Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic

Configure the Right Subscription-Based Pricing Model for Your Product within Microsoft Dynamics 365 CRM!

Subscription-based pricing models have become increasingly popular among organizations across the globe because they give businesses several benefits, including predictable revenue, increased customer retention, lower customer acquisition costs, ongoing customer feedback, and flexibility. Jack is a salesperson at Briton Tech, a software solutions company. They moved on to the subscription-based business model. To cater to… Read More »

Microsoft Release 2023 Wave 1: Form creation and management in Real-Time Marketing – Part 1

Microsoft has announced the release of 2023 wave 1 where new features will be available in preview. In this blog, we will see one of the preview features of Dynamics 365 Marketing. It is critical to have a form that captures lead information, converts visitors into leads, and converts leads into customers. Inbound marketing forms… Read More »

Webinar: The Magic of Gamification in Microsoft Dynamics 365 CRM with Gamifics365!

Organizations across the globe are implementing gamification in their business processes to transform routine chores into something interesting and motivating. According to a recent survey, 90% of employees feel more productive at work with gamification. It’s exciting, isn’t it? So, if you’re looking for solutions to drive high work engagement within your sales team, keep… Read More »

How to connect Power Apps Cards to Dataverse and Debug them

In our last blog related to Power App cards, we learned how to create and design a power app card and designing of it. In this blog we will learn about Connecting the card to Microsoft Dataverse, storing the values in the Dataverse table, and debugging the card. Follow the below steps to connect the… Read More »

Attach2Dynamics: A Cost-Effective Solution for Saving Microsoft Dynamics 365 CRM Storage Space

Norton PVT LTD is a company that deals in precision equipment and understands the importance of keeping track of their communication with clients. They use Microsoft Dynamics 365 CRM to store and manage their email content and attachments. However, as their business grew, they found themselves exceeding the 20 GB file storage capacity of Dynamics… Read More »

New look and feel for Model Driven Apps(Preview)

Recently while configuring Model Driven Apps, we came across a setting for an advanced modern look and feel available. This setting incorporates fluent design into apps. In this blog, we will have a walkthrough of this new feature introduced in the 2022 Microsoft release wave 2 using which you can enhance the user experience while… Read More »

How to read Query Parameter in a Custom Connector?

Recently, we were addressing a requirement where we needed to work with a custom connector. We had an API that accepted GET & POST request methods. Some values were needed to be read in the request as query parameters. Scouring through the internet, we found no documented way to read the query parameters. After some… 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 »

How to use Autocomplete of Dataverse Search in Canvas App?

Recently, I was working on a requirement in the Canvas app regarding autocomplete. We wanted to display the auto-complete suggestion based on the account names as they were typed in. After fiddling around with the requirement, I stumbled upon the Dataverse Search. Microsoft recently came out with Dataverse Search API, which consists of various search… Read More »

How to use facets, filters, and more optional parameters of Dataverse Search in Power Automate Flow?

In our previous blog, we saw how to use some optional parameters. This blog will be a continuation of the same. In this blog, we will look at other optional parameters to limit the search per our requirements. So, without further ado, let’s get started. Now, first, for the additional parameter, we will look at… Read More »