Introduction Developers in today’s generation are moving fast with their development and to further help them with their pace for designing custom components for Canvas Apps, Microsoft has introduced a kit that includes all the essential components. This kit is nothing but a managed solution named Creator Kit. Now, the developers will not be required… Read More »
The success of a business depends on Sales. And sales depend on Leads. But even in this day and age of automation, only 25% of marketing and sales professionals have any kind of automation software specific to lead conversion. This means the majority of professionals are still inclined toward the manual process of pursuing and… Read More »
Introduction In this blog, we will focus on the enhancements for creating an Email Template. With the help of Email Templates, users can send repetitive and recurring emails to multiple customers which saves time. This feature provides an advanced Design canvas and layouts which are responsive and can get adapted to any screen size to… Read More »
Introduction: The sales forecasting feature in Dynamics 365 CRM provides the ability to your organization for predicting the revenue that can be generated in a given time frame. When configured correctly sales forecasting plays a key role while predicting the overall success of the organization. Recently, I was configuring sales forecast in Dynamics 365 trial… Read More »
Introduction: In this blog, we will see how to enable Administration Mode from Power Platform Admin Center. Enabling the Administration Mode comes in handy while performing operational changes to the environment like copying a sandbox instance to the production. Previously, this setting was available from the Office 365 portal for sandbox instances. For more details,… Read More »
Introduction: The Canvas app provides us with a visually rich representation of our data on mobile devices. Recently we came across a couple of requirements where we were needed to conditionally show respective options in the Dropdown and also conditionally disable the dropdown in the Canvas app. Now, let’s see the detailed steps on how… Read More »
Introduction Using AI-based suggestions for similar Cases and Knowledge articles that have been successfully resolved and published previously helps a Salesperson in swiftly finding the proper solutions which increases the salesperson’s productivity in providing better and faster service to the customer. The AI-based recommendations for similar cases and knowledge articles appear in the smart assist… Read More »
Here are some interesting figures that accentuate the fact that Sales & Marketing go hand-in-hand. 87% of sales and marketing professionals believe collaboration between sales and marketing enables critical business growth Organizations with tightly aligned sales and marketing functions enjoy 36% higher customer retention rates Aligning both departments can help generate 209% more revenue from… Read More »
Introduction: In the previous blog, we already explored the “Customer Service Historical Analytics” report and the different dashboards available. Recently, I was going through this doc where different KPIs are listed. I was interested in “Avg. CSAT” and “Avg. survey sentiment” which were not displayed and shown as blank. This made me explore and find… Read More »
Use Business Process Checklist for guided selling in Dynamics 365 for Sales Automate repeatable tasks and enforce best practices for day-to-day sales processes using your own customizable Dynamics 365 CRM Playbook using Inogic’s Business Process Checklist. Managers and admins can create plans in the form of checklists/to-do lists or processes for their users to follow… Read More »