Tag: Microsoft Dynamics CRM partner

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...

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...

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...

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...

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,...

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  ...

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...

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...

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...

As technology continues to change the way we work, insurance is one of the many industries that has seen a massive impact from these new influxes of technology. The insurance industry as a whole relies on the consumption of large amounts of data. Through data from historical data resources or even FitBit devices, insurance companies are able to manage and assign risk, determine best policies and other crucial decisions regarding...