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 | ERP Selection, Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics Manufacturing, QAD Business Process, QAD Distribution, QAD Financials, QAD 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...


The Importance of Pre and Post Cutover Metrics for ERP Implementations

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

Defining specific pre and post cutover metrics is an important step in the planning of a new ERP system. ERP implementations are often seen as projects which reduce on-time shipment performance or throughput, for example. The Project Team needs the ability to reference pre cutover metrics and easily compare them to the same cutover metric to assess the positive or negative impact of the cutover. The Project Team (internal and...


3 Ways to Ensure CRM Implementation Success

Posted on: March 7, 2019 | By: Guy Logan | 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: Guy Logan | 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...