{"id":39808,"date":"2024-11-28T12:30:37","date_gmt":"2024-11-28T07:00:37","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=39808"},"modified":"2024-11-28T15:41:26","modified_gmt":"2024-11-28T10:11:26","slug":"season-3-scaling-new-heights-with-dynamics-365-apps-your-2025-roadmap","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2024\/11\/season-3-scaling-new-heights-with-dynamics-365-apps-your-2025-roadmap\/","title":{"rendered":"Season 3: Scaling New Heights with Dynamics 365 Apps \u2013 Your 2025 Roadmap!"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-39810\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/11\/Scaling-New-Heights-with-Dynamics-365-Apps-1.png\" alt=\"Scaling New Heights with Dynamics 365 Apps\" width=\"1925\" height=\"1100\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/11\/Scaling-New-Heights-with-Dynamics-365-Apps-1.png 1925w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/11\/Scaling-New-Heights-with-Dynamics-365-Apps-1-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/11\/Scaling-New-Heights-with-Dynamics-365-Apps-1-1024x585.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/11\/Scaling-New-Heights-with-Dynamics-365-Apps-1-768x439.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/11\/Scaling-New-Heights-with-Dynamics-365-Apps-1-1536x878.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/11\/Scaling-New-Heights-with-Dynamics-365-Apps-1-660x377.png 660w\" sizes=\"(max-width: 1925px) 100vw, 1925px\" \/><\/p>\n<p>As the holiday season approaches, it\u2019s the perfect time to simplify and automate your business processes while planning for success in 2025. If your CRM isn\u2019t yet delivering location-based insights, optimized storage, secure document management, seamless communication, timely notifications, or insightful activity visualization, we\u2019ve got you covered!<\/p>\n<p>Join us for <strong>Season 3 of our Dynamics 365 CRM Apps Holiday Webinars<\/strong> from <strong>December 2nd to 6th, 2024<\/strong>, at <strong>3 PM AEDT, 11 AM CET, 11 AM EDT<\/strong>. This exclusive series will introduce tools and strategies to enhance your CRM efficiency and streamline operations for the year ahead.<\/p>\n<p>Throughout the webinars, we\u2019ll showcase a variety of <strong>Inogic\u2019s <\/strong><a href=\"https:\/\/www.inogic.com\/dynamics-365-crm-productivity-apps\/\" target=\"_blank\" rel=\"noopener\">Dynamics 365 CRM applications<\/a>\u2014from sales enablement apps to data management solutions, security privilege synchronization, and communication tools. Whether you\u2019re looking to optimize workflows or improve data visualization, these sessions are designed to prepare your CRM for success in 2025.<\/p>\n<p>Unwrap the magic of efficient practices before you step away for the holidays, and return with a plan to hit the ground running in the new year!<\/p>\n<p><strong>Don\u2019t miss this opportunity to make your CRM more powerful and productive\u2014join us and transform your holiday cheer into year-round success!<\/strong><\/p>\n<h3 style=\"text-align: center;\"><em><strong>Date: 2<sup>nd <\/sup>December 2024<\/strong><\/em><\/h3>\n<h3 style=\"text-align: center;\"><em><strong>Omnichannel Apps \u2013<\/strong> WhatsApp, SMS, Live Chat &#8211; Unify Your CRM with Omnichannel Messaging!<\/em><\/h3>\n<p>Streamline your customer interactions this holiday season with Inogic&#8217;s seamless communication solutions for Microsoft Dynamics 365 CRM. Join our webinar to explore how <a href=\"https:\/\/www.inogic.com\/product\/integrations\/whatsapp-dynamics-365-crm-integration\/?utm_source=inogic-blog&amp;utm_medium=w4d&amp;utm_campaign=Iblog\">WhatsApp4Dynamics<\/a>, <a href=\"https:\/\/www.inogic.com\/product\/integrations\/sms-texting-imessages-chats-integration-dynamics-365-crm\/?utm_source=inogic-blog&amp;utm_medium=T4D&amp;utm_campaign=Iblog\">TextSMS4Dynamics<\/a>, and <a href=\"https:\/\/www.inogic.com\/product\/integrations\/live-chat-widget-webchat-bot-dynamics-365-crm\/?utm_source=inogic-blog&amp;utm_medium=l4d&amp;utm_campaign=Iblog\">LiveChat4Dynamics<\/a> can help you stay connected effortlessly while managing your CRM operations.<\/p>\n<p><strong>Key Highlights of the Sessions<\/strong><\/p>\n<h4><strong>WhatsApp4Dynamics<\/strong><\/h4>\n<ul>\n<li>Stay informed with instant notifications for new WhatsApp messages in CRM.<\/li>\n<li>Manage conversations and create CRM records directly from WhatsApp messages.<\/li>\n<li>Automate messages for key CRM updates like order confirmations or reminders.<\/li>\n<\/ul>\n<h4><strong>TextSMS4Dynamics<\/strong><\/h4>\n<ul>\n<li>Never miss an update with SMS alerts within your CRM.<\/li>\n<li>Save time using trigger-based automated messages for sending reminders on Important CRM events.<\/li>\n<li>Engage customers with multimedia-rich, multi-language support.<\/li>\n<\/ul>\n<h4><strong>LiveChat4Dynamics<\/strong><\/h4>\n<ul>\n<li>Get real-time alerts for new live chat interactions.<\/li>\n<li>Track and manage all chat conversations directly in your CRM.<\/li>\n<li>Automatically log chats as leads or cases for better follow-up.<\/li>\n<\/ul>\n<h2 style=\"text-align: center;\"><strong>Register Now: <\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/de7243b1-864c-48a3-b6df-dd9f0a09e548@fbf854d9-169f-4ebf-bd26-562d60cf5e55\"><strong>3 PM AEDT<\/strong><\/a><strong>\u00a0\u00a0\u00a0 <\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/b7b1deab-25d0-4c05-b9cf-edf8ff68b9e9@fbf854d9-169f-4ebf-bd26-562d60cf5e55\"><strong>11 AM CET<\/strong><\/a><strong>\u00a0\u00a0\u00a0\u00a0 <\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/ae6cce82-3c3b-401e-9ea9-755850fbdb97@fbf854d9-169f-4ebf-bd26-562d60cf5e55\"><strong>11 AM EDT<\/strong><\/a><\/h2>\n<hr \/>\n<h3 style=\"text-align: center;\"><em><strong>Date: 3<sup>rd <\/sup>December 2024<\/strong><strong>\u00a0<\/strong><\/em><\/h3>\n<h3 style=\"text-align: center;\"><em><strong>Maplytics \u2013<\/strong> Field Service Excellence: Route &amp; Schedule Optimization in Dynamics 365!<\/em><\/h3>\n<p><a href=\"https:\/\/www.maplytics.com\/\">Maplytics<\/a> is a Geospatial and analytical mapping solution for CRM. It can help you pre-plan holiday appointments for field reps using waypoint optimization and manage them via the Dynamics 365 mobile app. Create activities for clients along smart sledge-routes using the Lasso tool. This webinar is a perfect chance to learn new ways to streamline operations while keeping the festive spirit alive.<em> Don\u2019t miss it!<\/em><\/p>\n<p><strong>Key Highlights of the Sessions<\/strong><\/p>\n<ul>\n<li><strong>Maplytics in Power Pages: <\/strong>Embed Maplytics in your Power Pages website for seamless Dynamics 365 data visualization.<\/li>\n<li><strong>Auto Scheduling Enhancement: <\/strong>Automate work order scheduling based on resource skills like Santa plans his elves.<\/li>\n<li><strong>Territory Management Enhancements:\u00a0<\/strong>Efficiently assign and unassign records to territories like Santa\u2019s assignment of Naughty or Nice List.<\/li>\n<li><strong>Smarter Route Optimization:<\/strong> Travel like Santa\u2019s efficient elves, fast, smart, and on time with optimized travel routes &amp; directions.<\/li>\n<li><strong>Mobile App Compatibility:<\/strong> Explore all the updates of Maplytics &amp; how to use them on the mobile application.<\/li>\n<\/ul>\n<h2 style=\"text-align: center;\"><strong>Register Now: <\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/7f214b74-bda2-44cb-9512-1a42e2d5a787@fbf854d9-169f-4ebf-bd26-562d60cf5e55\"><strong>3 PM AEDT<\/strong><\/a><strong>\u00a0\u00a0\u00a0 <\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/3d8af2ef-d99c-4071-a91f-8b3745f499b8@fbf854d9-169f-4ebf-bd26-562d60cf5e55\"><strong>11 AM CET<\/strong><\/a><strong>\u00a0\u00a0\u00a0 <\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/233238a0-8fa5-489a-b745-98965b4b1ee9@fbf854d9-169f-4ebf-bd26-562d60cf5e55\"><strong>11 AM EDT<\/strong><\/a><\/h2>\n<hr \/>\n<h3 style=\"text-align: center;\"><em><strong>Date: 4<sup>th <\/sup>December 2024<\/strong><\/em><\/h3>\n<h3 style=\"text-align: center;\"><em><strong>File and Storage Management Apps &#8211; <\/strong>Best Practices for SharePoint Document Management with D365 Integration<\/em><\/h3>\n<p>Simplify your CRM document security and management this holiday season with Inogic\u2019s powerful solutions. Join our exclusive webinar to discover how <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/attach-2-dynamics-365-crm-upload-multiple-files-sharepoint-cloud-storage?utm_source=inogic-blog&amp;utm_medium=a2d&amp;utm_campaign=Iblog\"><strong>Attach2Dynamics<\/strong><\/a> and <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/dynamics-365-crm-sharepoint-security-metadata-sync?utm_source=inogic-blog&amp;utm_medium=SSS&amp;utm_campaign=Iblog\"><strong>SharePoint Security Sync<\/strong><\/a> can help you organize files, enhance security, and optimize storage, ensuring a stress-free start to the new year.<\/p>\n<p><strong>Key Highlights of the Sessions<\/strong><\/p>\n<ul>\n<li>Effortlessly move attachments from Dynamics 365 CRM to Dropbox, SharePoint, or Azure Blob Storage.<\/li>\n<li>Automate permissions for Upload, Download, and Email with Security Templates.<\/li>\n<li>Bulk migrate CRM Notes, Emails, and Sales Literature attachments to cloud storage.<\/li>\n<li>Auto-sync Dynamics 365 security roles to SharePoint for seamless access control.<\/li>\n<li>Overcome SharePoint\u2019s library limits with custom folder structures.<\/li>\n<li>Organize documents with customizable metadata columns in SharePoint.<\/li>\n<li>Migrate email body content with full customization options.<\/li>\n<li>Preserve document modification dates for compliance and confidentiality.<\/li>\n<li>Drag and drop email content directly from Outlook into cloud storage via Dynamics 365 integration.<\/li>\n<\/ul>\n<h2 style=\"text-align: center;\"><strong>Register Now: <\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/172bd6b2-05e9-4a62-b2a6-7be3f158d9e0@fbf854d9-169f-4ebf-bd26-562d60cf5e55\"><strong>3 PM AEDT<\/strong><\/a><strong>\u00a0\u00a0 <\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/29cd02fb-a762-4902-8ec5-279bf34e2a52@fbf854d9-169f-4ebf-bd26-562d60cf5e55\"><strong>11 AM CET<\/strong><\/a><strong>\u00a0\u00a0\u00a0 <\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/41542b44-f1d0-478c-a54b-9b7324d3e323@fbf854d9-169f-4ebf-bd26-562d60cf5e55\"><strong>11 AM EDT<\/strong><\/a><\/h2>\n<hr \/>\n<h3 style=\"text-align: center;\"><em><strong>Date: 5<sup>th <\/sup>December 2024<\/strong><\/em><\/h3>\n<h3 style=\"text-align: center;\"><em><strong>Visualisation Apps &#8211; <\/strong>Drive Decisions with Data Visualization: Turn CRM Data into Insights.<\/em><\/h3>\n<p>This holiday season, take a moment to reflect on simplifying your CRM workflows and setting the stage for an organized and productive new year. Join our festive webinar to explore how <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/kanban-board-dynamics-365-crm?utm_source=inogic-blog&amp;utm_medium=KB&amp;utm_campaign=Iblog\">Kanban Board<\/a>, <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/map-my-relationships-dynamics-365-crm?utm_source=inogic-blog&amp;utm_medium=mmr&amp;utm_campaign=Iblog\">Map My Relationships<\/a>, and <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/business-process-dynamics-365-crm-to-do-checklist-sequence\/?utm_source=inogic-blog&amp;utm_medium=BPC&amp;utm_campaign=Iblog\">Business Process Checklist<\/a> by Inogic can transform the way you manage and visualize data in Microsoft Dynamics 365 CRM.<\/p>\n<p><strong>Key Highlights of the Sessions<\/strong><\/p>\n<h4><strong>Kanban Board<\/strong><\/h4>\n<ul>\n<li>Visualize CRM views and record data as interactive Kanban swim lanes.<\/li>\n<li>Track Business Process Flows in a Kanban view for better process management.<\/li>\n<li>Analyze tasks by status or priority to reduce delivery times.<\/li>\n<li>Move record cards easily between lanes with a simple drag-and-drop.<\/li>\n<li>Customize lane filters and card colors for a focused view of your data.<\/li>\n<\/ul>\n<h4><strong>Map My Relationships<\/strong><\/h4>\n<ul>\n<li>Get a clear, mind-map-style visualization of CRM record relationships.<\/li>\n<li>Seamlessly integrate and customize relationship maps within Dynamics 365 CRM.<\/li>\n<li>Record activities for related records directly from the mind map view.<\/li>\n<li>Download relationship views as images for easy sharing and reference.<\/li>\n<\/ul>\n<h4><strong>Business Process Checklist<\/strong><\/h4>\n<ul>\n<li>Automate next steps and actions with predefined playbooks.<\/li>\n<li>Manage risks effectively with tailored mitigation strategies.<\/li>\n<li>Ensure process continuity with people-independent systems.<\/li>\n<li>Monitor business process progress visually for better oversight.<\/li>\n<li>Simplify onboarding with clear, step-by-step guidelines for new hires.<\/li>\n<\/ul>\n<h2 style=\"text-align: center;\"><strong>Register Now: <\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/c8f5fd53-a2fe-4eea-ac98-a70090dd2d33@fbf854d9-169f-4ebf-bd26-562d60cf5e55\"><strong>3 PM AEDT<\/strong><\/a><strong>\u00a0\u00a0\u00a0 <\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/d7743e0b-9d17-4328-96dd-adc0d5140c47@fbf854d9-169f-4ebf-bd26-562d60cf5e55\"><strong>11 AM CET<\/strong><\/a><strong>\u00a0\u00a0\u00a0 <\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/3baacdf5-cfa5-4561-9ef1-a134652f1913@fbf854d9-169f-4ebf-bd26-562d60cf5e55\"><strong>11 AM EDT<\/strong><\/a><\/h2>\n<hr \/>\n<h3 style=\"text-align: center;\"><em><strong>Date: 6<sup>th <\/sup>December 2024<\/strong><\/em><\/h3>\n<h3 style=\"text-align: center;\"><em><strong>Alerts4Dynamics &#8211; <\/strong>Real-Time Alerts &amp; Notifications: Optimize D365 for Peak Performance<\/em><\/h3>\n<p>The holiday season is a time to celebrate and unwind, but staying updated on key business activities ensures a stress-free return to work. Miscommunications and missed updates can lead to unnecessary disruptions. Join our festive webinar to explore how <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/add-manage-schedule-notifications-alerts-4-dynamics-365-crm\/?utm_source=inogic-blog&amp;utm_medium=a4d&amp;utm_campaign=Iblog\"><strong>Alerts4Dynamics<\/strong><\/a> in Microsoft Dynamics 365 CRM keeps your team informed, organized, and ready for a smooth start to the new year.<\/p>\n<p><strong>Key Highlights of the Sessions<\/strong><\/p>\n<ul>\n<li>Manage alerts for both out-of-the-box and custom entities in Dynamics 365 CRM.<\/li>\n<li>Set up announcement, rule-based, or record-specific alerts tailored to your needs.<\/li>\n<li>Categorize alerts by priority\u2014Information, Warning, or Critical.<\/li>\n<li>Deliver alerts as pop-ups, form notifications, or emails for maximum visibility.<\/li>\n<li>Configure alert visibility based on security roles or specific user groups.<\/li>\n<li>Track read and dismissed notifications for effective communication.<\/li>\n<li>Receive missed notifications via email daily, weekly, or monthly\u2014never miss critical updates.<\/li>\n<li>Send custom post messages directly from CRM records by tagging users.<\/li>\n<\/ul>\n<h2 style=\"text-align: center;\"><strong>Register Now: <\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/632ae3ad-0831-48d2-b68c-cf4b72715f0a@fbf854d9-169f-4ebf-bd26-562d60cf5e55\"><strong>3 PM AEDT<\/strong><\/a><strong>\u00a0\u00a0\u00a0 <\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/ba5961e0-712d-4c71-b9e0-3558e648b7a3@fbf854d9-169f-4ebf-bd26-562d60cf5e55\"><strong>11 AM CET<\/strong><\/a><strong>\u00a0\u00a0\u00a0 <\/strong><a href=\"https:\/\/events.teams.microsoft.com\/event\/dfab1b4c-ee9c-415d-9702-ef8693081fa4@fbf854d9-169f-4ebf-bd26-562d60cf5e55\"><strong>11 AM EDT<\/strong><\/a><\/h2>\n<p><strong>Don\u2019t Miss Out on the Festive Magic!<\/strong><\/p>\n<p><a href=\"https:\/\/www.inogic.com\/events-webinars-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener\">Register now<\/a> to unwrap the gift of smarter practices with Inogic and make your return to work seamless and stress-free. A productive New Year is just around the corner!<\/p>\n<p>&#x1f381; <strong>Can\u2019t join us live?<\/strong> No problem! Register today to receive a link to the recorded session.<br \/>\n&#x1f381; Interested in our apps? Start a <strong>15-day free trial<\/strong> from our <a href=\"https:\/\/www.inogic.com\/dynamics-365-crm-productivity-apps\/\" target=\"_blank\" rel=\"noopener\">website<\/a> or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/marketplace\/apps?search=inogic&amp;page=1?ocid=inogicwebsite_inogic_homepage\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource<\/a>.<\/p>\n<p>For more details about our apps or to request a personalized demo, contact us at <a href=\"mailto:crm@inogic.com\"><strong>crm@inogic.com<\/strong><\/a>.<\/p>\n<p>Here\u2019s to a successful 2025\u2014happy holidays!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As the holiday season approaches, it\u2019s the perfect time to simplify and automate your business processes while planning for success in 2025. If your CRM isn\u2019t yet delivering location-based insights, optimized storage, secure document management, seamless communication, timely notifications, or insightful activity visualization, we\u2019ve got you covered! Join us for Season 3 of our Dynamics\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2024\/11\/season-3-scaling-new-heights-with-dynamics-365-apps-your-2025-roadmap\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1934],"tags":[1834],"class_list":["post-39808","post","type-post","status-publish","format-standard","hentry","category-webinar","tag-webinar"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/39808","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=39808"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/39808\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=39808"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=39808"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=39808"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}