Category: Microsoft Dynamics CRM

Microsoft Dynamics recently introduced Viva Sales, an AI- assisted application that transforms the way you interact with your CRM. Each time you interact with a client on Office 365 and Teams, your engagement is captured and updated in customer profiles. Through Viva Sales, your business can improve both your relationships with your clients and your sales capabilities. In this blog, we will discuss how Viva Sales can improve your sales...

Dynamics 365 is a powerful tool for your business to boost its sales. Dynamics 365 allows you to build a stronger relationship with your customers and increase your sales. The solution has a variety of features that will help your company improve its relationship with current clients and make strong connections with new ones. In this blog, we will take you through using Dynamics to make the sales journey more...

Microsoft’s Power Automate is an automation tool that provides various methods of reducing wasted time on repetitive processes. While Power Automate’s usage casts a wide net across most Microsoft Products (such as SharePoint and Microsoft Teams), its automation tools can provide a massive benefit in efficiency and productivity within Microsoft CRM. Below are ways that Power Automate can boost user efficiency. Streamlined CRM Data Integration: Power Automate enables easy data...

Microsoft’s Field Service mobile app in Dynamics CRM is an excellent tool for enhancing your customer’s experience. The application seamlessly connects your office and frontline workers, allowing for more communication and effective customer service. In this blog, we will discuss how your business can harness the power of the mobile app through the use of its various features.  Camera Capture  The Camera Capture function allows a field service technician to...

Grid functionality in Microsoft Dynamics CRM is the ability to view other entities from a form as if acting as a window. This feature is a great way to improve your efficiency, as you can seamlessly work  and view these different grids at the same time. Check out the video below for an in depth tutorial on creating editable grids in Microsoft Dynamics CRM!  [video width="640" height="360" mp4="https://www.loganconsulting.com/wp-content/uploads/2023/06/y2mate.com-Create-Editable-Grids-in-Microsoft-Dynamics-CRM_360p.mp4"][/video] Next Steps...

The Dynamics 365 Field Service mobile app allows your business to more efficiently manage its field service operations. The free application provides a multitude of functions for both technicians and managers. In this blog, we will discuss some of the key features in the mobile app that will increase productivity for your business.  Inspections for Work Orders  Inspections, a type of digital form available on the mobile app, streamlines efficiency...

A key part of a successful business strategy is the constant expansion of your clientele. This is achieved through finding new methods of interacting with your current customers, as well as creating opportunities with new ones. To achieve this, your business can use Dynamics 365 Customer Engagement. By harnessing the power of Dynamics to leverage valuable data, your business can effortlessly focus on your desired audience. Check out the video...

 A customer journey refers to the series of interactions that a customer goes through when engaging with your business. It encompasses their entire experience from the discovery, evaluation, and eventual purchase of your product. The tool helps businesses understand and optimize each stage of the customer’s experience. This allows your business to deliver personalized and meaningful interactions. Your business can utilize Microsoft Dynamics in order to easily evaluate and strengthen...

Dynamics 365 Customer Service is a powerful tool for businesses looking to manage their customer interactions effectively. Dynamics can help your business provide excellent customer service by streamlining your customer service operations, improving your productivity, as well as enhancing your overall customer experience. In this blog, we will discuss some of the tools in Microsoft Dynamics that will help your company provide excellent customer service.   Omnichannel Engagement Microsoft Dynamics 365...

Dynamics 365 Field Service is a powerful platform that enables businesses to manage their field service operations more efficiently. One of the key components of Dynamics 365 Field Service is its mobile app, which provides a range of benefits to both field technicians and their managers. In this post, we'll discuss some of the key benefits of Dynamics 365 Field Service's mobile app that can take your business to the...