Upgrade Your Dynamic 365 CRM Call Transfers: Protect Data, Boost Efficiency, Impress Clients

Introduction Imagine you are working in a company that keeps records and transcription of phone calls for various reasons, like quality assurance or improvement purposes. Now, let’s say you need to transfer a call to someone outside the company, maybe a client or a partner. Previously, this transfer process might have involved a few steps,… Read More: Upgrade Your Dynamic 365 CRM Call Transfers: Protect Data, Boost… »

Customer Voice – Personalized variables within Survey Invitations using Power Automate Flow

Microsoft has provided Customer Voice Surveys which help an organization to design the Survey where users can provide feedback by answering the questions within the Survey. Customer Voice allows Survey Designers to design effective Survey using various types of Questions such as Text, Date, Rating, Likert, File Upload, etc. Once the customer voice survey is… Read More: Customer Voice – Personalized variables within Survey Invitations using Power… »

Resolution Revolution: Optimize Your 2024 with Inogic’s CRM-driven Fireworks Display!

The crispness in the air, the clinking of glasses, the sounds of joy, and the smells of roasts are a sign that not only has the season changed but the year is changing soon and the celebrations are on the way. Happier times are ahead, and what better way to celebrate than with family, friends,… Read More: Resolution Revolution: Optimize Your 2024 with Inogic’s CRM-driven Fireworks Display! »

Get working days and holidays of the CRM Service calendar in Power Automate Flow

With Microsoft providing us more flexibility with Power Automate (MS Flow), we can now retrieve working days and holiday details of the CRM Service Calendar directly within Power Automate flows. Previously we used Plugins or JavaScript to get Calendar’s working days and holiday details, but now they can be directly retrieved through the Power Automate… Read More: Get working days and holidays of the CRM Service calendar… »

Custom Actions with Power Automate Desktop Flows

Introduction A custom action in desktop flow is a feature designed to automate repetitive tasks seamlessly. This blog provides a comprehensive guide on designing and leveraging custom actions in the desktop version of Power Automate flows. The journey starts with a step-by-step procedure to create these custom actions, offering a detailed walkthrough of the process… Read More: Custom Actions with Power Automate Desktop Flows »

Calculation Groups in Power BI

Power BI, Microsoft’s Data Analytical tool works with data and provides an enhanced view of data to take further actions for customer business improvement. Microsoft has provided lots of features to be used within Power BI which will help design effective and advanced Power BI reports and dashboards to have data overview at a single… Read More: Calculation Groups in Power BI »

Design Canvas App using the Figma UI kit

In today’s digital age, user experience is of utmost importance, and design plays a crucial role in creating compelling and user-friendly applications. Figma has emerged as a powerful design tool for teams, making collaboration and design iteration easier than ever before. If you’re building a canvas app, integrating Figma can allow you to seamlessly bridge… Read More: Design Canvas App using the Figma UI kit »

Low-code plug-ins using the Dataverse Accelerator App (Preview)

In today’s blog, we are talking about low-code plugins using the Dataverse Accelerator App, which means no coding is required. To perform complex actions on Dataverse table plugins are used. However, previously, we needed to write and register a plugin. To overcome this, Microsoft has introduced Low-code plug-ins, using Power Fx formulas, stored in the… Read More: Low-code plug-ins using the Dataverse Accelerator App (Preview) »

Ramp Up Holiday sales with Gamification within Microsoft Dynamics 365 CRM

The holiday season is upon us, a time for twinkling lights, warm cheer, and… booming sales! But in this competitive landscape, how can you stand out and jingle all the way to the bank? Enter gamification within Microsoft Dynamics 365 CRM, the secret weapon to turbocharge your holiday sales strategy. Why Gamification? The Magic Numbers:… Read More: Ramp Up Holiday sales with Gamification within Microsoft Dynamics 365… »