If you’re a field agent or sales rep, you already know the challenges: Endless hours stuck in traffic. Struggling to keep track of mileage and expenses. Worrying about being late and letting clients down. Backtracking across the city just to make all your appointments. Now imagine a workday where your CRM doesn’t just hold customer… Read More »
Artificial intelligence is transforming the way we work, and Microsoft continues to push the boundaries with innovations in Copilot Studio. One of the most exciting preview features is Computer Use, a tool that enables Copilot agents to perform tasks directly on Windows desktops and web applications, just like a human would. Instead of relying on… Read More »
“Inogic is Proud to Join Microsoft Dynamics Community Summit 2025 as a Gold Sponsor at Booth Number 1240” The countdown has begun! We’re excited to share that Inogic will be part of the Microsoft Dynamics Community Summit 2025 as a Gold Sponsor Partner. This premier event brings together the global Dynamics 365 community of users,… Read More »
Imagine this: You’re a sales manager, and one of your reps just closed a $50,000 deal. But finance never got the memo, no alerts were triggered, and the update got lost in email clutter. By the time someone notices, key deadlines have already slipped. Now, what if you could automatically and instantly notify the right… Read More »
Building automation flows can be complex, especially when you need to repeatedly explain context or re-describe variables and actions to your AI assistant. But what if your AI companion could remember everything you’ve discussed and build upon previous conversations seamlessly? That’s exactly what Copilot in Power Automate Desktop delivers! Microsoft’s Copilot for Power Automate Desktop… Read More »
Financial services teams handle thousands of client records, loan applications, investment portfolios, and compliance documents every day. Manually duplicating these records, especially for recurring clients or standard loan types, can be tedious, time-consuming, and prone to costly errors. The Solution – A Microsoft-certified tool, Click2Clone for Dynamics 365 CRM. This tool allows financial services professionals… Read More »
Organizations often use multiple platforms to manage their operations. While Microsoft Dynamics 365 excels at customer relationship management, Databricks provides powerful data processing and machine learning capabilities. But what if you could seamlessly connect these two platforms to ensure real-time data synchronization? Sounds great, right? Microsoft’s Power Platform Custom Connectors solve this integration challenge by… Read More »
In 2025, insurance premiums in the US amounted to $1.7 trillion, showing a 5.1% increase from 2024. The insurance world is clearly on a fast track. From claims agents rushing to sites after storms, to organizations trying to price risk across regions, to agents running sales campaigns, every minute counts. But too often, inefficiencies eat… Read More »
Imagine yourself managing a sprawling Dynamics 365 solution, bloated with thousands of components, including web resources, entities, and plugins, many of which are unused web resources with no dependencies. Cleaning them up via the Power Apps maker portal (https://make.powerapps.com/) means scrolling through endless lists and manually deleting each one, a tedious and error-prone task. One… Read More »
Did you know your CRM can instantly highlight which leads need attention first? Many sales and CRM users face everyday challenges like Tracking deal stages Managing multiple leads Keeping priorities straight. These hurdles make it hard to see the bigger picture, slow down follow-ups, minimize sales outcomes, and reduce productivity. The good news? Most of… Read More »