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September Highlights: Discover Automating Customer Communication with AI-Powered Copilots in this Month’s Digest!

September is here, and so is a fresh edition of Inogic’s monthly digest! AI is changing the way teams manage customer communication. Which is why, this time, we’re thrilled to spotlight our latest webinar: “Automating Customer Communication with AI-Powered Copilots.”

If you missed it, don’t worry — the full session is now available on demand! Watch how AI-powered Copilot Agents streamline customer emails, from classification and routing to secure file uploads, real-time monitoring, and automated responses, making your Dynamics 365 CRM workflows faster, smarter, and more efficient than ever.

CRM News and Articles

How to Reference Previous Prompts in Copilot for Power Automate Desktop: A Step-by-Step Guide

The blog explians how Copilot in Power Automate Desktop uses contextual prompt referencing to remember previous instructions, variables, and actions within a session. It shows step-by-step how this feature makes automation faster, error-resistant, and more user-friendly.

Read More…

How to Configure Disposition Codes in Microsoft Copilot Service Admin Center

This blog explains how Disposition Codes in Microsoft Copilot Service Admin Center help track customer interaction outcomes, with steps to configure, manage, and use them. Well-structured codes improve reporting, compliance, and overall service quality, ensuring better visibility into agent performance and enhanced customer experience.

Read More…

How to Use Maintenance Mode to Control Your Power Pages Site: Step-by-Step Guide

This blog explains how Maintenance Mode in Microsoft Power Pages helps manage downtime by showing users a clear maintenance page while allowing adminsto work in the background. It covers steps to enable/disable, use default vs custom pages, and best practices for smooth site updates.

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TLDR: Microsoft Power Platform 2025 Release Wave 2

This blog explores the Microsoft Power Platform 2025 Release Wave 2, featuring AI-powered tools, smarter automation, and enhanced governance to streamline apps, workflows, and customer engagement. It helps businesses boost sales, efficiency, productivity, and leverage AI-driven insights for smarter decision-making.

Read More…

From Field to Forecast: Boosting Productivity with Mobile-First CRM

This blog shows how Maplytics on Mobile empowers field teams in Dynamics 365 CRM with maps, route optimization, proximity search, and geo-analytics — helping sales and service reps plan routes, find clients, and stay productive on the go.

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How toVisualize Sales Data in Dynamics 365 CRM Using Kanban Board

This blog shows how the Kanban Board App for Dynamics365 CRM helps sales teams manage leads and records visually with features like Drag & Drop, Row Grouping, Swim Lanes, Quick Actions, Card Colours, and Activity Tracking. It makes CRM more interactive, organized, and user-friendly for faster productivity.

Read More…

New and Hot Upgrades

Master Deciding & Duplicate Merge Rules: Automate duplicate management with customizable, rule-based criteria to merge records accurately and retain the right master record for clean, reliable CRM data.

Get your latest solution today.

New to DeDupeD?

Pinned BPFs on Kanban: Standardize team workflows with Global Pins or letusers customize with Personal Pins, enabling BPF workflow priorities on the Kanban board for flexible process management.

Get your latest solution today.

New to Kanban Board?

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

WhatsApp4Dynamics improves your experience with Dynamics Sales

WhatsApp Chat application is a complement thatenhances your business tool, making improvements in the sales area immediately. It does…Read more>>>

A Must-Havefor Secure and Scalable Document Management in Dynamics 365

As an EMEA CRM System Administrator, I’ve workedwith several Dynamics 365 integrations, and Inogic’s SharePoint Security Syncstands out as one of the most impactful….Read more>>>

Thank you for being an essential part ofour community! Exciting updates are coming soon to help you get even more outof your Dynamics 365 CRM—stay tuned and keep reaching new heights!