Author Archives: Inogic

Enhancement in Lookup Filtering

Introduction The purpose of enabling/disabling configured Related Records Filtering is that users can set lookup value from pre-defined filter criteria or simply uncheck the checkbox and see all records belonging to selected view from lookup. Earlier, when we wanted to search a record that doesn’t have current Company Name lookup set on it, we used… Read More »

How about using native folder hierarchy structure while uploading files to SharePoint from your Dynamics 365 CRM

Storing data in cloud has become the norm today. With quite a number of cloud storages available in the market, having cloud storages for high scale document management has become mandatory. For Dynamics 365 CRM users, Microsoft has its very own SharePoint which can be natively integrated enabling smooth management of documents/attachments. But wouldn’t it… Read More »

User Friendly Kanban View to quickly drag and drop Dynamics 365 CRM records across lanes and update underlying values!

Seamless data visualization in the organizations is one of the factors for them to be efficient, productive and agile in their approach. Service industry deals with service cases that need to be attended and the service reps have to resolve the cases at the earliest. To standardize this process, the cases are distributed to the… Read More »

Accounting within CRM – Intuit QuickBooks integration with Dynamics 365 CRM

Dynamics 365 is a very powerful customer relationship management system that allows its users to manage sales and service of any organization smartly. For an organization to work seamlessly the accounting system needs to be streamlined with the CRM system uniformly. To make accounting an integral part of CRM we have recently acquired three apps… Read More »

How to resolve Error Loading Control on Sales Literature Attachment after removing the file programmatically

Introduction We had a requirement from our client that they needed to remove all sales literature attachments from CRM. While doing this we got an error – “Error loading control” on file control of sales literature item. In this blog will find out how to resolve this. Error on file control – In previous version… Read More »

PCF Controls, Truck Routing et al – Maps integration within Dynamics 365 gets smarter with Maplytics April 2020 release!

Maps integration with Dynamics 365 accentuates result-oriented businesses in the direction of extracting maximum ROI. With this in vision, the app used for mapping should be in sync with the cutting edge technology to derive optimum output with the help of turnkey solutions. Keeping this in consideration, we pledge to launch new features in our… Read More »

Inogic expands its Dynamics 365 CRM apps team by acquiring Recurring Billing, Tax Processing & Software Subscription apps from Rockton Software

Thank you to our Dynamics and PowerApps community members, Partners, Friends and end users who keep our team always on field working on new innovation within Dynamics 365 CRM. Well this time, your favourite Inogic team has scored another goal but in a different way, we are glad to announce that Inogic expands its portfolio… Read More »