Tag: 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...

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...

In the insurance and wealth management industries, reaching out to existing customers or potential leads requires finding new methods to create new opportunities. With Microsoft Marketing in the Dynamics 365 Customer Engagement platform, businesses can leverage their data and easily target the right audience. In this video, a Logan Consulting expert will provide an in-depth walkthrough for creating a Microsoft Marketing Segment that allows users to target specific audiences. [video...

To serve Dynamics 365 users, Microsoft offers a biannual release of major product updates across the entire Dynamics product line. These two update releases are generally referred to as the Spring and Fall Updates. The general update notes are typically published about 2 months prior to their release date, with early access options to begin testing the updates on a sandbox environment. Microsoft has released the Spring 2020 release notes...

Microsoft Marketing is a breakthrough product with modern, future-proof features. If you are not currently using a marketing platform or perhaps would like to make a switch to a system that has advanced features and works with your current Dynamics platform, the Microsoft Marketing module is a worthwhile option. One of Microsoft Marketing’s most powerful features is its ability to create dynamic segments of customers that go far beyond the...

With over 120,000 members, the influence of the User Group Community is limitless. With included conference benefits, membership benefits, and more, there is almost no reason for businesses to forfeit this opportunity. The User Group Communities give ERP and CRM software users (users of Microsoft Dynamics 365, Dynamics GP, Dynamics CRM, etc.) the opportunity to share information in-person and virtually. Additionally, the User Group Community provides various exclusive discounts to...

In an increasingly digital age, insurance agencies big and small are facing new challenges that impact how they serve and engage with both current and new customers. In 2020, the onset of the COVID-19 Pandemic has further emphasized the need to find new ways of doing business. Logan Consulting has observed common challenges in the Insurance and Wealth Management industries, and has helped many clients move toward a more digitized...

The Insurance Industry is heavily regulated, and most states require Insurance Agents and Brokers to be licensed. Keeping track of these licenses is a common function of agency management, particularly if an agency is operating across various states or in states with multiple licensing. At Logan Consulting, we have ample experience in configuring and customizing Microsoft Dynamics 365 CE (CRM) to include effective Licensing requirement handling. Microsoft Dynamics CRM includes...

In the current Insurance Industry, interacting with prospects and clients quickly and efficiently is the key to building a successful business while minimizing churn. For example, sales and customer service personnel use email or phone calls to converse with Clients during the normal course of business, whether it is to review policy choices, set appointments for policy reviews, or assist with claims information. These interactions need to be automatically associated...

As a Microsoft partner, Logan Consulting has used Microsoft Dynamics 365 CRM for our own business operations for over 12 years. Recently, we came across an issue that required some troubleshooting and new ways of handling a tried and true method. Here is the scenario: Our workflow sends an email alert to certain individuals in the firm who do not use CRM when a new note is entered by salespersons...