Updating Dashboards in Dynamics 365 Sales

Posted on: January 20, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Microsoft Dynamics 365 Sales includes a dashboard feature, displaying updated data and information to each user as soon as they open the application. These dashboards are actually customizable, allowing you to control what is highlighted on your homepage to ensure you maximize the benefits of Dynamics 365 via streamlining dashboards relevant to your unique tasks and needs. In the video below, an expert Logan consultant provides a walkthrough of how...


Integrating Power BI and Dynamics 365

Posted on: December 22, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

The usage of Power BI alongside Dynamics 365 allows users to create comprehensive reports and visualizations of data that can be shared amongst the organization, leading to better informed decision making and overall better efficiency.  It can be confusing setting up the integration of Power BI and Dynamics 365. That’s why Logan Consulting has created a quick and easy video tutorial explaining how to connect your CRM to Power BI....


Quickly Reassign Accounts to New Users in Dynamics 365

Posted on: December 22, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

Onboarding new users can be a tedious process for companies. Not only does teaching users how to navigate the system take a lot of time, but getting them set up often requires manual tasks that can take away from getting new employees generally situated with day-to-day business processes.  Luckily, Microsoft has simplified the onboarding process for Dynamics 365 users, making it quick and easy to assign accounts to new employees....


Dynamics 365 2021 Release Wave 2: Finance

Posted on: December 22, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

Microsoft is currently in the midst of releasing wave 2 for Dynamics 365, with new features coming out from October 2021 until March 2022. One area in particular that is introducing a lot of new tools is Dynamics 365 Finance.  Dynamics 365 Finance empowers companies to monitor financial performance in real time and use accurate data to make informed decisions that cultivate efficiency and growth. Comprehensive financial management is the...


Integrating Microsoft Teams with Dynamics 365

Posted on: December 13, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

The global pandemic has forced the corporate world to restructure how it functions on a daily basis. Companies have discovered that working remotely is a possible, sustainable option, and more employees are opting for this method of working. This is made possible by the connectivity of coworkers through the internet via virtual conversations. More specifically, Microsoft Teams has become a popular method of communication for businesses and their clients.  The...


Utilizing the Customer Journey in Dynamics 365

Posted on: November 26, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

One of the primary methods of growing a business is finding and retaining customers. Signing on new consumers brings an organization growth in the company, revenue, and profit. Because of the large impact customers have on the vitality of a business, having a developed and advanced way of reaching new customers is imperative. The customer journey is the roadmap to achieving this. Through this journey, companies are able to understand...


Connecting Power BI to Dynamics 365 Sales to Increase Visbility

Posted on: November 23, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

Companies rely on comprehensive software to make informed decisions in the modern marketplace in order to remain competitive and efficient. While Dynamics 365 is a CRM that can bring immense benefits to businesses, the usage of Power BI in tandem with Dynamics 365 CRM can make a vast difference in day-to-day operations.  Today we are going to go over how to set up Power BI template applications alongside Dynamics 365...


Key Components of Dynamics 365’s Marketing Module

Posted on: October 16, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

Thorough, data-driven marketing is at the heart of any successful company, and having the software capabilities to target the right audience and create a personalized customer journey and experience is crucial for any marketing efforts. Microsoft Dynamics 365 comes equipped with a marketing module that allows you to do all of that and more. In this video, a Logan consultant reviews and shows some of the key components within the...


Marketing to Your Target Audience in Dynamics 365

Posted on: September 3, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

When acquiring new clients or maintaining relationships with existing clients in the insurance and wealth management industries, it’s important to have a lot of different avenues to go about doing this so that you can generate new business for your company. Dynamics 365’s Customer Engagement platform makes it easy for you to make use of your data and maximize exposure to your target audience.  We believe it’s important to empower...


Dynamics 365 CRM and the Power of the Platform

Posted on: August 23, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

When you use Microsoft Dynamics Customer Engagement (CE) in an insurance environment, you can leverage many functionalities that come with a related family of products called the Power Platform. These additional products include:       Power Automate – Automation across for entire Microsoft product line and beyond       Power BI (Business Intelligence and Analytics)       Power Admin – Centralized Admin of Entire Power Platform  ...