In your everyday tasks while using Dynamics 365 CRM you come across various activities which are tedious, monotonous and time consuming like creating Opportunities or Quotes with more than 25 line items and so on. In order to ease your way around these tedious activities we introduced an exclusive app – Click2Clone. Click2Clone, a 1-Click… Read More »
With every release Microsoft brings some new features and it is the same case in this 2020 wave 1 release. In this 2020 wave 1 release, Microsoft has given us the ability to Customize Case Resolution FORM. Earlier, it was not feasible with OOB field required level properties or Business Rules to customize case resolution… Read More »
Introduction Predictive Lead and Opportunity Scoring is an advanced sales feature that provides intelligent insights on leads, opportunities and sales data that help sellers to take timely action to close deals and generate revenue. In this blog, you will get to learn about this advanced sales feature of Dynamics 365 CRM in depth. Enable Advanced… Read More »
In any organization Sales & Accounts department plays an important role. A strong accounting system forms the backbone of the company which comprises of intricate details of each and every transaction occurred in the company. Similarly, a business application system which helps in managing customer relations aids in the growth and expansion of the company.… Read More »
Introduction Data can be stored in spreadsheets, databases, or any other systems from where you can import that data into Dynamics 365 CRM. Dynamics 365 CRM allows us to import data using different file types. In this blog, we will see how to work with each file type and import data. XML Spreadsheet 2003 (.xml)… Read More »
Dynamics community is working towards coming closer in this time of work from home and share their part of knowledge be it 2020 release wave 1 or webinars on add-ons that make a difference and you always wanted to have. Inogic with over 11+ Dynamics 365 apps on AppSource is so glad to serve the… Read More »
Introduction In Dynamics 365 CRM, we can create On Demand Flows / Workflows, which allows user to execute them manually to perform certain actions as and when required. But what if you do not want specific users to execute these Flows manually? In such case, follow the steps given below to restrict users from executing… Read More »
And this week’s update includes a filter button on the home grid views! Yes, the familiar Advanced find icon! As you know, Advanced find UI still uses the classic web UI and has been waiting for an upgrade and looks like this is the beginning. Here is what the new UI looks like today: It… Read More »
While any organization is dealing with its data, there are multiple ways to go through them. It can be either through number crunching or following a schematic approach. While number crunching is a good way to approach data analysis, graphic approach is far more visual and quick to grasp the essence of the relationship. For… Read More »
In our previous post, we saw various apps to which a canvas app can be added. In continuation to this, here is another application where the canvas app can be easily added – Microsoft Teams. Moreover, to ease the process of adding canvas apps to teams, you now have an option right there i.e. ‘Add… Read More »