Inogic vs. Native D365 CRM: Who Offers the Best Lead Assignment Solution?

In the world of customer relationship management (CRM), Microsoft Dynamics 365 CRM stands out as a powerful tool that helps organizations manage their leads and cases efficiently. One crucial aspect of CRM is effective lead assignment and distribution to ensure prompt and efficient follow-up with potential customers. Both native lead assignments and Inogic’s Lead Assignment… Read More: Inogic vs. Native D365 CRM: Who Offers the Best Lead… »

Microsoft Dynamics 365 Segmentation within Outbound Marketing

The marketing segment is the starting point for many marketing activities, targeting a specific type of audience based on filtered queries. You can easily filter your audience (e.g. Contacts or Leads) based on customer journeys and target them accordingly. Segmentation for Outbound Marketing: According to the client’s business, they may target leads or contacts. Segmentation… Read More: Microsoft Dynamics 365 Segmentation within Outbound Marketing »

Webinar: Restore Deleted Dynamics 365 CRM Records, Clone, Export – 1 Click is what you need!

Are you tired of losing important data or spending countless hours manually restoring deleted records, cloning information, or exporting data from one application to another? Look no further! In this webinar, we will introduce you to the power of 1-click apps that can revolutionize your workflow and boost workplace productivity. Say goodbye to tedious tasks… Read More: Webinar: Restore Deleted Dynamics 365 CRM Records, Clone, Export –… »

Customer 360 component in Microsoft Dynamics 365 Customer Service

In this blog, we will learn about the new feature introduced by Microsoft in the 2023 Release Wave 1. The customer 360 component allows users to visualize the customer data on the case form. Previously, using the quick view form we could visualize the data but couldn’t edit the same. In the customer 360 component,… Read More: Customer 360 component in Microsoft Dynamics 365 Customer Service »

Inogic @ Booth # 14 European Power Platform Conference: In-person learning, connections, and inspiration!

The European Power Platform Conference (EPPC) is back, and it’s bigger and better than ever. The 2nd EPPC is set to take place in the vibrant city of Dublin, Ireland from June 20th to June 22nd, 2023 at The CCD. This highly anticipated event brings together Microsoft Power Platform Communities for three extraordinary days of… Read More: Inogic @ Booth # 14 European Power Platform Conference: In-person… »

Maps Integration within Microsoft Dynamics 365 CRM – Our Client Reviews & Testimonials!

New Year resolutions normally die by the time one enters the 6th month of the year. Processes are slowed down, the motivation to achieve more is weaning, and overall, the season turns down its vibe. We were facing the same challenges when an email from a particular client of ours lifted our spirits in a… Read More: Maps Integration within Microsoft Dynamics 365 CRM – Our Client… »

Auditing of Security Role in Microsoft Dynamic 365 CRM with Enhanced UI

We are already familiar with the Auditing feature, which enables us to track user access to the system, monitor updates made to specific columns, retrieve previous column values before updates, identify record deletions, and much more. Audit logs can be viewed in the Audit History tab for a single record and in the Audit Summary… Read More: Auditing of Security Role in Microsoft Dynamic 365 CRM with… »

Never Miss a Beat with Alerts & Notifications in Microsoft Dynamics 365 CRM

To manage customer relationships and sales in real-time, organizations using Microsoft Dynamics 365 CRM need an efficient communication system. Traditional methods like emailing or manually sharing important information can lead to mistakes and delays. Many Dynamics 365 CRM users struggle with not receiving crucial business information promptly. Meet Joe, a Sales Manager at Monroe Tech… Read More: Never Miss a Beat with Alerts & Notifications in Microsoft… »

How to create and set security groups for Microsoft Dynamics 365 Environment from Power Platform

In this blog, we would be exploring the new addition introduced in Microsoft Dynamics 365 CRM, “Security Group and Licenses”. If your Organization has multiple environments, then to segregate their workspace into individual departments, the “Security Group” option can be used. This shall help in controlling the licensed users, who can be members of a… Read More: How to create and set security groups for Microsoft Dynamics… »

Dynamics 365 Field Service with Integrated Maps: The Future of Mobile Workforce Management!

The market for Field Service Management is projected to reach $29.9 billion by 2031. This means a lot of organizations are keen on investing in Field Services. Field Service broadly comprises consultation, technical setups, complaint resolution, product replacement, maintenance, and so on. A field service representative thus, spends 80% of his workday outside the office.… Read More: Dynamics 365 Field Service with Integrated Maps: The Future of… »