Dynamics 365 is the backbone of customer data for many organizations. From sales and service records to financial and operational insights, CRM data plays a critical role in reporting, compliance, and decision-making. But when it comes to exporting that data regularly, many teams still rely on manual processes — exporting to Excel, running Advanced Find… Read More »
Managing reports in Dynamics 365 often feels like a never-ending task. Exporting files, emailing updates, scheduling reports, and doing all of this manually can drain hours every week. But what if all of it could happen in just ONE click? That’s exactly what Click2Export brings to your CRM workflow. Let’s dive into how it works,… Read More »
Generating and sharing Dynamics 365 reports shouldn’t take hours each week. Yet many users still spend time manually exporting reports, converting them to PDF, and emailing them to stakeholders, often multiple times. This guide walks you through two efficient ways to export Dynamics 365 reports to PDF: Manual Export: Ideal for one-time or ad-hoc reporting… Read More »
Over 80% of businesses use PDFs as their primary format for storing and sharing documents. However, this widespread use has its downsides—75% of data breaches linked to document sharing are due to poor PDF management. This highlights the need for a simple PDF conversion tool, especially within Dynamics 365 CRM, where document sharing and management… Read More »
Are you tired of losing important data or spending countless hours manually restoring deleted records, cloning information, or exporting data from one application to another? Look no further! In this webinar, we will introduce you to the power of 1-click apps that can revolutionize your workflow and boost workplace productivity. Say goodbye to tedious tasks… Read More »
According to a report by Gartner, only 16% of financial decision makers feel that financial data can be leveraged for decision making. This is mainly because of poor data management systems and data strategies in the finance industries. In today’s fast-paced financial landscape, data is the lifeblood of finance professionals. Accurate and timely access to… Read More »
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 »
Did you know that employees spend roughly 25% of their time per week on exporting data manually from CRM? Even with such sophisticated business applications, a considerable amount of time is required to be invested in the manual export of data. This can affect the productivity of employees in the long run. So, what can… Read More »
Looking for ways to reduce day-to-day mundane manual workload in Dynamics 365 CRM? Then your search ends here – for Inogic just has the perfect set of solutions for you! Our 1 Click Productivity apps for Dynamics 365 CRM/Dataverse (Power Apps) – Click2Clone, Click2Export and Click2Undo – is just what you were looking for! So,… Read More »
Inogic has a wide set of distinct productivity apps for Dynamics 365 CRM/Dataverse (Power Apps) users, namely, Document Management Apps, Visualizations Apps, 1 Click Productivity Apps, Integration Apps, and so on. And today, in this blog, we will focus on the ever popular set of 1 Click Productivity Apps – Click2Clone, Click2Export and Click2Undo. So,… Read More »