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...


Using Power Automate (Flow) to Create Sub-Folders in SharePoint

Posted on: October 7, 2020 | By: Guy Logan | Microsoft Dynamics CRM

The native SharePoint Online integration is a great feature in D365 Customer Engagement (CRM). It allows users to do a variety of things, including: Create, Upload, and View Documents in SharePoint from within the customer engagement apps. Take advantage of SharePoint document abilities such as checking documents in and out. Provide an organized method for locating documents with the app; a better approach than just creating attachments to a note...


3 Ways Microsoft D365 for Finance Improves Financial Clarity for Manufacturers

Posted on: October 3, 2020 | By: Lauren Yang | Uncategorized, Microsoft Dynamics CRM, Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

Microsoft D365 for Finance provides multiple ways for manufacturers to improve cash flow, maximize profit, and create a sustainable business. All three components are essential for improving financial clarity: the ability to understand your business performance for cash and profit. With Microsoft D365, manufacturers can look at real-time information and fully understand what the data means for the business and adjust business strategies accordingly. In this blog post, we will be discussing...