Tag: Microsoft Dynamics CRM partner
Optimizing Reports in Business Central
Posted on: April 12, 2023 | By: Jim Bertler | Microsoft Dynamics Business Central
Producing good reports in Business Central can optimize your company’s daily operations because it provides timely, accurate, and actionable information that helps decision-makers make informed business decisions. Without good reporting, you may miss important trends, opportunities, and potential risks that could impact your organization’s bottom line. Effective reporting helps business leaders track key performance indicators, measure progress towards goals, and identify areas for improvement. Additionally, clear and concise reporting can...
Integrating Microsoft Teams with Dynamics 365
Posted on: December 13, 2021 | By: Jim Bertler | 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: Jim Bertler | 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...
Dynamics 365 Release Wave 2: What To Look Forward To
Posted on: October 7, 2021 | By: Jim Bertler | Microsoft Dynamics AX/365
In such a competitive, online marketplace, it’s imperative that companies use the most updated software available to manage their day-to-day operations. Microsoft understands this need for constant technological evolution and gives users updated releases of their solutions throughout the year to address the ever changing needs of their users. Dynamics 365’s 2021 release wave 2 will occur throughout the months between October 2021 and March 2022, and includes updates to...
Updating Sales Dashboards in Dynamics 365
Posted on: September 19, 2021 | By: Jim Bertler | 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: Jim Bertler | 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,...
Dynamics 365 CRM and the Power of the Platform
Posted on: August 23, 2021 | By: Jim Bertler | 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: Jim Bertler | 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: Jim Bertler | 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...
Using Power Automate (Flow) to Create Sub-Folders in SharePoint
Posted on: October 7, 2020 | By: Guy Logan | Microsoft Dynamics CRM
The native SharePoint Online integration is a great feature in D365 Customer Engagement (CRM). It allows users to do a variety of things, including: Create, Upload, and View Documents in SharePoint from within the customer engagement apps. Take advantage of SharePoint document abilities such as checking documents in and out. Provide an organized method for locating documents with the app; a better approach than just creating attachments to a note...