Enhanced ‘Selected Row’ Trigger Now Available in Power Automate
We’re excited to witness the return of an enhanced ‘When a record is selected’ trigger in Power Automate, that was previously deprecated. The community has eagerly awaited its comeback ever since the old connector was announced for deprecation. ‘When a record is selected’ trigger is an impactful feature that enables users to initiate flows directly from the form/home-grid interface on one or multiple...
Maplytics Optimizes Routes and Boosts Productivity for T-GREX
T-GREX, a company founded by brothers Roberto and Matteo, brings together their 30 years of experience in the precision grinding sector to offer exceptional value to their clients. They represent leading companies, combining cutting-edge technology with unparalleled quality and competitive pricing. Their services are comprehensive, encompassing safety training in using abrasive wheels, theoretical and practical training events,...
Streamline Multilingual Customer Support using Language Detection Prebuilt Model in Power Automate
The language detection prebuilt model figures out the main language of a text document. It looks at the text and gives back the detected language and a confidence score from 0 to 1, with higher scores showing more confidence. The language is returned simply, like “en” for English instead of “en-US” for American English. If the language can’t be identified, it returns “unknown.” Use Case A...
WhatsApp instant messaging vs SMS texting: Deciding Your CRM Messaging Approach!
In the contemporary digital era, effective communication is pivotal for cultivating robust customer relationships and driving business growth. For organizations using Microsoft Dynamics 365 CRM, incorporating messaging functionalities can significantly improve engagement levels and operational efficiency. As businesses aim towards seamlessly integrating messaging solutions within their CRM frameworks, the choice between WhatsApp and...
Use Drawing Tools, Regions, and Files To Plot and Analyze Data on a Map Integrated Within Dynamics 365
Exploring the ‘By Location’ option for plotting and visualizing Dynamics CRM Records on a map was a fun ride both in our previous blog and Tutorial 2 from our #KnowYourMaplytics Series. As promised, we are back with the next options for plotting data, ‘By Region’ and ‘By Drawing’ By Region This option allows the plotting of entity records in required regions The regions can be selected from among City, State, County, Country, Postal...
Attachment Control in Power Apps: Implementing File Type Validation
I recently came across a client requirement to create a candidate registration system integrated using canvas apps. The client, a third-party hiring company, wanted to securely store candidate details and along with their resumes in CRM. They specifically asked for uploaded files to be limited to formats such as JPG, docx, or PDF due to security concerns. Allowing unrestricted file uploads poses significant risks, including the...
Webinar: Define, Scope, & Plan Projects efficiently with Microsoft Dynamics 365 Project Operations!
Guess Who Am I? I can generate project plans, allow managers to assign tasks to team members, and allocate the proper resources. I match resources like consultants, analysts, and designers to projects based on their skill set, availability, and overall knowledge I establish more efficient and accurate project financial management by integrating time and expense data into the billing process No, silly, I ain’t the holy savior, I am...
How Trefor Leverages Integrated Maps in Dynamics 365 to Minimize Downtime and Optimize Field Service!
Trefor, a leading utility provider in Jutland, Denmark, plays a crucial role in keeping homes and businesses powered. Supplying over 150,000 customers with heating, water, electricity, and fiber connections, their services are vital for daily life. However, service disruptions can be frustrating for customers and costly for Trefor. Swiftly Locating Service Disruptions Trefor’s primary concern was minimizing service downtime for...
How to Integrate Power Apps with Microsoft Planner using Microsoft Teams
This blog will thoroughly explore the seamless integration of Power Apps with Microsoft Planner to effectively create and assign tasks to users within your organization using Microsoft Teams. The vast majority of employees rely on Microsoft Teams to work, communicate, and collaborate. In Microsoft Teams, apps are seamlessly integrated with other capabilities. For example, you can efficiently assign tasks using Planner in your Teams...
Indulge like an Expert with Maps Integrated within Dynamics 365 using #KnowYourMaplytics
Microsoft Dynamics 365 is a powerful CRM platform that helps businesses manage customer interactions, sales pipelines, and marketing efforts. The most powerful tool when coupled with location intelligence can benefit from effortless strategizing and data analysis. With this view, and suggestions from clients, Team Maplytics has come up with a tutorial series, ‘#KnowYourMaplytics’ to understand the working of the popular features of...
Visualizing Data Models with Copilot in an ERD View
Exploring the capabilities of Copilot Studio within Microsoft Dynamics and Power Platform opens up new avenues for enhancing business application development. A critical aspect of this process involves constructing intricate data models that often include multiple tables. The introduction of the innovative ‘Create New Tables (Preview)‘ feature in Copilot Studio transforms this procedure by enabling the seamless creation...
Auto Create and Draft Territories with Territory Management for efficient Field Services within Dynamics 365!
Maplytics has been a constant manufacturer of unique features that innovate the way marketing and sales approach field sales and field service. Territory Management is a leading example in defining Sales Territories by using Maplytics- the Certified Software of the Microsoft AppSource for Dynamics 365. These innovations and new-age thinking have led Maplytics to earn popularity, respect, and a wholesome family of loyal clients and...
Replace the copilot added to the site with another copilot available in Microsoft Copilot Studio
Power Pages Site Copilot offers quick and efficient assistance to your site visitors and users, resolving issues and answering questions directly on your website. In today’s digital world, businesses often run several websites for different parts of their operations. Managing customer interactions on all these sites can be tough, especially when trying to give a smooth and consistent experience. To solve this problem, companies...
Improving Sales Efficiency with Copilot AI Summaries for Dynamics 365 CRM records (Preview)
In today’s fast-paced business environment, leveraging technology to streamline processes and enhance efficiency is crucial. One such tool revolutionizing how sales teams operate is the Co-Pilot feature in Dynamics 365 CRM. Think of it as having a personal assistant integrated into your CRM system, providing real-time guidance and support as you work. Let’s explore how this powerful feature can transform your sales...
Transform Your CRM Strategy: Outsource Dynamics 365 Development to Industry Experts!
Firstly, it’s obvious that customer relationship management (CRM) is a “must-have” component for success. Dynamics 365 CRM by Microsoft offers a comprehensive suite of applications designed to streamline operations, enhance customer engagement, and drive business growth, now with AI capabilities thanks to the integration of Copilot. In this blog we will explore the nuances of Dynamics 365 CRM, focusing on the benefits, in-house or...
Personalize Your Power Pages Portal with Custom Sign-Out Redirects
Recently, we had a requirement regarding the Power Pages Portal where the website was a customer website and there were multiple Web Pages present. So, whenever the user logs out of any web page and again tries to sign in to the same site on the same browser, then the portal by default redirects the user to the web page where they signed out. So, the user wanted to be redirected to a specific page after signing in to the same portal...
Create Multiple Cases from an Email Sent to Multiple Mailboxes in Dynamics 365 CRM
We recently encountered a requirement where the client utilized multiple queues in CRM (such as service team queue, product team queue, tech team queue, etc.) with configured email addresses. When customers send emails to multiple queues in a single email (e.g., sending one email to Support and Product queues), the CRM’s email tracking system creates multiple new cases based on the ARC rules for each queue. Since only one case...
Hope for Animal Victims: How UWARF and Maplytics are Making a Difference
The continued state of war in Ukraine has brought unimaginable devastation, impacting not just people, but the country’s beloved animal companions as well. Countless dogs and cats have been displaced, abandoned, or left injured amidst the chaos. Thankfully, organizations like the Ukraine War Animals Relief Fund (UWARF) are stepping up to help these vulnerable creatures. UWARF is a non-profit organization run by passionate animal...
Webinar: CRM Duplicate Data Cleaning Done Right with Phonetic Fuzzy Matching and Much More!
Maintaining a clean and accurate database is a fundamental challenge for any organization. Databases can get cluttered with duplicate records, which can cause errors and inefficiencies. This issue is particularly troublesome in CRM systems, where duplicate data can undermine customer relationship management, disrupt sales processes, and compromise data integrity. For organizations using Microsoft Dynamics 365 CRM, basic deduplication...
Utilize Copilot for Extracting Answers from SharePoint Sales Documents
As I am part of a technical startup’s sales team, getting quick information is crucial for client meetings. Recently, during a presentation, a potential client asked, “Can you provide details about the new features in your latest laptop model, the Tech Book?”. Previously, getting this information involved navigating through a large number of files stored on SharePoint. Each file had to be opened individually and...
Automating Customer Enquiry Handling with Dynamics 365 and Power Platform Connectors in Copilot Studio
In today’s digital age, providing a seamless and efficient way for customers to submit enquiries or complaints via a company’s website is essential for maintaining customer satisfaction. Integrating this process with Dynamics 365 using Power Platform connectors in Copilot Studio can automate the creation of records, ensuring no customer query is overlooked. This blog post will delve into a specific use case where a company automates...
Use ‘current location’ to Plot and Analyze data on a map integrated within Dynamics 365 CRM
Getting to view your data on a map in the form of coloured pushpins is a luxury. It is said to reduce the time spent on analysis by at least 40 minutes. The custom pushpins make visibility and distinction easy while plotting as per requirement considering GPS locations results in peak strategy! The plotting is explained well in Tutorial 2 of the #KnowYourMaplytics Series. Here is a written version of how it works. In the Detail Map...
Empower Healthcare CRMs with Streamlined Dynamics 365 Data & Better Patient Care with Click2Clone
Healthcare organizations are increasingly turning to Microsoft Dynamics 365 CRM to enhance their operational efficiency and patient care capabilities. CRM offers a robust platform for managing patient information, streamlining administrative processes, and facilitating better communication across departments. However, one of the greatest hindrances to the healthcare industry’s productivity when managing their processes with CRM...
Convert speech to text using Azure Speech service in Power Automate Flow
Azure provides Speech Services that let developers add advanced speech features to achieve complex functionality, including Speech-to-Text. With Azure Speech Services, we can convert speech to text. In this blog post, let us check how the conversion from speech to text using Azure Speech Service in a Power Automate flow is done. The following steps can help achieve this requirement. Recently, we got a requirement to transcribe audio...
Custom Document Validation using AI Builder within Power Pages
Power Pages is a component of Microsoft’s Power Platform, designed to enable users to build, manage, and host modern, secure, and responsive business websites with minimal coding. It integrates seamlessly with other Power Platform tools like Power Automate, Power Apps, and Microsoft Dataverse, providing a comprehensive suite for developing and deploying business solutions. Let’s consider a scenario as Employee Portal Document...
European Power Platform Conference (EPPC) 2024 Highlights: Announcements, Updates and Brussels!
This time, let’s do things differently! We are thrilled to announce that we are back at one of the biggest yearly Power Platform events for the amazing Power Platform Community as a Gold Sponsor! Usually, we share what was announced during events, but this time, let’s go easy and take it one step at a time, most importantly, from our perspective. This year marked the third European Power Platform Conference (EPPC), held in...
Create Brand Profiles in Customer Insights – Journeys to Create Cohesive Brand Experiences
In this blog, we will learn about one of the new features introduced by Microsoft in Dynamics 365 in 2024 Release Wave 1, i.e., the creation of Brand Profiles. Each company has a specific Colour code, Logos, Style, Fonts, etc. which will be very specific to that company. Maintaining these guidelines every time in an email is very hard. To overcome this, Brand Profiles come into the Picture. Brand Profiles help us reuse the themes that...
Automate scheduling for Field Service Reps with ‘Competency Allocation’ within Dynamics 365
The world of field service revolves around efficiency. Every minute saved is a minute gained for more jobs completed, happier customers, and a healthier bottom line. But to truly be efficient often comes down to the intricate melody of scheduling, i.e. matching the right technician with the right skill set for the right job, and at the right time. This balancing act can feel like a constant battle, especially with improper, impromptu,...
New in Spring 2024: Map Routing and Visualization for Power Pages Portals
“Morning Jo, what is the Tea this morning?”, Josh asked as he rushed into the office. “Well, Maplytics is now available in Power Pages Portals”, Jo exclaimed. “It lets you add maps and routing directly to your portals!”, he added. Yes, Mapheads! Maplytics can now integrate with Power Pages. Let us have a look at it and a lot more upgrades from the Maplytics June 2024 Release! PCF Control in Portal/ Power Pages Microsoft Power Pages...
Exploring Access Management using Power Automate Flows in Dynamics 365
In Dynamics, managing access to sensitive data is handled through security measures such as role-based permissions. Security roles and access management play a significant role in ensuring that the right individuals have access to the appropriate information. To grant access to particular records, users with Share permissions typically navigate to the respective record and click on the “Share” button as shown below. A...
Webinar: Master CRM with Mind Maps and Kanban Boards: Smart Visualization Techniques for Dynamics 365!
Understanding complex Dynamics 365 CRM data can feel like navigating through a tangled web. With intricate relationships between records and a multitude of customer data, it’s easy to get lost in the details. To make it easier, we need ways to simplify it. We need clear visuals that show what’s important and how each record is related. This is where data visualization tools come in. They help turn confusing data into...
Boost Sales with Copilot: Leverage Opportunity Summaries and Related Records in Dynamics 365 using APIs
In today’s fast-paced business environment, sales teams need real-time insights and a comprehensive view of their opportunities to make informed decisions and close deals faster. Microsoft’s Copilot for Sales addresses this need by integrating seamlessly with your connected CRM system, providing a unified platform for viewing the latest activities and related records. This blog post delves into the features and...
Clone Dynamics 365 CRM Sales Order Records along with their Related Invoice Records!
Sales teams using Dynamics 365 CRM have to frequently create new sales orders and invoices based on existing ones. Manually replicating each sales order record, its related fields (products, price list, potential customer, etc.), and its related invoice records is time-consuming and prone to errors. Imagine having a tool that not only clones your primary records but also their related records seamlessly, saving you time and reducing...
How NM&C Inc. leverages integrated maps within Dynamics 365 to Streamline Project Management
In the dynamic world of construction, efficiency reigns supreme. National Maintenance & Construction Inc. (NM&C Inc.) understands this principle well. As a nationwide leader in facility maintenance and general construction, NM&C Inc. boasts over 50 years of combined senior management experience, specializing in the repair and remodeling of retail, restaurant, commercial, and industrial properties. Their...
Automate Receipt Data Extraction and Entry into Excel with Power Automate AI Model
Receipt processing is a prebuilt artificial intelligence model available in Power Automate. It’s designed to analyze receipts using cutting-edge optical character recognition (OCR) technology. This model can understand both printed and handwritten text on receipts. Once it reads a receipt, it extracts important information such as the store’s name and address, the transaction’s date and time, and a detailed list of...
Spring 2024 Release: Plot Locations and Routes on Maps within Power Pages Portal et al!
“What are you so engrossed in Jo?”, Ron asked his cubical mate with curiosity. “The Maplytics Team is out with its new quarterly release of feature updates and additions. This one is Power Pages Portal has had me hooked!”, Jo replied. “Power Pages? Really? What is it? I am working with those, currently, creating a Website for Michaels Stores”, Ron said with excitement. “Then you must read about this, buddy!”, encouraged Jo. Yes!...
Empty Rich Text Fields Validation using Regular Expression in Dynamics 365
In the pursuit of enhancing data management within Dynamics 365 CRM, we recently integrated a ‘Rich Text Editor Control‘ into the Description field of the Appointment entity, and inserting text into the description, we observed an unexpected behavior. Upon exporting the data from Dynamics 365 CRM, we noticed that the Description field stored the text along with HTML tags. Surprisingly, even when we cleared the text from...
Utilize Power BI Semantic Model within Power BI Reports Builder
Microsoft provides Power BI Report Builder to design paginated reports within the Power BI ecosystem. Paginated reports can create highly formatted, pixel-perfect reports suitable for printing or sharing as PDFs. With Power BI Report Builder, users can design these reports with precise control over layout, formatting, and data presentation, complementing the interactive and exploratory capabilities of Power BI Desktop. Power BI Report...
European Power Platform Conference #EPPC24: Keynotes, sessions & top recommendations for Brussels!
The European Power Platform Conference (EPPC) this year is scheduled at the Square, Brussels from June 11-13. This year’s event promises to be an electrifying gathering of innovators, tech enthusiasts, and industry leaders, all converging to explore the latest Microsoft Innovation. Get the latest announcements on Power Platform, Copilot, and where Microsoft is leading. Join us at the European Power Platform Conference (EPPC),...
Inogic welcomes you at Booth 20 at #EPPC24 at the Square, Brussels from June 11-13!
Yes! You heard it right, Team Inogic, the parent of Maplytics will be exhibiting at the European Power Platform Conference 2024 or #EPPC24 at Booth #20 from June 11-13! The conference will be held at the Square, Brussels, with an amazing agenda. What’s special about #EPPC24 The European Power Platform Conference has been organized for the 3rd time in a row due to popular demand It will dive into Microsoft’s Power Platform stack and...
List solution details and their components using Power Automate Flow
As Microsoft is providing us more flexibility with Power Automate (MS Flow), now we can retrieve List of solution details and their components directly within Power Automate flows. Recently, we got a requirement to retrieve the list of solutions and their components from specific environments and store this information in an Excel file on SharePoint. We can achieve this using Solution and Solution Components entity records in Dynamics...
Power of integrated maps within Microsoft Dynamics 365 Field Service
The world of field service moves at a lightning speed and is cutthroat. Appointment Schedulers or Sales Managers are constantly juggling a complex web of tasks- assigning jobs, optimizing routes, ensuring timely customer service, accommodating ad hoc requests, and keeping field technicians in the loop. Traditional methods often relied on spreadsheets and manual route planning, leading to inefficiencies, frustrated or uninformed...
Empowering Field Workforce with a Manual of Integrated Maps within Dynamics 365
The world of field operations is extremely demanding. Field sales reps and field service technicians are the backbone of many businesses, constantly on the move, forging relationships, closing deals, and resolving critical customer issues. However, the traditional methods of managing territories, planning routes, and accessing crucial information can be cumbersome and inefficient. This is where Maplytics, a leading geospatial solution...
Integrate Business Central with Microsoft Dataverse using Virtual Table
In modern business applications, integrating data from multiple sources is crucial for streamlined operations. Microsoft Dataverse provides a unified data platform, making it easier to connect Business Central with other Dynamics 365 applications. One powerful feature facilitating this integration is Business Central Virtual Tables. These tables act as bridges between Business Central and the Microsoft Power Platform, enabling...
Strong Spas Heats Field Service Efficiency with integrated maps & Dynamics 365
Strong Spas, a leading manufacturer of innovative hot tubs since 1994, prides itself on craftsmanship and exceptional customer service. With a global presence spanning over 40 countries, ensuring efficient service for their extensive network of dealers and customers can be a logistical challenge in the long run and affect field productivity and profits. However, Strong Spas have found a powerful ally in Maplytics, a geo-analytical...
Webinar: Send WhatsApp Messages Directly from Dynamics 365 CRM – A Complete Walkthrough
Did you know that globally, WhatsApp messages have an open rate as high as 95%, compared to the average email open rate of just 23%! But how do you leverage WhatsApp if you and your team use CRM? Enter WhatsApp4Dynamics by Inogic – the application that seamlessly bridges WhatsApp and your CRM! WhatsApp4Dynamics, is set to transform how businesses interact with their clients. This powerful integration enables sales, service, and...
Create a table in Dynamics 365 CRM from the SharePoint List
In today’s digital era, organizations often rely on Microsoft SharePoint as a central hub for collaboration, document management, and data storage. Just SharePoint lists, while powerful for storing and managing data, may not provide the most conducive format especially when presenting information in reports, or dashboards. This is where table creation from the SharePoint list comes into the picture to fill the gap. By...
Microsoft Build 2024 Highlights: Announcements for Copilot, Power Platform, Azure AI Services, and more!
Highlights from Microsoft Build 2024 As the tech world buzzes with excitement, Microsoft Build 2024 has once again set the stage for ground-breaking innovations and advancements. The annual developer conference, held last week (May 2024), is a focal point for Microsoft’s latest announcements and updates. This year, the spotlight shone brightly on enhancements to Power Platform and (you guessed it) Copilot and Copilot Studio,...
A User Guide for Dynamics 365 Admins to boost productivity with integrated maps!
As a Dynamics 365 CRM Administrator, you understand the importance of streamlining workflows, maintaining security compliance, and empowering users. But what if you could unlock a hidden layer of location within data that could boost productivity across departments? That’s where Maplytics, a leading geospatial solution for Dynamics 365, comes in. By integrating maps with your CRM data, Maplytics empowers you to transform static...
Use Co-pilot AI to Develop Your Perfect Color Theme: A Step-by-Step Guide
Introduction: With Co-pilot, theme generation for app development will be simplified, accelerated, and made more intuitive. Thanks to various AI-powered features, your theme ideas can come to life in ways you never would have imagined. Co-pilot with Al may produce theme colors, components, schemas, or whole pages. You could improve the following UI visual elements, for instance: To establish product branding, alter the navigation...