Category: Microsoft Dynamics CRM

Each year, Microsoft releases two major updates to their systems, full of new features and improvements to old ones. In the 2024 release wave 1, Microsoft has enhanced the efficiency and user experience of their CRM. In this blog, we will cover three of the best new updates to enhance your sales processes within Microsoft Dynamics CRM.   Copilot Contact Summaries Dynamics CRM is integrated with their AI assistant, Copilot. Now,...

Power Apps Grid Control  In the realm of model-driven applications, effective data management plays a critical role in organizational success. Microsoft Power Apps offers a solution with its Grid Control feature, which aims to streamline data navigation and manipulation for users. Let's explore how the Power Apps Grid Control is impacting data management and user experience within model-driven applications.  This blog is part of a series on the power automate...

Microsoft Dynamics 365 Sales is an advanced CRM that helps businesses stay on top of their sales processes. One of the best features within Dynamics 365 Sales is its relational tables, which can be utilized to manage and store your data efficiently. These tables are an incredible tool for your business to harness to enhance your use of your CRM. In this blog, we will cover the benefits of relational...

Over the past several years, more and more companies have been sending their employees and contractors to their customers to provide service, warranty work, and product enhancements. Therefore, the need for Field Service functionality has grown. Microsoft Dynamics Field Service is a robust field service application with many tools that your business can utilize. In this blog, we will discuss the top five benefits of a field service solution.   1....

Dynamics 365 Sales is a powerful customer relationship management (CRM) tool that helps businesses manage their sales processes efficiently. One of the key features that sets Dynamics 365 Sales apart is its use of relational tables to store and manage data. Relational tables are a fundamental concept in database management. Understanding how they work in Dynamics 365 Sales can greatly enhance your ability to utilize the platform effectively.  What are...

Microsoft Dynamics CRM is a popular tool for businesses to grow relationships with their clients while making new connections. The CRM comes with marketing tools that can help you strengthen your business. In this blog, we will discuss the top five benefits of Dynamics CRM Marketing and what the features can do for you.   1. One Unified Set of Data When companies are working with a lot of data,...

Logan Consulting has been selected for the Bob Scott’s VAR Stars for 2023! This is the 10th straight year Logan Consulting has been part of Bob Scott’s VAR Stars. We are thrilled to be a part of the 100 mid-market financial software businesses chosen for the award. Above all, the award emphasizes our continued commitment to our clients both over the past year, and over the 30 years we have...

Microsoft Dynamics CRM is a popular tool for small to mid-market businesses looking to improve their customer service. In this blog, we will discuss the top five biggest service reasons our clients have switched to Microsoft Dynamics CRM. 1. Increased Visibility Today, most organizations keep their customer feedback in various different places. Individual Email accounts or a general email account are quite common. Typically, when there is a customer service...

Microsoft Dynamics CRM is an extremely powerful tool for your business to grow your relationship with your clients and drive sales. In this blog, we will discuss the top five biggest reasons our clients have switched to Microsoft Dynamics CRM. While our five reasons may seem simple, it is amazing what these features can do for your company. 1. Organization of your Account and Contact Information While some may underestimate...

If you are a Microsoft Sales user, you may have struggled with importing several files incorrectly into the software. If this issue has frustrated you in the past, there is an easier way to get rid of the files all at once. You can bulk delete the incorrect files in just a few clicks. Check out this video below for a step-by-step tutorial from a Logan expert:  [embed]https://www.youtube.com/watch?v=yBEP-xak3Z4&t=7s[/embed] Next Steps ...