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...


Model-Driven Apps

Posted on: May 23, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Being able to visualize data in multiple ways can help strengthen an organization’s ability to analyze performance and make better business decisions through the power of data. Power apps allow users to create model-driven applications, customizing the app through designing forms, views, charts, dashboards, tables and more. Benefits of Model-Driven Apps It is much easier to design applications using the model-driven approach because the app is made up of components...


Microsoft Enhances Dynamics 365 Customer Service

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

Dynamics 365 Customer Service provides users with a comprehensive system that assists in everything from customer support to customer engagement. The system also makes management more efficient and gives users robust insights through the power of AI. Microsoft began rolling out new features from the 2022 release wave 1 at the beginning of April. This new update includes many enhancements for Dynamics 365 Customer Service. Let’s review some of the...


Key Components of Dynamics 365 Marketing Module

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

One of the keys to a successful business is having data-driven marketing strategies to ensure that you are reaching your target audience. In order to achieve this, having comprehensive software with the capability to build and expand your brand is crucial. Microsoft Dynamics 365 comes equipped with a marketing module that allows you to successfully cultivate marketing strategies customized to your business needs. Learn more about the key components of...


New Power BI Update From Microsoft

Posted on: April 16, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Microsoft is beginning to roll out new features that are a part of the 2022 release wave 1 for users. This annual update is designed to bring new innovation and creativity to Microsoft users across the globe. Data analysis is a key component of any successful business, and having savvy software is crucial to that. Microsoft understands this, which is why they are delivering new updates in Power BI that...


Demo on Updating Dashboards in Dynamics 365 Sales

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

Dynamics 365 CRM is a popular choice of software because of its ability to deliver vital data and information to users in relevant ways. This is primarily done through dashboards, which are customizable and can present users with real-time information or updates on important tasks that need to be completed. In the video below, a Logan consultant walks you through how to quickly update dashboards in your Dynamics 365 Sales...


Dynamics 365 Sales 2022 Release Wave 1 Overview

Posted on: March 24, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Microsoft’s 2022 release wave 1 is bringing users new, exciting features starting in April until September. We wanted to highlight one product in particular so that you can get excited about what to expect in the upcoming months. Today, we are going to take a closer look at Dynamics 365 Sales. Conversational Intelligence This new addition gives users a more precise method of capturing and analyzing customer interactions, including automatically...


2022 Release Wave 1 for Dynamics CRM Users

Posted on: March 21, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Having an updated CRM system is crucial for remaining competitive in the modern marketplace. With constant evolution in how consumers behave in the market, companies need to be able to analyze and respond to these behaviors in an informed, efficient manner. The 2022 release wave 1 for Dynamics 365 is beginning in April. This release comes jam packed with new features for a range of Dynamics 365 applications such as...


Power BI Enhances the CRM Experience

Posted on: February 20, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Microsoft’s Power BI application provides users with a variety of tools to construct detailed, insightful visualizations of data. Moreover, these coherent visuals can be dispersed and discussed among users, yielding collaboration in analysis. It can transform your bulky, confusing Excel sheets into aesthetically intuitive dashboards. CRM users can integrate Power BI into their software in order to maximize the benefits of the solution. By doing this, they are able to...


Commission Calculations in Dynamics 365 CRM for Insurance Companies

Posted on: February 20, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Tracking and calculating commissions can become a very difficult, complex task. Because commissions come from various insurance carriers and are split between agencies and producers, keeping track of who gets what is complicated. Moreover, things like split percentages and types of policy cause variation in amounts from commission to commission. Dynamics 365 Finance and Operations gives users the tools necessary to stay on top of their commission tracking. You can...