Introduction: To create accurate content in the Email Template, Dynamics 365 CRM added Default Value feature in it. With the help of Dynamics Text, now you can set dynamic content in the Email Template. And in case if it doesn’t find the dynamic value then it will show the default value. Let’s see how to… Read More: Enhancement in Email Template »
Introduction Microsoft always brings out many new features or replaces the old ones with something much better and more user friendly. It has been some time now that Microsoft has been pushing its Dynamics 365 users towards the new and advanced unified interface. And in the light of the same, Power Apps solution was introduced.… Read More: Use of new configuration page UI in Power Apps Solution »
Dynamics 365 CRM has some security features which integrates Dynamics 365 with Active Directory (AD) Groups. AD Groups can be used to grant and restrict access to a Dynamics 365 environment which enhances security as well as simplifies the process of adding users. As is the case with AAD security teams, users get automatically added… Read More: Enhance security in Dynamics 365 CRM using AAD Security Groups »
Introduction: With lots of new enhancements introduced by Microsoft this year, Deal Manager is a gem for the sales team. This latest feature provides a new approach to easily handle opportunities in Dynamics 365 CRM. The Deal Manager Workspace can be customize and altered based on seller’s preferences. How to Setup and Enable Deal Manager… Read More: Explore the new Deal Manager to increase your Sales in… »
Subscription business model is here to stay. In recent years there has been up to 437% growth in the subscription economy. And with this fast growing subscription economy, there comes the need to streamline and manage these subscriptions smoothly. So, what measures can you take for effective management of subscriptions? The first step is to… Read More: Webinar: Manage Subscriptions, get business insights, automate recurring billing processes… »
Data visualization is not a new concept. Since centuries we have used visuals – pictures, paintings, pictograms and symbols – to transfer knowledge and information. So, it’s natural to use visualization tools to interpret and analyze trillions of data generated every day. Today, companies across the world are taking advantage of these tools to sort… Read More: Kanban Board – The Power of a Visual Tool for… »
Team Inogic is here with their first-ever Podcast with Roohi Shaikh, Microsoft MVP & co-founder of Inogic. Established in 2006, Inogic is one of the most experienced Microsoft Gold ISV for Dynamics 365 CRM & Power Platform (Power Apps, Power BI, Power Automate, Power Portal). It is a hub of innovation and cutting-edge technologies. Inogic… Read More: Inogic’s journey starting with Maplytics and now with 15 Dynamics… »
Introduction: Power Platform security framework has received an update in the latest 2021 Release Wave 2 that is currently shipping across geos. Security framework has not seen much change in recent times with last change being introducing hierarchy security if I remember well. The security framework in Dynamics 365 CRM or Power Platform comprises of… Read More: 2021 Release Wave 2 Updates to Business Units, Security Roles… »
Introduction To build a mobile app in Dynamics 365, Canvas App is the better option. Canvas App is a no-code/low code business app where you can design the app by dragging and dropping elements onto a canvas. Currently, Natural Language has been gaining popularity among developers. To not get left behind, canvas app has also… Read More: New Ideas panel in Power Apps Canvas App »
Data management plays an important role in every organization. Every day, there is a significant amount of data generated in your CRM in the form of Notes, Email, their attachments, etc. Therefore, it becomes necessary to establish a methodical process for managing this ever-increasing mound of digital data in your CRM. For this, you can… Read More: Manage Space & Store Dynamics 365 Attachments with Attach2Dynamics! »