Finance firm tightens document security with automatic Dynamics 365 CRM – SharePoint permission syncing!
Findango Finance, provides financial services to small and midsize firms having trouble getting money from regular banks in Spain. They offer services such as lines of credit, loans, and discounted products, presenting alternatives to the conventional credit options available through traditional banks. Data Dilemma: Balancing Growth with Document Security As Findango Finance’s business grew, so did the need to securely store...
Streamlined Text and Document Categorization with Entity Extraction in Power Automate
The tools of AI Builder help you find important information in text. They organize this info into categories that make sense for your business needs. There are two types: prebuilt and custom. Prebuilt ones are ready to use without any extra work. They’re great for lots of common tasks. Custom ones need you to train them with your data and settings. This way, you can make a model that’s perfect for what you need. Practical...
Optimizing Field Rep Productivity in Life Sciences using optimized maps within Dynamics 365 for Data Sciences International!
Data Sciences International (DSI) is a powerhouse in the medical field, boasting over 110 years of experience. They serve a wide range of industries, from pharmaceuticals and academia to government and biotechnology companies. Their mission? Simply to provide cutting-edge technologies, products, and services that propel life science research forward. One of DSI’s key strengths lies in its dedicated team of field representatives....
Route Optimization using maps with Dynamics 365 for Field Reps – Save Time, Fuel, and probably a client!
Being punctual for a client meeting is one of the most crucial goals for sales and service field reps. It is a common business problem that field reps spend more time in traffic and traveling than in meetings and appointments with clients or leads. The key to increased productivity of a frontline worker is to reach more clients with a pre-planned appointment schedule, optimized travel time, reduced mileage consumption, and fuel cost....
Customize Copilot using Advanced Features within Dynamics 365 CRM
Microsoft has provided Power Virtual Agents, which help users create powerful Copilots for a range of requests, from providing simple answers to common questions to resolving issues requiring complex conversations. Power Virtual Agent allows the design of effective Copilots using various types of features like Generative Answers, Live Agents, and Actions (Power Automate Flow). In this blog, we’ll explore how to customize the...
A Manager’s Guide to Location Intelligence in Microsoft Dynamics 365 / Dataverse!
The life of a manager is a constant balancing act. You juggle team performance, handle client needs, and strategize for the future, all while ensuring efficiency and maximizing results. But what if there was a tool that could streamline your workflow, provide valuable insights, and empower you to make data-driven decisions? Enter Maplytics, the powerful Dynamics 365 and maps integration application and Certified Software on Microsoft...
Webinar ☁ Elevate Document Management with New SharePoint Security Sync & Attach2Dynamics features!
Are you ready to take your Dynamics 365 CRM experience to new heights? Inogic’s upcoming webinar promises to revolutionize the way you manage documents and security within your CRM system. Don’t miss this opportunity to grow your business without worrying about storage limits! Inogic’s innovative Document Management and Security Integrations have been designed to optimize CRM performance and save storage costs/space...
Effectively manage site security from the Power Platform Admin Center
Introductions: Security is crucial for any website, portal, or application. With the Power Platform Admin Center, you can manage websites within your tenant and access key information. This includes details such as the remaining days before a trial website expires also metrics like the number of sites without Web Application Firewall (WAF) protection or those utilizing external authentication. By checking these insights regularly,...
A story of Dental Traumatology using Location data from Dynamics 365 for Optimal Dental Care!
Dental Traumatology Projects OÜ is on a mission to safeguard dental health, with a particular focus on preventing and mitigating dental trauma. Their dedication extends far beyond the dental chair. By leveraging location intelligence through Maplytics, Dental Traumatology Projects has transformed the way they manage their extensive network of partners and ensure critical dental care reaches those who need it most, especially in the...
Simplify ‘Multilingual Support’ using Dataverse and AI-Translate in Canvas Apps
As I work on an enterprise canvas app designed for multiple geographies, translation becomes a crucial aspect due to its support for multiple languages. Initially, I followed the method outlined in Microsoft documentation to create translation components and translate label texts for each language, which turned out to be time-consuming. The method is described aptly in Microsoft Docs. As the project expanded and more components got...
Maximize Dynamics 365 CRM Data Quality with New Features of Inogic’s de-duplicate App!
Duplicate records in Dynamics 365 CRM can lead to problems like data inconsistency, confusion among users, poor customer experience, and inaccurate reporting and analytics. Therefore, organizations must implement robust deduplication strategies to defeat duplicates in your CRM and ensure the integrity and reliability of CRM data. Dynamics 365 CRM comes with native duplicate detection rules to help users deal with duplicate records in...
A Guide to Location Intelligence for C-Suite Leaders in Microsoft Dynamics 365
In today’s dynamic business environment, data-driven decision-making is no longer a luxury, it’s a necessity. For C-suite executives, navigating complex challenges and formulating winning strategies requires a comprehensive understanding of the big picture. This is where location intelligence comes in, offering a powerful medium to unlock location-driven hidden insights and propel an organization to success. Maplytics, a...
Heidelberg Materials lays a Foundation for success with maps integrated within Dynamics 365 CRM
In today’s rapidly evolving construction landscape, staying ahead of the curve requires not just a commitment to quality and innovation, but also the ability to harness the power of technology. Heidelberg Materials, a global leader in building materials with a rich 150-year history, exemplifies this approach perfectly. Operating across 50+ countries and employing over 51,000 individuals, they are a cornerstone of infrastructure...
Simplify managing multi-environment Power Platform with Environment Groups
Managing a Power platform with multiple Dynamic 365 Environments can be difficult, especially for large enterprise organizations with a large number of environments. This is where “Environments Group” comes into the picture. By using this, you can categorize multiple environments into a single Group. Thus, it is easy for users and administrators to find their respective environments. Let’s say there is an organization with a...
What is WhatsApp Business API – 2024 Guide to Integrate with Microsoft Dynamics 365 CRM!
Introduction Hey there! WhatsApp Business API is a fascinating topic to discuss and we all know that, that’s why we have created an ‘only essential’ walkthrough that you need to know to make the most of this awesome tool – WhatsApp Business API. Whether you’re a total newbie to messaging APIs or you’re already a pro, this guide has something for you. So, grab your favorite drink, get cozy, and let’s dive into the...
Improve Team Communication within Power Pages Design Studio by Adding Comments on the Web Pages
In today’s blog, we will be talking about the Power Pages in-build feature Adding comments to Pages or specific elements in Design Studio. This feature gained our attention while we were working on the Power App Portal. As my team and I were simultaneously working on Power Pages, the interdependency of tasks created confusion; however, implementing a system of adding comments clarified the process and streamlined our collaboration. In...
Building Dream Backyards with geo-mapping within Dynamics 365 – a Barrette Outdoor Living Story!
The post Building Dream Backyards with geo-mapping within Dynamics 365 – a Barrette Outdoor Living Story! appeared first on Blog | Maplytics. Source link
Webinar: Connect Mailchimp with Dynamics 365 CRM to improve Marketing and Sales Collaboration!
Syncing Mailchimp data with Dynamics 365 CRM is crucial because it breaks down information silos between your marketing and sales teams. This unified view allows sales reps to see which leads or contacts have interacted with marketing campaigns (opens, clicks, etc.) directly from within CRM. Mailchimp and CRM integration fosters better collaboration, as sales can target leads nurtured by marketing campaigns and marketing can tailor...
Exploring list view in the new mobile experience for Microsoft Dynamics 365 Field Service
The field service mobile app can be viewed with a completely new enhanced fresh look, This new mobile user experience (UX) feature allows technicians to use all the information they need at their fingertips and hence boost productivity. Field service admin can quickly enable the new mobile experience feature from a web browser, This new UX feature setting is app-specific, hence admin needs to open the appropriate app (E.g. Field...
Utilizing Copilot for AI-Generated Text in Power Pages
As a developer, I frequently undertake projects involving the development of Power Pages websites. One of the challenges I encounter involves sourcing high-quality content, particularly when creating sites for clients such as real estate agencies. These projects often entail compiling property listings, neighborhood guides, and insightful blog posts on current real estate trends. However, acquiring this content, whether from the...
Maplytics earns the First-Ever ‘Certified Software’ Badge for Dynamics 365 CRM Maps Integration!
Excitement fills the air at Team Maplytics HQ! They’ve achieved another significant milestone – Maplytics is not only one of the first software applications but also the very first geolocation application, to be recognized as a “Solution Partner with Certified Software” on Microsoft AppSource. This prestigious badge signifies quality and expertise. These designations distinguish a software solution’s specific...
Design Mobile and Browser Layout view within Power BI
Power BI Desktop empowers users to craft visually compelling dashboards and reports adaptable for both desktop and mobile interfaces. Its intuitive interface facilitates seamless transitions between designing for desktop and mobile platforms, guaranteeing optimal viewing experiences across various devices. A standout feature of Power BI Desktop is its mobile layout view, which enables users to fine-tune their reports and dashboards...
Extend your customer outreach with WhatsApp marketing within Dynamics 365 Customer Insights
The Power of WhatsApp Marketing for Brands: A Game Changer Today, brands constantly bombard customers with emails, calls, and social media ads. It can be hard to stand out from the noise and connect with customers in a meaningful way. But what if there was a way to reach customers directly on a platform they already use and love? Enter WhatsApp marketing. With a staggering 85% of customers preferring to receive brand updates and...
Webinar: A technical deep dive into How Copilot & Generative AI Can Transform Business Productivity
If you are one of the organizations enthusiastic about riding the Copilot wave but struggling to arrange the gear, this webinar by the Inogic Professional Services Division is for you. It would take you through the depths of the concept of Microsoft Copilot, Generative AI, Copilot Studio, and a live demo of a Copilot Application developed by the team experts. For decades, the Professional Services team has functioned as a reliable...
Combine Location Intelligence with Artificial Intelligence within Dynamics 365 CRM
The post Combine Location Intelligence with Artificial Intelligence within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link
Understanding Key Phrase Extraction in Power Automate for Text Analysis
The key phrase extraction model identifies the main topics in a text document. For example, if you have a sentence like “The movie was entertaining and the acting was impressive!”, the model would extract key phrases such as “movie”, “entertaining”, and “acting”. This model helps to identify and list important themes or subjects from unstructured text. To utilize this prebuilt model...
6 User-Friendly steps to connect Dynamics 365 CRM with Mailchimp – Effortless Integration!
As a CRM user, you understand the importance of managing customer relationships effectively. But what about integrating your marketing efforts for a more holistic view of your audience? This is where Mailchimp integration becomes a game-changer. Introducing Marketing4Dynamics: Your Mailchimp Bridge to Productivity Marketing4Dynamics is an innovative app by Inogic that seamlessly connects your Microsoft Dynamics 365 CRM with Mailchimp....
Maplytics becomes the first Geolocation solution to earn the Prestigious ‘Solution Partner with Certified Software’ Designation on Microsoft AppSource
The post Maplytics becomes the first Geolocation solution to earn the Prestigious ‘Solution Partner with Certified Software’ Designation on Microsoft AppSource appeared first on Blog | Maplytics. Source link
Automate Creating Customer Voice Survey Invitations using Canvas Power Apps
In our previous blog, we explored the potential of automating the survey invitation process using Power Automate Flow. We concluded that this approach, coupled with personalized variables in the Customer Voice Survey, provides a streamlined method for collecting and analyzing valuable customer feedback. In this blog, we will consider a similar use case scenario in which users will have the capability to generate Customer Voice Survey...
Streamline brokerage dealerships with the power of maps within Dynamics 365 CRM
The post Streamline brokerage dealerships with the power of maps within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link
Building a Custom AI Text Editor using Microsoft’s Azure OpenAI
In today’s world, the demand for intelligent applications that can analyze and transform text is increasing rapidly. AI-powered text editors are becoming popular for generating content as well as data restructuring tools for many developers and businesses. For any business, it is important to have data stored in the CRM system consistently and according to business standards. Users need to be trained to follow these standards or...
Transforming Business Travel with maps integrated within Dynamics 365 CRM
The post Transforming Business Travel with maps integrated within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link
CRM User Adoption Simplified: A Guide to Using Dynamics 365’s User Adoption Monitor
CRM is essential for an effective sales process. It helps businesses streamline workflow, maintain data quality, boost sales productivity and performance, eliminate manual tasks, etc. But to get the most out of your CRM investment, it is essential to ensure high levels of user adoption. Low user adoption can lead to ineffective CRM implementation, lost revenue, and increased technology costs. To ensure high levels of user adoption in...
Refresh Dynamics 365 CRM Subgrid from Embedded Canvas App
In Microsoft Dynamics 365, the ability to embed Canvas Apps brings the power of Canvas Apps to their model-driven forms. Recently, we got a requirement to create a record of the related entity (e.g., “Suggestion”) from the Canvas App embedded in the Appointment entity form. There was a subgrid of the “Suggestion” entity added next to the Canvas App on the Appointment form. After creating the suggestion entity record, we should see the...
The Lumberyard Revolution: How LMC Leverages Maps within Dynamics 365 to Deliver Forest Products Faster!
The post The Lumberyard Revolution: How LMC Leverages Maps within Dynamics 365 to Deliver Forest Products Faster! appeared first on Blog | Maplytics. Source link
Enhancing Sales Efficiency by Improving Relevance of Copilot Summary and Recent Changes
We are all familiar with the Sales Copilot and its time-saving features. In the previous blog, we have seen how copilot helps to boost sales efficiency in Microsoft Dynamics 365 CRM. In addition to it, users can now customize Copilot to generate a summary and recent changes list based on the columns that matter the most to them according to their business needs. Now, let’s explore the capabilities included in the latest feature:...
Outsource your Dynamics 365 CRM and Power Platform Development: 3 Reasons Why
Inogic specializes in outsourced development for Microsoft technologies like Dynamics 365 CRM, Azure Open AI, and Power Platform. Drawing from a pool of 150+ experts with 15+ years of experience, we provide rapid access to skilled developers, enabling businesses to augment teams or meet deadlines cost-effectively. Inogic’s Outsourced Development Services offer specialized Microsoft skills without overhead, delivered...
Managing Work Orders based on Completion Status in Dynamics 365 Field Service
In the dynamic landscape of modern business operations, efficiency is important. Whether in manufacturing, service industries, or any other sector, the effective management of work orders is crucial for smooth workflow and customer satisfaction. Among the various aspects of managing work orders, one significant factor that directly impacts productivity is completing tasks based on their status. From initiation to closure, work orders...
5 Benefits of In-App Notifications for Microsoft Dynamics 365 CRM users
For a successful sales process, you need to stay up-to-date with crucial sales information like deal closures, opportunities won, incoming leads, etc. Wish you never missed important updates in Microsoft Dynamics 365 CRM and received automated notifications for important sales updates? Alerts4Dynamics app by Inogic enables users to create, schedule, and manage in-app notifications for Microsoft Dynamics 365 CRM entities (OOB or...
How to revert the managed solution’s version in case of an erroneous upgrade (Using CLI) in Dynamics 365?
In Dynamics 365, managed solutions play a crucial role in deploying customizations and extensions across environments. However, managing solution versions can sometimes be challenging, especially when dealing with updates, dependencies, and compatibility issues. Recently, while working on a solution update, we needed to clone the solution and provide it to the client. However, during this process, the default version was set to 9.1,...
Field Service Revolution: Unleashing Efficiency with Integrated Maps within Dynamics 365 CRM
The post Field Service Revolution: Unleashing Efficiency with Integrated Maps within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link
Heidelberg Materials leverages Integrated Maps within Dynamics 365 for Sales Optimization
The post Heidelberg Materials leverages Integrated Maps within Dynamics 365 for Sales Optimization appeared first on Blog | Maplytics. Source link
Enhancements to ‘Focused View’ and its usage within Dynamics 365
Introduction: In the dynamic landscape of sales and marketing, the ability to effectively manage leads is a cornerstone of success. Yet, as businesses grapple with a multitude of tasks and data streams, maintaining clarity and focus in lead management can prove to be a daunting challenge. This is where the concept of a “Focused View” steps in as a game-changer. In this blog post, we will start on a journey to explore the...
Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM
The post Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link
Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM
Knowledge is power, and sharing that knowledge unlocks boundless possibilities! At Maplytics, exploration, visualization, and innovation are in our DNA. We’re constantly pushing the boundaries and building exciting new features to empower all, as, the real joy is in sharing and empowering others with the acquired knowledge. Join our Webinar and explore more! Webinar: Supercharge Field Sales Team with Maps integrated within...
Utilize the Power of Prebuilt Business Card Reader Model in Microsoft Power Automate
AI Builder in Microsoft Power Automate makes tasks easier for everyone. It lets you use prebuilt AI models to understand forms, recognize things in pictures, sort out text, make guesses, and understand people’s feelings from what they write. It’s like having a smart assistant that does tough jobs for you. So, even if you’re not a tech pro, you can still use AI to get your work done faster and simpler. Utilize the...
A Guide for Mind Map visualization of Dynamics 365 CRM Record Relationships
Businesses using Dynamics 365 CRM for managing their sales processes amass a lot of customer information in CRM. However, raw data is only as valuable as our ability to understand it. This is also true in the case of understanding the intricate web of relationships between records in Dynamics 365 CRM. With accounts, contacts, opportunities, and a plethora of other entities, keeping track of how they’re all connected can feel...
Using ‘ready-to-use’ AI functions in the Canvas App
Recently, we were working on a customer’s requirement where they used a custom entity to store the feedback regarding their products using an integration. The customer used a canvas app to view all the feedback on their mobile apps. They also wanted to get the summaries of the comments that were posted. While working on the requirement, we found other AI features as well that can be used in canvas apps or model-driven apps in Power...
6 Ways to Navigate the Maze: Choose the Right Appointment Scheduling System for Your Business
The post 6 Ways to Navigate the Maze: Choose the Right Appointment Scheduling System for Your Business appeared first on Blog | Maplytics. Source link
German Red Cross enhances Emergency Response with maps within Dynamics 365 CRM: A Life-Saving Technology!
The post German Red Cross enhances Emergency Response with maps within Dynamics 365 CRM: A Life-Saving Technology! appeared first on Blog | Maplytics. Source link