gamifics365 - Microsoft Dynamics 365 CRM Tips and Tricks

5 Best Practices to Improve Microsoft Dynamics 365 CRM User Adoption!

Microsoft Dynamics 365 CRM has revolutionized the way organizations manage customer relationships, enabling businesses to streamline processes, enhance productivity, and drive growth. However, the success of your Microsoft Dynamics 365 CRM implementation relies on successful user adoption. Without widespread acceptance and utilization by employees in an organization, the full potential of Microsoft Dynamics 365 CRM… Read More »

Location Intelligence for Field Service – a complete guide!

An average savings of 12 minutes per appointment travel, or approximately 12 hours per day, resulting in an operational savings of $5,000 per month! Yes, these were the amazing stats recently reported by ReEmployAbility, a B2B Service Industry Company that provides simple, fast, safe return-to-work solutions to help control the rising costs of workers’ compensation… Read More »

Build a robust Sales Playbook Framework right within your Microsoft Dynamics 365 CRM!

Effective sales process management is one of the crucial factors for ensuring your business’s success. Streamlining processes can help managers and reps maximize sales efficiency, deliver quality customer experiences, and boost ROI. Furthermore, organizations that equip their sales managers with methods to standardize and streamline sales processes grow 10x faster than those with unorganized processes.… Read More »

A smart take of ChatGPT on Inogic apps for Microsoft Dynamics 365 CRM

Talk of the town, an unsaid threat in the minds of many professionals, a competitor’s catalyst for sleepless nights, and just a source of uncertainty and amazement for many, ChatGPT has crawled its way into our existence with an ear-crashing drumroll! With 13 million active individual users, a valuation of $29 billion, and many such… Read More »

Inogic apps on the popular GYDE365-Discover platform – Find the right Dynamics 365 CRM app!

Good Business Partners make difficult times easy and great ones encourage you to grow and prosper! Inogic proudly announces its recent partnership with Seer 365 following the sign-up to their popular GYDE365 platform. Seer 365 builds transformative solutions that optimize the selection, delivery, and adoption of Microsoft Dynamics 365 business applications and associated technologies to… Read More »

Lock tabs at the top of forms within Dynamics 365 Mobile and Tablet app

While doing day-to-day work in Dynamics 365 on mobile or tablet platforms, we navigate from one form to another form and from one tab to another on the same form to check the record details. In order to show visualization on the form and an easier way to find the details of the record, we… Read More »

New Release – Create and Manage Playbooks on Dynamics 365 CRM/CE Mobile App!

Mobile devices have transformed the way we do business, from checking emails on phones to attending conference calls with participants sprinkled across the globe, all while being on the go. Mobile-first business solutions leverage the power of mobile devices to be more user-friendly and accessible, enabling businesses to save time and operational costs. Here are… Read More »

3 Ways to Skyrocket Your Holiday Sales with Gamification within Microsoft Dynamics 365 CRM

Christmas time and your sales team need an extra morale boost? December means the holiday season, and also an increase in sales opportunities. Be it small or midsized businesses, whether you are in an insurance or retail business, the holiday season means the selling season. Well, don’t we do this all year round? Grinding every… Read More »

Ways to deal with missing Power Platform Environments

When working on setting up security in Power Platform environments it is important to consider all the different aspects of security. Sometimes it may happen the user may experience missing environment instances while trying to access it from the maker portal and the admin portal. Recently one of our clients reported that the user having… Read More »

Sharing of Dynamics Records through search in Microsoft Teams

In this blog, we will see how to share Dynamics records through ‘search’ in Microsoft Teams. Earlier, Microsoft Dynamics 365 supported enhanced collaboration with Microsoft Teams, You may refer to the blog to know how the collaboration between Microsoft Teams and Dynamics 365 happens. You can also refer to another blog to know how to Share and Update Dynamics… Read More »