Organizations today face the challenge of managing vast amounts of information, making it difficult to efficiently organize, access, and retrieve files. Without a structured approach, employees often struggle to find the right documents, leading to wasted time and decreased productivity. This cluttered data environment hampers collaboration and makes it challenging to track the sources of… Read More »
The Queue Items control is another addition to the new PCF controls available for Customer Service. This feature allows users to see related queue item details directly within the case, without needing to open them by clicking a button. It makes it much easier to quickly check which queue the case is in and who… Read More »
Integrating Mailchimp with CRM is one of the best ways to unite your marketing and sales efforts and one of the most popular outbound marketing strategy of businesses worldwide! With a single, unified view, sales reps can instantly access valuable marketing insights—like which leads or contacts have engaged with campaigns (opens, clicks, and more)—all within… Read More »
As developers, we understand that effective form handling is important for delivering a good user experience. Traditionally, many of us depend on “formLoad”, but this approach has significant drawbacks, such as inconsistent loading data and insufficient feedback during asynchronous data fetching, which can lead to user frustration. In many projects, the formLoaded method has proven… Read More »
Effective communication is key to driving sales and ensuring exceptional customer service. To help businesses streamline their communication processes, we are excited to introduce LiveChat4Dynamics, part of the omnichannel suite of communication apps that includes Dynamics 365 Text SMS Integration and WhatsApp Chat integration with Dynamics 365 CRM. This powerful integration brings live chat functionality… Read More »
Microsoft Copilot Studio allows creators to build tailored Copilots powered by AI effortlessly. In a few simple steps, you can implement your custom Copilot across every screen of your Canvas App without changing its layout. This capability is available on both the web platform and the Power Apps mobile app, offering convenience in deploying AI-driven… Read More »
Attach2Dynamics by Inogic is a seamless document management solution for Dynamics 365 CRM that integrates with popular cloud storage platforms like SharePoint, Dropbox, and Azure Blob Storage. It allows users to easily perform actions such as upload, download, email, and link files directly from CRM records. One of its key features is security templates, which… Read More »
As a support agent, I engage with customers and address their concerns. In an earlier instance, I was handling a case for an organization named “A. Datum Corp. (Sample)” Our system contained records for Curron, Smith, and several other contacts linked to the company. I filled out all the fields and used Smith as the… Read More »
Welcome to Inogic Professional Services – Series #3 In this series, we’ve explored how Microsoft’s integrated technologies, such as Power Platform, and Dynamics 365 revolutionize business operations. We began by examining how these tools can drive innovation with their low-code/no-code capabilities and then delved into strategies for business transformation through app building and modernization. Today,… Read More »
In many sales roles, capturing key details during client meetings can be challenging, as reps often need to save records before adding notes, which can result in missing important information. During a recent meeting with a potential client, Alex, our new CRM feature allowed me to take notes and upload documents in real-time—without having to… Read More »