Metaverse and Customer Experience – Reimagining Engagement in a Virtual World
The post Metaverse and Customer Experience – Reimagining Engagement in a Virtual World appeared first on Blog | Maplytics. Source link
Power Automate with Azure OpenAI Services to analyze Buyer Behaviour – an AI app by Inogic!
Azure OpenAI is a cloud-based service offered by Microsoft that provides access to advanced artificial intelligence models developed by OpenAI. It empowers developers to integrate these powerful models into their applications without requiring extensive expertise in AI development or infrastructure management. Inogic aims to transform the way businesses function by developing advanced AI-driven applications with integrated AI Models...
Compose or Reply to Emails using Copilot
Microsoft is known for staying up to date with the latest technological developments. In the previous blog, we saw how to integrate Sales with Copilot and how to make sales more efficient. Now, let’s move on to explore the second part of composing an email and take a closer look at how it is done. Email Copilot offers content suggestions as you compose or respond to emails, streamlining your workflow and reducing your workload....
Beyond Pins & Routes: Unveiling the Power of Related Record Plotting on Maps within Dynamics CRM!
The post Beyond Pins & Routes: Unveiling the Power of Related Record Plotting on Maps within Dynamics CRM! appeared first on Blog | Maplytics. Source link
Conquer Dynamics 365 CRM Chaos with Copilot and Inogic Data Recovery App!
Ever feel like your Dynamics 365 CRM is a whirlwind of data updates? As a sales rep, you are juggling leads, opportunities, and customer data; every edit ripples through the system. And keeping track of it all is enough to make anyone’s head spin. Running into an urgent meeting and you need a quick summary of the lead? Or need the latest status of an opportunity? Or want to know quickly if you get any new leads assigned to you or not?...
How to configure a trigger to handle both GET and POST requests effectively using Power Automate
I recently encountered a client requirement that necessitated handling both “GET” and “POST” HTTP requests. While Azure Function offers a straightforward solution for such scenarios, the concern was it should be handled within Dynamics CRM. Faced with these constraints, I explored alternatives that would allow us to meet the client’s needs within the preferred environment. Accommodating both...
Exploring Detail Map Control enhancements to travel smartly on the Field with Dynamics 365 Maps Integration!
The post Exploring Detail Map Control enhancements to travel smartly on the Field with Dynamics 365 Maps Integration! appeared first on Blog | Maplytics. Source link
Master Microsoft Power Platform Development: A Developer’s Cheat Sheet in 2024
A common software development hurdle is the scarcity of time. While it’s widely acknowledged that merely increasing the number of developers doesn’t necessarily boost productivity, the inclination toward adopting new tools and technologies persists. The goal is to minimize code writing, expedite the development process, reduce susceptibility to bugs, and adhere to standards, especially in terms of security. Microsoft Power...
How to Know Browser and OS Details in Power Apps using Host Object
Recently, I was working on a project where we created a Login form in the Canvas App compatible with iPhone systems only. Throughout the development phase, we faced challenges in determining the client’s specifics like browser type or device, especially since our app needed to function across specific browsers and on iPhones. Upon conducting online research, we discovered the Host Object within Power Apps. This object proved...
How to invoke Low-code plug-ins using Power Automate Cloud Flow
In the previous blog post, we talked about low-code plugins using the Dataverse Accelerator App where we created an instant plug-in to calculate Billing Details. In this blog, we will be integrating the same Instant Plug-in in the Microsoft PowerAutomate Flow. How to invoke Instant Plug-in in the Microsoft PowerAutomate Flow? Log into your Power Apps Maker Portal > select the environment > from the left side panel > click on...
Location-Driven Referral Marketing Strategies for Microsoft Dynamics 365 CRM Users
The post Location-Driven Referral Marketing Strategies for Microsoft Dynamics 365 CRM Users appeared first on Blog | Maplytics. Source link
Maplytics on Mobile – A pocket guide to Field Sales Management App within Dynamics 365
The post Maplytics on Mobile – A pocket guide to Field Sales Management App within Dynamics 365 appeared first on Blog | Maplytics. Source link
Advisor matching in your organization by using Power Apps integrated virtual agent
Introduction In this blog post, we aim to provide guidance to beginners and new users of Power Apps. Our focus is on helping individuals enhance their knowledge of the platform by engaging with experienced advisors. We will cover the process of connecting with internal maker resources and utilizing integrated virtual agent chatbots in Power Apps. Additionally, we will discuss how admins can set up internal resources and manage...
Duplicate Data Management in Dynamics 365 CRM – OOB Duplicate Detection vs Inogic’s Data DeDuplication App!
Duplicate data is an inherent aspect of any database operation. It is crucial to take steps to prevent the creation of duplicate records, promptly identify them if present, and eliminate them swiftly within your Dynamics 365 CRM system. Consider a scenario where one team member updates Record A with vital information while another team member concurrently inputs data into its duplicate, Record B. This results in incomplete information...
Navigating Dynamics 365 Maps with Ease: The Power of the Lasso Tool for Geo-Mapping!
The post Navigating Dynamics 365 Maps with Ease: The Power of the Lasso Tool for Geo-Mapping! appeared first on Blog | Maplytics. Source link
Unleashing the Power of ‘isDefaultPrevented()’ method in Dynamics 365
Introduction Dynamics 365 forms offer a powerful platform for customizing user interactions and logic using JavaScript. One often overlooked gem in this toolbox is the isDefaultPrevented() method. This little powerhouse is key to unlocking intricate control over your form’s save behavior, leading to smoother workflows and enhanced user experiences. The isDefaultPrevented() method is available on event objects in both standard...
Shape the Future of Maplytics: Add your reviews on Microsoft AppSource or G2.com
Over the years, Maplytics has basked in the warm glow of incredible client reviews. These weren’t just pats on the back, but powerful testaments to our efficiency and top-notch service. And let’s be honest, who would’ve known about it all without their amazing words? As a top-rated and preferred app on Microsoft AppSource for years, boasting a constellation of 5-star ratings and glowing comments, Maplytics shines...
Incorporating Start and wait for an approval of text action for the AI generated response
In the previous blog we have already explored the AI prompt integration with Power Automate using the “Create text with GPT using a prompt” action, At that time while designing the Power Automate we didn’t add any Approval process where humans could review the AI-generated response. Human review through the approval process is important and recommended which ensures the quality of output generated by the GPT model. You can review this...
Mastering Dynamics 365 Maps integration: Live Q&A and First Look at Exciting New Features
The post Mastering Dynamics 365 Maps integration: Live Q&A and First Look at Exciting New Features appeared first on Blog | Maplytics. Source link
Power Pages: How to Track Changes by Contact (Portal User) in Dataverse Auditing
Introduction Power Pages sites, connected to Dataverse, serve as a powerful tool for modern website development. Dataverse, acting as a versatile database, offers security features, analytics, and automation. However, Dataverse auditing, which logs changes to customer records, initially poses a challenge as it records actions under the application/system user, rather than the actual contact (portal user) making the changes. The...
Live Webinar – First Look of New SMS Integration for Dynamics 365 CRM with TextSMS4Dynamics!
Effective communication is the cornerstone of success in today’s dynamic business landscape. For businesses utilizing Microsoft Dynamics 365 CRM, integrating SMS messaging will be a game-changer, redefining sales, customer support, promotions, and marketing campaigns. That’s why TextSMS4Dynamics is the perfect solution providing seamless SMS messaging integration directly within Dynamics 365 CRM, eliminating the hassle of...
Building and Editing Power Automate Flows with Copilot’s Help
If you’ve already experienced creating a Power Page with Copilot, great! If not, click here to get started. This blog will now explore how Copilot collaborates with Power Automate and outline the necessary configurations or settings to enable Copilot in your environment. In our daily routines, automation has emerged as an essential component, offering time savings and process optimization. Microsoft Power Automate stands out as...
Automate Solution Deployments with approvals using Power Platform Pipelines
In the dynamic landscape of technology, organizations are constantly seeking efficient ways to deploy solutions seamlessly. Power Platform Pipelines emerge as a powerful tool to automate solution deployments, providing a streamlined approach to managing and delivering applications. It helps ensure consistency, time efficiency, and maintaining version control. Firstly, you need to install the “Power Platform Pipelines” application in...
Microsoft Copilot suggests Inogic’s CRM Apps for Microsoft Dynamics 365
‘Copilot’, ‘Microsoft Copilot’, ‘ChatGPT’, ‘OpenAI’ These have been the trending terms of an upcoming era and have been chanted incessantly for a year now, worldwide. Google Trends vividly denotes the popularity of the term! With so many technological upgrades floating around and this being the beginning of a new era, it becomes imminent to study the terms in-depth. Today, let’s explore Microsoft Copilot and check what it has to say...
Improved visualization and user experience of Organization Charts within Dynamics 365
Introduction: Managing your customer’s organizations by using organization charts can help you visualize their hierarchy and the relationships between their departments and roles. As a result, you can tailor your sales approach to fit your customer’s needs and preferences, resulting in more successful sales. You can easily and precisely build an organization chart with Dynamics 365 sales by dragging and dropping which was not possible...
Microsoft Copilot – Your Collaborative AI : Discover Its Use Cases, User Benefits, and Copilot Studio!
Microsoft Power Platform is a widely recognized low-code platform that allows anyone to build apps, automate processes, analyze data, and create chatbots efficiently. The latest addition to Power Platform’s capabilities is Copilot, a suite of next-generation AI tools. Developers and users alike can take advantage of generative AI’s power to enhance and streamline their solutions using natural language. In this blog, we...
Beyond Technology: Maplytics’ Commitment to Social Responsibility
The post Beyond Technology: Maplytics’ Commitment to Social Responsibility appeared first on Blog | Maplytics. Source link
Personalize Pipeline view in Dynamic 365
The seller can personalize the pipeline view to match their unique preference and management style. This personalization helps them to prioritize follow-ups, analyze key metrics, and gain insights into the current status of deals within the pipeline, including closed, lost, and revenue-related information. Let’s explore! Show the List or Combo You can select whether you want to display the opportunity list only on the pipeline view or...
WhatsApp vs Email: Boost Sales using the Right Communication Channel within Dynamics 365 CRM!
In the world of sales, the medium you choose for communication carries just as much weight as the message itself. Picking the right channel can make or break your connection with potential customers. Imagine trying to discuss a complex enterprise software solution over a quick text message or delivering a delicate sales pitch through an impersonal mass email. It simply wouldn’t resonate. Tailoring your communication medium to...
Configure and Customize the Opportunity Pipeline view in Dynamics 365
Opportunity Pipeline View visualizes the data and displays it in graphical formats based on the current pipeline phase of the records which helps the seller to find the records they want more quickly than the standard read-only grid. You can find more details regarding the look and feel of the same in the Pipeline View in the Microsoft Dynamics 365 blog. In this blog, you will see how we configure or customize the Opportunity Pipeline...
Creating effective custom AI Prompts (Preview) within Dynamics 365
In the previous blog, we have already explored prebuilt AI prompts that are offered by Microsoft which can be integrated further with Power Automate to make our lives easy. In this blog let us focus on how we can create custom AI prompts as per our need which can be used further in Power Automate to achieve specific requirements by referring to the above provided blog link. Custom prompts provide the flexibility to create our prompt...
Maplytics Reviews – Add them on Microsoft AppSource or G2.com!
The post Maplytics Reviews – Add them on Microsoft AppSource or G2.com! appeared first on Blog | Maplytics. Source link
Offline Capabilities in the Canvas App within Dynamics 365 – Part 2
In our previous blog, we discussed how to enable the Canvas App for offline use and work offline with canvas app, which helps those users who need continuous access to data even in the absence of a stable internet connection. In this blog, we will explore how to use files and images offline in canvas app. To enable the offline feature for images and files, the following prerequisites must be fulfilled: Set the maximum size, i.e.,...
Use Git Version Control to develop a Canvas App in network mode
In this blog post, we’ll explore the process of allowing multiple users to collaborate on “The Canvas App” simultaneously from anywhere. By leveraging this functionality, we can connect our Canvas App to Git, enabling other users to collaborate on the same app. In this scenario, Git serves as a repository, it allows you to create, store, change, merge, and collaborate on files or code. Any member of a team can access the Git...
New SMS Integration arrives in Dynamics 365 CRM – Revolutionize Customer Communication!
In recent times, we’ve witnessed a noticeable shift in user behaviors and strategies for capturing customer attention. This transition has moved from calls to emails and currently involves embracing social media as a communication channel with an exceptionally large user base. Given its nature, text messaging services like SMS have emerged as a significantly convenient means for direct, personalized communication. Let’s look at...
Mastering Maplytics: Live Q&A and First Look at Exciting New Features
The post Mastering Maplytics: Live Q&A and First Look at Exciting New Features appeared first on Blog | Maplytics. Source link
Link Activities with multiple records (Preview) in Dynamics 365
In this blog post, we will explore a new feature introduced by Microsoft, that enables the effortless linking of activities with multiple records. With the introduction of this feature, the Activity records can now be linked to additional records such as Accounts, Contacts, Leads, Opportunities, and Users using the new party list attribute. Note: As this feature is currently in preview, it exclusively supports Email entity records at...
Microsoft Copilot recommends Maplytics to enhance field efficiency in Dynamics 365 CRM!
The post Microsoft Copilot recommends Maplytics to enhance field efficiency in Dynamics 365 CRM! appeared first on Blog | Maplytics. Source link
Merge Duplicates, Choose the Right Master Record, and Much More with DeDupeD’s New Release
Detecting and cleaning up duplicate records in Dynamics 365 CRM is both time consuming and costly. The fact that the average duplicate rate in any database is 20%-30% makes it evident that it is very common for duplicate data to accumulate in databases. According to a study by SiriusDecisions, verifying a record upon entry costs $1, cleansing and deduplicating it costs $10, and if duplicate customer data is not taken care of, it can...
Visual Formatting Using On-Object (Preview) Feature in Power BI
Microsoft Power BI is an interactive tool to visualize the data. Using Power BI, users can interact with the data in order to develop business reports and make business-level decisions. Power BI visuals are tools, and they are picture illustrations of data. Microsoft introduced the on-object feature, i.e., an easy way to construct and setup visuals. On-object is an easy approach to constructing and setting up the visual. The on-object...
High CRM Adoption Rates – Importance, challenges, and strategies
In a world driven by customer relationships, the stakes are high, and relying on scattered information in spreadsheets, bundles of files, and desktop folders just won’t cut it. You understood the need for change, brought in your technology and operations experts, and implemented a robust Customer Relationship Management (CRM) system – Microsoft Dynamics 365 CRM. But that’s not where it ends. To get a high ROI over your CRM...
Organize smart Marketing Campaigns in 2024 with Maplytics
The post Organize smart Marketing Campaigns in 2024 with Maplytics appeared first on Blog | Maplytics. Source link
Offline Capabilities in the Canvas app within Dynamics 365 – Part 1
Canvas Apps, a pillar of Power Platform, allows users to design apps with a focus on user experience and functionality. The “Mobile Offline” feature extends the capabilities of Canvas Apps by enabling offline usage. Users can now interact with Canvas Apps seamlessly even in environments with limited or no internet connectivity. The app synchronizes data when a connection is available, ensuring uninterrupted productivity....
Kickstart Power Platform Development: Your Portal to Building the Future of Business in 2024.
Welcome to the Kickstarter guide for Microsoft Power Platform by Inogic! Given the immense popularity and swift advancements in Power Platform, combined with its integration with Microsoft Copilot, adopting Power Platform for your business is now a “must-have”. Whether you’re a seasoned developer, a tech enthusiast, or a citizen developer, worry not! As we’ve entered 2024, I’ve got the perfect starting point for you....
Transforming Healthcare with Location Data in Dynamics 365 CRM
The post Transforming Healthcare with Location Data in Dynamics 365 CRM appeared first on Blog | Maplytics. Source link
Create a website using Copilot in Power Pages
In today’s blog, we are going to create a website using Copilot, the AI-powered tool. Copilot can be useful for multiple tasks such as coding, designing, writing content, and more. It can also generate content based on our requirements, such as headlines, summaries, and captions. We shall see how to create the web pages, section text, and forms, how to generate code, and how to add the AI Chabot on web pages, all, using Copilot....
How to directly access Custom Action from Custom Pages in Power Apps
Power Apps offers versatile design experiences, including model-driven apps and Canvas apps, and the recent addition of Custom Pages. Based on the client’s recent requirements, we had to replace the OOB Opportunity entity with the custom one. In response to our client’s specific requirements, we meticulously recreated essential functionalities, such as the “Opportunity Close as Won” and “Close as...
New Slicer Visual in Power BI Report within Microsoft Dynamics 365 CRM
Power BI is an analytical tool to design interactive Reports, and dashboards using Visuals, which allows information to be collected from different types of Sources such as Dataverse, SQL, Excel Workbooks, OData Feed, etc. There are various visuals available to design our Power BI report, such as Card, Slicer, and Matrix in Power BI. Microsoft has announced a new feature in Power BI, namely “Slicer (new)” and it is an...
Unleash a Startup’s Potential with Maps Integrated within Dynamics 365 CRM
The post Unleash a Startup’s Potential with Maps Integrated within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link
Exploring AI Prompts within Power Automate
As generative AI builder tools are becoming more and more popular, it is worth learning and using them to get the most out of them. One of the exciting features among AI builder tools is “AI Prompts” which are now generally available. AI prompts are used as a guide for AI models to generate the output. If you compare AI prompts to the early days of search engines correct “Keywords” is the key to search precisely. If you put correct...