Category Archives: Dynamics CRM

Controlling Typeahead Search Trigger in the Advanced Lookup

Introduction: We are already aware of the Advanced Lookup feature that Microsoft has added in the Release 2021 Wave 1. And along with it some additional features have been introduced to trigger a typeahead search in Advanced Lookup behavior i.e., “Minimum number of characters to trigger typeahead search” and “Delay between character inputs that will… Read More »

Mailchimp and Dynamics 365 CRM Integration – Get the best of both worlds with our new upcoming Marketing4Dynamics app!

Inogic has a wide range of distinct (Preferred) apps that caters to the needs of Dynamics 365 CRM users on a daily basis making their work life more productive and stress-free. Be it Document Management Apps, Visualization Apps, Mapping Apps, 1 Click Apps or Integration Apps – we have integrated Dynamics 365 CRM lately with… Read More »

Advanced Scheduling in Dynamics 365 Sales Forecasting

Introduction Sales forecasting has introduced few interesting features and one of them is Advanced Scheduling. Previously while configuring the forecast there was only a scheduling option available in the general tab of sales forecast, but now there is flexibility to configure the scheduling as per the calendar format that organizations use. For example: If you… Read More »

Smartly Manage Alerts, Boost Productivity by visualizing CRM Data in Kanban or Mind Map View – Exciting Dynamics 365 CRM Webinars lined up this month!

Half a year is gone by, it’s time to roll your sleeves, tighten the belt and get ready for round two of target achievement. For this, you need to make use of all available tools in the market to boost your productivity. And the first step should be to enhance your CRM productivity.  But the… Read More »

Benefits of Pause and Resume Customer Voice Survey feature

Introduction Microsoft introduced Customer Voice in 2020 to get feedback from the customer and save it into Customer voice entities in Dynamics 365 CRM. They also introduced new features in the Customer voice. In this blog, we will discuss one of the new features of customer voice i.e., Pause and Resume Customer Voice. Please find… Read More »

Kanban Board new feature – View aggregate field values of Dynamics 365 CRM records for easy analysis

It’s a fact that we process visual images faster than written words. Therefore, using visualization apps to analyze Dynamics 365 CRM data by capitalizing upon our natural ability to process images faster is the smart way to go ahead. A preferred app on Microsoft AppSource – Kanban Board – is one such visualization app that… Read More »

How to get quick results by using ‘Global Intelligent Search’

Introduction: In the recent release, Microsoft added one powerful feature called ‘Global Intelligent Search’. In this blog, we will see how the admin can enable this for the organization and how it helps the user, and some tricks to get quick results. Enable Relevance Search: In the Power Platform admin center, select an environment. Select Settings> Product > Features. Under Search,… Read More »

Get 360 degrees view of your Customer using Dynamics Customer Insights

A recent addition to the suite of “insights” applications has been the Dynamics Customer Insights. This is a standalone application that can be subscribed to and is part of their Customer Data Platform offering. The idea behind this app being the ability to collate customer information including transaction history or behavioral actions across multiple systems… Read More »