In the recent 2023 release wave 1 plan, additional features have been added to the Timeline view under Personal Settings, such as Display layouts, Show email as, and Remember by filters. We have already written a blog about Display Layouts and some additional options. However, as part of this blog, we will discuss two topics:… Read More: Ease the use of Dynamics 365 Timeline »
Stellar Solutions is a Fintech company based in San Francisco that aims to create a common financial platform using blockchain technology. The company offers a decentralized system that allows people to send, save, and receive money across different currencies and borders. Stellar Solutions had renowned for providing exceptional customer service, but as their customer base… Read More: #BetterTogether – Microsoft Dynamics 365 CRM & Business Process Playbook… »
Microsoft has provided an analytical tool Power BI, which allows us to display our organization data in the form of dashboards to give us a high-level insight into the data. Power BI Desktop application provides the below-listed features to build the reports. Paginated Reports: Provide the ability to develop the reports that are available for… Read More: Develop Paginated Report using Power BI Report Builder »
Microsoft Dynamics 365 CRM offers a plethora of robust features and capabilities, making it a highly sought-after solution for businesses aiming to enhance their customer relationship management processes. Dynamics 365 offshore development services can be a great way to leverage the benefits of this platform while reducing costs, gaining access to a wider talent pool,… Read More: Strategies for Success in Dynamics 365 CRM Offshore Development: Navigating… »
Power BI is an interactive data visualization tool that is used to create business reports. It makes business-level decisions easy. Visuals are the visualization tools that display the data in Power BI. There are many types of visuals based on different needs and requirements. A Card is a way to enhance the data in a… Read More: Card (new) Visual in Power BI Report within Microsoft Dynamics… »
Introduction Recently, we were working on a customer requirement that required us to handle two specific scenarios: creating a phone call activity when an email is sent and creating an appointment upon receiving an email. We tried two approaches to meet this requirement. The first approach was to create a single workflow called “SendReceivedEmail” that… Read More: Workflow Automation in Dynamics 365 CRM: Triggering Actions on Email… »
Inogic team would like to express our sincere appreciation to all our visitors, exhibitors, and participants who made the 2nd European Power Platform Conference (EPPC) in Dublin, Ireland, from June 20th to June 22nd, 2023, an outstanding event. We are truly grateful for your presence and would like to take this opportunity to highlight the… Read More: EPPC23 Highlights: New era of AI, Community Engagement, and Embracing… »
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… »
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 »
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 –… »