Integrate Business Central with Microsoft Dataverse using Virtual Table

In modern business applications, integrating data from multiple sources is crucial for streamlined operations. Microsoft Dataverse provides a unified data platform, making it easier to connect Business Central with other Dynamics 365 applications. One powerful feature facilitating this integration is Business Central Virtual Tables. These tables act as bridges between Business Central and the Microsoft… Read More: Integrate Business Central with Microsoft Dataverse using Virtual Table »

Webinar: Send WhatsApp Messages Directly from Dynamics 365 CRM – A Complete Walkthrough

Did you know that globally, WhatsApp messages have an open rate as high as 95%, compared to the average email open rate of just 23%! But how do you leverage WhatsApp if you and your team use CRM? Enter WhatsApp4Dynamics by Inogic – the application that seamlessly bridges WhatsApp and your CRM! WhatsApp4Dynamics, is set… Read More: Webinar: Send WhatsApp Messages Directly from Dynamics 365 CRM –… »

Create a table in Dynamics 365 CRM from the SharePoint List

In today’s digital era, organizations often rely on Microsoft SharePoint as a central hub for collaboration, document management, and data storage. Just SharePoint lists, while powerful for storing and managing data, may not provide the most conducive format especially when presenting information in reports, or dashboards.  This is where table creation from the SharePoint list… Read More: Create a table in Dynamics 365 CRM from the SharePoint… »

Microsoft Build 2024 Highlights: Announcements for Copilot, Power Platform, Azure AI Services, and more!

Highlights from Microsoft Build 2024 As the tech world buzzes with excitement, Microsoft Build 2024 has once again set the stage for ground-breaking innovations and advancements. The annual developer conference, held last week (May 2024), is a focal point for Microsoft’s latest announcements and updates. This year, the spotlight shone brightly on enhancements to Power… Read More: Microsoft Build 2024 Highlights: Announcements for Copilot, Power Platform, Azure… »

Use Co-pilot AI to Develop Your Perfect Color Theme: A Step-by-Step Guide

Introduction: With Co-pilot, theme generation for app development will be simplified, accelerated, and made more intuitive. Thanks to various AI-powered features, your theme ideas can come to life in ways you never would have imagined. Co-pilot with Al may produce theme colors, components, schemas, or whole pages. You could improve the following UI visual elements,… Read More: Use Co-pilot AI to Develop Your Perfect Color Theme: A… »

Finance firm tightens document security with automatic Dynamics 365 CRM – SharePoint permission syncing!

Findango Finance, provides financial services to small and midsize firms having trouble getting money from regular banks in Spain. They offer services such as lines of credit, loans, and discounted products, presenting alternatives to the conventional credit options available through traditional banks. Data Dilemma: Balancing Growth with Document Security As Findango Finance’s business grew, so… Read More: Finance firm tightens document security with automatic Dynamics 365 CRM… »

Streamlined Text and Document Categorization with Entity Extraction in Power Automate

The tools of AI Builder help you find important information in text. They organize this info into categories that make sense for your business needs. There are two types: prebuilt and custom. Prebuilt ones are ready to use without any extra work. They’re great for lots of common tasks. Custom ones need you to train… Read More: Streamlined Text and Document Categorization with Entity Extraction in Power… »

Route Optimization using maps with Dynamics 365 for Field Reps – Save Time, Fuel, and probably a client!

Being on-time for a client meeting is one of the most crucial goals for sales and service field reps. It is a common business problem that field reps spend more time in traffic and traveling than in meetings and appointments with clients or leads. The key to increased productivity of a frontline worker is to… Read More: Route Optimization using maps with Dynamics 365 for Field Reps… »

Customize Copilot using Advanced Features within Dynamics 365 CRM

Microsoft has provided Power Virtual Agents, which help users create powerful Copilots for a range of requests, from providing simple answers to common questions to resolving issues requiring complex conversations. Power Virtual Agent allows the design of effective Copilots using various types of features like Generative Answers, Live Agents, and Actions (Power Automate Flow). In… Read More: Customize Copilot using Advanced Features within Dynamics 365 CRM »

Webinar ☁ Elevate Document Management with New SharePoint Security Sync & Attach2Dynamics features!

Are you ready to take your Dynamics 365 CRM experience to new heights? Inogic’s upcoming webinar promises to revolutionize the way you manage documents and security within your CRM system. Don’t miss this opportunity to grow your business without worrying about storage limits! Inogic’s innovative Document Management and Security Integrations have been designed to optimize… Read More: Webinar ☁ Elevate Document Management with New SharePoint Security Sync… »