Category Archives: Dynamics 365

Team Inogic Is Heading to Community Summit Nashville. Will You Be There?

Every year, thousands of Microsoft business applications professionals, CRM admins, IT leaders, finance managers, Dynamics developers, and Power Platform enthusiasts gather in one city for one week to learn, network, and solve real problems together. This October, that city is Nashville. Key Takeaways Connect & Learn: Join 5,500+ Microsoft business applications professionals, with 600+ sessions… Read More: Team Inogic Is Heading to Community Summit Nashville. Will You… »

Web tracking and personalization overview (Customer Insights Data) – (Preview)

Web tracking and personalization in Dynamics 365 Customer Insights – Data (Preview) enables organizations to track website interactions from anonymous and known visitors. This data can be associated with customer profiles and used for segmentation and personalized website experiences. For example, an insurance customer may browse coverage plans and use a quote calculator before creating… Read More: Web tracking and personalization overview (Customer Insights Data) – (Preview) »

Enhancing Power Apps Grids with Custom Column Visualizations

Displaying data in a Power Apps or Dataverse grid is one of the most common ways for users to work with business information. However, when a grid contains several numeric values, displaying everything as plain text can make it difficult to quickly understand and compare the data. Key Takeaways Custom Column Visualizations let grid columns… Read More: Enhancing Power Apps Grids with Custom Column Visualizations »

Never Miss a Session, Never Miss a Deal: What Community Summit Can Teach Us About Dynamics 365 Notifications

Community Summit North America 2026 brings more than 600 education sessions, Academy classes, networking events, and activities across the Gaylord Opryland Resort in Nashville. With so much happening across five days, keeping track of the sessions and events that matter to you becomes part of the experience. How do you make sure you don’t miss… Read More: Never Miss a Session, Never Miss a Deal: What Community… »

Dynamics 365 Record Cloning Errors: Causes and How to Avoid Them

Cloning records in Dynamics 365 CRM saves time, but when done manually or with limited native tools, it often introduces errors that quietly damage data quality. Missing child records, broken relationships, and incorrect field values are common outcomes of ad hoc duplication. These Dynamics 365 record cloning errors don’t just create rework, they can distort… Read More: Dynamics 365 Record Cloning Errors: Causes and How to Avoid… »

Your Dynamics 365 CRM Has the Connections. Mind Map Visualization Makes Them Visible.

Key Takeaways See a 360-degree Dynamics CRM relationship view instead of navigating through related records individually. Follow N-Level Relationships to understand how connections extend across your Dynamics 365 data. Add context to visual Dynamics 365 relationship mapping with roles, labels, images, grouping, and record details. Filter the map to focus on the Dynamics 365 relationships… Read More: Your Dynamics 365 CRM Has the Connections. Mind Map Visualization… »

When Dynamics 365 CRM Development Creates a Shadow Architecture

A sales team requests one additional field in Dynamics 365. Later, an automation uses that field to send notifications. Operations begins relying on the information to prioritise work. Management adds it to a dashboard. Another system eventually receives the data. Nobody planned to build a new business-critical process. Yet removing that original field could now… Read More: When Dynamics 365 CRM Development Creates a Shadow Architecture »

How to Identify Duplicate Dynamics 365 Records That Don’t Look Like Duplicates

The easiest duplicate records to find are identical. The ones that create the biggest data problems often do not look like duplicates at all. Key Takeaways Duplicate Dynamics 365 records are not always exact copies of each other. Differences in spelling, formatting, abbreviations, and incomplete information can make duplicates difficult to identify. Exact-match duplicate detection… Read More: How to Identify Duplicate Dynamics 365 Records That Don’t Look… »

Personalize Your Dynamics 365 Experience with Modern Theme Overrides

A consistent and visually appealing user interface can improve user adoption, productivity, and confidence when working with Dynamics 365. Dynamics 365 has traditionally provided built-in theming capabilities through the classic Themes feature. However, with the introduction of the modern, refreshed look for model-driven apps, Microsoft introduced a new theming approach called Modern Theme Overrides. Modern… Read More: Personalize Your Dynamics 365 Experience with Modern Theme Overrides »

Cancel segments of a booking in Dynamics 365 Field Service

Managing multi-day bookings can be difficult when plans change for only a specific day or time period. The Cancel segments of a booking in aggregate views feature in Dynamics 365 Field Service allows schedulers to cancel only the required portion of a booking without canceling the entire booking. For example, a scheduler can cancel one… Read More: Cancel segments of a booking in Dynamics 365 Field Service »