Tag: Microsoft Dynamics CRM

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...

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...

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...

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...

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...

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...

The new year is finally here and it’s time to start diving into those New Year Resolutions! In 2019, we should strive to create a work environment that is as efficient and as consistent as possible. Although Salesforce has been a leading CRM solution for years, there are a few reasons why it may not be the best investment for the future. Microsoft Dynamics 365 is an excellent switch because...

Authored By: John Hinchy We recently received a client request to help with an error for a user tracking to track documents in SharePoint from their Dynamics CRM system. This started as a tricky situation because the error was very generic and did not give a log nor details about why the user could not post a document to their CRM SharePoint site. When setting up SharePoint in CRM there are many...

Authored By: John Hinchy One of the most important features in Microsoft Dynamics 365 Customer Engagement is the ability to use dashboards. These are the visual interpretation of all data used and collected in your Dynamics CRM system. Dashboards are meant to be user friendly, customizable windows that give users the ability to view lots of data quickly at a high level. Whether manager, sales, administrators, or service workers, a well put...

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...