Category: Microsoft Dynamics CRM

Authored by: John Hinchy Tracking activities is one of the most important and beneficial aspects of Microsoft Dynamics 365 for Sales. Knowing the interactions your sales people and staff have with your customers is vital information. Within Dynamics, users have the ability to track Phone Calls, Tasks, Emails, and Appointments right out-of-the-box. The ease of logging an activity like a phone call with a prospect, noting what was said, what...

Authored by: John Hinchy Once again, Logan Consulting, is returning to the Dynamics User Group Summit conference, this year held in Nashville, TN. Logan Consulting has attended this event for the past few years, and last year sponsored a booth for our Dynamics 365 CRM, AX, and GP teams. Last year’s event was held in Tampa, FL, and was a great experience to learn about new product features, hear from...

Hey y’all! What are your plans October 10-13, 2017? We are a proud exhibitor of D365UG/CRMUG Summit Nashville, one of the most engaging conferences in the industry. This is the premiere annual conference for users of Microsoft Dynamics 365 & CRM. Logan Consulting is a proud exhibitor and is excited to share this experience with you this October in Nashville, TN as we squeeze every last bit of functionality out...

Microsoft Dynamics 365 is a name that is getting used a lot these days.  But what really is included with Microsoft Dynamics 365 and what needs does it serve?  And if you are on the sales and marketing side of the business "What is Microsoft Dynamics 365 for Sales, Business Edition?" Other than a really long name Microsoft Dynamics 365 for Sales, Business Edition or D365 for Sales, Business is in...

Authored by: John Hinchy One of the most exciting and robust features to Microsoft’s Dynamics 365 product offerings is Project Service Automation. Companies have always struggled to find an efficient way to manage projects and all the moving parts that come along with a complex business project. From the signing of the initial contract, to creating a project plan, booking and scheduling resources, and recording and approving time, most projects...

Microsoft Dynamics 365, previously known as Microsoft Dynamics CRM or Microsoft Dynamics AX, is a software that is making some changes to become an even more adaptable solution for every type of user. With this new pricing model, you can choose the Dynamics 365 enterprise application, or plan, that best fits your business needs today, and adjust down the road as your business changes. Dynamics 365 pricing is meant to...

Authored by: Don Surma Recently, we had a requirement on a CRM Field Service project that involved customization of Field Service for Dynamics 365 CRM. The requirement was to set up Bookings against contacts. In order to get full functionality of Bookings to use the travel time calculation, mapping and directions capability within Bookings, it was important that geocoding was running against contact records. Out of the box, you have...

Authored by: John Hinchy With Dynamics 365 for Sales users can now use Business Process Flows on Leads. Business process flows help a user navigate through any process, usually a sales process. Out-of-the-box when you create a new lead there are four stages on a lead on the form. These are Qualify, Develop, Propose, and Close. Within each of these stages there are multiple criteria that needs to be filled...

Authored by: John Hinchy Microsoft has been moving quickly with their new product introductions. They have recently released Project Service Automation, Field Service, and LinkedIn Sales Manager. These new tools allow companies and users to add on to their already existing Dynamics 365 for Sales environments and add a ton of new functionality for other company departments other than sales. With this new product introduction and rebranding Microsoft has also...

Microsoft Dynamics 365, previously known as Microsoft Dynamics CRM or Microsoft Dynamics AX, is a powerful tool that is undergoing change to become an even more adaptable solution for users like you. One of the ways this software is changing is how licensing is done. By changing to named user subscriptions Dynamics 365 users are now classified by type. Light Users Light users are categorized usually as “team members” and...