How to resolve multiple RibbonRule with rule id error in Dynamics 365 CRM

Introduction In this blog, we will learn how to resolve multiple RibbonRule with rule id error. Previously, we received a client requirment to add a new button in Application ribbon which already had two buttons. It was necessary to perform some new funcionality which the client required. So we tried to add new ribbon button… Read More: How to resolve multiple RibbonRule with rule id error in… »

Automate Quote Approval Process in Dynamics 365 CRM using Microsoft Flow

Introduction Microsoft Flow helps us to automate everything – from simple notifications to complex business processes with defined steps and stages. By using Approval process you can manage the approval decision of invoices, leads etc. from the higher level management in the organization. In this blog, we are going to explore how to automate Quote… Read More: Automate Quote Approval Process in Dynamics 365 CRM using Microsoft… »

Explore our Microsoft Preferred Solution (s) for Dynamics 365 CRM on AppSource!

Thank You so very much – Well, that’s how we would like to start with, for all the amazing feedback on our Dynamics 365 CRM / PowerApps apps and coming up with real complicated requirements for us each time and isn’t that one of the reasons why we call these as Inogic Productivity Apps!! We… Read More: Explore our Microsoft Preferred Solution (s) for Dynamics 365 CRM… »

Power Platform: How to use Text classification model of AI Builder

Introduction/Summary Emails, Web pages, social media, chat, survey responses, etc. are some of the channels through which customers communicate with a company or organization. The data or text messages coming through these channels are unstructured. Due to its unstructured nature it is difficult to extract insight like, whether the customer is happy or not, whether… Read More: Power Platform: How to use Text classification model of AI… »

How to replace Single Quote from attribute in Microsoft Flow

Introduction In one of our blogs we have seen how to update existing records in CDS (Common Data Service) using Microsoft flow in Dynamics 365 CRM. But recently we came across a scenario where we wanted to update a Contact record based on First name, Last name & EmailAddress using Microsoft Flow. However, while retrieving… Read More: How to replace Single Quote from attribute in Microsoft Flow »

How to perform multiple CRUD operations using executeMultiple Web API Request in Dynamics 365 CRM

Introduction In this blog, we will learn how to perform multiple CRUD operations in a single Web API request using executeMultiple function. Currently, if we perform the CRUD operation on Dynamics 365 CRM then there is a need to fire the API request to each CRUD API operation. But with the help of executeMultiple we… Read More: How to perform multiple CRUD operations using executeMultiple Web API… »

Attach2Dynamics tricks – Unable to create anonymous link of file in SharePoint within Dynamics 365 CRM

Introduction Attach2Dynamics integrates cloud storages like Dropbox, Azure Blob and SharePoint seamlessly within Dynamics 365 to allow easy access to files related to CRM records including drag and drop multiple files and folders feature. Files stored on these cloud storages with Attach2Dynamics can be accessed by creating anonymous shareable link. During one of our implementation… Read More: Attach2Dynamics tricks – Unable to create anonymous link of file… »

Power Platform : How to extract Form document data using AI Builder and Microsoft Flow

Introduction In our day to day business processes, we can use Artificial Intelligence to advance business operations. The AI Builder (preview feature) is the new Power Platform feature that allows us to use Artificial Intelligence to easily automate our business processes and predict outcomes. AI Builder currently supports four types of AI model, Form processing… Read More: Power Platform : How to extract Form document data using… »

New App Release: Alerts4Dynamics – Schedule & Track Alerts and Notifications for your Dynamics 365 users in a smart way!

The wait is finally over! We are officially announcing the release of Alerts4Dynamics – your one-stop solution to create, schedule, track and manage alerts and notifications in Dynamics 365 CRM. You can have better control over your team’s performance by simply notifying them within CRM. For instance, if you are a Sales Manager, you can… Read More: New App Release: Alerts4Dynamics – Schedule & Track Alerts and… »

Schedule Export of SSRS/Word Templates & Auto-Send Emails in Dynamics 365 CRM with Click2Export new release!

Click2xport has already turned the burdensome work of exporting reports/word templates into an effortless task for Dynamics 365 CRM users. In our last release we focused on the following features – Auto Send email with exported report, Export CRM reports in CSV & TIFF format, Export & Upload CRM reports to SharePoint and Support of… Read More: Schedule Export of SSRS/Word Templates & Auto-Send Emails in Dynamics… »