Category Archives: Marketing

Export to PDF, Word, or Excel + Email within Microsoft Dynamics 365 CRM!

Meet James a salesperson who works at Proren PVT LTD an online customer service platform for property renovation, where they use Microsoft Dynamics 365 CRM for managing their customer relationships, customer data, queries, quotations, client advisors etc. This powerful tool helps them stay organized and efficient. But whenever James used to close a sales deal,… Read More: Export to PDF, Word, or Excel + Email within Microsoft… »

Microsoft Power Platform: An Overview of the 2023 Release Wave 1 Plan

Microsoft Power Platform has unveiled its 2023 release wave 1 plan, offering a new era of digital transformation for businesses. The release will bring hundreds of new features to the Power Platform applications, enabling individuals, teams, and organizations to foster a data culture and provide solutions for low and no-code development, advanced governance capabilities, and… Read More: Microsoft Power Platform: An Overview of the 2023 Release Wave… »

Configure the Right Subscription-Based Pricing Model for Your Product within Microsoft Dynamics 365 CRM!

Subscription-based pricing models have become increasingly popular among organizations across the globe because they give businesses several benefits, including predictable revenue, increased customer retention, lower customer acquisition costs, ongoing customer feedback, and flexibility. Jack is a salesperson at Briton Tech, a software solutions company. They moved on to the subscription-based business model. To cater to… Read More: Configure the Right Subscription-Based Pricing Model for Your Product within… »

Webinar: The Magic of Gamification in Microsoft Dynamics 365 CRM with Gamifics365!

Organizations across the globe are implementing gamification in their business processes to transform routine chores into something interesting and motivating. According to a recent survey, 90% of employees feel more productive at work with gamification. It’s exciting, isn’t it? So, if you’re looking for solutions to drive high work engagement within your sales team, keep… Read More: Webinar: The Magic of Gamification in Microsoft Dynamics 365 CRM… »

Worried about Qualifying and converting leads – First, get started with automatic Lead Assignment and Distribution within Microsoft Dynamics 365 CRM

For sales managers, one of the biggest concerns is ensuring the timely assignment of leads to sales reps and quality response to prospects, which, if done successfully, makes a huge difference to the sales cycle and lead conversion rates. Sales managers distributing leads manually based on skill, availability, and workload of the sales reps in… Read More: Worried about Qualifying and converting leads – First, get started… »

A smart take of ChatGPT on Inogic apps for Microsoft Dynamics 365 CRM

Talk of the town, an unsaid threat in the minds of many professionals, a competitor’s catalyst for sleepless nights, and just a source of uncertainty and amazement for many, ChatGPT has crawled its way into our existence with an ear-crashing drumroll! With 13 million active individual users, a valuation of $29 billion, and many such… Read More: A smart take of ChatGPT on Inogic apps for Microsoft… »

Webinar: New-age Visualization Apps for Enhancing Dynamics 365 CRM Data Visualization Experience

Data visualization apps in recent times have become an essential part of many business processes. Companies all over the world are increasingly using these tools to organize massive amounts of data into visually compelling business information for presenting to stakeholders and business owners in more understandable ways. Some of the inherent benefits of using these data visualization apps include faster decisions,… Read More: Webinar: New-age Visualization Apps for Enhancing Dynamics 365 CRM Data… »

Resolve SharePoint Document Library Limit by creating custom SharePoint library structures within Microsoft Dynamics 365 CRM!

James, a sales manager at Datum Corporation, uses Microsoft Dynamics 365 SharePoint Integration to store and manage CRM documents/attachments in SharePoint. But over time, he outgrew the Microsoft recommended SharePoint document library limit of 5,000 items. Although you can add up to 30 million items per library or list, Microsoft recommends a general document library… Read More: Resolve SharePoint Document Library Limit by creating custom SharePoint library… »

Visualize Complex Family Relationships in Dynamics 365 CRM with Mind Map View

Data visualization is integral to many business processes for data-driven decision making. Companies all over the world are increasingly using visualization tools to sift through massive amounts of data and present it to stakeholders and business owners as actionable insights. Let’s understand how data visualization tools augmenting a CRM platform can enhance business productivity in… Read More: Visualize Complex Family Relationships in Dynamics 365 CRM with Mind… »

Maplytics Jan23 Release Webinar – Enhancements to Auto Scheduling, Mobile UI, Route Tracking, and more!

Imagine a geo-mapping, all-inclusive app that has a vibrant and friendly User Interface, that offers a clear view of the field reps’ schedule, travel routes, and travel time, that provides a 3D View of the Route, makes navigation easy through multiple apps, allows customization of Dashboard Views and a lot more. Now stop imagining and… Read More: Maplytics Jan23 Release Webinar – Enhancements to Auto Scheduling, Mobile… »