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 »
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… »
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… »
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… »
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… »
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… »
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… »
With the wave 1 rollout in Microsoft Dynamics 365 CRM earlier this year, there has been an addition of a new type of entity in Dynamics CRM. It is called an “Elastic” entity. In this blog, we will walk through one of the capabilities of this newly launched feature, what makes it different from the… Read More: Enabling/creating the entity as type “Elastic” within Microsoft Dynamics 365… »
Managing subscription-based businesses can be a complex and time-consuming task. Acquiring a new customer typically costs 5-10 times more than retaining an existing one. Therefore, it’s crucial to prioritize customer retention as it proves to be more cost-effective. The challenges faced by businesses, such as handling recurring payments, invoicing, and maintaining accurate subscriber information, necessitate… Read More: Webinar: Automate Subscription and Recurring Billing Management in Microsoft Dynamics… »
Introduction We learned how to link teams with Microsoft Dynamics 365 CRM in our previous blog. We will now learn how to view Teams chat in the record’s timeline. Email and phone calls are effective ways to communicate with customers, but chatting with them casually can also help resolve their issues faster. This gives them… Read More: How to show Teams chat on the connected records timeline… »