Microsoft Dynamics 365 Marketing Capabilities

Posted on: January 6, 2023 | By: Rosie Gill | Microsoft Dynamics CRM

Digital marketing is important for improving customer relationships because it allows businesses to reach and engage customers where they are: online. With the rise of the internet and social media, customers are increasingly interacting with businesses through digital channels, and it's important for businesses to be able to connect with them in these environments. Microsoft Dynamics 365 Marketing is a digital marketing solution that helps businesses attract, engage, and retain...


Resource Scheduling Optimization in Dynamics 365

Posted on: December 27, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

In the field service industry, ensuring that you have the employees and resources available to complete customer service is vital for ensuring your company’s success and longevity. Because there are often multiple jobs that need to be staffed, each requiring specific equipment and skill sets, creating an efficient and sufficient scheduling system can be very complicated when done independently. In Microsoft Dynamics 365’s application for Field Service, users can utilize...


Updating Status Reasons for Opportunity Close in Microsoft Dynamics 365 for Sales

Posted on: December 22, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Microsoft Dynamics 365 for Sales has many different functionalities for users to collect and track data that can help guide their upcoming decisions and interactions with potential leads and prospects. Having an accurate record of this data is crucial in order to elicit growth in employees working in sales. Users can apply specific reasons for opportunity close in the application. Check out the video below for a tutorial on updating...


Marketing in Dynamics 365

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

Having successful marketing is a crucial part of acquiring new leads and opportunities for your company. Microsoft's Marketing module in Dynamics 365 CRM allows users to employ new methods for discovering customers by leveraging data in order to target the right audience. In the video below, a Logan consultant walks you through some of the key components of Marketing in Dynamics 365. Check it out to learn more. [video width="636"...


The Basics of Dynamics 365 Sales

Posted on: December 11, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Dynamics 365 Sales is a customer relationship management (CRM) solution that is part of the broader Dynamics 365 platform. It is designed to help businesses manage their sales processes and interactions with customers, from initial lead generation to final purchase and beyond. Some key features of Dynamics 365 Sales include: Contact and lead management: Dynamics 365 Sales allows users to track and manage customer and prospect information, including contact details,...


Dynamics 365 Field Service Mobile App

Posted on: November 15, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Microsoft’s Dynamics 365 Field Service platform offers users a mobile application, which is a great tool for service technicians who require constant access to work orders while onsite at a job. The Field Service mobile app is included with the Field Service license for Microsoft users, and offers a robust set of features to bring field service work to the next level. Camera Capture Technicians can use their device cameras...


Key Capabilities of Dynamics 365 Field Service

Posted on: November 14, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

The Dynamics 365 Field Service application is a great tool for businesses looking to expand their visibility of onsite customer service. Users are able to implement workflow automation, scheduling algorithms, and mobility in order to keep service workers supported and up-to-date while they are working with customers in the field on different problems. In this blog post, we are going to review some of the key capabilities of the Dynamics...


Adding a Report to a Dashboard in Microsoft Dynamics 365 for Sales

Posted on: October 28, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

The dashboard in Dynamics 365 Sales is one of the most important elements because it houses all relevant information for each individual user. Users have the ability to add reports to the dashboard, helping them remain vigilant on KPIs. Check out this video for a demonstration of how to add reports to your dashboard, brought to you by a Logan consultant. [video width="854" height="480" mp4="http://www.loganconsulting.com/wp-content/uploads/2022/10/yt5s.io-Adding-a-Report-to-a-Dashboard-in-Microsoft-Dynamics-365-for-Sales-480p.mp4"][/video] Next Steps Logan Consulting specializes...


Cloud Migration Program for Dynamics 365 Users

Posted on: October 18, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Microsoft offers Dynamics 365 users a migration program for those currently operating on-premises solutions that are looking to switch to the cloud. This is a great opportunity for companies who want to better scale their operations and have more extensive access to pertinent information and tools.  Microsoft will provide end-to-end migration support through the program and connect Dynamics 365 users with migration partners who can help with assessments, pricing offers,...


Tutorial on How to Quickly Assign Accounts to New Users in Dynamics 365 for Sales

Posted on: September 27, 2022 | By: Rosie Gill | Microsoft Dynamics CRM

Microsoft Dynamics 365 for Sales is a great platform because it helps organizations become more efficient, and therefore have more success in their leads. However, understanding how to navigate the application is imperative to harness the full potential of the sales module. Logan Consulting understands this, which is why we’ve put together a series of videos demonstrating how to use various features of the solution. Check out this video below...