Author Archives: Inogic

[Live Webinar] Alerts4Dynamics: Create, Manage and Track Alerts/Notifications in Dynamics 365 CRM

At first, a Big Thank You for all your wonderful feedback and suggestions that have helped us make 6 of our Dynamics 365 apps as Microsoft Preferred Solution(s). It’s your enthusiasm to encourage new approaches that propel us to develop innovative solutions for you. So here we are, once again, happy and excited to introduce… Read More: [Live Webinar] Alerts4Dynamics: Create, Manage and Track Alerts/Notifications in Dynamics… »

How to use Solution Layers in Dynamics 365 CRM V9.x

Introduction Microsoft Dynamics 365 CRM has introduced the feature called ‘Solution Layers’ in V9.x. In this blog, we will describe the use of ‘Solutions Layers’. As the user of Dynamics 365 CRM, we usually play with the solutions in our CRM for many purposes. We export/import many components like entity, dashboards, etc. using solutions within… Read More: How to use Solution Layers in Dynamics 365 CRM V9.x »

How to resolve multiple RibbonRule with rule id error in Dynamics 365 CRM

Introduction In this blog, we will learn how to resolve multiple RibbonRule with rule id error. Previously, we received a client requirment to add a new button in Application ribbon which already had two buttons. It was necessary to perform some new funcionality which the client required. So we tried to add new ribbon button… Read More: How to resolve multiple RibbonRule with rule id error in… »

Automate Quote Approval Process in Dynamics 365 CRM using Microsoft Flow

Introduction Microsoft Flow helps us to automate everything – from simple notifications to complex business processes with defined steps and stages. By using Approval process you can manage the approval decision of invoices, leads etc. from the higher level management in the organization. In this blog, we are going to explore how to automate Quote… Read More: Automate Quote Approval Process in Dynamics 365 CRM using Microsoft… »

Explore our Microsoft Preferred Solution (s) for Dynamics 365 CRM on AppSource!

Thank You so very much – Well, that’s how we would like to start with, for all the amazing feedback on our Dynamics 365 CRM / PowerApps apps and coming up with real complicated requirements for us each time and isn’t that one of the reasons why we call these as Inogic Productivity Apps!! We… Read More: Explore our Microsoft Preferred Solution (s) for Dynamics 365 CRM… »

Power Platform: How to use Text classification model of AI Builder

Introduction/Summary Emails, Web pages, social media, chat, survey responses, etc. are some of the channels through which customers communicate with a company or organization. The data or text messages coming through these channels are unstructured. Due to its unstructured nature it is difficult to extract insight like, whether the customer is happy or not, whether… Read More: Power Platform: How to use Text classification model of AI… »

How to replace Single Quote from attribute in Microsoft Flow

Introduction In one of our blogs we have seen how to update existing records in CDS (Common Data Service) using Microsoft flow in Dynamics 365 CRM. But recently we came across a scenario where we wanted to update a Contact record based on First name, Last name & EmailAddress using Microsoft Flow. However, while retrieving… Read More: How to replace Single Quote from attribute in Microsoft Flow »

How to perform multiple CRUD operations using executeMultiple Web API Request in Dynamics 365 CRM

Introduction In this blog, we will learn how to perform multiple CRUD operations in a single Web API request using executeMultiple function. Currently, if we perform the CRUD operation on Dynamics 365 CRM then there is a need to fire the API request to each CRUD API operation. But with the help of executeMultiple we… Read More: How to perform multiple CRUD operations using executeMultiple Web API… »

Attach2Dynamics tricks – Unable to create anonymous link of file in SharePoint within Dynamics 365 CRM

Introduction Attach2Dynamics integrates cloud storages like Dropbox, Azure Blob and SharePoint seamlessly within Dynamics 365 to allow easy access to files related to CRM records including drag and drop multiple files and folders feature. Files stored on these cloud storages with Attach2Dynamics can be accessed by creating anonymous shareable link. During one of our implementation… Read More: Attach2Dynamics tricks – Unable to create anonymous link of file… »

Power Platform : How to extract Form document data using AI Builder and Microsoft Flow

Introduction In our day to day business processes, we can use Artificial Intelligence to advance business operations. The AI Builder (preview feature) is the new Power Platform feature that allows us to use Artificial Intelligence to easily automate our business processes and predict outcomes. AI Builder currently supports four types of AI model, Form processing… Read More: Power Platform : How to extract Form document data using… »