Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic

Webinar: Smartly Manage Subscriptions, Recurring Billing & Tax Calculations with our new Subscription and Recurring Billing Management App!

Facing difficulties in managing huge number of subscriptions in your CRM? Then get ready for an exciting session on our new billing app for Dynamics 365 CRM – Subscription and Recurring Billing Management which will help you manage subscriptions, streamline billing processes and automate tax calculations within Dynamics 365 CRM. Want to know how it… Read More »

Maps Integration now within Dynamics 365 CRM, Power Apps and new Sales Mobile Apps – Boost Your Field Service Team’s Productivity!

One thing that sales team all across the world has in common is the need and use of a powerful customer relationship management software. Tracking relationships, follow-ups and reminders, mapping sales pipeline, etc., were done in a traditional way using desktops. But the sales team once in the field, gets disconnected from their Dynamics 365… Read More »

How to use a custom API as a step in Dynamics 365 CRM Workflows

Introduction: Microsoft recently introduced us to the Custom API feature which is a new way of creating custom actions in Dynamics 365 CRM as seen in our previous blog. However, while writing the previous blog, there wasn’t any way of using this custom API in workflows. But recently, we did see an approach to make… Read More »

Use of new column options settings in grid view page

Introduction: Earlier, whenever there was a need to add new columns or remove columns from the home grid of any entity you had to perform a series of steps like navigating to customization, choosing the entity, adding the columns and then publishing it. Now, with just one click on the setting in the model-driven apps,… Read More »

Multi-Entity/Table lookup in Dynamics 365 CRM

Introduction: Recently, Microsoft introduced the multi-entity/table lookup field which was one of the most awaited features. Previously it was only available for the OOB customer lookup field; for example, the customer field has contact and account for selection in the customer lookup field. In this release of Dynamics 365 CRM, it is now possible to… Read More »

Infographic: How to automate subscriptions, recurring billing processes, tax calculations within Dynamics 365 CRM

Managing subscriptions and recurring billing processes within Dynamics 365 CRM is no mean feat. And in the coming years, it is estimated that more than 50% of software revenue will be generated from subscription model. In such situation, wouldn’t it be smart to automate all these processes which are now done manually? If you think… Read More »

How to programmatically call UpdateView in PCF using requestRender

Introduction: If you know Power Apps Component Framework, then you must know the updateView method, which is one of the standard methods of PCF. The updateView method is triggered only when the PCF control is refreshed or rendered and shows us the updated data on our control. We work on the dataset as well as… Read More »

New Model-Driven App experience for Sharing Entity Rows

Introduction: In the new 2021 release wave 2, Microsoft has introduced a new Unified Interface dialog experience using which users will be able to share rows easily. Let’s check out! Go to the table’s home grid and select the rows that you want to share. For example, I have selected Account table rows as shown… Read More »

Bridge gap between Mailchimp & Dynamics 365 CRM data with our New Marketing4Dynamics integration app!

In business, Sales & Marketing always go hand in hand. So, if you want to enhance your Sales & Marketing team productivity, then the first step is to collate data from both departments on a single platform. And now with the launch of our latest integration app – Marketing4Dynamics – you can now easily integrate… Read More »

View or Update User Permissions/Roles from Bookable Resource

Introductions: In order to work in Microsoft Dynamics 365 CRM, user needs to have the appropriate security roles. Similarly, to perform functionalities within Field Service, user needs to have appropriate privileges and they should also be added in the Field Security Profiles, along with their appropriate Security roles. So, when a Bookable Resource is not… Read More »