Tag: Microsoft Dynamics CRM

In today’s digital world, businesses are changing rapidly to adapt to the new normal. Reaching out to an existing customer or finding new customers requires new methods to create new leads, interactions, and opportunities. The good news is, if you are using Microsoft Dynamics CRM, you already have a solution at your fingertips. With the Microsoft Marketing Module with Microsoft Dynamics CRM, you can leverage your data to easily target...

In light of the COVID-19 pandemic, staying connected with customers is more critical than ever. The good news is, Microsoft Dynamics 365 Customer Voice provides a simple and efficient way to get feedback on your operations and services. Microsoft released Customer Voice several years ago, and the software evolved into Microsoft Forms, an application that provided a simpler method to provide Surveys and questionnaires to Clients, Prospects, Vendors, and internal...

Microsoft continues to update and expand functionality and features across the entire Dynamics line with its 2020 Autumn Update. For Microsoft Dynamics Customer Engagement (CE; formerly Dynamics CRM) customers, most of the changes have been subtle. Logan Consulting believes the most notable new feature is the addition of previously labeled “back-end” or hidden configurations to the main menus, which provides users with easier access. Below, we will describe some of...

In today’s highly technical world, many manufacturers are investing in powerful business technology. Microsoft D365 for Finance and Supply Chain Management gives you a centralized way to codify budgets, business solutions, and financial reports. By providing an operations solution targeted for accounting processes, D365 works to digitize production insights and drive process optimization, enabling you to efficiently reach your business goals. In this blog post, we will be discussing four ways you can make the most out...

Over the past several years, insurance agencies big and small have switched to Microsoft Customer Engagement (CRM) for managing their daily activities. In the past, these tasks might have been performed using an Agency Management platform software package, but many users have since realized that such packages were too rigid in their customizations. As a result, owners began to look for alternate platforms that allowed for full customization, included familiar...

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...

Several years back, Microsoft first introduced calculated and roll-up fields in Microsoft Dynamics CRM. Over the last few years, they’ve provided great functionality to the system and have been constantly used in our client projects. However, one of the key limitations we’ve discovered is that you cannot trigger workflows or reference them in a workflow or business rule.  There’s no doubt that the development of plug-ins or JavaScript codes have...

For manufacturers, Microsoft Dynamics 365 allows you to unite the front and back office through a singular system which optimizes manufacturing productivity and increases customer convenience and satisfaction. By integrating digital/physical systems and focusing on digital transformation, manufacturers can improve visibility, increase efficiency, and unify systems through a customer-centric approach. This type of optimization lowers costs and increases flexibility by synchronizing and leveraging data throughout the factory. In this blog post, we will be discussing five ways Microsoft Dynamics 365 for Finance and Supply Chain Management increases factory efficiency.     1. Enhanced...

There are many moving parts to implementing a new CRM software, like Microsoft Dynamics 365 Customer Engagement (CRM), that could end up causing your organization problems later down the road. It is crucial that you choose the right partner, like Logan Consulting, to guide you in your implementation process. Staying on budget, as well as planning and scoping your project are essential for success. Read on for three ways that...

Logan Consulting helped implement Microsoft Dynamics CRM as well as Microsoft Dynamics GP for one of the largest suppliers of radiographic systems. See the infographic below to see how Microsoft Dynamics GP and Microsoft Dynamics CRM helped this organization reach its full potential.   This radiographic supplier is now able to work efficiently and independently with ERP Systems that will grow with them as their organization grows. Are you considering...