Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic

Synchronize Dynamics CRM Security Model in SharePoint for Secure Dynamics 365 Document Management

Microsoft Dynamics 365 CRM plays a central role in managing customer records, sales activities, service requests, and business communication. As organizations continue to generate contracts, proposals, invoices, case documents, and email attachments, many businesses rely on Dynamics 365 SharePoint integration to store and manage these files efficiently outside CRM storage. However, while Microsoft offers native… Read More »

How to keep track of linked chats and activities of Microsoft Teams in Dynamics 365

In this blog, we will see how to track the linked chat in the Dynamics 365 record’s timeline. Earlier Dynamics 365 supports enhanced collaboration with Microsoft Teams, refer to the blog to know how to collaborate with Microsoft Teams with Dynamics 365. Also, refer blog1 to know how to Share and Update Dynamics 365 CRM… Read More »

Sales Forecasting-Increase Accuracy with AI Predictive Forecasting

While working on Sales Forecasting, I came across one interesting feature which is Predictive Forecasting. As, it’s almost impossible for humans to know and predict the future result, even after making a lot of efforts to convert most of the opportunities into successful Sales. So, now with the help of these advanced AI technologies, sales… Read More »

Webinar: Territory Management, Optimized Routing, Live Tracking, etc – catch the wave of Maps Integration within Dynamics 365 CRM!

“The meeting still has 15 minutes to start but there has been an accident and a terrible traffic jam on his way. Hence, I’ve called up for a heads-up”, said the client over the call. “Oh, thank you so much for the concern, Brian, but we have re-directed the plotted route for Paul and he’d… Read More »

Schedule Board Extensibility in Microsoft Dynamics 365 Field Service

The Dynamics 365 Schedule Board provides an ability to view resources and schedule/book them for particular Work Items. As per the business scenarios, the preferences for the dispatcher differ in the real-world scenarios, and Field Service within Dynamics 365 allows us to be flexible and customize the Schedule Board as per the business need. Dynamics… Read More »

Welcome to the new world of Maplytics Website, the flagship product of Inogic!

Work hard, achieve a set milestone, celebrate it, and move ahead to the next one. Team Maplytics and Team Inogic have been implementing this principle in their everyday work life since inception. Looking at the amount of collective efforts taken and strategies implemented by the Team members, Partners, management, and even the clients, it does… Read More »

Auto Update Applications on Power Platform

App Auto Update is a new feature in public preview that allows automatic updates of applications. Those applications are installed through Microsoft AppSource. If the applications are installed manually within CRM then those publishers will not be shown in the Publisher list. This feature helps both publishers and customers to keep the applications up-to-date in… Read More »

Adding the Power Fx Formula column (PREVIEW) into Dataverse

Recently when I was adding the new column in Microsoft Dataverse from the PREVIEW maker portal (https://make.preview.powerapps.com/) I was amazed by looking at the new option in the Datatype available named “Formula”. In this blog, we will focus on the introduction and related use cases where this “Formula” datatype can be useful. Formula Column Features:… Read More »

Bulk Update records in Resco Mobile App within Dynamics 365/CRM and more!

Resco Woodford has introduced a new feature in the latest release i.e., the Bulk Update option on view. This feature is available in the latest version on Woodford i.e., 15.1. Till now there was no functionality to update multiple records in a single click same as a web client. Now this “Bulk Update” feature shall… Read More »

Sales Force Automation within Microsoft Dynamics 365 CRM – Increase Conversions & ROI

The future of business all around the world is changing at a rapid pace. And because of disruptions by new technologies every now and then, organizations face challenges to adapt quickly. One of the key aspects of this change is Automation, which lies at the core of digital transformation. As per stats, 61% of businesses… Read More »