Spring 2021 Update: New Microsoft Marketing Features

Posted on: March 30, 2021 | By: Josie Mah | Microsoft Dynamics CRM

Microsoft Marketing is a breakthrough product with modern, future-proof features. If you are not currently using a marketing platform or perhaps would like to make a switch to a system that has advanced features and works with your current Dynamics platform, the Microsoft Marketing module is a worthwhile option. One of Microsoft Marketing’s most powerful features is its ability to create dynamic segments of customers that go far beyond the...


Dynamics 365 Spring Update & Team License Requirements

Posted on: March 19, 2021 | By: Josie Mah | Microsoft Dynamics CRM

To serve Dynamics 365 users, Microsoft offers a biannual release of major product updates across the entire Dynamics product line. These two update releases are generally referred to as the Spring and Fall Updates. The general update notes are typically published about 2 months prior to their release date, with early access options to begin testing the updates on a sandbox environment. Microsoft has released the Spring 2020 release notes...


Industry Spotlight: Insurance and Wealth Management

Posted on: March 8, 2021 | By: Josie Mah | Microsoft Dynamics CRM

In an increasingly digital age, insurance agencies big and small are facing new challenges that impact how they serve and engage with both current and new customers. In 2020, the onset of the COVID-19 Pandemic has further emphasized the need to find new ways of doing business. Logan Consulting has observed common challenges in the Insurance and Wealth Management industries, and has helped many clients move toward a more digitized...


How to Track Insurance Agent Licenses and Skill Levels with Microsoft D365 CRM

Posted on: February 8, 2021 | By: Josie Mah | Microsoft Dynamics CRM

The Insurance Industry is heavily regulated, and most states require Insurance Agents and Brokers to be licensed. Keeping track of these licenses is a common function of agency management, particularly if an agency is operating across various states or in states with multiple licensing. At Logan Consulting, we have ample experience in configuring and customizing Microsoft Dynamics 365 CE (CRM) to include effective Licensing requirement handling. Microsoft Dynamics CRM includes...


How Microsoft Outlook and D365 CE (CRM) Can Improve Customer Interactions in the Insurance Industry

Posted on: February 4, 2021 | By: Josie Mah | Microsoft Dynamics CRM

In the current Insurance Industry, interacting with prospects and clients quickly and efficiently is the key to building a successful business while minimizing churn. For example, sales and customer service personnel use email or phone calls to converse with Clients during the normal course of business, whether it is to review policy choices, set appointments for policy reviews, or assist with claims information. These interactions need to be automatically associated...


How to Replace an Email Alert Workflow with Power Automate Flow

Posted on: January 4, 2021 | By: Josie Mah | Microsoft Dynamics CRM

As a Microsoft partner, Logan Consulting has used Microsoft Dynamics 365 CRM for our own business operations for over 12 years. Recently, we came across an issue that required some troubleshooting and new ways of handling a tried and true method. Here is the scenario: Our workflow sends an email alert to certain individuals in the firm who do not use CRM when a new note is entered by salespersons...


Optimize Customer and Prospect Outreach with Microsoft Marketing

Posted on: December 3, 2020 | By: Josie Mah | Microsoft Dynamics CRM

In today’s digital world, businesses are changing rapidly to adapt to the new normal. Reaching out to an existing customer or finding new customers requires new methods to create new leads, interactions, and opportunities. The good news is, if you are using Microsoft Dynamics CRM, you already have a solution at your fingertips. With the Microsoft Marketing Module with Microsoft Dynamics CRM, you can leverage your data to easily target...


Get Customer Feedback with Dynamics 365 Customer Voice

Posted on: November 20, 2020 | By: Josie Mah | Microsoft Dynamics CRM

In light of the COVID-19 pandemic, staying connected with customers is more critical than ever. The good news is, Microsoft Dynamics 365 Customer Voice provides a simple and efficient way to get feedback on your operations and services. Microsoft released Customer Voice several years ago, and the software evolved into Microsoft Forms, an application that provided a simpler method to provide Surveys and questionnaires to Clients, Prospects, Vendors, and internal...


What to Look for in Dynamics CRM’s October 2020 Wave 2 release

Posted on: November 9, 2020 | By: Josie Mah | Microsoft Dynamics CRM

Microsoft continues to update and expand functionality and features across the entire Dynamics line with its 2020 Autumn Update. For Microsoft Dynamics Customer Engagement (CE; formerly Dynamics CRM) customers, most of the changes have been subtle. Logan Consulting believes the most notable new feature is the addition of previously labeled “back-end” or hidden configurations to the main menus, which provides users with easier access. Below, we will describe some of...


Using Microsoft Dynamics CE (CRM) for Insurance Agency Management

Posted on: October 20, 2020 | By: Josie Mah | Microsoft Dynamics CRM

Over the past several years, insurance agencies big and small have switched to Microsoft Customer Engagement (CRM) for managing their daily activities. In the past, these tasks might have been performed using an Agency Management platform software package, but many users have since realized that such packages were too rigid in their customizations. As a result, owners began to look for alternate platforms that allowed for full customization, included familiar...