Author Archives: Inogic

Setting up Team-Based Access for Dynamics 365 CRM Documents Stored on SharePoint, Dropbox or Azure Blob Storage

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: Setting up Team-Based Access for Dynamics 365 CRM Documents Stored… »

Simplifying Case Creation: Disabling Validations on contact and customers

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: Simplifying Case Creation: Disabling Validations on contact and customers »

Extend Your Line of Business (LOB) Systems with Inogic’s Expertise in Microsoft low-code/no-code & AI Powered tools!

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: Extend Your Line of Business (LOB) Systems with Inogic’s Expertise… »

Improve Collaboration by Adding Notes Before Saving in Dynamics 365

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: Improve Collaboration by Adding Notes Before Saving in Dynamics 365 »

Key Enhancements to your Favourite WhatsApp + Dynamics 365 Integration App You Can’t Miss

A customer reaches out to your support team with a question about their recent purchase. As a dedicated agent, you receive an instant notification on your Dynamics 365 CRM through WhatsApp4Dynamics. With a quick glance, you see the details of their inquiry linked directly to their CRM record. You respond within seconds, sending a PDF… Read More: Key Enhancements to your Favourite WhatsApp + Dynamics 365 Integration… »

Elevate Copilot Interactions with Rich Media Responses, Images, and Videos in Copilot Studio

Chatting with Copilot streamlines task management for both users and owners. To make these interactions even more engaging, you can add images and videos to the “Send a message” node, enhancing the user experience with visual context. The message node in a topic flow allows Copilot to send messages that are not limited to text.… Read More: Elevate Copilot Interactions with Rich Media Responses, Images, and Videos… »

Understanding App Functionality Through Code View in Power Apps

When building applications using Power Apps, especially Canvas apps, understanding the underlying functionality is crucial for effective development and maintenance. One powerful feature that enables developers to gain deeper insights into their app’s behavior is the Code View. In this blog post, we’ll explore the purpose of Code View, how to navigate it, and why… Read More: Understanding App Functionality Through Code View in Power Apps »

Partner Solution Showcase #MySummitNA | Reinvent Maps for Dynamics 365 CRM |Oct 15

This October, the Microsoft Dynamics Community is set to thrive at Community Summit North America 2024 in San Antonio, Texas. Bringing together industry professionals, partners, and Microsoft leaders from October 13-17 at the Henry B. Gonzalez Convention Center, the event offers an exciting mix of innovation, collaboration, and knowledge sharing. A key highlight is Inogic-Maplytics,… Read More: Partner Solution Showcase #MySummitNA | Reinvent Maps for Dynamics 365… »

Show/Hide Buttons Based on Entity Permissions Using Power FX

Recently, we received a client requirement to show a button to users who have the Create permission for a specific entity. In the traditional approach, we would use the Ribbon Workbench in XrmToolBox to add buttons and write JavaScript code to check user permissions. While this method works fine, it can be a bit complex… Read More: Show/Hide Buttons Based on Entity Permissions Using Power FX »

Microsoft Power Pages: Low-Code Website Builder with Seamless Payment, Maps & E-Signature Integrations!

Discover how to create stunning websites, implement no-code payment solutions, territory/ record search capabilities with Maps Integration and utilize advanced card gallery features to elevate your business operations with Power Pages. We’ve streamlined the details for you in these easy-to-read summaries. Each one captures the essence of our newest insights, helping you integrate these powerful… Read More: Microsoft Power Pages: Low-Code Website Builder with Seamless Payment, Maps… »