New Slicer Visual in Power BI Report within Microsoft Dynamics 365 CRM
Jan09

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...

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Unleash a Startup’s Potential with Maps Integrated within Dynamics 365 CRM
Jan09

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

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Exploring AI Prompts within Power Automate
Jan08

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...

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Undo changes or Restore Deleted Dynamics 365 CRM Records in Bulk with the new Undo2Restore Tool!
Jan05

Undo changes or Restore Deleted Dynamics 365 CRM Records in Bulk with the new Undo2Restore Tool!

As we stand on the threshold of a new year, Team Inogic is delighted to share some exciting updates to your trusted Undo2Restore app—an indispensable solution for safeguarding your CRM data. Imagine a fresh start, where accidental deletions or unexpected data changes no longer send shivers down your spine. With these latest Undo2Restore updates, welcome to a simpler and more efficient way to navigate these unforeseen data disasters....

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The Evolving Landscape of Location Analytics for Dynamics 365 with Generative AI
Jan05

The Evolving Landscape of Location Analytics for Dynamics 365 with Generative AI

The post The Evolving Landscape of Location Analytics for Dynamics 365 with Generative AI appeared first on Blog | Maplytics. Source link

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Upgrade Your Dynamic 365 CRM Call Transfers: Protect Data, Boost Efficiency, Impress Clients
Jan04

Upgrade Your Dynamic 365 CRM Call Transfers: Protect Data, Boost Efficiency, Impress Clients

Introduction Imagine you are working in a company that keeps records and transcription of phone calls for various reasons, like quality assurance or improvement purposes. Now, let’s say you need to transfer a call to someone outside the company, maybe a client or a partner. Previously, this transfer process might have involved a few steps, and the recording and transcription could continue even after the call was transferred....

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Customer Voice – Personalized variables within Survey Invitations using Power Automate Flow
Jan03

Customer Voice – Personalized variables within Survey Invitations using Power Automate Flow

Microsoft has provided Customer Voice Surveys which help an organization to design the Survey where users can provide feedback by answering the questions within the Survey. Customer Voice allows Survey Designers to design effective Survey using various types of Questions such as Text, Date, Rating, Likert, File Upload, etc. Once the customer voice survey is designed, one needs to generate the invitations to send to the user responding...

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Generate Customer Voice Survey Invitations using Canvas Power Apps
Jan03

Generate Customer Voice Survey Invitations using Canvas Power Apps

Microsoft has provided Customer Voice Surveys which help an organization to design the Survey where users can provide feedback by answering the questions within the Survey. Customer Voice allows Survey Designers to design effective Survey using various types of Questions such as Text, Date, Rating, Likert, File Upload, etc. Once the customer voice survey is designed, one needs to generate the invitations to send to the user responding...

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Empower Frontline Workers with Microsoft Dynamics 365 CRM, Teams, and Integrated Maps!
Jan02

Empower Frontline Workers with Microsoft Dynamics 365 CRM, Teams, and Integrated Maps!

The post Empower Frontline Workers with Microsoft Dynamics 365 CRM, Teams, and Integrated Maps! appeared first on Blog | Maplytics. Source link

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Happy Holidays from Team Maplytics: A Throwback at the laurels of 2023!
Dec28

Happy Holidays from Team Maplytics: A Throwback at the laurels of 2023!

The post Happy Holidays from Team Maplytics: A Throwback at the laurels of 2023! appeared first on Blog | Maplytics. Source link

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Resolution Revolution: Optimize Your 2024 with Inogic’s CRM-driven Fireworks Display!
Dec28

Resolution Revolution: Optimize Your 2024 with Inogic’s CRM-driven Fireworks Display!

The crispness in the air, the clinking of glasses, the sounds of joy, and the smells of roasts are a sign that not only has the season changed but the year is changing soon and the celebrations are on the way. Happier times are ahead, and what better way to celebrate than with family, friends, music, dance, food, lights, and love? Funnily, celebrations are also accompanied by a crack of something, viz, they go on till the crack of...

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Get working days and holidays of the CRM Service calendar in Power Automate Flow
Dec27

Get working days and holidays of the CRM Service calendar in Power Automate Flow

With Microsoft providing us more flexibility with Power Automate (MS Flow), we can now retrieve working days and holiday details of the CRM Service Calendar directly within Power Automate flows. Previously we used Plugins or JavaScript to get Calendar’s working days and holiday details, but now they can be directly retrieved through the Power Automate (flow) as well. Recently, we got a requirement to check whether a specific date is a...

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Microsoft Entra ID Security Groups Management
Dec26

Microsoft Entra ID Security Groups Management

As we all know, Microsoft renamed Azure Active Directory (AAD) to Microsoft Entra ID back in November 2023. The reason for this move is explained in detail in this Microsoft doc. This is just a product name change and all of the existing features and capabilities are still available in the Microsoft Entra ID. This blog will have a quick walkthrough of the Microsoft Entra ID security group and team members’ management. Managing team...

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From Pixels and Locations to Presents – AI Paints Holiday Wishes as Vibrant as Lights
Dec25

From Pixels and Locations to Presents – AI Paints Holiday Wishes as Vibrant as Lights

The post From Pixels and Locations to Presents – AI Paints Holiday Wishes as Vibrant as Lights appeared first on Blog | Maplytics. Source link

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Dynamics 365 Sales Alerts: Native Notifications vs. Alerts4Dynamics – Which one is Right for You?
Dec22

Dynamics 365 Sales Alerts: Native Notifications vs. Alerts4Dynamics – Which one is Right for You?

For an effective sales process, it is crucial to be up-to-date with important sales events. By staying abreast of these crucial moments, you gain a vital edge, allowing you to tailor outreach, craft timely offers, and strike while the iron’s hot. Imagine the missed sales deal and loss of revenue if you remained oblivious to new leads entering the CRM or subscription renewals. Conversely, consider the doors that swing open when...

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Unwrap Culinary Confidence and the Potential of Maplytics in Festive Feast
Dec22

Unwrap Culinary Confidence and the Potential of Maplytics in Festive Feast

The post Unwrap Culinary Confidence and the Potential of Maplytics in Festive Feast appeared first on Blog | Maplytics. Source link

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Custom Actions with Power Automate Desktop Flows
Dec21

Custom Actions with Power Automate Desktop Flows

Introduction A custom action in desktop flow is a feature designed to automate repetitive tasks seamlessly. This blog provides a comprehensive guide on designing and leveraging custom actions in the desktop version of Power Automate flows. The journey starts with a step-by-step procedure to create these custom actions, offering a detailed walkthrough of the process to upload them within the desktop Power Automate flows environment....

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Dashing Through CRM Location Data with Maplytics: A Festive Exploration of Its Features
Dec19

Dashing Through CRM Location Data with Maplytics: A Festive Exploration of Its Features

The post Dashing Through CRM Location Data with Maplytics: A Festive Exploration of Its Features appeared first on Blog | Maplytics. Source link

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Calculation Groups in Power BI
Dec19

Calculation Groups in Power BI

Power BI, Microsoft’s Data Analytical tool works with data and provides an enhanced view of data to take further actions for customer business improvement. Microsoft has provided lots of features to be used within Power BI which will help design effective and advanced Power BI reports and dashboards to have data overview at a single glance. Recently, we came across one of its new features called Calculation Groups. This feature...

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Design Canvas App using the Figma UI kit
Dec18

Design Canvas App using the Figma UI kit

In today’s digital age, user experience is of utmost importance, and design plays a crucial role in creating compelling and user-friendly applications. Figma has emerged as a powerful design tool for teams, making collaboration and design iteration easier than ever before. If you’re building a canvas app, integrating Figma can allow you to seamlessly bridge the gap between design and development. In this blog, we’ll...

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Low-code plug-ins using the Dataverse Accelerator App (Preview)
Dec15

Low-code plug-ins using the Dataverse Accelerator App (Preview)

In today’s blog, we are talking about low-code plugins using the Dataverse Accelerator App, which means no coding is required. To perform complex actions on Dataverse table plugins are used. However, previously, we needed to write and register a plugin. To overcome this, Microsoft has introduced Low-code plug-ins, using Power Fx formulas, stored in the Dataverse database and can be integrated into power apps and power automation....

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Ramp Up Holiday sales with Gamification within Microsoft Dynamics 365 CRM
Dec14

Ramp Up Holiday sales with Gamification within Microsoft Dynamics 365 CRM

The holiday season is upon us, a time for twinkling lights, warm cheer, and… booming sales! But in this competitive landscape, how can you stand out and jingle all the way to the bank? Enter gamification within Microsoft Dynamics 365 CRM, the secret weapon to turbocharge your holiday sales strategy. Why Gamification? The Magic Numbers: 37% increase in sales performance 50% improvement in employee engagement 70% higher adoption...

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Dynamics 365 CRM, Mailchimp, Location Data Integration: Find Your Perfect Customers Faster
Dec14

Dynamics 365 CRM, Mailchimp, Location Data Integration: Find Your Perfect Customers Faster

The post Dynamics 365 CRM, Mailchimp, Location Data Integration: Find Your Perfect Customers Faster appeared first on Blog | Maplytics. Source link

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Copilot in Project Operations
Dec12

Copilot in Project Operations

Dynamics 365 Project Operations serves as a comprehensive platform tailored for efficient project planning, expense tracking, and time management. It facilitates resource booking and allocation while providing tools to identify and manage project estimates, streamlining processes, and enhancing overall work quality. In this blog, we will explore the ways Copilot in Project Operations has enhanced efficiency, empowering organizations...

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How to integrate existing Power Page sites into a new environment effortlessly using Command-Line Interface (CLI) – Part 2
Dec11

How to integrate existing Power Page sites into a new environment effortlessly using Command-Line Interface (CLI) – Part 2

Introduction: In our previous blog, we discussed how to create and integrate Power Pages websites into a solution and how to configure them. Now, in this blog, we will guide you through the process of transferring existing website configurations from one environment to another and exporting solutions using the Command-Line Interface (CLI). To begin, let’s identify the existing Power Page site and its relevant details: Site name:...

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Start Using WhatsApp & Location Data within Dynamics 365 CRM to Close More Deals!
Dec11

Start Using WhatsApp & Location Data within Dynamics 365 CRM to Close More Deals!

The post Start Using WhatsApp & Location Data within Dynamics 365 CRM to Close More Deals! appeared first on Blog | Maplytics. Source link

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Tackle Duplicate Dynamics 365 CRM Data with ease this Holiday Season!
Dec08

Tackle Duplicate Dynamics 365 CRM Data with ease this Holiday Season!

As the festive season approaches, businesses are gearing up for a period of increased activity and heightened data demands. From managing customer interactions and inventory levels to tracking holiday shipments and ensuring timely delivery, businesses rely heavily on their data to navigate the holiday rush. However, the accumulation of data, especially during peak periods, can lead to a host of challenges. The Data Dilemma The...

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De-duplicate CRM Data to Optimize Location Intelligence for Smarter Selling
Dec08

De-duplicate CRM Data to Optimize Location Intelligence for Smarter Selling

The post De-duplicate CRM Data to Optimize Location Intelligence for Smarter Selling appeared first on Blog | Maplytics. Source link

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Use solutions with Power Pages Through Power Apps- Part 1
Dec07

Use solutions with Power Pages Through Power Apps- Part 1

Introduction In the dynamic landscape of digital solutions, staying ahead of the curve is paramount for businesses striving to make a mark. One such revolutionary tool that has been gaining traction is Power Pages. But what exactly are Power Pages, and how can they be harnessed to their full potential? In this blog, we’ll explore the transformative capabilities of Power Pages and delve into how they can be employed to create...

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WhatsApp + Dynamics 365 CRM: Your Secret to Christmas Marketing Success
Dec06

WhatsApp + Dynamics 365 CRM: Your Secret to Christmas Marketing Success

The holiday season is a busy time for businesses, and Christmas is no exception. With so much competition for consumers’ attention, it’s important to find effective ways to reach your target audience. That’s where WhatsApp4Dynamics comes in. WhatsApp4Dynamics integrates WhatsApp and Dynamics 365 CRM and allows businesses to connect with their customers on a more personal level right from within their CRM. With...

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A Guide for Monitoring and Resolving Issues with Automated Record Creation Rules in Dynamics 365 CRM
Dec05

A Guide for Monitoring and Resolving Issues with Automated Record Creation Rules in Dynamics 365 CRM

Introduction Microsoft’s Automated Record Creation (ARC) rule was added in the most recent edition. Its purpose is to generate or update systems or custom activities based on actions like emails, social media, or custom activities. This feature’s primary goal was to identify occurrences and fix them, which made it easier for administrators to find emails or tasks that involved case conversions over the previous seven days...

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Jingle All the Way to Profits: Why Pre-Holiday Sales Are A Secret Weapon?
Dec05

Jingle All the Way to Profits: Why Pre-Holiday Sales Are A Secret Weapon?

The post Jingle All the Way to Profits: Why Pre-Holiday Sales Are A Secret Weapon? appeared first on Blog | Maplytics. Source link

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Season 2: Dynamics 365 CRM Apps Webinar Marathon – Boost Productivity this Holiday Season!
Dec02

Season 2: Dynamics 365 CRM Apps Webinar Marathon – Boost Productivity this Holiday Season!

As the winter embraces us and the magic of the Christmas season fills the air with joy, we recognize the importance of streamlining and automating your business processes, especially as you gear up for a well-deserved holiday break. We understand that the pre-Christmas hustle is real. The holiday spirit touches every aspect of our lives, including our workspaces. With the enchanting touch of Microsoft Dynamic 365 CRM solutions,...

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Manage Dynamics CRM records along with their associated activities on the same page using Focused view – Part 2
Dec01

Manage Dynamics CRM records along with their associated activities on the same page using Focused view – Part 2

We learned in the last blog, how the focused view feature lets users handle their records and activities more efficiently. It saves time by avoiding switching between screens and boosts productivity. In this blog, we will explore the customization options that enable users to access the most important information of the record in the focused view. To save time and access the most frequently used information in the records list, users...

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From Data to Action: Making Informed Decisions that Drive Results
Nov30

From Data to Action: Making Informed Decisions that Drive Results

The post From Data to Action: Making Informed Decisions that Drive Results appeared first on Blog | Maplytics. Source link

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Copilot and Power Platform: Highlights from Microsoft Ignite 2023 and What They Mean for You!
Nov29

Copilot and Power Platform: Highlights from Microsoft Ignite 2023 and What They Mean for You!

This year we experienced a surge in new ways to work day to day all thanks to new Advancements in AI. With various brands and tech giants put up their version of AI for public use cases, back in June Microsoft unveiled their take on AI enabled system, the infamous – Copilot, a collaborative tool designed to reduce digital debt and enhance productivity, freeing up people to focus on tasks that require a uniquely human touch. With...

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Creating Sales Territories to Fuel Business Growth
Nov27

Creating Sales Territories to Fuel Business Growth

The post Creating Sales Territories to Fuel Business Growth appeared first on Blog | Maplytics. Source link

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Improved Work order experience in Dynamics 365 Field Service
Nov27

Improved Work order experience in Dynamics 365 Field Service

A new work order management interface is included in Dynamics 365 Field service release wave 2 of 2023. The new interface makes it easier to generate, manage, and schedule work orders. It also offers more information at a glance, forms with easily updated fields, and more. Also, you can give customers timely updates, make sure frontline staff has the information they need for on-site service, and simply track high-priority work with...

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Prevent and Remove Duplicates in Dynamics 365 CRM: 5 Benefits of Data Hygiene App DeDupeD
Nov24

Prevent and Remove Duplicates in Dynamics 365 CRM: 5 Benefits of Data Hygiene App DeDupeD

In sales, success hinges on data – its accuracy and relevance. For businesses using Dynamics 365 CRM, data quality is important for informed decision-making and strategic planning. Duplicate, inaccurate, or incomplete records can turn the CRM into a liability rather than an asset. Duplicate Dynamics 365 CRM records can lead to confusion among sales representatives. They may not be sure which record contains the most recent or accurate...

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How to convert Power Page Portal into a Progressive Web App (PWA) & App Package
Nov23

How to convert Power Page Portal into a Progressive Web App (PWA) & App Package

You can transform your Power Pages portal into a Progressive Web App (PWA) through Power Apps Portals Studio, giving it a native app-like feel and appearance. This PWA approach ensures multiplatform support, making your portal accessible on Android, iOS, Windows, and Chromebooks, across different devices like mobiles, desktops, and tablets. PWAs offer users a seamless experience akin to native apps, and users can easily install them...

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Microsoft  Ignite  2023  Book  of  News!!!
Nov22

Microsoft Ignite 2023 Book of News!!!

The post Microsoft Ignite 2023 Book of News!!! appeared first on Blog | Maplytics. Source link

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A Roadmap for Supercharging Online Sales with Maps Integration within Microsoft Dynamics 365!
Nov22

A Roadmap for Supercharging Online Sales with Maps Integration within Microsoft Dynamics 365!

After a grueling day of work, Bree sank into her living room couch, exhausted from the demands of her sales career. While she thrived on the thrill of negotiation, the relentless travel and extended periods away from her family had begun to wear her down. Seeking a new direction, she impulsively posed a question to her voice assistant, “Alexa, what’s the better choice, online sales or offline sales?” Alexa’s...

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Modern Controls and themes within the Canvas App
Nov21

Modern Controls and themes within the Canvas App

Microsoft Power Apps gives us the capability to construct a business app with low-code ease based on our business processes. We can design screens in Canvas apps by utilizing various controls provided to automate the process, thereby improving productivity. This enables us to work more efficiently. Recently, Microsoft has released modern controls and themes that improve the unified interface for forms built with Canvas Apps. This...

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Maplytics Embraces the Spirit of Thanksgiving!
Nov21

Maplytics Embraces the Spirit of Thanksgiving!

As the world prepares to embrace the spirit of Thanksgiving, a time for reflection, appreciation, and giving back, Team Maplytics takes this opportunity to pause and express heartfelt gratitude to all those who have played a significant role in its journey. From the loyal clients and dedicated partners to the supportive community that has embraced the geo-mapping app, we are incredibly thankful for the unwavering support that has...

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Enhanced User Experience with Dynamics 365 Field Service Mobile App (Preview)
Nov20

Enhanced User Experience with Dynamics 365 Field Service Mobile App (Preview)

Microsoft’s Dynamics 365 Field Service Mobile application allows users to work on tasks and resolve issues directly from their mobile devices and web browser applications. Microsoft recently launched a new user interface for the Dynamics 365 Field Service Mobile App, which is more user-friendly and visually appealing. It provides an easy and efficient way to manage field service tasks from your mobile device. This feature...

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Document Management with Microsoft Teams streamlined with Dynamics 365 CRM Integration!
Nov18

Document Management with Microsoft Teams streamlined with Dynamics 365 CRM Integration!

In every business, effective communication with clients and potential customers, along with real-time access and management of pertinent documents and data, is essential. Microsoft Teams serves as a robust solution, facilitating smooth collaboration and communication among team members and external collaborators. However, specific attention is required for file management within Microsoft Teams. Built upon SharePoint capabilities,...

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The Brand Called You: Crafting a Personal Brand that Resonates
Nov17

The Brand Called You: Crafting a Personal Brand that Resonates

It took Alan Turing 50 years to be branded as a visionary in the world of theoretical computer science and artificial intelligence. Steve Jobs and Elon Musk had a relatively faster route to reach the same stature. It is not only about the evolution of science and the changing times but also the acceptance of humans as geniuses and personal brands! Everything that can be recognized or distinguished based on a certain look, quality,...

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Set Your Preferred Solution in Power Apps for Enhanced Customization
Nov17

Set Your Preferred Solution in Power Apps for Enhanced Customization

In the world of Power Apps, managing your tables, flows, components, and other assets is key to a successful project. However, when you create these elements outside the context of an unmanaged solution, they automatically find their home in the Default Solution or the Common Data Services Solution. As a Developer working on a project, I always create an unmanaged solution and then create a unique Publisher so that a unique prefix can...

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Choose Between Model or Canvas-Based Low Code Power Apps: Which One Fits Your Business Requirements?
Nov16

Choose Between Model or Canvas-Based Low Code Power Apps: Which One Fits Your Business Requirements?

Introduction Say goodbye to complex coding! Low-code development is a way of crafting software that demands minimal coding expertise. It uses templates and drag-and-drop tools to create applications quickly and efficiently. In this blog post, we will explore the benefits of low-code development, the differences between low-code and traditional development, and the best low-code development platform. Compared to traditional software...

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Activate Copilot in the Email Rich Text Editor for Dynamics 365 CRM
Nov14

Activate Copilot in the Email Rich Text Editor for Dynamics 365 CRM

Microsoft has provided various integrations of Copilot AI Capabilities with Dynamics 365 CRM which helps users to streamline and automate their business processes. In this blog, we will walk through one of these capabilities i.e. Enable Copilot in Email Rich Text Editor (Preview). This feature allows email content refinement based on the below-listed aspects. Length of Email Content Tone of the Email Content The content length and...

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