Innovation Letter - November Edition

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Big News from Inogic!

This month, we’re transforming how you predict, prioritize, and act inside Dynamics 365 CRM!

Meet our newest AI breakthrough: Predict4Dynamics

Your ML-powered CRM intelligence engine that turns your business data into high-accuracy predictions, actionable & explainable insights, and smarter decisions - all inside Dynamics 365.

Predict customer behavior. Forecast revenue. Understand Why. Identify risks. Spot opportunities.

Why You’ll Need It:

Customizable AI Models – Modify out-of-the-box ML models by choosing fields, adding filters, and tuning parameters — no data science skills needed.
Business-Aligned Predictions – Get forecasts tailored to your processes, rules, industries, and real-world scenarios — not one-size-fits-all results.
End-to-End CRM Integration – Surface predictions directly on records, dashboards, views, and reports across Sales, Service, and custom modules in Dynamics 365.
Smarter Decision-Making – Prioritize leads, reduce churn, drive conversions, and plan revenue with AI-powered confidence.

And the best part, it works natively inside Dynamics 365 with no external tools or premium licences required!

Upgrade from static reports to intelligent, adaptive predictions.

With Predict4Dynamics, your CRM becomes proactive, helping your team act faster, plan smarter, and win more.

Release:

The new Predict4Dynamics reimagines CRM predictive intelligence & sales forecasting with fully customizable Machine Learning models embedded directly in Dynamics 365.

Key Features:

Model Customization Engine – Choose columns, apply business filters, and fine-tune models for industry-specific or organization-specific needs.
Predictive Insights on Every Record – Get instant, confidence-scored predictions for Leads, Opportunities, Cases, custom entities, and more.
Explainable AI Output – See why a prediction was made with contribution scores and clear factor-level transparency.
Enterprise-Grade Security – Run predictions within your secure Dynamics 365 environment, fully aligned with CRM permissions and data policies.

These innovations empower organizations to move from reactive decisions to AI-driven strategy — improving conversions, optimizing resources, and maximizing business outcomes.

Step into the future with predictive, customizable, explainable, and CRM-native AI intelligence!

CRM News and Articles

What’s the Best Way to Predict Sales and Outcomes Using AI in Your CRM?

The blog explains how businesses can manage user access to generative AI in Dynamics 365 CRM using Copilot governance controls in the Power Platform admin center. Admins can now selectively enable or disable AI features across environments, ensuring compliance, security, and controlled AI adoption without disrupting productivity.

Read More…

Retrieve and Validate Field Associated Workflows in Dynamics 365/Dataverse

The blog outlines how to retrieve and validate workflows linked to specific fields in Dynamics 365/Dataverse. It explains checking field-level associations—like Credit Limit or Risk Category—to prevent unintended automation triggers. This helps ensure safer updates and maintains data integrity across business processes.

Read More…

Exploring Preview Power Fx Functions in Power Apps Test Engine

The blog introduces the new Preview Power Fx functions in Power Apps Test Engine that enhance UI testing for Canvas apps. With functions like Preview. Pause and Preview. Select Control, developers can create more detailed, realistic test scenarios, ensuring better app validation and reliability.

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Unlock Your AI Potential: The Power of Copilot Consulting Services

The blog introduces Inogic’s Copilot Consulting Services, designed to help businesses unlock the full potential of Microsoft Copilot in D365 and the Power Platform. It explains how expert guidance enables smarter workflows, boosts productivity, and drives AI-powered decision-making across modules like Sales, Customer Service, and Power Apps.

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How Auto Scheduling in Dynamics 365 Redefines Field Efficiency?

The blog highlights Auto-Scheduling in Maplytics transforms how field teams operate by turning raw CRM data in Dynamics 365 into optimized, map-based schedules. It automatically assigns appointments based on location, availability, and skills. Thus, cuts travel time.

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Dynamics 365 CRM Hierarchy Control: 5 Benefits Every CRM Admin Should Know

The blog highlights how Hierarchy Control in Dynamics 365 CRM simplifies viewing parent-child relationships, adding records, and navigating multi-level data. It also shows how the Map My Relationships app enhances these features with richer visualization and deeper insights for better data management.

Read More…

New and Hot Upgrades

Update Lookup Fields During Cloning
Easily configure & update lookup attributes within your clone template to apply consistent field values across all cloned records.

Reach out to us at crm@inogic.com & start your 15-day free trial today.

Game-Changer for Sales Routing with Fantastic Support

I really appreciate the ability of Maplytics to create different PINs for different records, as it enhances my efficiency in mapping and navigation tasks…Read more>>

The perfect WhatsApp module for D365 CRM

The module itself is almost a complete solution for chat over WhatsApp through your D365 CRM, and lately adopting the AI to enhance the chat experience. …Read more>>

Thank you for being a vital part of our community! Exciting updates are on the way to help you get even more from your Dynamics 365 CRM. Stay tuned and keep reaching new heights!