Integrating Microsoft Teams with Dynamics 365

Posted on: December 13, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

The global pandemic has forced the corporate world to restructure how it functions on a daily basis. Companies have discovered that working remotely is a possible, sustainable option, and more employees are opting for this method of working. This is made possible by the connectivity of coworkers through the internet via virtual conversations. More specifically, Microsoft Teams has become a popular method of communication for businesses and their clients.  The...


Key Components of Dynamics 365’s Marketing Module

Posted on: October 16, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

Thorough, data-driven marketing is at the heart of any successful company, and having the software capabilities to target the right audience and create a personalized customer journey and experience is crucial for any marketing efforts. Microsoft Dynamics 365 comes equipped with a marketing module that allows you to do all of that and more. In this video, a Logan consultant reviews and shows some of the key components within the...


Updating Sales Dashboards in Dynamics 365

Posted on: September 19, 2021 | By: Rosie Gill | Microsoft Dynamics AX/365

One of the most important parts of any software solution is the functionality of dashboards. These provide you with insightful, real-time data on your business practices and can help point out any areas where changes need to be made. Dynamics 365 has dashboards for a lot of different areas and being able to skillfully navigate and analyze them is crucial to having a successful user experience.  In this video, a...


Intelligent Order Management in Dynamics 365

Posted on: September 19, 2021 | By: Rosie Gill | Microsoft Dynamics AX/365

Starting at the beginning of August, a new feature of Dynamics 365 called Intelligent Order Management became generally available for users. In today’s post, we are going to give an overview of the capabilities of this new application and how it can benefit your business. What is Intelligent Order Management? Customers globally want their purchasing experience to be as simple as possible, expecting to be able to browse, select, purchase,...


Marketing to Your Target Audience in Dynamics 365

Posted on: September 3, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

When acquiring new clients or maintaining relationships with existing clients in the insurance and wealth management industries, it’s important to have a lot of different avenues to go about doing this so that you can generate new business for your company. Dynamics 365’s Customer Engagement platform makes it easy for you to make use of your data and maximize exposure to your target audience.  We believe it’s important to empower...


Acumatica’s Customer Self-Service Portal and Its Benefits

Posted on: August 31, 2021 | By: Rosie Gill | Acumatica

Acumatica is not only a comprehensive ERP cloud solution, but also has CRM components so that your company’s CRM and ERP can be integrated for maximum efficiency in a digital economy. The CRM capabilities in Acumatica are vast, so today we are going to focus on the Customer Self-Service Portal feature. Self-service portals give customers access to their own information such as past and current products and services. These portals...


Dynamics 365 CRM and the Power of the Platform

Posted on: August 23, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

When you use Microsoft Dynamics Customer Engagement (CE) in an insurance environment, you can leverage many functionalities that come with a related family of products called the Power Platform. These additional products include:       Power Automate – Automation across for entire Microsoft product line and beyond       Power BI (Business Intelligence and Analytics)       Power Admin – Centralized Admin of Entire Power Platform  ...


Dynamics 365: Why It’s Beneficial for Insurance Companies

Posted on: August 15, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

In such a competitive market, the key factor to a company’s success is the ability to provide personalized services to its customers and form a connection with them. This should be at the forefront of every insurance company’s mind but is often overshadowed by the need to manage and store client and broker data as well as policies, claims, and more. Luckily, Dynamics 365 is a CRM solution designed to...


Saving Time Assigning Accounts to New Users in Dynamics 365

Posted on: July 29, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

When you’re running a business, one of the most important things is being able to conduct everything efficiently in order to focus on key business components rather than wasting time on tedious tasks. Dynamics 365 understands this need for optimizing time and resources and has designed the CRM software to allow you to quickly assign and reassign accounts to new users in the system. Watch the short video below to...


Creating a Customer Journey in Dynamics 365 CRM

Posted on: July 29, 2021 | By: Rosie Gill | Microsoft Dynamics CRM, Microsoft Dynamics AX/365

Microsoft Dynamics 365 is a great CRM solution that makes improving and strengthening your relationships with your customers simple and effective because it is a multidimensional platform designed to increase profitability and opportunity. Tracking and maintaining customer relationships and sales leads is at the heart of Dynamics 365 CRM. Because of this, Dynamics 365 CRM has a customer journey feature in the system that helps you create and track the...