How to Replace an Email Alert Workflow with Power Automate Flow

Posted on: January 4, 2021 | By: Josie Mah | Microsoft Dynamics CRM

As a Microsoft partner, Logan Consulting has used Microsoft Dynamics 365 CRM for our own business operations for over 12 years. Recently, we came across an issue that required some troubleshooting and new ways of handling a tried and true method. Here is the scenario: Our workflow sends an email alert to certain individuals in the firm who do not use CRM when a new note is entered by salespersons...


Optimize Customer and Prospect Outreach with Microsoft Marketing

Posted on: December 3, 2020 | By: Josie Mah | Microsoft Dynamics CRM

In today’s digital world, businesses are changing rapidly to adapt to the new normal. Reaching out to an existing customer or finding new customers requires new methods to create new leads, interactions, and opportunities. The good news is, if you are using Microsoft Dynamics CRM, you already have a solution at your fingertips. With the Microsoft Marketing Module with Microsoft Dynamics CRM, you can leverage your data to easily target...


Get Customer Feedback with Dynamics 365 Customer Voice

Posted on: November 20, 2020 | By: Josie Mah | Microsoft Dynamics CRM

In light of the COVID-19 pandemic, staying connected with customers is more critical than ever. The good news is, Microsoft Dynamics 365 Customer Voice provides a simple and efficient way to get feedback on your operations and services. Microsoft released Customer Voice several years ago, and the software evolved into Microsoft Forms, an application that provided a simpler method to provide Surveys and questionnaires to Clients, Prospects, Vendors, and internal...


What to Look for in Dynamics CRM’s October 2020 Wave 2 release

Posted on: November 9, 2020 | By: Josie Mah | Microsoft Dynamics CRM

Microsoft continues to update and expand functionality and features across the entire Dynamics line with its 2020 Autumn Update. For Microsoft Dynamics Customer Engagement (CE; formerly Dynamics CRM) customers, most of the changes have been subtle. Logan Consulting believes the most notable new feature is the addition of previously labeled “back-end” or hidden configurations to the main menus, which provides users with easier access. Below, we will describe some of...


Using Microsoft Dynamics CE (CRM) for Insurance Agency Management

Posted on: October 20, 2020 | By: Josie Mah | Microsoft Dynamics CRM

Over the past several years, insurance agencies big and small have switched to Microsoft Customer Engagement (CRM) for managing their daily activities. In the past, these tasks might have been performed using an Agency Management platform software package, but many users have since realized that such packages were too rigid in their customizations. As a result, owners began to look for alternate platforms that allowed for full customization, included familiar...


Using Power Automate (Flow) to Create Sub-Folders in SharePoint

Posted on: October 7, 2020 | By: Sarah Han | Microsoft Dynamics CRM

The native SharePoint Online integration is a great feature in D365 Customer Engagement (CRM). It allows users to do a variety of things, including: Create, Upload, and View Documents in SharePoint from within the customer engagement apps. Take advantage of SharePoint document abilities such as checking documents in and out. Provide an organized method for locating documents with the app; a better approach than just creating attachments to a note...


3 Ways Microsoft D365 for Finance Improves Financial Clarity for Manufacturers

Posted on: October 3, 2020 | By: Lauren Yang | Uncategorized, Microsoft Dynamics CRM, Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

Microsoft D365 for Finance provides multiple ways for manufacturers to improve cash flow, maximize profit, and create a sustainable business. All three components are essential for improving financial clarity: the ability to understand your business performance for cash and profit. With Microsoft D365, manufacturers can look at real-time information and fully understand what the data means for the business and adjust business strategies accordingly. In this blog post, we will be discussing...


Why You Should Attend the 2020 Community Summit

Posted on: September 22, 2020 | By: Lauren Yang | Microsoft Dynamics CRM, Microsoft Dynamics AX/365, Microsoft Dynamics GP, Microsoft Dynamics Business Central

Navigating through the challenges of today can be difficult when faced alone. We invite you to rely and engage with others by collectively working towards a positive future with Community Summit 2020. Community Summit, hosted by Dynamics Communities, is the largest virtual gathering for Microsoft technology users and partners. The summit offers hundreds of educational sessions covering Microsoft Power Platform, D365 BC/NAV, D365 FO/AX, D365 CE/CRM, Dynamics GP and Dynamics SL. Despite being...


What to Expect from the 2020 Dynamics Community Summit

Posted on: September 15, 2020 | By: Josie Mah | Microsoft Dynamics CRM, Microsoft Dynamics AX/365, Microsoft Dynamics GP, Microsoft Dynamics Business Central

Looking to learn more about Microsoft Dynamics products or network with top Dynamics professionals? The 2020 Dynamics Community Summit will help you learn, connect and grow your business with the power of Dynamics 365. Although the 2020 Summit will be held virtually due to COVID-19, the Summit remains the year’s most anticipated training and networking event for Microsoft technology users and partners.   What is the Community Summit? Community Summit,...


Why travel businesses need a strong CRM system now more than ever

Posted on: August 18, 2020 | By: Sarah Han | Microsoft Dynamics CRM

We are constantly changing the way we work and live in the world. Whether it’s a pandemic or even a switch to a different brand of soap, changes both big and small impact our everyday choices. And this means that nearly every industry has found itself adjusting and transforming to fit our lifestyle and environmental changes. However, there are few industries that have been so deeply impacted as the travel...