Introduction: Dynamics 365 CRM security module plays a very crucial role in terms of managing data like limiting the access to data for each department/team/user in an organization. So, while working on CRM sometimes the end users, such as salespersons, might get some permission issues while accessing any record in the CRM. And they report… Read More »
Inogic has a wide set of distinct productivity apps for Dynamics 365 CRM/Dataverse (Power Apps) users, namely, Document Management Apps, Visualizations Apps, 1 Click Productivity Apps, Integration Apps, and so on. And today, in this blog, we will focus on the ever popular set of 1 Click Productivity Apps – Click2Clone, Click2Export and Click2Undo. So,… Read More »
Introduction The Dynamics 365 Field Service schedule board allows users to manage bookings, resources, resource requirements, etc. Users can schedule their resource requirements by using simple drag and drop to a particular resource which creates Booking entity record. User can review the bookings on the schedule board as shown in the below screenshot. Within the… Read More »
Introduction Recently in our PCF control, we got the requirement that when the user selects a date from the calendar control then that date format should be of logged-in user. In this blog, we will check how to achieve the same. Scenario: Here is my current user settings in Dynamics 365 CRM. As you can… Read More »
Business thrives on Sales. And Sales come from pursuing Leads diligently. But, as it often happens one cannot avoid cherry picking or mismanagement of any kind while assigning Leads manually. So, what should be done to handle such situations so that the sales are not affected due to cherry picking or mismanagement of Leads? Don’t… Read More »
Introduction In this blog, we will see how to read the parameter from the URL in Power Automate. For example, let’s take the below URL: https://inogic.com?EmpId=1&EmpName=JohnThomas Here, we have passed Employee Id and Employee Name in the web URL and now we have to get those two parameters from URL. There is one inbuilt function… Read More »
Canvas App is no code/low code business app with which you can design the app by dragging and dropping elements onto a canvas. Canvas app is used to build mobile apps with various functionalities. Recently, we had a client requirement and to fulfill this requirement we needed to create multiple screens where some of the… Read More »
Introduction While working on the Product Catalog, I noticed that there are “Updated Prices” button on the “Price List Item”, “Role Prices” and “Category Prices” table sub-grids present on the “Price List” table record that gives provision to bulk update the pricing i.e., increase/decrease prices by a certain percentage. Update Prices button on Price List… Read More »
Integrations Apps, Document Management Apps, 1 Click Apps or Visualization Apps – Inogic has a wide range of distinct productivity apps for Dynamics 365 CRM / Dataverse (Power Apps). You can plot Dynamics 365 CRM data on map, clone records, export data, manage attachments in cloud, visualize CRM data in Kanban View or Mind Map… Read More »
Introduction We recently had a requirement in Power Apps Partner Portal where the client specifically wanted Portal search option you see in the navigation bar to be seen and accessible ONLY for users who logs into the portal. With this, non-authenticated users will have no unauthorized access to CRM data visible in portal even via… Read More »