Time management is an imperative need for any sales rep or marketer! Who wants to get late on meetings or appointments? What holds them back is lack of planning and systematic management. It is important to plan your day wisely in advance and make the most of it. But sometimes managing many appointments in same… Read More »
Maplytics™ ships along with Geocoding workflows to Geocoding Dynamics CRM data with Bing Maps which are further used by Maplytics. We ship this workflow configured for Account, Lead and Contact entities. You can configure custom workflows and add a reference to the Maplytics Workflow assembly to geocode the addresses. Steps to Configure Geo-coding Workflows for Custom Entities:… Read More »
Launching a new website is always thrilling for any organization, and we at Inogic are all excited to announce new website launch for our flagship product ‘Maplytics – Locational Intelligence Simplified!’ With Maplytics May release and newly integrated feature set, Maplytics has set new standards for geo mapping technology. Now all the Maplytics related information… Read More »
Sometimes we come across a situation where there are millions of records that need to be transferred from SQL to Dynamics CRM. When we use SSIS to migrate such data there are several methods in it through which we can achieve this. But migrating so many records is not easy when it comes for speeding… Read More »
With Maplytics May Release, we have incorporated many new features that were demanded by our beloved customers and partners. One of such great features is “Defining colors for category attributes”. In previous versions, whenever users plotted records with Category option on the map, records were populated with the color defined automatically. Users were not able… Read More »
Need a Coffee? Now find your nearest Starbucks within your Dynamics CRM!! Meeting up over a coffee can be a quick embark of networking. But what if you are already on your way and your client buzzes you “Let’s meet up at a coffee shop”. It is not necessary that your navigational instincts will be… Read More »
There is a common requirement to create a workflow which should wait until date specified for a field and perform remaining operation once it is elapsed. One of the familiar example of that is Birthday reminder. We came across a requirement where we needed to create waiting workflow till specified date in a field and… Read More »
Inogic always tries to make Dynamics 365 more powerful and productive by developing new add-on solutions. Click2Clone is one of these productivity solutions, which is designed to quickly copy/clone Dynamics 365 CRM records, thus saving time and effort. Click2Clone offers to copy Dynamics 365 CRM records including the child records in Dynamics CRM and it… Read More »
A visual glimpse of Dynamics CRM records on Bing maps can be more intuitive and productive than a boring static report exported in Excel for Sales rep and Marketers. A smart idea would be to employ a mapping tool for MS Dynamics CRM. Often sales managers are given certain territories to work upon. It will… Read More »