Inogic Top 5 Microsoft Dynamics 365 CRM & Power Apps user tips of 2022!

It’s that time of year once more… It’s time to huddle indoors, build a fire, find a cozy nook, and wait for spring. As we approach the end of the year, we like to reflect on the year that has passed us. That means better understanding our readers—and seeing where we can improve for next… Read More: Inogic Top 5 Microsoft Dynamics 365 CRM & Power Apps… »

How to apply filters on Multi Choices Columns in Dynamics 365 CE

Filtering the table records for the Multi Choice fields/columns is easier if only one option is selected and can be done using the “Equal & Does not equal” filters present. But while filtering the data when more than one option is selected, the “Equal & Does not equal” filter doesn’t work as required so, in… Read More: How to apply filters on Multi Choices Columns in Dynamics… »

How to modify the OOB Field Service technician service Report using PCF control

Recently we had a requirement from one of our clients for incorporating the customization in the OOB Field service technician service report in the field service mobile and web app. Microsoft Field Service Reporting is a managed solution that can be installed in the environment. Once you install the solution, the Report will appear on… Read More: How to modify the OOB Field Service technician service Report… »

Editable Grid feature properties of Power Apps Grid control

With the Power Apps grid control, users can view, open and edit records from view and sub-grids, an evolution of Power Apps read-only control. In our previous blog, we saw how users can edit records within the grid and do infinite scrolling until they find the records they are interested in. Also, they can configure… Read More: Editable Grid feature properties of Power Apps Grid control »

Dynamics 365 CRM Maps: Combining Location Intelligence + CRM to create a Great Customer Experience Strategy!

“Where data aligns with geography, intelligence comes to life.” – An Experienced Guide Have you heard about Location Intelligence? Location Intelligence is a term that has been evolving in the industry for decades. Did you know that 80% of the data collected by organizations has a locational component? When properly analyzed, this component can drive… Read More: Dynamics 365 CRM Maps: Combining Location Intelligence + CRM to… »

Create tables using Canvas App Designer within Power Platform

As we all know, to create the table in the Power Platform environment we have to go to the Power Apps Home and there we can find the table option inside the Dataverse navigation area. Now suppose you are designing a Canvas App using Canvas App Designer and you want to create a table to… Read More: Create tables using Canvas App Designer within Power Platform »

How to trigger the plugin on any Business Process Flow stage change and update custom entity record related to the Active Stage

Introduction Recently while working on a customer requirement, we came across a scenario where we needed to trigger a plugin on change of Business Process Flow stages. So, in the pursuit of finding a solution, we came across workflow and process stage entities, but they were not very useful in this scenario. Our requirement was… Read More: How to trigger the plugin on any Business Process Flow… »

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: Interactive checklists/plans for your Business Processes to improve sales activities… »

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: Single table search option in Dataverse Search »

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: Displaying entity image in SSRS report using Power Automate »