices to Drive User Adoption with Microsoft Dynamics 365
10 Steps to a Successful CRM Implementation
CRM for Oil and Gas: See What's New in the October 2021 Release
Microsoft Dynamics 365 Field Service: Functional Locations
ClickDimensions Marketing Automation with Microsoft Dynamics 365 Demo
How to Opt-in to the Early Access Features of the 2021 Microsoft Dynamics 365 Release Wave 2
Lead Basics in Microsoft Dynamics 365
Ledgeview Partners is a Proud Sponsor of #DynamicsCon2021
How to Integrate Microsoft Dynamics 365 with LinkedIn Sales Navigator
Microsoft Dynamics 365 for Higher Education Helps You Help Your Students Innovate, Create, and Lead
Discover What's Possible with Salesforce Service Cloud
Reach Your Full Potential with the Power of Dynamics 365 Manufacturing by Ledgeview Partners
Make Ledgeview Partners Your Trusted CRM Partner
How Ledgeview Helps Manufacturers Utilizing the Power of Microsoft Dynamics 365
1:1 Marketing in a Day Special Promotion