Author Archives: Inogic

Build a robust Sales Playbook Framework right within your Microsoft Dynamics 365 CRM!

Effective sales process management is one of the crucial factors for ensuring your business’s success. Streamlining processes can help managers and reps maximize sales efficiency, deliver quality customer experiences, and boost ROI. Furthermore, organizations that equip their sales managers with methods to standardize and streamline sales processes grow 10x faster than those with unorganized processes.… Read More »

How to use Autocomplete of Dataverse Search in Canvas App?

Recently, I was working on a requirement in the Canvas app regarding autocomplete. We wanted to display the auto-complete suggestion based on the account names as they were typed in. After fiddling around with the requirement, I stumbled upon the Dataverse Search. Microsoft recently came out with Dataverse Search API, which consists of various search… Read More »

How to use facets, filters, and more optional parameters of Dataverse Search in Power Automate Flow?

In our previous blog, we saw how to use some optional parameters. This blog will be a continuation of the same. In this blog, we will look at other optional parameters to limit the search per our requirements. So, without further ado, let’s get started. Now, first, for the additional parameter, we will look at… Read More »

Webinar: Boost Field Service Engagement with auto-scheduled appointments, optimized travel routes, live-tracking, and more within Microsoft Dynamics 365 CRM

Are you a regular Microsoft Dynamics 365 CRM user? Do you feel you are unable to explore the complete potential of CRM Records? Have you heard of location intelligence and the potential it can exploit out of CRM Records? Yes! You heard it right! The power of location-based intelligence can now be harnessed to extract… Read More »

Get Entity Colors in PowerApps Component Framework

Introduction PowerApps Component Framework has numerous methods that are useful to developers in several ways. In developing one of my PCF controls, I ran across a case in which entity colors were required in our control. I obtained this using the conventional method of calling the getEntityMetadata() for the respective entity and obtaining the EntityColor… Read More »

Enhanced UI for improved New User Experience while using Power Apps

In the recent Microsoft update, PowerApps UI has been enhanced. The Left Navigation pane of Power Apps has a new look. There are various options available that you can use on the Power Apps home page, such as creating your apps, viewing apps that others have created, and performing related tasks. Let’s explore the new… Read More »

Inogic: Helping CXOs Achieve Their Digital Transformation Goals with Microsoft Dynamics 365 CRM

Technology plays a crucial role in driving growth and innovation in today’s rapidly changing business landscape. As companies continue to leverage technology for business transformation, CXOs assist in achieving their digital transformation goals. Customer experience is a critical element in any business. It can significantly affect customer satisfaction, loyalty, and retention, ultimately impacting revenue and… Read More »

Schedule and Post Content on Social Media using Dynamics 365 Marketing

In this blog, we will learn how the marketing team can schedule advertising/marketing posts in Dynamics 365 Marketing module and post the same directly to the respective social media sites. Consider a scenario where your organization is about to conduct a Webinar in the month of March. You plan to start its marketing on all… Read More »

Worried about Qualifying and converting leads – First, get started with automatic Lead Assignment and Distribution within Microsoft Dynamics 365 CRM

For sales managers, one of the biggest concerns is ensuring the timely assignment of leads to sales reps and quality response to prospects, which, if done successfully, makes a huge difference to the sales cycle and lead conversion rates. Sales managers distributing leads manually based on skill, availability, and workload of the sales reps in… Read More »

Transfer online files to a local device using ‘Download function’ in Power Apps

Recently Microsoft announced a powerful feature -“Download function in Power Apps”. This feature allows us to easily download online files from the web to the local device. Let’s see how to use this feature in everyday life. Suppose our organization wants to create an App (Canvas or Model Driven App) in Dynamics CRM. We have… Read More »