Customize Copilot using Advanced Features within Dynamics 365 CRM

Microsoft has provided Power Virtual Agents, which help users create powerful Copilots for a range of requests, from providing simple answers to common questions to resolving issues requiring complex conversations. Power Virtual Agent allows the design of effective Copilots using various types of features like Generative Answers, Live Agents, and Actions (Power Automate Flow). In… Read More »

Webinar ☁ Elevate Document Management with New SharePoint Security Sync & Attach2Dynamics features!

Are you ready to take your Dynamics 365 CRM experience to new heights? Inogic’s upcoming webinar promises to revolutionize the way you manage documents and security within your CRM system. Don’t miss this opportunity to grow your business without worrying about storage limits! Inogic’s innovative Document Management and Security Integrations have been designed to optimize… Read More »

Effectively manage site security from the Power Platform Admin Center

Introductions: Security is crucial for any website, portal, or application. With the Power Platform Admin Center, you can manage websites within your tenant and access key information. This includes details such as the remaining days before a trial website expires also metrics like the number of sites without Web Application Firewall (WAF) protection or those… Read More »

Simplify ‘Multilingual Support’ using Dataverse and AI-Translate in Canvas Apps

As I work on an enterprise canvas app designed for multiple geographies, translation becomes a crucial aspect due to its support for multiple languages. Initially, I followed the method outlined in Microsoft documentation to create translation components and translate label texts for each language, which turned out to be time-consuming. The method is described aptly… Read More »

Maximize Dynamics 365 CRM Data Quality with New Features of Inogic’s de-duplicate App!

Duplicate records in Dynamics 365 CRM can lead to problems like data inconsistency, confusion among users, poor customer experience, and inaccurate reporting and analytics. Therefore, organizations must implement robust deduplication strategies to defeat duplicates in your CRM and ensure the integrity and reliability of CRM data. Dynamics 365 CRM comes with native duplicate detection rules… Read More »

Simplify managing multi-environment Power Platform with Environment Groups

Managing a Power platform with multiple Dynamic 365 Environments can be difficult, especially for large enterprise organizations with a large number of environments. This is where “Environments Group” comes into the picture. By using this, you can categorize multiple environments into a single Group. Thus, it is easy for users and administrators to find their… Read More »

Improve Team Communication within Power Pages Design Studio by Adding Comments on the Web Pages

In today’s blog, we will be talking about the Power Pages in-built feature Adding comments to Pages or specific elements in Design Studio. This feature gained our attention while we were working on the Power App Portal. As my team and I were simultaneously working on Power Pages, the interdependency of tasks created confusion; however,… Read More »

Webinar: Connect Mailchimp with Dynamics 365 CRM to improve Marketing and Sales Collaboration!

Syncing Mailchimp data with Dynamics 365 CRM is crucial because it breaks down information silos between your marketing and sales teams. This unified view allows sales reps to see which leads or contacts have interacted with marketing campaigns (opens, clicks, etc.) directly from within CRM. Mailchimp and CRM integration fosters better collaboration, as sales can… Read More »

Exploring list view in the new mobile experience for Microsoft Dynamics 365 Field Service

The field service mobile app can be viewed with a completely new enhanced fresh look, This new mobile user experience (UX) feature allows technicians to use all the information they need at their fingertips and hence boost productivity. Field service admin can quickly enable the new mobile experience feature from a web browser, This new… Read More »