Viva Sales in Dynamics 365

Posted on: July 23, 2023 | By: Page Wildridge | Microsoft Dynamics CRM

Microsoft Dynamics recently introduced Viva Sales, an AI- assisted application that transforms the way you interact with your CRM. Each time you interact with a client on Office 365 and Teams, your engagement is captured and updated in customer profiles. Through Viva Sales, your business can improve both your relationships with your clients and your sales capabilities. In this blog, we will discuss how Viva Sales can improve your sales...


Creating a Cash Account in Acumatica

Posted on: June 1, 2023 | By: Page Wildridge | Acumatica

Acumatica is a comprehensive, cloud-based ERP that allows your business to both manage and track cash transactions. In the video below, a Logan consultant will take you through a step by step tutorial on creating cash accounts in Acumatica. The video offers an in-depth overview of the cash accounts module and its various functionalities and features. Check out the video to learn more!  [video width="1280" height="632" mp4="https://www.loganconsulting.com/wp-content/uploads/2023/06/Creating-a-Cash-Account-in-Acumatica-ERP.mp4"][/video] Next Steps  Logan...


How the Dynamics 365 Mobile App Bolsters Growth and Connectivity

Posted on: April 19, 2023 | By: Jim Bertler | 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...


Overview of Microsoft’ 2023 Release Wave 1 Updates for Business Central

Posted on: April 12, 2023 | By: Jim Bertler | Microsoft Dynamics Business Central

Microsoft Dynamics 365 Business Central is a popular ERP solution for small to mid-sized businesses. The 2023 release wave 1 plan includes updates and new features that improve application capabilities, development experiences, and integration with the Microsoft Power Platform. Here's a closer look at what's coming in each of these areas. Application Updates Enhancements to the user interface: Business Central will have a modern and more intuitive user interface that...


Data Migration: Best Practices

Posted on: April 20, 2022 | By: David Kwo | QAD Practice News, Logan Consulting News, Acumatica, Microsoft Dynamics Manufacturing

Data conversion is an important part of any ERP upgrade project, and Logan's team has extensive experience in completing this crucial step. This blog details the best practices for a data migration. Make decisions about what history to bring forward Companies must make decisions about which data to transfer over to the new system. These decisions may include: How much history to bring Whether to bring all Customers/Supplier/Items or just those...


Project Code Modifiers in Dynamics GP

Posted on: November 13, 2021 | By: Jim Bertler | Microsoft Dynamics GP

Earlier this month, we announced that we are doing a blog series discussing different new features for Dynamics GP in celebration of the new October release of updates for the solution. In our previous post, we highlighted the ability to implement default sorting options. Today, we are going to go over a brand new window called the Project Code Modifier. This new window allows users to add modifications to Project...


How To Create A New Account Schedule in Business Central

Posted on: October 21, 2021 | By: Jim Bertler | Microsoft Dynamics Business Central

In our last blog post for Business Central, we discussed how to utilize account schedules in the modules in order to facilitate and simplify financial reporting for users. Account schedules typically show and sort accounts in a way that fits best with the information for each individual account. Doing this allows users to make various calculations that can’t be done in the chart of accounts. Today, we are going to...


Default Sorting Options in New GP Release

Posted on: October 21, 2021 | By: Jim Bertler | Microsoft Dynamics GP

In anticipation of the newest release for Dynamics GP, we announced in our last GP blog post that we will be highlighting some of the new features for users to get excited about! Today, we will be discussing the new feature Default Inquiry Sort options for Payables, Receivables, and Bank Reconciliation in GP. This feature is so exciting because it will increase efficiency and save time for users by cutting...


Key Components of Dynamics 365’s Marketing Module

Posted on: October 16, 2021 | By: Jim Bertler | Microsoft Dynamics CRM

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...


Dynamics 365 Release Wave 2: What To Look Forward To

Posted on: October 7, 2021 | By: Jim Bertler | Microsoft Dynamics AX/365

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...