Category: Microsoft Dynamics CRM

Dynamics 365 Customer Service is a powerful tool for your business to increase client satisfaction. The application will allow your team to provide more cohesive and quicker support to each of your customers. At the same time, you can use the software to obtain more knowledge about your customer base. In this blog, we will discuss three of the main features within Dynamics 365 Customer Service that your business can...

Microsoft Dynamics 365 Sales is an excellent tool to help strengthen your business and increase your overall productivity. Dynamics Sales has several important features that your company can take advantage of. The tools within Dynamics Sales can help you foster a strong relationship with your clients, take action faster, and close deals quicker.  If you are interested in getting the most out of the software, check out the video below...

Are you looking to build engagement with your clients to foster more business? Have you been searching for an easier and efficient way to reach specific clients? Consider Microsoft Dynamics 365 real time marketing, a cutting edge platform that will help your business grow and improve.  The real time marketing comes equipped with a variety of tools and features for your business to utilize. You have the ability to automate...

If you are interested in either an ERP or CRM solution, check out the video below for an explanation of Microsoft Dynamics 365 and its features. In the quick video, a Logan expert gives a comprehensive overview of Dynamics 365, what it entails, and what it can do for your business. Check it out here: [embed]https://www.youtube.com/watch?time_continue=21&v=I8CzLUTa9l4&embeds_referring_euri=%2F&source_ve_path=MjM4NTE&feature=emb_title[/embed]   Next Steps Logan Consulting is a proud partner of Microsoft. We are committed...

As we head into 2024, it is important to keep your insurance business on track of its goals. Microsoft Dynamics CRM comes equipped with several features to help your business improve in the new year. In this blog, we will discuss four priorities that your business should focus on this year and how to use Microsoft to achieve them.  1. Digitizing your business with the cloud  Your insurance business can...

Microsoft just released their latest AI product: Copilot. Microsoft Dynamics 365 Copilot is an AI assistant meant to help every Microsoft user, no matter the industry. The AI will cut tedious tasks down, allowing you to focus more time and energy onto more important parts of your work. In this blog, we will discuss how the AI can support your business and what areas it can help in.  AI and...

Dynamics 365 CRM comes equipped with several helpful features for your business to advance your relationship with current clients and grow connections with new ones. Your business can utilize the CRM to track sales within your system, in order to maintain accuracy in your reporting. By creating a new activity entity within your records, your business can customize your CRM dashboard according to your needs. In the video below, a...

Insurance and wealth management companies can utilize Microsoft Dynamics 365 CRM in order to find new customers and reach out to present ones. Microsoft Marketing within the CRM allows you to leverage your data to target your intended audience. To do so, your business will create “segments” of your contacts within Microsoft Marketing. One of the best parts of Microsoft Marketing is that your business can create segments using related...

Microsoft just released Copilot, their AI generated assistant developed to help Microsoft users throughout their daily tasks. Copilot works both on its own, as its own app, or it is accessible with just a right click of your mouse. This allows you to utilize the AI to assist you within your daily tasks or interact with it directly as a chatbox. Microsoft Copilot is available now- in this blog we...

Dynamics 365 is a strong CRM for insurance companies to grow their connections with their clients and ensure great client satisfaction. Insurance companies can harness the power of Dynamics 365 to improve their business relationships and grow their profitability. In this blog, we will discuss the benefits of Dynamics for your insurance business.  Centralized Data Microsoft Dynamics 365 users can access all information on their clients in a single view....