Marketing to Your Target Audience in Dynamics 365

Posted on: September 3, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

When acquiring new clients or maintaining relationships with existing clients in the insurance and wealth management industries, it’s important to have a lot of different avenues to go about doing this so that you can generate new business for your company. Dynamics 365’s Customer Engagement platform makes it easy for you to make use of your data and maximize exposure to your target audience.  We believe it’s important to empower...


Dynamics 365 CRM and the Power of the Platform

Posted on: August 23, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

When you use Microsoft Dynamics Customer Engagement (CE) in an insurance environment, you can leverage many functionalities that come with a related family of products called the Power Platform. These additional products include:       Power Automate – Automation across for entire Microsoft product line and beyond       Power BI (Business Intelligence and Analytics)       Power Admin – Centralized Admin of Entire Power Platform  ...


Dynamics 365: Why It’s Beneficial for Insurance Companies

Posted on: August 15, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

In such a competitive market, the key factor to a company’s success is the ability to provide personalized services to its customers and form a connection with them. This should be at the forefront of every insurance company’s mind but is often overshadowed by the need to manage and store client and broker data as well as policies, claims, and more. Luckily, Dynamics 365 is a CRM solution designed to...


Saving Time Assigning Accounts to New Users in Dynamics 365

Posted on: July 29, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

When you’re running a business, one of the most important things is being able to conduct everything efficiently in order to focus on key business components rather than wasting time on tedious tasks. Dynamics 365 understands this need for optimizing time and resources and has designed the CRM software to allow you to quickly assign and reassign accounts to new users in the system. Watch the short video below to...


Creating a Customer Journey in Dynamics 365 CRM

Posted on: July 29, 2021 | By: Rosie Gill | Microsoft Dynamics CRM, Microsoft Dynamics AX/365

Microsoft Dynamics 365 is a great CRM solution that makes improving and strengthening your relationships with your customers simple and effective because it is a multidimensional platform designed to increase profitability and opportunity. Tracking and maintaining customer relationships and sales leads is at the heart of Dynamics 365 CRM. Because of this, Dynamics 365 CRM has a customer journey feature in the system that helps you create and track the...


Using Microsoft Marketing Segments in the Insurance and Wealth Management Industries

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

In the insurance and wealth management industries, reaching out to existing customers or potential leads requires finding new methods to create new opportunities. With Microsoft Marketing in the Dynamics 365 Customer Engagement platform, businesses can leverage their data and easily target the right audience. In this video, a Logan Consulting expert will provide an in-depth walkthrough for creating a Microsoft Marketing Segment that allows users to target specific audiences. [video...


Microsoft Marketing Module’s Key Components

Posted on: April 27, 2021 | By: Josie Mah | Microsoft Dynamics CRM

Reaching out to potential and existing customers requires new methods to interact and create leads and opportunities. With the Microsoft Marketing Module, users can leverage data to easily target the right audience, generate new leads, and create a customer journey to nurture these leads. Additionally, sales teams can gain access to sales and marketing opportunities. In this video, a Logan Consulting expert will explore several key components of the Microsoft...


Spring 2021 Update: New Microsoft Marketing Features

Posted on: March 30, 2021 | By: Josie Mah | Microsoft Dynamics CRM

Microsoft Marketing is a breakthrough product with modern, future-proof features. If you are not currently using a marketing platform or perhaps would like to make a switch to a system that has advanced features and works with your current Dynamics platform, the Microsoft Marketing module is a worthwhile option. One of Microsoft Marketing’s most powerful features is its ability to create dynamic segments of customers that go far beyond the...


Dynamics 365 Spring Update & Team License Requirements

Posted on: March 19, 2021 | By: Josie Mah | Microsoft Dynamics CRM

To serve Dynamics 365 users, Microsoft offers a biannual release of major product updates across the entire Dynamics product line. These two update releases are generally referred to as the Spring and Fall Updates. The general update notes are typically published about 2 months prior to their release date, with early access options to begin testing the updates on a sandbox environment. Microsoft has released the Spring 2020 release notes...


Industry Spotlight: Insurance and Wealth Management

Posted on: March 8, 2021 | By: Josie Mah | Microsoft Dynamics CRM

In an increasingly digital age, insurance agencies big and small are facing new challenges that impact how they serve and engage with both current and new customers. In 2020, the onset of the COVID-19 Pandemic has further emphasized the need to find new ways of doing business. Logan Consulting has observed common challenges in the Insurance and Wealth Management industries, and has helped many clients move toward a more digitized...