Category Archives: Marketing

Why Techno-Functional Consulting is the Secret Sauce for Dynamics 365 Success

In the high-stakes world of enterprise technology, there is a recurring ghost that haunts even the most ambitious Digital Transformation projects: The Implementation Gap. We’ve all seen it. An organization invests heavily in Microsoft Dynamics 365. The software is world-class, the vision is clear, and the stakeholders are aligned. Yet, six months after go-live, the… Read More »

How to Enforce Role-Based Access Control (RBAC) in SharePoint from Dynamics 365 CRM

Microsoft Dynamics 365 CRM uses a structured Role-Based Access Control (RBAC) model to secure records at the user, team, business unit, and organization levels. However, when documents are stored in SharePoint using native server-based integration, record-level security does not automatically extend to the corresponding document folders. This creates a security gap between: Dataverse (CRM security… Read More »

Prepare for 2025: Transform Your Dynamics 365 CRM with Inogic’s Sales Enablement Apps

The holiday season is a time for joy, family gatherings, and celebrations, it also brings the hustle of wrapping up year-end tasks and preparing for 2025. But don’t let business deadlines steal the spotlight this holiday season. With the right apps from Inogic, you can effortlessly breeze through your CRM tasks, leaving more room to… Read More »

A Step-by-Step Guide to Designing Your Marketing Calendar in Dynamics 365 CRM

Welcome to our guide on designing your marketing calendar in Dynamics 365 CRM! In today’s dynamic business landscape, having a well-organized calendar is essential for managing and optimizing your marketing efforts. This feature not only allows you to tailor your calendar to fit your unique preferences but also helps you effortlessly schedule meetings, avoid conflicts,… Read More »

Choose Between Model or Canvas-Based Low Code Power Apps: Which One Fits Your Business Requirements?

Introduction Say goodbye to complex coding! Low-code development is a way of crafting software that demands minimal coding expertise. It uses templates and drag-and-drop tools to create applications quickly and efficiently. In this blog post, we will explore the benefits of low-code development, the differences between low-code and traditional development, and the best low-code development… Read More »

Meet Whatsapp4Dynamics – the latest BFF for WhatsApp and Microsoft Dynamics 365 CRM

WhatsApp is not just a messaging app. It is a powerful platform for any businesses, as it offers convenience, versatility, and familiarity to both businesses and customers. However, many start-ups, organizations, and sellers are not fully utilizing WhatsApp’s potential and are missing out on golden opportunities. With a low retention rate and fierce competition, it… Read More »

WhatsApp within Dynamics 365 CRM: Improve Sales Conversion and Customer Experience!

Imagine a bustling electronics store named “TechHaven.” It is a small, family-owned business in the heart of the city. The store offers an impressive range of gadgets, from cutting-edge smartphones to state-of-the-art laptops. Despite their top-notch products, the owners, John and Sarah, were facing a challenge – how to effectively turn their WhatsApp into a… Read More »