Category Archives: Marketing

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: WhatsApp within Dynamics 365 CRM: Improve Sales Conversion and Customer… »

Trace entity relationships in a Mind Map view within Dynamics 365 using Map My Relationships!

Data visualization plays a crucial role in modern business operations, aiding data-driven decision-making processes. Companies worldwide are increasingly adopting visualization tools to simplify complex data and present it as actionable insights to key stakeholders. In this blog, we’ll explore how integrating data visualization tools with Microsoft Dynamics 365 can boost productivity and enhance business operations.… Read More: Trace entity relationships in a Mind Map view within Dynamics… »

Inogic at Microsoft Power Platform Conference Booth 102 and Community Summit Booth 1429 – Let’s catch up!

It is Autumn 2023 and you know what the air smells of? Of course, it’s pumpkins and pine nuts but also the annual community summits! This year’s Microsoft Power Platform Conference shall be conducted in Las Vegas, Nevada at the MGM Grand Conference Center from October 3-5. This would be followed by the CRMUG Summit… Read More: Inogic at Microsoft Power Platform Conference Booth 102 and Community… »

EPPC23 Highlights: New era of AI, Community Engagement, and Embracing Change!

Inogic team would like to express our sincere appreciation to all our visitors, exhibitors, and participants who made the 2nd European Power Platform Conference (EPPC) in Dublin, Ireland, from June 20th to June 22nd, 2023, an outstanding event. We are truly grateful for your presence and would like to take this opportunity to highlight the… Read More: EPPC23 Highlights: New era of AI, Community Engagement, and Embracing… »

Microsoft Dynamics 365 Segmentation within Outbound Marketing

The marketing segment is the starting point for many marketing activities, targeting a specific type of audience based on filtered queries. You can easily filter your audience (e.g. Contacts or Leads) based on customer journeys and target them accordingly. Segmentation for Outbound Marketing: According to the client’s business, they may target leads or contacts. Segmentation… Read More: Microsoft Dynamics 365 Segmentation within Outbound Marketing »

Never Miss a Beat with Alerts & Notifications in Microsoft Dynamics 365 CRM

To manage customer relationships and sales in real-time, organizations using Microsoft Dynamics 365 CRM need an efficient communication system. Traditional methods like emailing or manually sharing important information can lead to mistakes and delays. Many Dynamics 365 CRM users struggle with not receiving crucial business information promptly. Meet Joe, a Sales Manager at Monroe Tech… Read More: Never Miss a Beat with Alerts & Notifications in Microsoft… »

Webinar: Automate Subscription and Recurring Billing Management in Microsoft Dynamics 365 CRM!

Managing subscription-based businesses can be a complex and time-consuming task. Acquiring a new customer typically costs 5-10 times more than retaining an existing one. Therefore, it’s crucial to prioritize customer retention as it proves to be more cost-effective. The challenges faced by businesses, such as handling recurring payments, invoicing, and maintaining accurate subscriber information, necessitate… Read More: Webinar: Automate Subscription and Recurring Billing Management in Microsoft Dynamics… »

Mastering Microsoft Dynamics 365 CRM Data Visualization with Map My Relationships: The Complete Guide!

Microsoft Dynamics 365 CRM is a powerful customer relationship management system widely used by businesses to manage customer interactions, streamline sales processes, and enhance customer service. While it offers a range of features and benefits, users often face challenges in navigating through complex record relationships, and improving overall efficiency. In this article, we will examine… Read More: Mastering Microsoft Dynamics 365 CRM Data Visualization with Map My… »

3 Ways Click2Export in Dynamics 365 CRM can Save Financial Professionals Time and Money!

According to a report by Gartner, only 16% of financial decision makers feel that financial data can be leveraged for decision making. This is mainly because of poor data management systems and data strategies in the finance industries. In today’s fast-paced financial landscape, data is the lifeblood of finance professionals. Accurate and timely access to… Read More: 3 Ways Click2Export in Dynamics 365 CRM can Save Financial… »

5 Best Practices to Improve Microsoft Dynamics 365 CRM User Adoption!

Microsoft Dynamics 365 CRM has revolutionized the way organizations manage customer relationships, enabling businesses to streamline processes, enhance productivity, and drive growth. However, the success of your Microsoft Dynamics 365 CRM implementation relies on successful user adoption. Without widespread acceptance and utilization by employees in an organization, the full potential of Microsoft Dynamics 365 CRM… Read More: 5 Best Practices to Improve Microsoft Dynamics 365 CRM User… »