Email Template Selection Enhancement within Microsoft Dynamics 365 CRM

To improve productivity and maintain professionalism, email templates are frequently used. A large number of templates to choose from can become confusing for the users. With the introduction of this new feature of ‘Email Template Selection’, users can find templates faster, using filters and views. Here are the steps to access this feature- Step 1:… Read More »

Mastering Microsoft Dynamics 365 CRM Data Visualization with Map My Relationships: The Complete Guide!

Microsoft Dynamics 365 CRM is a powerful customer relationship management system widely used by businesses to manage customer interactions, streamline sales processes, and enhance customer service. While it offers a range of features and benefits, users often face challenges in navigating complex data structures, visualizing relationships, and improving overall efficiency. In this article, we will… Read More »

London Automation Summit 2023: Unleashing the Power of Automation with Inogic!

We would like to express our sincere gratitude to all the participants and supporters who played a vital role in making Inogic’s participation in the London Automation Summit 2023, held on May 19th and 20th, an outstanding success. This dynamic event showcased the incredible potential of automation and its transformative impact on businesses. With a… Read More »

Webinar: Free up storage space in Microsoft Dynamics 365 CRM and securely manage documents too!

Businesses using Microsoft Dynamics 365 CRM generate substantial data in the form of notes, sales literature, and email attachments. As these attachments accumulate, it can result in inadequate Microsoft Dynamics 365 CRM storage space and poor system performance, especially in tasks like record searching and retrieval. The conventional approaches of deleting attachments or purchasing additional… Read More »

View & Manage License Consumption in a Dynamics 365/ Power Apps Environment

In an organization, we all know the significance and importance of License Consumption by the Users for an Environment, especially in the Business of Dynamics 365. To ease this for the Users, Microsoft has introduced a new feature, as an enhancement, as a part of the recent “2023 Wave 1 Release” An organization can have… Read More »

5 Best Practices to Improve Microsoft Dynamics 365 CRM User Adoption!

Microsoft Dynamics 365 CRM has revolutionized the way organizations manage customer relationships, enabling businesses to streamline processes, enhance productivity, and drive growth. However, the success of your Microsoft Dynamics 365 CRM implementation relies on successful user adoption. Without widespread acceptance and utilization by employees in an organization, the full potential of Microsoft Dynamics 365 CRM… Read More »

Additional Capabilities in Timeline View within Microsoft Dynamics 365 CRM

A few interesting features have been added to the Timeline view in the 2023 release wave 1 plan. These include Display Layout, Copy to Clipboard command, and inline images and files in the notes. Let’s explore! Display Layout You can choose the timeline layout as required from two options, i.e., roomy or cozy. When you… Read More »