Introduction: With lots of new enhancements introduced by Microsoft this year, Deal Manager is a gem for the sales team. This latest feature provides a new approach to easily handle opportunities in Dynamics 365 CRM. The Deal Manager Workspace can be customize and altered based on seller’s preferences. How to Setup and Enable Deal Manager… Read More »
Subscription business model is here to stay. In recent years there has been up to 437% growth in the subscription economy. And with this fast growing subscription economy, there comes the need to streamline and manage these subscriptions smoothly. So, what measures can you take for effective management of subscriptions? The first step is to… Read More »
Data visualization is not a new concept. Since centuries we have used visuals – pictures, paintings, pictograms and symbols – to transfer knowledge and information. So, it’s natural to use visualization tools to interpret and analyze trillions of data generated every day. Today, companies across the world are taking advantage of these tools to sort… Read More »
Team Inogic is here with their first-ever Podcast with Roohi Shaikh, Microsoft MVP & co-founder of Inogic. Established in 2006, Inogic is one of the most experienced Microsoft Gold ISV for Dynamics 365 CRM & Power Platform (Power Apps, Power BI, Power Automate, Power Portal). It is a hub of innovation and cutting-edge technologies. Inogic… Read More »
Introduction: Power Platform security framework has received an update in the latest 2021 Release Wave 2 that is currently shipping across geos. Security framework has not seen much change in recent times with last change being introducing hierarchy security if I remember well. The security framework in Dynamics 365 CRM or Power Platform comprises of… Read More »
Introduction To build a mobile app in Dynamics 365, Canvas App is the better option. Canvas App is a no-code/low code business app where you can design the app by dragging and dropping elements onto a canvas. Currently, Natural Language has been gaining popularity among developers. To not get left behind, canvas app has also… Read More »
Data management plays an important role in every organization. Every day, there is a significant amount of data generated in your CRM in the form of Notes, Email, their attachments, etc. Therefore, it becomes necessary to establish a methodical process for managing this ever-increasing mound of digital data in your CRM. For this, you can… Read More »
Introduction: There are various options provided for Field service settings. This field service settings allows system administrators to set default settings for work orders, bookings, schedule board, agreements, and much more. The latest Field Service upgrades (version) introduced this feature independently for Field Service by configuring the settings from “Field Service Setting” area. This blog… Read More »
Any implementation of a business app is aimed towards not only providing better services to your customers in terms of response time but also improving the efficiency and productivity of your users in delivering the best experiences. In this technologically advanced business world, being stuck with something as common as repetitive data entry on a… Read More »
Repetitive data entry, exporting data from CRM, updating records are some of the mundane tasks you encounter on a daily basis. But a considerable amount of time is spent on completing such tasks because even today they are done manually. And with manual intervention there comes errors and rectification which further prolongs the process. This… Read More »