Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic

Interactive checklists/plans for your Business Processes to improve sales activities within Microsoft Dynamics 365 CRM!

The ultimate goal of any organization that implements effective business processes is to improve process efficiency to increase productivity and provide higher customer satisfaction, leading to increased ROI in business. Business Process Checklist, the latest app by Inogic, lets sales managers create automated plans with tasks and activities that mirror best practices for completing business processes… Read More »

Single table search option in Dataverse Search

As we all know Microsoft Dynamics 365 CRM introduces the Dataverse Search i.e. Global search box that lets you type a keyword and gets the results by scanning records across entities and fields. You can refer to our previous blog1 and blog2 which explains “Dataverse search” and its capability of global intelligent search. Recently Microsoft… Read More »

Displaying entity image in SSRS report using Power Automate

In Dynamics 365 CRM, while working on one of our requirements we came across a scenario where we needed to display an Account entity image on an SSRS report. But, due to SSRS limitations, the report did not allow the usage of the OOB “entityimage” attribute in the dataset. As a workaround we’ve created a… Read More »

3 Ways to Skyrocket Your Holiday Sales with Gamification within Microsoft Dynamics 365 CRM

Christmas time and your sales team need an extra morale boost? December means the holiday season, and also an increase in sales opportunities. Be it small or midsized businesses, whether you are in an insurance or retail business, the holiday season means the selling season. Well, don’t we do this all year round? Grinding every… Read More »

Get Business Process Flow Stages in a defined sequence within Microsoft Dynamics 365 CRM

If you’ve ever tried to retrieve Business Process Flow (BPF) stages programmatically in Dynamics 365 CRM, you’ve probably noticed something frustrating: the order you get from the backend doesn’t always match what you see on the form. Recently, while working on a real project requirement, you may find yourself needing the BPF stages in the… Read More »

Recap of Dynamics 365 CRM Apps Webinar Marathon – Make your return-to-work experience more productive!

Many thanks to our thought leader partners and participants who have contributed to make our Dynamics 365 CRM Apps Webinar Marathon – Boost Productivity this Holiday Season a grand success. We understand that pre-holiday times are often the busiest of the year. With office get-togethers, year-end obligations, and personal commitments, this time of year can… Read More »

Use of async-await in virtual PCF control

Recently while working on the virtual PCF control we noticed that the updateView() in the virtual PCF works in a different manner as compared to standard PCF control with async functions. In standard PCF control, the return type of the updateView() is void while in the virtual PCF the return type is react-element. So when… Read More »

Ways to deal with missing Power Platform Environments

When working on setting up security in Power Platform environments it is important to consider all the different aspects of security. Sometimes it may happen the user may experience missing environment instances while trying to access it from the maker portal and the admin portal. Recently one of our clients reported that the user having… Read More »

Explore new options of ‘Copy link’ and ‘Manage Access’ to share individual CRM records in a jiffy!

In this blog, we are engaging with two new options introduced within Microsoft Dynamics 365 CRM, “Copy Link” and “Manage Access“. Before these options were introduced, we needed to manually copy the link and share it with the required CRM user. Similarly, to give access to a particular CRM record, we needed to share that… Read More »

New Release: Business Process Checklist app for streamlining business processes in Microsoft Dynamics 365 CRM

Effective business process management results in increased user productivity by 30-50% and increased success rate of projects by 70%. Effective business process management is a backbone of any organization. A well-structured business process takes everything into consideration viz costs, productivity, the value generated for customers and stakeholders, and overall ROI. Once the sales manager/administrator creates… Read More »