Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic

Mailchimp – Microsoft Dynamics 365 CRM Integration for a smarter Email Marketing Strategy – Register for our live Webinar!

Here are some interesting figures that accentuate the fact that Sales & Marketing go hand-in-hand. 87% of sales and marketing professionals believe collaboration between sales and marketing enables critical business growth Organizations with tightly aligned sales and marketing functions enjoy 36% higher customer retention rates Aligning both departments can help generate 209% more revenue from… Read More »

Share and Update Dynamics 365 CRM records with Microsoft Teams

Introduction: In this blog, we will see how to share and update the Dynamics 365 CRM records within Microsoft Teams. To know how to collaborate with Microsoft Teams with Dynamics 365 CRM, please refer this blog. The main purpose of this feature is to share the records with the teams so that they can also… Read More »

Gamification in Microsoft Dynamics 365 CRM – Set goals, Make them fun, and Everyone wins!

Gone are the days of hard work and labor, it’s now the age of smart work. And with technology and scientific advancement, everything has become possible. A decade ago, gamification of daily mundane tasks of the regular work cycle was unheard of. But now, Gamification has become the new norm. To improve employee engagement, motivate… Read More »

How to efficiently collaborate using built-in Microsoft Teams Chat

Introduction: In this blog, we will learn how we can collaborate using Microsoft Teams chat. This feature allows us to chat within Dynamics 365 CRM and also allows us to link chats to our records without leaving the application. Linked chats to records help users to maintain all the chats associated with a record in… Read More »

Maximize Efficiency with Kanban Board in Dynamics 365!

Let’s get it straight – Visualization is the best way to interpret and analyze data easily. And one of the factors that help in maintaining efficiency, productivity, and agility in business processes is seamless data visualization. This is why there is a need for robust visualization apps that help to interpret and analyze business data.… Read More »

Knowledge Analytics Report in Dynamics 365 Customer Service

Introduction: The “Customer Service Insights” is now embedded in the Dynamics 365 customer service with the inbuilt AI capabilities. In the previous blog, we have already seen the “Customer service historical analytics” report which helps the service agents and managers to view historical analytics directly within the customer service. In this blog, we will have… Read More »

Duplicate lead detection for sales lead management in Dynamics 365 CRM

Introduction: Microsoft has announced the release of Wave 2 where new features will be available for preview. In this blog, we will see one of the features of Dynamics 365 CRM – Duplicate lead detection. Most users already use existing duplicate lead detection however it only shows the alert message. In the latest duplicate lead… Read More »

Undo/Redo Feature is now available in the Dynamics 365 Cloud Flow

Introduction: In the Power Automate Flow, there was no option of Undo and even if we mistakenly delete something, there was no option to redo it. In April 2022 release wave 1, Microsoft introduced the feature that allows users to Undo/Redo their operations/actions in the cloud flows designer. Now, let’s explore this new feature! Given… Read More »

Webinar: From newbies to experts – Enable swift adoption of Dynamics 365 CRM adoption with new-age monitoring app!

Did you know that today over 91% of businesses use CRM as compared to 12% in the last decade? But the interesting fact is that most organizations use only 50% of their paid CRM features. This is because of a lack of proper training as adopting this advanced CRM application is a lot like learning… Read More »

Enhanced Experience for Adding Line Items/Products along with price list in Dynamics 365 CRM

Introduction: Recently, I was exploring the ‘adding products PREVIEW’ feature which was introduced back in the 2020 release wave 1, with which enabled salespeople can add multiple products/lines to the opportunity/quote/order/invoice entities in one go. In the previous blog, we have already explored the enhanced experience of adding products for the opportunity, quote, order, and… Read More »