Author Archives: Inogic

Automatically route cases with Assignment Rules within Microsoft Dynamics 365 CRM!

You have invested a lot of time, effort and money to gain clients for your business. You probably marketed your business and used multiple branding strategies to attract clients. Therefore, it only makes sense to focus on customer retention. Invespcro’s study states that companies who increase customer retention activities by 5% increase their profits by… Read More: Automatically route cases with Assignment Rules within Microsoft Dynamics 365… »

Free up Dynamics CRM storage space by moving notes and attachments to SharePoint, Azure Blob Storage, or Dropbox!

In Microsoft Dynamics 365 CRM, businesses rely on notes and attachments to manage critical customer and process information. While notes capture free-form text and attachments include documents, images, and videos, these features are essential for recording interactions and sharing details. However, excessive attachments can quickly consume CRM storage, leading to performance issues when default limits… Read More: Free up Dynamics CRM storage space by moving notes and… »

Location Intelligence for Field Service – a complete guide!

An average savings of 12 minutes per appointment travel, or approximately 12 hours per day, resulting in an operational savings of $5,000 per month! Yes, these were the amazing stats recently reported by ReEmployAbility, a B2B Service Industry Company that provides simple, fast, safe return-to-work solutions to help control the rising costs of workers’ compensation… Read More: Location Intelligence for Field Service – a complete guide! »

Microsoft Dynamics 365 CRM (Dataverse) Security Configuration using New Modern UI

Microsoft Dynamics 365 has introduced a new feature with the latest release. To control data access and protect sensitive data, we are encouraged to apply security roles to users. You can now assign security roles using the new modern UI, though the legacy UI is still available to change security roles. To access the Modern… Read More: Microsoft Dynamics 365 CRM (Dataverse) Security Configuration using New Modern… »

Export to PDF, Word, or Excel + Email within Microsoft Dynamics 365 CRM!

Meet James a salesperson who works at Proren PVT LTD an online customer service platform for property renovation, where they use Microsoft Dynamics 365 CRM for managing their customer relationships, customer data, queries, quotations, client advisors etc. This powerful tool helps them stay organized and efficient. But whenever James used to close a sales deal,… Read More: Export to PDF, Word, or Excel + Email within Microsoft… »

Finding colleagues viewing the same records as yours within Power Apps

In an organization, many people work on the same data, and at times it becomes quite necessary to have a conversation with the people who are working on it in order to establish clarity of the work done on that data. To initiate the conversation, we must know who is working on that data. To… Read More: Finding colleagues viewing the same records as yours within Power… »

Enabling external providers/sources for knowledge search in Microsoft Dynamics 365 CRM

In today’s competitive market, we all know the significance and importance of sources of data and information. When it comes to the business of Microsoft Dynamics 365, customer service is widely used. “Knowledge search” stands as an integral component/module of the customer service hub in Microsoft Dynamics 365 letting users work by searching through the… Read More: Enabling external providers/sources for knowledge search in Microsoft Dynamics 365… »

Cloning Records in Microsoft Dynamics 365 CRM with just 1 Click!

Microsoft Dynamics 365 is a powerful CRM tool that helps businesses manage customer relationships efficiently. It provides a comprehensive set of features that allow users to automate various business processes, streamline operations, and drive growth. However, cloning multiple records is still a struggle among sales reps. As per a report over 40% of sales professionals… Read More: Cloning Records in Microsoft Dynamics 365 CRM with just 1… »

Microsoft Dynamics 365 2023 release wave 1: Automate the addition of columns in Forms and Views

In the new Microsoft Dynamics 365 2023 release wave 1, the “Update forms and views” feature has been introduced that allows users to add table columns to the selected forms and views automatically using the table designer and table hub. One of the biggest friction points for Microsoft Dataverse is the inability to automatically update… Read More: Microsoft Dynamics 365 2023 release wave 1: Automate the addition… »

How to restore an earlier version of deleted records within Microsoft Dynamics 365 CRM!

Data is crucial to the success of any organization as it forms the basis for important business decisions, and inaccurate data can have severe consequences. Data inaccuracy occurs when data is altered or modified in an unintended way, resulting in incomplete and misleading information. It is, therefore, crucial to take proactive measures to prevent data… Read More: How to restore an earlier version of deleted records within… »