How and Why You Should Use the Kanban View in Microsoft CRM

Posted on: July 1, 2020 | By: Sarah Han | Microsoft Dynamics CRM

Many of our clients spend a lot of time filing through thousands of records on Microsoft CRM to find the information they’re looking for. They also have trouble keeping track of individual tasks or action items when working in big, long-term projects with multiple team members. This wastes time and energy when tasks can’t be prioritized or completed efficiently to move your projects forward.  A great solution to this problem...


How Asking the Right Questions Can Help You Find the Best CRM Partner for Your Company

Posted on: June 11, 2020 | By: Julia Paul | Microsoft Dynamics CRM

Finding the Right CRM Partner Finding the right partner for your CRM task seems simple enough. You have already evaluated the software and found the one that fits your business now you just need to find a good partner to help you implement. While the task seems simple, many companies often choose great software, but choose a CRM partner that isn’t a good fit. Most partners know the software pretty...


Better Together, Outlook and Dynamics CRM, the new Dynamics 365 App for Outlook

Posted on: May 15, 2020 | By: Julia Paul | Microsoft Dynamics CRM

Dynamics 365 App for Outlook For years Microsoft Dynamics 365 Sales has helped salespeople and executives improve outreach to prospects and clients. One of the most important parts of efficient communication between a sales team and their clients and prospects was the use of Outlook. To date, Microsoft has used an Outlook Client that had to be installed on each machine. However, Microsoft is now deprecating that tool and all...


Dynamics 365 for Sales: Notify your Partners when Opportunities are Updated

Posted on: March 20, 2020 | By: Julia Paul | Microsoft Dynamics CRM

Dynamics 365 for Sales When using Dynamics 365 for Sales, notifying your sales partners when there is an update to an opportunity is a great way to keep everyone in the loop about what is happening. It helps win opportunities much quicker. The most straightforward way to do this is by creating a workflow. For this workflow, we will make the criteria that anytime a note is created in an...


3 Ways to Maximize Customer Success from Dynamics 365 CRM 

Posted on: February 20, 2020 | By: Julia Paul | Microsoft Dynamics CRM

Microsoft CRM Partner Chicago Microsoft Dynamics 365 CRM applies a lot of different metrics in providing an efficient way for businesses to stay on top of their customers. In this blog, we will share 3 ways to use CRM to get the most out of your business. At Logan Consulting, a Chicago based Microsoft CRM partner, we believe that building relationships with our customers is essential for providing the best service possible. CRM keeps track of customers key information, making...


Microsoft Dynamics 365 CRM: How to Update Dashboards 

Posted on: February 11, 2020 | By: Julia Paul | Microsoft Dynamics CRM

Microsoft CRM Partner - Updating Dashboard Dashboards are usually the home screen for most Dynamics 365 CRM users. Dashboards tend to be very helpful and they come packed with a lot of information, such as marketing, sales, and customer service dashboards which all come pre-built into the system.   While you may find your dashboard to be very useful, like the sales activity for example, there may be certain data or information that you don’t necessarily need. The dashboards...


Dynamics 365 CRM: Importance of Sales Processes

Posted on: January 30, 2020 | By: Julia Paul | Microsoft Dynamics CRM

Microsoft Dynamics 365 CRM Partner  Logan Consulting is a Microsoft Dynamics 365 CRM partner located in Chicago and something we get asked often is “Why is having a sales process important for a successful CRM implementation?” Well, a way to be successful with CRM implementation is to properly define the sales process before you start the implementation. Dynamics 365 is designed to support the sales process from beginning to end –...


The Latest Microsoft D365 2019 Release Wave 2

Posted on: November 8, 2019 | By: Guy Logan | Microsoft Dynamics CRM

Microsoft D365 has released their plan for 2019 release wave 2. Wave 2 brings new updates and innovations to enhance your software and increase functionality. Beginning in October 2019, Microsoft will open the 2019 release wave 2 to all users. Microsoft D365 has continued to develop CRM and included hundreds of new capabilities across applications such as Sales, Marketing, Customer Service, Finance, Supply Chain Management, and Business Central. Microsoft Dynamics...


Microsoft Dynamics 365 New Pricing and Licensing

Posted on: September 27, 2019 | By: Guy Logan | Microsoft Dynamics CRM

Microsoft has released a new pricing model for their Dynamics 365 Customer Engagement Plan Licenses and like many Microsoft Dynamics pricing changes, it gets a little confusing. Logan Consulting, a Microsoft Dynamics 365 Partner of Chicago, can certainly provide follow up articles and information about the pricing, but here's what we can share with you today. A La Carte Model Microsoft is now moving from a plan model to an a...


Early Project Focus on Critical Manufacturing Data Important to ERP Implementation Success

Posted on: June 27, 2019 | By: Tim Lovely | QAD Financials, Microsoft Dynamics CRM, Microsoft Dynamics GP, ERP Selection, QAD Manufacturing, QAD Business Process, QAD Distribution, Microsoft Dynamics Manufacturing

In complex manufacturing environments, the maintenance of item master, bill of material, and routing data is critical to accurate costing, planning, and manufacturing. Unfortunately, in many ERP implementations, the focus on this data and the conversion of it from a legacy ERP system to the new ERP system starts too late! Some ERP systems manage this data differently for planning, costing and manufacturing. As a result, it is important to...