Tag: Microsoft Dynamics CRM

Dynamics 365 Field Service is a powerful platform that enables businesses to manage their field service operations more efficiently. One of the key components of Dynamics 365 Field Service is its mobile app, which provides a range of benefits to both field technicians and their managers. In this post, we'll discuss some of the key benefits of Dynamics 365 Field Service's mobile app that can take your business to the...

Communication in the workplace is crucial for professional success. Relationships cannot thrive without effective communication. In order to run a successful business, understanding what makes your customers and coworkers tick is crucial. Good communication makes people feel valued and appreciate. While Customer Relationship Management software like Microsoft Dynamics CRM make internal communication more effective, there are plenty of other ways to improve communication within the workplace and transform your business....

Microsoft has recently announced its 2023 release wave 1. The new version includes a host of new features and improvements for Dynamics 365. This update is aimed to help businesses streamline their operations and improve customer engagement. This can make it easier for organizations to scale and grow. In this blog post, there's an overview of the key highlights of Microsoft's 2023 release wave 1 for Dynamics 365. New Sales...

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...