3 Ways to Ensure CRM Implementation Success

Posted on: March 7, 2019 | By: Sarah Hoagland | Microsoft Dynamics CRM

There are many moving parts to implementing a new CRM software, like Microsoft Dynamics 365 Customer Engagement (CRM), that could end up causing your organization problems later down the road. It is crucial that you choose the right partner, like Logan Consulting, to guide you in your implementation process. Staying on budget, as well as planning and scoping your project are essential for success. Read on for three ways that...


A New Year Comparison Between Microsoft Dynamics and Salesforce

Posted on: January 22, 2019 | By: Sarah Hoagland | ERP Selection, Microsoft Dynamics CRM

The new year is finally here and it’s time to start diving into those New Year Resolutions! In 2019, we should strive to create a work environment that is as efficient and as consistent as possible. Although Salesforce has been a leading CRM solution for years, there are a few reasons why it may not be the best investment for the future. Microsoft Dynamics 365 is an excellent switch because...


Step-by-Step to Add New Dynamics/CRM Users to SharePoint

Posted on: January 15, 2019 | By: Sarah Hoagland | Microsoft Dynamics CRM

Authored By: John Hinchy We recently received a client request to help with an error for a user tracking to track documents in SharePoint from their Dynamics CRM system. This started as a tricky situation because the error was very generic and did not give a log nor details about why the user could not post a document to their CRM SharePoint site. When setting up SharePoint in CRM there are many...


Add Percentage Labels to Your Charts in Dynamics 365/CRM

Posted on: January 8, 2019 | By: Sarah Hoagland | Microsoft Dynamics CRM

Authored By: John Hinchy One of the most important features in Microsoft Dynamics 365 Customer Engagement is the ability to use dashboards. These are the visual interpretation of all data used and collected in your Dynamics CRM system. Dashboards are meant to be user friendly, customizable windows that give users the ability to view lots of data quickly at a high level. Whether manager, sales, administrators, or service workers, a well put...


The Best of Your Local User Groups

Posted on: December 12, 2018 | By: Sarah Hoagland | ERP Selection, Microsoft Dynamics CRM, Microsoft Dynamics GP

With over 120,000 members, the influence of the User Group Community is limitless, and with conference benefits, membership benefits, and more, there is almost no reason not to be a part of it. The User Group Communities give users of ERP and CRM software, like Microsoft Dynamics 365, Dynamics GP, Dynamics CRM, etc., the opportunity to share information both in-person and virtually. The User Group Community provides various exclusive discounts...


Get Ready for the Unified Interface

Posted on: November 16, 2018 | By: Sarah Hoagland | Microsoft Dynamics CRM

Authored by: Don Surma As a user of Dynamics 365, you may have seen notices about switching to the Unified Interface pop up while loading the application. What is the Unified Interface? In short, it is the future of Dynamics 365. It is an alternative user interface to the familiar Web interface we use today. Microsoft wants us to think of each module within Dynamics 365 (CRM) as an app:...


Microsoft Dynamics GP and Dynamics CRM Help Supply Company Succeed

Posted on: November 7, 2018 | By: Sarah Hoagland | ERP Selection, Microsoft Dynamics CRM, Microsoft Dynamics GP

Logan Consulting helped implement Microsoft Dynamics CRM as well as Microsoft Dynamics GP for one of the largest suppliers of radiographic systems. See the infographic below to see how Microsoft Dynamics GP and Microsoft Dynamics CRM helped this organization reach its full potential.   This radiographic supplier is now able to work efficiently and independently with ERP Systems that will grow with them as their organization grows. Are you considering...


3 Ways Microsoft Dynamics CRM Benefits Your Business

Posted on: November 7, 2018 | By: Sarah Hoagland | Microsoft Dynamics CRM

By now, you have probably heard of all the great benefits of implementing a customer resource management (CRM) system like Microsoft Dynamics CRM. It is time to finally take the plunge and implement an automated CRM system that will ultimately benefit your business in the end.  Microsoft Dynamics CRM is a highly sought out ERP system with many features that help businesses maintain strong relationships with customers. Below are three...


Microsoft Dynamics 365 for Field Service

Posted on: October 2, 2018 | By: Sarah Hoagland | ERP Selection, Microsoft Dynamics CRM

Authored by: Joncarl Luckett Microsoft Dynamics 365 for Field Service provides a variety of features that are essential to maximizing your company’s profitability and efficiency. Long-time Microsoft customers might have heard about the functionality of Field Service for GP, but in D365, the Field Services functionality is far more advanced and robust. To begin, there are features that not only reduce the time technicians spend on site, but also ensure...


What are the Differences Between Microsoft Dynamics 365 and Power BI Dashboards

Posted on: September 25, 2018 | By: Jim Bertler | Microsoft Dynamics CRM

So you have Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) up and running and people are using the system.  However, the issue you are facing is that your team is not getting enough data out of the system.  Sure there are views, advanced finds and the embedded dashboards, but you need real Business Intelligence and Reporting.  Well, have you considered Power BI and what are the differences between Microsoft Dynamics...