Tutorial on How to Quickly Assign Accounts to New Users in Dynamics 365 for Sales

Posted on: September 27, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Microsoft Dynamics 365 for Sales is a great platform because it helps organizations become more efficient, and therefore have more success in their leads. However, understanding how to navigate the application is imperative to harness the full potential of the sales module. Logan Consulting understands this, which is why we’ve put together a series of videos demonstrating how to use various features of the solution. Check out this video below...


Dynamics 365 Field Service Enhancements in 2022 Release Wave 2

Posted on: September 25, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Microsoft’s second of two annual updates, 2022 release wave 2, will begin to be available to the public on October 1st. In anticipation of the release, we wanted to go over some of the new features and changes Dynamics 365 users can expect to see in the Field Service application. Microsoft has outlined three major areas of investment for the platform: resource scheduling, optimize service operations, and empower frontline workers....


Dynamics 365 Sales Enhancements from 2022 Release Wave 2

Posted on: September 12, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Microsoft is going to begin rolling out new features from the second of the company’s two annual updates for the year, 2022 release wave 2, in October. Included in this release is a focus on Dynamics 365 Sales in order to make the platform more effective in the seller experience. Microsoft has focused on enhancements through the usage of data and AI to aid sellers in blending business and productivity...


The Power of Dynamics 365 Marketing

Posted on: August 18, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Providing customers with a unique and personalized experience is critical to set organizations apart from competition in such a large marketplace. One way to achieve this is through thorough marketing campaigns rooted in personalized customer journeys. The Dynamics 365 Marketing app is a great resource for companies looking to elevate their presence among consumers. Not only does the marketing app collaborate with Dynamics 365 Sales, Customer Insights, Microsoft Teams, and...


Dynamics 365 Field Service Capabilities

Posted on: August 12, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Microsoft Dynamics 365 is a great software for companies who specialize in field service work. The field service application prioritizes workflow automation, flexible mobility, and advanced scheduling algorithms so that field service workers can provide the best service while onsite.  Key Capabilities Dynamics 365 Field Service has a myriad of features that can maximize productivity, so let’s highlight a few of them. Mobile Application: The mobile app is designed to...


How to Notify Partners when Opportunities are Updated in Dynamics 365 for Sales

Posted on: July 26, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Microsoft Dynamics 365 for Sales is such a useful tool for users because it keeps the whole organization seamlessly connected. Users have the ability to notify partners when opportunities are updated, so that everyone can remain vigilant in the sales process and will be more likely to win opportunities. Check out the video below for a quick tutorial on how to notify partners in Microsoft Dynamics 365 for Sales when...


Dynamics 365 2022 Release Wave 2 Highlights

Posted on: July 19, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Microsoft is set to release the 2022 release wave 2 update for Microsoft Dynamics 365 between October 2022 and March 2023. This month, however, they gave Dynamics users a taste of what to expect in the anticipated release, showcasing Microsoft’s commitment to fuel digital innovation for its consumers. Today, we are going to highlight some of the expected focuses for a few of the Dynamics 365 modules. Dynamics 365 Marketing...


Demo on Updating Dashboards in Dynamics 365 Sales

Posted on: June 27, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Dashboards house a lot of key information for Dynamics 365 users, often being the first thing one sees when launching the platform. They are an efficient way of keeping track of key data and tasks. At Logan Consulting, we pride ourselves on empowering our clients with all the information they need to harness the full potential of their software. Because of this, our team has put together a series of...


Benefits of Dynamics 365 Customer Portal

Posted on: June 27, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

For both customers and businesses, dealing with product or service issues can be headache-inducing and time consuming. Support teams often spend lengthy amounts of time going through customer queries and responding with helpful solutions or information that take away from them focusing on their primary tasks. On the flip side, customers get agitated having to wait for replies to their problems, often feeling left in the dark with no updates. ...


Reaching Your Target Audience Through the Usage of Microsoft Marketing Segments

Posted on: June 6, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

One of the key elements of a successful business plan is constant expansion of your consumer base. This means identifying and targeting your target market and using various marketing techniques to secure a client base. The Dynamics 365 Customer Engagement platform assists users in leveraging their data to pinpoint a specific audience. Check out the video below for a tutorial on how to do this. [video width="1280" height="718" mp4="http://www.loganconsulting.com/wp-content/uploads/2022/06/Using-Microsoft-Marketing-Segments-to-Target-Your-Audience-Insurance-and-Wealth-Management.mp4"][/video] Next...