Components are small customization done which can be re utilized by Microsoft Dynamics CRM resellers and end users to develop it further according to their own specification or utilize Inogic to use it as a base to develop it according to their exact needs. Inogic has a vast store house of these customizations which it either gives away for free or charges a small amount for making it available.

 

Send us a mail at crm@inogic.com for further information.

Business Intelligence Dashboard

 

Business Intelligence Reporting is the key to the success of any organization


Inogic has come up with a very basic level of BI Reporting. It gives you upto date details of the various areas in your organization. Pending Cases, Activities, Sales comparison are some of its features.


This can be enhanced further with Inogic services team to make a comprehensive enterprise wide solution for an organizaiton to derive the maximum benefits.


Send us a request and ask for a FREE quote for your specific BI Reporting requirement.


 

Sharepoint and Dynamics CRM works in synergy to achieve the best productivity for the entire organization.


Inogic has come up with a very basic level of Sharepoint integraiton which is a must for any organization deploying the two solutions. This can be enhanced further with Inogic services team to make a comprehensive enterprise wide solution for an organizaiton to derive the maximum productivity for it's sales staff members.


Send us a request and ask for a FREE quote for your specific Sharepoint Integration requirement.


 

A salesperson using Dynamics CRM needs to plan his entire route of leads, prospects and customers visit as well as exact location of the addresses.


Utilizing the industry standard mapping software's like Google maps, Yahoo maps and Map Point Services by Microsoft, Inogic's "Maps Integration" component pinpoints the exact address of the customer by utilizing the address stored in the Dynamics CRM helping locate your customers and plan your journey.


Send us a request and ask for a FREE quote for your specific Maps Integration requirement.


 

Want to do the following:


- Change scheduled date/time of a large number multiple activities due to unforeseen circumstances


- Re assign a large number of activities to a different users because there has been a change in the role.


- Edit completed activities and make them reflect the present conditions of your customer relationship.


Bulk Activity Editor from Inogic will make the following possible in a simple and easy interface. A must have component for any CRM site.


Send us a request and ask for a FREE quote for your specific Bulk Actiity Editor requirement.


 

How often do you need to send the necessary customer details like phone, addresses etc to salesperson on the field?


The best way is to send an industry standard vCard file that can be read and viewed easily by salesperson anywhere on the field.With Inogic's Business Card component, a button for vCard generation is created in Dynamics CRM which will create and send a new email with a vCard attachment for that contact/account.

 

Send us a request and ask for a FREE quote for your specific Business Card requirement..


 

Export, Attach and Send Emails along with ANY reports in dynamics CRM in a single click utilizing Email PDF component by Inogic.


In Dynamics CRM, if a user needs to send quote/order/invoice or any other reports, he needs to first preview the report and export it to PDF and then have the PDF attached manually to the mail to be sent. This is a cumbersome process for an organization which sends a large number of reports to it's customers and employees which can be overcome by our Email PDF component.


Send us a request and ask for a FREE quote for your specific Email PDF requirement.



We have seen many users complain that Dynamics CRM should provide the ability to edit the activity even after the activity has been closed


Inogic team has researched into this problem and has come up with a unique solution where in you would be able to edit informational attributes of the activity.


Send us a request and ask for a FREE quote for your specific Update Closed Activity requirement.


 

Quick data entry for CRM users are extremely important for organizations which are time sensitive. A tele call made, a quick quote generated for the customer or an order to be inputted immediately, your customer service or sales people would not like to input too much data immediately in CRM. Dynamics CRM screens are a bit time consuming and Inogic has come up with a "Quick Entry" screens for a few important entities which require entries saving hundreds of hours over a period of time for your organizations.


Send us a request and ask for a FREE quote for your specific Quick Quote/Order/Invoice - Products Entry requirement.



Often there comes a situation where in you would like to swap the values of one field with another. Especially users that have worked on ACT! contact manager find this as missing feature of Dynamics CRM. Inogic has created a utility that lets you swap values of one attribute of an entity with another.


This utility is available in 2 options:


  • a one-time use utility where in you would need to provide us with the attribute names and the entity on which you need to perform the swap.
  • a re-usable utility that integrates seamlessly within Dynamics CRM. You could use it whenever you want to swap the values at a click of a button.

Send us a request and ask for a FREE quote for your specific swapping requirement.



There have been numerous instances when a picklist can have hundreds of options to be added. With no supported way in CRM to automate the process, you end up spending hours getting the correct values added to the list.

To overcome this problem, we have designed a utility that needs all the values to be added in a Picklist attribute in a file like an excel sheet or a comma seperated file format.


The utility will read the values in the external file and add it to the requested attribute.


Download whitepaper for the utility .


Send us a request and ask for a FREE quote for your specific Picklist Values Automation requirement.



Have you ever felt the need to include the details of another (custom/system) entity in an email template created for contact or account.


We have designed a solution where a new custom button is added to the entity. From here the user is prompted to select the template of their choice. The tool creates an email with custom information merged in the email .


It opens the newly created mail for the user to check and further edit the email before sending the mail.


Send us a request and ask for a FREE quote for your specificCross/Custom Entity Email Templates requirement.