Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic

Create Records quickly in Dynamics 365 CRM by using new Microsoft Wave 2 feature – Business Card Scanner

Introduction: With the growth of machine learning and artificial intelligence in our day to day life, Microsoft is also embracing ML and AI in Dynamics 365 CRM. With the recent Wave 2 general availability release, Microsoft has added some really good features and one them is – Business Card Scanner. Microsoft has combined its latest… Read More: Create Records quickly in Dynamics 365 CRM by using new… »

How to use ‘Out of Stock’ Message for Work Order Product in Dynamics 365 CRM

Introduction Field Service for Dynamics 365 CRM allows user to set various default settings in Field Service Settings area. We have Inventory and Purchasing functionality which can be used with the Field Service Dynamics 365 in order to manage and keep track of Inventory. This helps to keep track of how many products are received… Read More: How to use ‘Out of Stock’ Message for Work Order… »

Webinar: First look of our 4 new Productivity Apps for Dynamics 365 CRM and PowerApps!

We are happy and excited to introduce you to our 4 new PowerApps/Dynamics 365 CRM productivity apps. So here we are with yet another exclusive session where you will get the first look of our 4 new productivity apps – Lead Assignment Distribution & Automation, SharePoint Security Sync, Kanban Board and Map My Relationships! Register… Read More: Webinar: First look of our 4 new Productivity Apps for… »

How to Add Hyperlink to Data Table Column in PowerApps

Conclusion: Thus, as illustrated above, we can easily add hyperlink to the Data Table column in PowerApps.

Introduction PowerApps lets you create, customize and run mobile apps with very less code. Microsoft released new experience for user in PowerApps which are more user friendly and improves user experiences. In today’s blog we will explore more on hyperlink property in Data Table control for PowerApps. Now, let’s consider a scenario where users want… Read More: How to Add Hyperlink to Data Table Column in PowerApps »

Kanban Board for Dynamics 365 CRM and PowerApps – Get an Organized View of your Records!

Innovation does not stop at Inogic! We are back with yet another upcoming Dynamics 365 CRM & PowerApps productivity app just for you. You may all be familiar with the term ‘Kanban’ which is a Japanese word for ‘visual signal’. Visual representation helps us to interpret data more clearly. We developed our app based on… Read More: Kanban Board for Dynamics 365 CRM and PowerApps – Get… »

How to modify Data Source Queries of Power BI Report using Advanced Editor

modify Power BI Report Data Source Queries from Advance Editor

Introduction When data is added using the Get Data button by connecting to the services, Power BI generates a query in the background and we can modify this query and its data sources using the ‘Advanced Editor’ Button. Recently, we had a business requirement from one of our old clients to create a Power BI report. Thus, we… Read More: How to modify Data Source Queries of Power BI Report… »

How to add Business Card Scan Control in PowerApps

Introduction In Wave 2 release Microsoft has introduced new feature in PowerApps to scan Business Card. In this blog we will explore how to add Business Card scan control in PowerApps to scan business cards. Steps to configure: 1. Create a canvas app (Blank App) as shown in below screenshot: 2. Then add Business card… Read More: How to add Business Card Scan Control in PowerApps »

Improve Dynamics 365 CRM Online or On-Premise User Adoption with additional 2 New Features!

User Adoption Monitor by Inogic the Microsoft Preferred App on AppSource has become an integral part of many organizations globally by helping them to review and administer Dynamics 365 CRM user adoption successfully. To make it more formidable and interesting we recently introduced two new features to it. So, let’s have a look at the… Read More: Improve Dynamics 365 CRM Online or On-Premise User Adoption with… »

How to Call an Action through Power Automate(MS Flow)

Introduction As Microsoft is providing us more flexibility with Power Automate (MS Flow), recently we found that now we can call the Action through Power Automate (MS Flow) directly. Previously we used to call an Action through HTTP request, but now we can directly call an Action through the Power Automate (flow) steps. Before that… Read More: How to Call an Action through Power Automate(MS Flow) »

Sync Data from Dynamics 365 CRM to QuickBooks and vice versa by using Option Set

Introduction InoLink is an integration tool aimed at synchronizing data between Dynamics 365 CRM Online and multiple Intuit QuickBooks (Online) to provide a 360 degree view of Customer accounting details to the sales team, within Dynamics 365 CRM. User can sync Customer data from Dynamics 365 CRM to QuickBooks and vice versa based on lookup… Read More: Sync Data from Dynamics 365 CRM to QuickBooks and vice… »