Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic

Webinar: Automate Subscription and Recurring Billing Management in Microsoft Dynamics 365 CRM!

Managing subscription-based businesses can be a complex and time-consuming task. Acquiring a new customer typically costs 5-10 times more than retaining an existing one. Therefore, it’s crucial to prioritize customer retention as it proves to be more cost-effective. The challenges faced by businesses, such as handling recurring payments, invoicing, and maintaining accurate subscriber information, necessitate… Read More »

How to show Teams chat on the connected records timeline in Microsoft Dynamics 365 CRM

Introduction We learned how to link teams with Microsoft Dynamics 365 CRM in our previous blog. We will now learn how to view Teams chat in the record’s timeline. Email and phone calls are effective ways to communicate with customers, but chatting with them casually can also help resolve their issues faster. This gives them… Read More »

Email Template Selection Enhancement within Microsoft Dynamics 365 CRM

To improve productivity and maintain professionalism, email templates are frequently used. A large number of templates to choose from can become confusing for the users. With the introduction of this new feature of ‘Email Template Selection’, users can find templates faster, using filters and views. Here are the steps to access this feature- Step 1:… Read More »

Mastering Microsoft Dynamics 365 CRM Data Visualization with Map My Relationships: The Complete Guide!

Microsoft Dynamics 365 CRM is a powerful customer relationship management system widely used by businesses to manage customer interactions, streamline sales processes, and enhance customer service. While it offers a range of features and benefits, users often face challenges in navigating through complex record relationships, and improving overall efficiency. In this article, we will examine… Read More »

Automatic Email content suggestion using Microsoft 365 Copilot

Marketing involves presenting an idea, a product, or a service to a target audience. By focusing on a customer’s needs and wants, companies are able to determine who might purchase their product and how to attract them. The concept of email can be quickly transitioned to the concept of writing by using content ideas as… Read More »

3 Ways Click2Export in Dynamics 365 CRM can Save Financial Professionals Time and Money!

According to a report by Gartner, only 16% of financial decision makers feel that financial data can be leveraged for decision making. This is mainly because of poor data management systems and data strategies in the finance industries. In today’s fast-paced financial landscape, data is the lifeblood of finance professionals. Accurate and timely access to… Read More »

Add Power BI Reports On Model-Driven App Form with Power BI Report Control

Earlier, Power BI reports on the CRM were directly added to the dashboard. However, recently we received a request from a client, who wanted to view a Power BI report of leads and opportunities related to accounts. He wanted to have this view in a tab on the account form itself. We researched this request… Read More »

London Automation Summit 2023: Unleashing the Power of Automation with Inogic!

We would like to express our sincere gratitude to all the participants and supporters who played a vital role in making Inogic’s participation in the London Automation Summit 2023, held on May 19th and 20th, an outstanding success. This dynamic event showcased the incredible potential of automation and its transformative impact on businesses. With a… Read More »

Webinar: Free up file storage space in Microsoft Dynamics 365 CRM and securely manage documents too!

Businesses using Microsoft Dynamics 365 CRM generate substantial data in the form of notes, sales literature, and email attachments. As these attachments accumulate, it can result in inadequate Microsoft Dynamics 365 CRM storage space and poor system performance, especially in tasks like record searching and retrieval. The conventional approaches of deleting attachments or purchasing additional… Read More »

View & Manage License Consumption in a Dynamics 365/ Power Apps Environment

In an organization, we all know the significance and importance of License Consumption by the Users for an Environment, especially in the Business of Dynamics 365. To ease this for the Users, Microsoft has introduced a new feature, as an enhancement, as a part of the recent “2023 Wave 1 Release” An organization can have… Read More »