InoLink – a Preferred App on Microsoft AppSource – is your go-to app when it comes to integrating Dynamics 365 CRM with QuickBooks Online. Most of you must be well aware of our popular integration app. But for those of you who are yet to get acquainted, let’s see why our Dynamics 365 CRM friends… Read More: Integrate QuickBooks Online with Dynamics 365 CRM for the best… »
Introduction We recently had a business requirement to load data in Dynamics 365 CRM. We had a case where the user will create Account records in a CRM and at the end of the day, it should load records in the other Dynamics 365 CRM. To achieve this we have used the Azure Copy Data… Read More: Load Data in Dynamics 365 CRM using Azure Copy Data… »
Introduction Microsoft has provided offline ability to use “Dynamics 365 for phones app” or “Field Service (Dynamics 365) App”. Mobile Offline allows users to work with the data in offline mode as well i.e. when they are not connected to the internet. So, in the offline mode, if we want to create or manage the… Read More: How to Perform Basic CRUD Operations using Offline Web API… »
Introduction Recently when I was exploring the sales forecasting feature of Dynamics 365 sales, I came across many enhancements in Forecast configuration. Previously if you were trying to create any type of forecast (Org, Territory, and Custom) then it was restricted to Opportunity entity only. Now you can observe that there is a flexibility to select… Read More: Enhanced configuration steps in Dynamics 365 Sales Forecasting »
The use of mobile devices like Smartphones and Tablets is rapidly increasing amongst sales and businesses around the world. The rise in need of real time data when on field has become a must and to cater to these rising demands, Mobile CRM strategies are being adopted by Sales Teams. With Mobile CRM, salespeople can… Read More: 7 Benefits for having a Mobile Strategy for your Field… »
Introduction: Dynamics 365 CRM security module plays a very crucial role in terms of managing data like limiting the access to data for each department/team/user in an organization. So, while working on CRM sometimes the end users, such as salespersons, might get some permission issues while accessing any record in the CRM. And they report… Read More: How to Identify missing permissions in Dynamics 365 CRM »
Inogic has a wide set of distinct productivity apps for Dynamics 365 CRM/Dataverse (Power Apps) users, namely, Document Management Apps, Visualizations Apps, 1 Click Productivity Apps, Integration Apps, and so on. And today, in this blog, we will focus on the ever popular set of 1 Click Productivity Apps – Click2Clone, Click2Export and Click2Undo. So,… Read More: 1 Click Productivity Apps – Now Clone, Export, Undo &… »
Introduction The Dynamics 365 Field Service schedule board allows users to manage bookings, resources, resource requirements, etc. Users can schedule their resource requirements by using simple drag and drop to a particular resource which creates Booking entity record. User can review the bookings on the schedule board as shown in the below screenshot. Within the… Read More: Customize Booking Template on Schedule Board with Dynamics 365 Field… »
Introduction Recently in our PCF control, we got the requirement that when the user selects a date from the calendar control then that date format should be of logged-in user. In this blog, we will check how to achieve the same. Scenario: Here is my current user settings in Dynamics 365 CRM. As you can… Read More: How to Read and Set Date Format of Logged-in User… »
Business thrives on Sales. And Sales come from pursuing Leads diligently. But, as it often happens one cannot avoid cherry picking or mismanagement of any kind while assigning Leads manually. So, what should be done to handle such situations so that the sales are not affected due to cherry picking or mismanagement of Leads? Don’t… Read More: Webinar – Distribute Leads/Cases Automatically using Round Robin & Capacity… »