Category: Microsoft Dynamics CRM

If you are interested in either an ERP or CRM solution, check out the video below for an explanation of Microsoft Dynamics 365 and its features. In the quick video, a Logan expert gives a comprehensive overview of Dynamics 365, what it entails, and what it can do for your business. Check it out here: [embed]https://www.youtube.com/watch?time_continue=21&v=I8CzLUTa9l4&embeds_referring_euri=https%3A%2F%2Fwww.loganconsulting.com%2F&source_ve_path=MjM4NTE&feature=emb_title[/embed]   Next Steps Logan Consulting is a proud partner of Microsoft. We are committed...

As we head into 2024, it is important to keep your insurance business on track of its goals. Microsoft Dynamics CRM comes equipped with several features to help your business improve in the new year. In this blog, we will discuss four priorities that your business should focus on this year and how to use Microsoft to achieve them.  1. Digitizing your business with the cloud  Your insurance business can...

Microsoft just released their latest AI product: Copilot. Microsoft Dynamics 365 Copilot is an AI assistant meant to help every Microsoft user, no matter the industry. The AI will cut tedious tasks down, allowing you to focus more time and energy onto more important parts of your work. In this blog, we will discuss how the AI can support your business and what areas it can help in.  AI and...

Dynamics 365 CRM comes equipped with several helpful features for your business to advance your relationship with current clients and grow connections with new ones. Your business can utilize the CRM to track sales within your system, in order to maintain accuracy in your reporting. By creating a new activity entity within your records, your business can customize your CRM dashboard according to your needs. In the video below, a...

Insurance and wealth management companies can utilize Microsoft Dynamics 365 CRM in order to find new customers and reach out to present ones. Microsoft Marketing within the CRM allows you to leverage your data to target your intended audience. To do so, your business will create “segments” of your contacts within Microsoft Marketing. One of the best parts of Microsoft Marketing is that your business can create segments using related...

Microsoft just released Copilot, their AI generated assistant developed to help Microsoft users throughout their daily tasks. Copilot works both on its own, as its own app, or it is accessible with just a right click of your mouse. This allows you to utilize the AI to assist you within your daily tasks or interact with it directly as a chatbox. Microsoft Copilot is available now- in this blog we...

Dynamics 365 is a strong CRM for insurance companies to grow their connections with their clients and ensure great client satisfaction. Insurance companies can harness the power of Dynamics 365 to improve their business relationships and grow their profitability. In this blog, we will discuss the benefits of Dynamics for your insurance business.  Centralized Data Microsoft Dynamics 365 users can access all information on their clients in a single view....

This October, Dynamics Community is holding its annual Community Summit in Charlotte, North Carolina. The summit is set to take place from October 15th to the 20th.    The Summit is an excellent opportunity for Microsoft Business Applications users to learn more about products and services. Whether you are interested in switching to Microsoft or looking to find out more information on how to get the most out of your...

Microsoft’s Dynamics CRM comes equipped with the “Power Pages” feature. This feature allows your business to create and host external facing company websites. No matter your skill level, you can utilize Power Pages to quickly create, configure, and publish websites. In this blog, we will discuss three of Power Pages’ strong features: creating new websites, the Learn Hub, and Power Page’s Design Studio.  Creating New Websites The Power Pages feature...

Microsoft Dynamics recently introduced Viva Sales, an AI- assisted application that transforms the way you interact with your CRM. Each time you interact with a client on Office 365 and Teams, your engagement is captured and updated in customer profiles. Through Viva Sales, your business can improve both your relationships with your clients and your sales capabilities. In this blog, we will discuss how Viva Sales can improve your sales...