Author Archives: Inogic

InoLink: Microsoft Dynamics 365 CRM and QuickBooks Online Integration!

Do you face difficulties due to constant juggling between QuickBooks Online and Dynamics 365 CRM for accounting and sales data?  Are you looking for an easy way to keep track of accounting and sales data in QuickBooks and Dynamics 365 CRM? Then InoLink is just what you need! As a Preferred app on Microsoft AppSource, InoLink provides bi-directional… Read More: InoLink: Microsoft Dynamics 365 CRM and QuickBooks Online Integration! »

Enhanced auditing-retention policy and delete logs options in Dynamics 365 CRM

Introduction Recently, I was exploring auditing functionality in Dynamics 365 CRM after 2022 Wave 1 release. I found that there are many enhancements that have happened in the recent release in the way you manage the audit in Dynamics 365 CRM. With the expanded auditing capabilities of Dynamics 365 CRM, now you can manage the… Read More: Enhanced auditing-retention policy and delete logs options in Dynamics 365… »

Editing capability for Customer Service Historic Analytic Report within Dynamics 365 CE

Introduction: The Historic analytic report summarizes historical case details based on the agent and topics with the Summary, Agent and Topics pages which includes KPI, charts, tables etc. Now there is a way to edit historic analytic reports as per one’s requirement. This we have already seen in previous the blog. In this blog, let’s… Read More: Editing capability for Customer Service Historic Analytic Report within Dynamics… »

Mailchimp – Microsoft Dynamics 365 CRM Integration for a smarter Email Marketing Strategy – Register for our live Webinar!

Here are some interesting figures that accentuate the fact that Sales & Marketing go hand-in-hand. 87% of sales and marketing professionals believe collaboration between sales and marketing enables critical business growth Organizations with tightly aligned sales and marketing functions enjoy 36% higher customer retention rates Aligning both departments can help generate 209% more revenue from… Read More: Mailchimp – Microsoft Dynamics 365 CRM Integration for a smarter… »

Share and Update Dynamics 365 CRM records with Microsoft Teams

Introduction: In this blog, we will see how to share and update the Dynamics 365 CRM records within Microsoft Teams. To know how to collaborate with Microsoft Teams with Dynamics 365 CRM, please refer this blog. The main purpose of this feature is to share the records with the teams so that they can also… Read More: Share and Update Dynamics 365 CRM records with Microsoft Teams »

Gamification in Microsoft Dynamics 365 CRM – Set goals, Make them fun, and Everyone wins!

Gone are the days of hard work and labor, it’s now the age of smart work. And with technology and scientific advancement, everything has become possible. A decade ago, gamification of daily mundane tasks of the regular work cycle was unheard of. But now, Gamification has become the new norm. To improve employee engagement, motivate… Read More: Gamification in Microsoft Dynamics 365 CRM – Set goals, Make… »

How to efficiently collaborate using built-in Microsoft Teams Chat

Introduction: In this blog, we will learn how we can collaborate using Microsoft Teams chat. This feature allows us to chat within Dynamics 365 CRM and also allows us to link chats to our records without leaving the application. Linked chats to records help users to maintain all the chats associated with a record in… Read More: How to efficiently collaborate using built-in Microsoft Teams Chat »

Maximize Efficiency with Kanban Board in Dynamics 365!

Let’s get it straight – Visualization is the best way to interpret and analyze data easily. And one of the factors that help in maintaining efficiency, productivity, and agility in business processes is seamless data visualization. This is why there is a need for robust visualization apps that help to interpret and analyze business data.… Read More: Maximize Efficiency with Kanban Board in Dynamics 365! »

Knowledge Analytics Report in Dynamics 365 Customer Service

Introduction: The “Customer Service Insights” is now embedded in the Dynamics 365 customer service with the inbuilt AI capabilities. In the previous blog, we have already seen the “Customer service historical analytics” report which helps the service agents and managers to view historical analytics directly within the customer service. In this blog, we will have… Read More: Knowledge Analytics Report in Dynamics 365 Customer Service »