We are all familiar with the Sales Copilot and its time-saving features. In the previous blog, we have seen how copilot helps to boost sales efficiency in Microsoft Dynamics 365 CRM. In addition to it, users can now customize Copilot to generate a summary and recent changes list based on the columns that matter the… Read More: Enhancing Sales Efficiency by Improving Relevance of Copilot Summary and… »
Inogic specializes in outsourced development for Microsoft technologies like Dynamics 365 CRM, Azure OpenAI, Copilot, and Power Platform. Drawing from a pool of teams or meet deadlines cost-effectively. Inogic’s Outsourced Development Services offer specialized Microsoft skills without overhead, delivered professionally and proficiently. 150+ experts with 15+ years of experience, we provide rapid access to skilled… Read More: Outsource Dynamics 365 CRM and Power Platform Development: 3 Reasons… »
In the dynamic landscape of modern business operations, efficiency is important. Whether in manufacturing, service industries, or any other sector, the effective management of work orders is crucial for smooth workflow and customer satisfaction. Among the various aspects of managing work orders, one significant factor that directly impacts productivity is completing tasks based on their… Read More: Managing Work Orders based on Completion Status in Dynamics 365… »
For a successful sales process, you need to stay up-to-date with crucial sales information like deal closures, opportunities won, incoming leads, etc. Wish you never missed important updates in Microsoft Dynamics 365 CRM and received real-time Dynamics 365 notifications for key sales activities? The Alerts4Dynamics app helps users effortlessly manage alerts in Dynamics 365 CRM by… Read More: Dynamics 365 CRM Notifications: 5 Must-Know Benefits »
In Dynamics 365, managed solutions play a crucial role in deploying customizations and extensions across environments. However, managing solution versions can sometimes be challenging, especially when dealing with updates, dependencies, and compatibility issues. Recently, while working on a solution update, we needed to clone the solution and provide it to the client. However, during this… Read More: How to revert the managed solution’s version in case of… »
Introduction: In the dynamic landscape of sales and marketing, the ability to effectively manage leads is a cornerstone of success. Yet, as businesses grapple with a multitude of tasks and data streams, maintaining clarity and focus in lead management can prove to be a daunting challenge. This is where the concept of a “Focused View”… Read More: Enhancements to ‘Focused View’ and its usage within Dynamics 365 »
Knowledge is power, and sharing that knowledge unlocks boundless possibilities! At Maplytics, exploration, visualization, and innovation are in our DNA. We’re constantly pushing the boundaries and building exciting new features to empower all, as, the real joy is in sharing and empowering others with the acquired knowledge. Join our Webinar and explore more! Webinar: Supercharge… Read More: Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics… »
AI Builder in Microsoft Power Automate makes tasks easier for everyone. It lets you use prebuilt AI models to understand forms, recognize things in pictures, sort out text, make guesses, and understand people’s feelings from what they write. It’s like having a smart assistant that does tough jobs for you. So, even if you’re not… Read More: Utilize the Power of Prebuilt Business Card Reader Model in… »
Businesses using Dynamics 365 CRM for managing their sales processes amass a lot of customer information in CRM. However, raw data is only as valuable as our ability to understand it. This is also true in the case of understanding the intricate web of relationships between records in Dynamics 365 CRM. With accounts, contacts, opportunities,… Read More: A Guide for Mind Map visualization of Dynamics 365 CRM… »
Recently, we were working on a customer’s requirement where they used a custom entity to store the feedback regarding their products using an integration. The customer used a canvas app to view all the feedback on their mobile apps. They also wanted to get the summaries of the comments that were posted. While working on… Read More: Using ‘ready-to-use’ AI functions in the Canvas App »