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 – employees spent roughly 25% of time per week on exporting data manually from CRM. Even with such sophisticated business application, a considerable amount of time is required to be invested in manual export of data. This can affect the productivity of employees in the long run. So what can be done… 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 »
Exporting and sharing data from Dynamics 365 CRM – both internally or externally – is an all-time process. Normally employees spent 25% of their time per week on exporting data manually from CRM. And to err is human which results in a major portion of data that is exported being insufficient or inaccurate. These are… Read More »
One of our 1 Click productivity apps for Dynamics 365 CRM/Power Apps – Click2Export – is your go-to app to export and email reports/word/excel templates with just a single click. A preferred app on Microsoft AppSource, Click2Export effectively saves your time and effort when it comes to exporting data from Dynamics 365 CRM/Power Apps. Be… Read More »
Evaluating user activities and tracking their performance helps organizations in making informed and analyzed decisions. For Dynamics 365 CRM managers and admins, high user adoption is a key measure of the overall success of a CRM implementation. This month, to help organizations keep track of Dynamics 365 CRM user actions and increase their overall productivity,… Read More »
Do Clicks matter? If yes then its time to explore our range of 1 Click Productivity Apps Click2Clone – Clone/Copy Dynamics 365 CRM records in one click Click2Export – Export Dynamics 365 CRM Report/CRM Views/Word/Excel template in one click Click2Undo – Undo & Restore Dynamics 365 CRM data in one click The speciality of these… Read More »
Dynamics 365 comprises bulk of data that needs to be managed carefully for a quick overview of organizational statistical structure. For this, Reports are maintained in CRM that can be exported for offline consumption to move around in organization for seamless analysis and decision making. This data can be maintained in Reports and Excel/Word Templates.… Read More »