Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic

Stop cherry-picking of leads by automating lead distribution within Dynamics 365 CRM

We are back to interact with you in another exciting webinar on our very own popular productivity app Lead Assignment and Distribution Automation. Each of our webinars turn out to be a raving success given the participation of our partners, peers, clients, and prospects. This webinar is another attempt to bring out to you the… Read More: Stop cherry-picking of leads by automating lead distribution within Dynamics… »

Set null value to Date field in Dynamics 365 CRM using PowerApps

Introduction PowerApps lets you create, customize and run mobile apps with very less code. By using Dynamics 365 Connectors we can create mobile apps which can be shared within an organization. Users can run these apps in web browser and on their mobile devices. In this blog, we will explore how to set null value… Read More: Set null value to Date field in Dynamics 365 CRM… »

Coming Soon! Click2Undo: 1-Click app to undo changes or restore to the last known state of Dynamics 365 CRM records

Data is one of the most important aspects of any organisation. It is based on this data that business plans are made and executed. So what happens when this data is corrupted or deleted by mistake? How can you undo this? As an answer to such unforeseen situations, we are exhilarated to announce our next… Read More: Coming Soon! Click2Undo: 1-Click app to undo changes or restore… »

Sales Forecast for Dynamics 365 Sales – 2020 Release Wave 1 – Goals in a new look

Goals were introduced as an accelerator the first time around way back in CRM 4 or CRM 2011 days and it continued to be included as a part of the Sales offering within Dynamics 365 CRM till date with little to no update to this feature over the years. Honestly this was one area on… Read More: Sales Forecast for Dynamics 365 Sales – 2020 Release Wave… »

Power Automate Flows now available from within Business Process Flows

Business Process Flow helps business visualize their process flow on the Dynamics 365 CRM records and see the progress and the current status of the record along the process. Business processes often require automation of certain actions upon achieving certain stages of the process. With this in mind Microsoft included the ability to invoke. 1.… Read More: Power Automate Flows now available from within Business Process Flows »

How to avoid cherry picking and evenly distribute Dynamics 365 CRM/PowerApps Leads

Sales is a determining factor in gauging the growth of an organization. And sales comes from pursuing all available leads, as every lead has the potential to turn into a profitable account. Suppose there is a huge inflow of leads through websites, referrals, advertisements, exhibitions, events, etc. and these Leads are manually picked by sales… Read More: How to avoid cherry picking and evenly distribute Dynamics 365… »

How to remove private views in Field Service Mobile app(Woodford)

Introduction This blog is especially for users who have recently started working on Woodford solution for the field service mobile app for Dynamics 365 CRM. If you are developing in field service Woodford solution you must be aware that we need to redo the work for views on field service separately as we do in… Read More: How to remove private views in Field Service Mobile app(Woodford) »

Sales Team Member App shows up in Dynamics 365 CRM

In the last few months, there have been a lot of communication being shared around enforcement of the Team Member license. Team member license have been introduced as an option for light-weight users that only need to access customer information and perhaps record activities but not really involved in sales process involving Quotes, Orders or… Read More: Sales Team Member App shows up in Dynamics 365 CRM »

Associate / Disassociate two entities with 1: N and N: N relationship using Relate & Unrelate records in Power Automate

Introduction Power Automate has been introducing new features and one of them is ‘Relate/Unrelate Records’ feature. This is a step towards new common data service connector and it supports 1: N, N: N relationships. Now, let’s see with an example how it works. We have two entities ‘Contact’ and ‘Web Role’ and there is N:… Read More: Associate / Disassociate two entities with 1: N and N:… »

Learn, Collaborate & Connect at Booth #N3 | Community Summit, extreme 365 | Spain | 9-12 March, 2020

The annual Community Summit/extreme 365, for Year 2020 is just two weeks away. Hosted by Dynamics Communities this event will be held at Fira Gran Via in Barcelona, Spain from 9 -12 March. We are excited to be part of this upcoming event which provides an unique opportunity for both partners and end-users of the… Read More: Learn, Collaborate & Connect at Booth #N3 | Community Summit,… »