Innovation Letter - November Edition

Wow! We have just finished a month full of exciting conferences. I hope you have all settled back into your regular work routines now that all the big events are done. But hold on, December is almost upon us! The sweet month of holidays. The month when we start wrapping up our work to get ready for the festive season. Is 2023 flying by or is it just us? Anyway, this time we have some tips to help you enjoy your holidays. We have some app recommendations that will take care of your work while you relax and have fun in the upcoming holidays. Let's get started.

D365 CRM Apps Webinar Marathon - Boost Productivity this Holiday Season!

Worried about your CRM storage getting piled up during the holidays with email attachments? Or want to sync your Mailchimp and CRM for the holiday campaigns you will be sending out? Inogic has covered all your needs. From automating your time-consuming tasks to scheduling important emails, our apps will do it all. Check out our webinar series and register as per your needs today.

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CRM News and Articles

Data Analysis Expressions using Copilot

Power BI is a tool to visualize data and get insights for business. Before, you had to write DAX Queries to make a dashboard, but with Copilot, you can just say what you want.

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Integrate and customize SharePoint forms

Learn how to integrate SharePoint forms with PowerApps and with the data sources. We will see how we can change the control types and how to hide SharePoint forms using the RequestHide() function from SharePoint.

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Smarter routes for your on-field resources

Saving time on the field is one of the prime goals of Route Optimization that increases productivity. With the Fall Release, Maplytics introduced Smart Routes that help in setting up travel routes for the records selected by the Lasso tool and engaging them in various activities.
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Document Management: Power Automate vs. Attach2Dynamics

Why building a custom solution for your document management needs is costly? Or how feasible is Power Automate when it comes to managing your Dynamics 365 CRM documents? If these are the questions you are facing while trying to streamline your file and storage management needs, then you are at the right place. Check out how Inogic’s app Attach2Dynamics rules over Power Automate when it comes to managing your CRM disk space, attachments, and user access. Find out a detailed guide in this blog!
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Hottest Product Updates

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Easy to configure with excellent customer support

Attach2Dynamics has become the hottest product of the month. Be part of Inogic’s family byfont-bold lg:text-xl py-8 trying the add-on today. Check out the latest Attach2Dynamics updates released:

  • 1. Increased Single File Attachment Capacity to 1.5 GB
  • 2. Drag and drop files into folders within the user interface.
  • 3. Select and manage up to 100 records simultaneously.
  • 4. Customize attachment link text in email body.

Check out the updates in detail in the release blog.

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WhatsApp4Dynamics: Integrate D365 CRM with WhatsApp

Being one of our newest apps this fall, WhatsApp4Dynamics was well-received among Dynamics 365 users. And with that, we also received some feedback requests. Below are some of the updates we brought in the new version:

  • 1. Configure multiple numbers
  • 2. You can send multimedia now (Images, documents, etc.)
  • 3. Rich text formatting available (Bold, Italic, etc.)
  • 4. You can share emojis as well now

Try the app now by downloading the 15-day free trial today.

Inogic Ecosystem

At Inogic, we are passionate about delivering the best solutions to our customers. We value your feedback and appreciate your kind and 5-star reviews. They motivate us to keep improving our products and services and to exceed your expectations. Thank you for choosing Inogic.

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Easy to configure with excellent customer support

Working in a charity with numerous and complex relationships, this tool is able to meet our needs to display multiple relationships in a user friendly manner. Not only is the customer support excellent and the tool able to be developed easily by our in house developer; but also, the front end users find it an excellent way to manage and monitor their case loads. One user stated: “I really like this new feature, it has saved a lot of time in trying to find out what support the SU has had.” Would recommend for organisations where having a visualisation of all relationships to a service user, and the ability to create and review related records from one place is desirable.

Christina Jewell

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Reliable package with a great developer

I use this in a few places throughout my environment. I actually don't interact with the tools directly very much because Inogic has integrated the solution more directly such that it is engaged automatically. The package has never failed to deliver. We are using it in multiple areas to automatically generate a document into a PDF and either send an email automatically or bring the email up on screen for the user to complete. Inogic is a great developer to work with. We conduct most of our communication with them via email. The communication is clear and organized, and therefore efficient. Ultimately, the work is always accurate and thorough. Because of their time difference to us (US / India), we often are able to email them during our day and come in the next to find the work complete.

Tim Miller

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Want to know more about what our clients and partners are saying about us? Read here

Latest Additions to the Inogic Family

We are thrilled to announce that we have welcomed some new clients and partners to our Inogic family in the past few months. We are grateful for the trust and confidence they have placed in us and our products and services. We look forward to working with them and delivering exceptional solutions for Dynamics 365 CRM and Power Platform. Want to be part of our family? Reach out to us today at crm@inogic.com

Inogic Culture

Since we are entering the holiday season, how about we give a small insider’s peak on our cultural activities? We had a spooky Halloween celebration where Inogicians came up with the best costumes ever. We celebrated our successful conference outings, did a few co-pilot learning sessions for our teammates, and much more. And what’s more, we are planning a big holiday party to end 2023 with a bang for our hard-working Inogicians.