Tag: CRM partner Chicago

Microsoft Dynamics has two robust ERP systems for businesses looking to empower their operations. These two systems are “Microsoft Dynamics 365 Finance and Supply Chain (F&SCM)” and “Microsoft Dynamics 365 Business Central.” While both of these systems are great for improving your business and include much of the same functionality each comes with specific advantages that are important to understand before selecting an ERP. In this blog, we will compare...

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,...

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 interested in either an ERP or CRM solution, check out the video below for an explanation of Microsoft Dynamics 365 and its features. In the quick video, a Logan expert gives a comprehensive overview of Dynamics 365, what it entails, and what it can do for your business. Check it out here: [embed]https://www.youtube.com/watch?time_continue=21&v=I8CzLUTa9l4&embeds_referring_euri=%2F&source_ve_path=MjM4NTE&feature=emb_title[/embed]   Next Steps Logan Consulting is a proud partner of Microsoft. We are committed...

Insurance and wealth management companies can utilize Microsoft Dynamics 365 CRM in order to find new customers and reach out to present ones. Microsoft Marketing within the CRM allows you to leverage your data to target your intended audience. To do so, your business will create “segments” of your contacts within Microsoft Marketing. One of the best parts of Microsoft Marketing is that your business can create segments using related...

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...

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...

Communication in the workplace is crucial for professional success and can improve an employee’s work experience.  Good communication can make people feel valued and appreciated in order to help build a good working relationship, while also keeping everyone well-informed. In order to run a successful business, understanding what makes your customers and coworkers tick is critical, and these relationships cannot thrive without effective communication. While Customer Relationship Management (CRM) software...

Acumatica’s Warehouse Management System (WMS) software provides comprehensive inventory management features that enable businesses to optimize their warehouse operations, increase efficiency, and reduce costs. One of the key features of Acumatica’s WMS is inventory visibility, which allows businesses to track inventory levels and movements in real-time. Inventory visibility is the ability to see and manage inventory levels across all warehouse locations and channels. Acumatica’s WMS software provides real-time inventory visibility...