Category Archives: Dynamics 365

Explore our Microsoft Preferred Solution (s) for Dynamics 365 CRM on AppSource!

Thank You so very much – Well, that’s how we would like to start with, for all the amazing feedback on our Dynamics 365 CRM / PowerApps apps and coming up with real complicated requirements for us each time and isn’t that one of the reasons why we call these as Inogic Productivity Apps!! We… Read More: Explore our Microsoft Preferred Solution (s) for Dynamics 365 CRM… »

Power Platform : How to extract Form document data using AI Builder and Microsoft Flow

Introduction In our day to day business processes, we can use Artificial Intelligence to advance business operations. The AI Builder (preview feature) is the new Power Platform feature that allows us to use Artificial Intelligence to easily automate our business processes and predict outcomes. AI Builder currently supports four types of AI model, Form processing… Read More: Power Platform : How to extract Form document data using… »

Increase productivity of CRM users by using Dynamics 365 Virtual Agent

Introduction In our previous blog, we illustrated how we can use Dynamics 365 Virtual Agent to create Chatbot for the customers. In this blog, we will see how we can use Dynamics 365 Virtual Agent for employees of the organization or the CRM users. We can allow the CRM users to use Chatbot to perform… Read More: Increase productivity of CRM users by using Dynamics 365 Virtual… »

Create chatbot using Dynamics 365 Virtual Agent for your Customers

Introduction Customer service is the key aspect of any organization that add value to their growth. It becomes very important for organizations to focus on satisfying the customers with their services. We know email, phone call are the channels that the customer use to reach out to the organization and get what they are looking… Read More: Create chatbot using Dynamics 365 Virtual Agent for your Customers »

How to assign security role to a Form programmatically in Dynamics 365 CRM

Introduction In Dynamics 365 we can update security role of Form through customization. You have to just follow the given steps: Go to Setting → Customization → Customize the System → Components → Entities → Forms Open Form and click on “Enable Security Roles” in Home tab to Assign Security Role to selected Form. However, in… Read More: How to assign security role to a Form programmatically in… »

Create Global Email Template Programmatically in Dynamics 365 CRM

Introduction In this blog, we will discuss how we can create Global Email Template programmatically. Email templates contain prefilled data that you specify, so you don’t have to re-enter the same information for each article. To create an Email template for a specific entity (for Contact) we use logical name of the Entity “templatetypecode=contact”. Similarly,… Read More: Create Global Email Template Programmatically in Dynamics 365 CRM »

Boost Your Dynamics 365 CRM Toast Notification Display Time

Introduction With Dynamics 365 v9.1, Microsoft has upgraded UCI with many exciting features. In this blog, we will explore the feature Toast Notification Display Time available in UCI. Toast Notification Display Time is a new feature added to Dynamics 365 v9.1 but unfortunately, this feature is available only for UCI as of now, so enabling… Read More: Boost Your Dynamics 365 CRM Toast Notification Display Time »

Useful tip for the Local and UTC setting in PowerApps

Introduction Handling dates with Date Time Zone in PowerApps can be tricky. So while handling the dates in PowerApps you should be aware of few Date Time Zone settings. In this blog we will be discussing the same. Date Time Zone Property in PowerApps can be set through Date Picker control. Under PowerApps inside Date… Read More: Useful tip for the Local and UTC setting in PowerApps »

Filter records in PowerApps based on the owner of the record in Dynamics 365 CE

Introduction In today’s blog we will explore how to filter records in PowerApps of Dynamics 365 CRM based on the logged in user in the PowerApps. Now I have created a default Canvas app for Account entity. As you can see in below screenshot, the list contains all the account records belonging to different users:… Read More: Filter records in PowerApps based on the owner of the… »

Open PowerApps from Inside Dynamics 365 CRM

Introduction: PowerApps applications were developed for showing the Dynamics 365 CRM entities. To use these applications, it was opened outside Dynamics 365 CRM. But, there is a way to open these Apps from inside the Dynamics 365 CRM. Actually, every developed PowerApps application has its own web link and through this web link we could… Read More: Open PowerApps from Inside Dynamics 365 CRM »