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...
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,...
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,...
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...
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...
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...
The Motivation Playbook for Field Operations!
Competition is fierce and overpopulation is rampant. We struggle to survive, rushing from work to home, eating on the go, and caring for our children. Even in crowded subways, we plan our day ahead, our minds racing with tasks to be done. In this ordinary life, mental peace and self-care are often neglected. Some people can enjoy a bit of leisure on the weekends, but many have responsibilities and chores to attend to even then. Many...
Document Management Showdown: Power Automate vs. Attach2Dynamics
Document management is a critical part of any business, but it can be a daunting task. There are so many different solutions in the market, and it can be difficult to know which one is right for you. With the rise in low-code no-code solutions, you might have been considering using Power Automate for your document needs. Power Automate is indeed a hot technology that has shown a lot of potential, but is it something that your...
Maplytics’ crackling Fireworks- Let’s boom geo-mapping!
A nip in the air indicates not just the change in seasons but also the advent of celebrations. Happier times are on the way and what better way than to celebrate them with family, friends, music, dance, food, lights, and love? Funnily, celebrations are also marked with a crack of something, viz, they go on till the crack of dawn, start with the cracking of champagne, lead to the cracking of joints the next day, and are accompanied by...
Exploring Cross-Environment Connectivity with the Microsoft Dataverse Connector
We know that Power Automate allows us to execute a variety of tasks by connecting our present environment to the platform through the Microsoft Dataverse connector. This connector establishes a link between our current environment and Power Automate, enabling us to automate various tasks within our existing environment. While we can efficiently carry out tasks within our current environment using Power Automate flows, there might be...
Segment Insights (Preview) feature using Differentiator and Overlap Analysis
In today’s competitive world, targeting a specific type of audience for marketing based on filtered criteria like demographic, firmographic, behavioral data, and other considerations is the key to success. Segments in “Customer Insights – Journeys” help you to create groups of audiences that you can target specifically. You can refer to this doc for more details. Let us take an example if you are running a campaign to provide some...
The Future of Location Intelligence and AI: Trends and Predictions
The Global Location Intelligence Market is Anticipated to grow with a CAGR of 15.5% during the period from 2023 to 2032, as per a report by Acumen Research and Consulting. The winds of change have been lightly brushing the acceptance of location intelligence in businesses. Location intelligence Affecting lives The sensitivity towards locations and places can be witnessed even in the marketing strategies followed by the businesses....
SharePoint Security Sync: No more security jump scares for your Dynamics 365 documents stored in SharePoint
Halloween is over, but some horrors still linger, especially when it comes to the security of your data. If you use Dynamics 365 CRM and SharePoint, you know how vital it is to integrate them securely and make the most of their features without risking any mishaps. Security breaches on your SharePoint can be more terrifying than any Halloween costume you have ever seen, trust me on that. Some examples of these security concerns are:...
Enhanced Case Experience in Customer Service Workspace within Dynamics 365 CRM
The new Enhanced case experience will help agents easily interact with customers regarding the case in the Customer Service Workspace app, and it is available in the Customer Service Workspace app only. How to Enable it? Open the Customer Service Admin Center app and click on Miscellaneous under Operations group, and then click on Manage to see New and Upcoming features. Check the Enhanced case experience for the Main Form and...
Outsourcing: 5 Secrets to a More Productive and Balanced Life in 2024 and Beyond!
Gerard had mastered the art of outsourcing since the raw age of 8 when he would pass on his English homework to his elder sister, Grace whilst he pulled in some extra minutes of practice at the field. In return, he smuggled cupcakes into the house for her, sold at his field’s canteen. Although he did not know the name of this arrangement back then, today, as the founder of a sports gear manufacturing company, he practiced the same by...
Merging Customer Insights Journeys and Data within Dynamics 365
Recently when I had a client requirement for implementing segmentation within outbound marketing, I referred to our previous blog and started implementing the same but surprisingly came to know that there is no outbound marketing within Marketing which was there before. Then I started exploring more related to this and realized that in a recent announcement, Microsoft revealed its plan to merge Dynamics 365 Marketing and Customer...
ISV Packaged Solutions vs Power Automate: Which One is Better for Your Dynamics 365 CRM Needs?
If you are a Microsoft Dynamics 365 CRM user, you might be wondering whether you should choose an ISV-packaged solution or a custom development for your business needs. Both options have their pros and cons, but which one is more suitable for your specific scenario? In this blog, we will compare and contrast ISV packaged solutions and custom development, and show you why ISV packaged solutions are often a better choice for your...
How to bookmark activities on the timeline in Dynamics 365 CRM
Introduction In this blog, we will learn about the new feature introduced by Microsoft in Dynamics 365 in the 2023 Release Wave 2. Bookmarks help the user easily and quickly set and swap between the different groups of filters. Microsoft has replaced ‘Remember My filters’ with the Bookmark feature. A max limit of 15 Bookmarks is allowed in the timeline. In Timeline, we have an option called filter. Users can set a particular set of...
Travel Smart with Smart Routes planned within Microsoft Dynamics 365
‘Knock Knock Knock Knock’, Jerry knocked on Tom’s door panting and dashed inside on hearing his voice. “Boss, we got to schedule for tomorrow. They are hijacking the office for a Halloween Party in the next 30 minutes”, Jerry said, breathlessly. “I know Jerry. Breathe. I have the Detail Map Control open. Let’s schedule using it”, Tom said. “What? Why Detail Map?”, Jerry questioned. “We have a selected view of records in this. Plus...
Meet Whatsapp4Dynamics – the latest BFF for WhatsApp and Microsoft Dynamics 365 CRM
WhatsApp is not just a messaging app. It is a powerful platform for any businesses, as it offers convenience, versatility, and familiarity to both businesses and customers. However, many start-ups, organizations, and sellers are not fully utilizing WhatsApp’s potential and are missing out on golden opportunities. With a low retention rate and fierce competition, it is crucial to leverage WhatsApp’s features to engage and...
Co-presence in Power Pages
Introduction Co-presence in Power Pages is a powerful feature that optimizes collaboration and communication in the web design and development process. It provides a visual representation of users, facilitates direct communication through Microsoft Teams, and offers a streamlined overview of who is working on specific web pages. This feature promotes a more efficient and productive working environment. Business Use Case Especially in...
Webinar: DeDupeD – Our New App to Detect, Prevent, and Merge Duplicate Dynamics 365 CRM Records!
Are you tired of grappling with the challenges of managing duplicate records in your Microsoft Dynamics 365 CRM system? You’re not alone if you’re nodding your head in agreement. Many organizations face the uphill battle of maintaining a clean CRM database, particularly when it comes to dealing with redundant and junk data due to duplicate records entering the system from different sources. Microsoft Dynamics 365 CRM does...
Simplify Form Design using Associated Grid Control
The newly introduced Associated Grid Control allows us to enhance the form’s simplicity and readability by showcasing related record details up to four subgrids. This Associated Grid Control is available for all tables. Steps to configure the Associated Grid Control, Navigate to https://make.powerapps.com Select the environment that contains your solution and select Table > Forms > open the form on which you want to add...
Maplytics’ Spook-tacular Halloween Party – let’s get mapped!
Boo! Spooky! Witchy! Creepy! Chilly! Eerie! Batty! Scary! Ghostly! Yup! You guessed it right. Halloween is right around the corner and there are several invites for Halloween parties. Being a long Weekend, it is gonna be 3 days of bliss. Thank God I use Maplytics on my mobile. Can easily bounce from one party location to another using Route Optimization! Anyway, deciding on a Halloween costume is just so difficult! It is more...
Inogic’s Highlights from Community Summit North America 2023!
Welcome to Tech-tober, the month of exciting technological advancements, events, and product launches! This year, we were thrilled to attend the Community Summit North America 2023, held in Charlotte, North Carolina, from October 15 to 20. With over 5,500 attendees, and 234 exhibitors showcasing their tech, it was one of the most epic Community Summits ever! The buzz was electric, with consultants, systems integrators, and ISVs...
Integrate and customize SharePoint forms with PowerApps
Recently, we were tasked with a client requirement to customize SharePoint forms, specifically the SharePoint file properties form within a document library. The client needed us to add and modify fields by changing control types. To meet this requirement, we successfully leveraged PowerApps. In this blog post, we will detail the steps we took to achieve this customization. Microsoft has already introduced the capability to...
Why is Maplytics the perfect partner for Dynamics 365 CRM?
Choosing a partner is not an easy task and especially if you are picking one for life, there are a million boxes to check. She sat at the table for a decisive meeting. It was today or never. “Are you a good adopter to change considering it will be a new environment, new people”, she quizzed. “Well, my existence has kept me on tenterhooks. My folks say that change is the only constant and I have to accept it to be better. Besides, with...
Simplifying Attachment Management and Reducing Storage Costs in Dynamics 365 CRM with Attach2Dynamics New Release!
Attach2Dynamics has been a game-changer for Dynamics 365 CRM users, providing seamless integration with popular cloud storage solutions like SharePoint, Azure Blob Storage, and Dropbox. We are delighted and honoured by the continuous positive feedback and 5-star ratings on Microsoft AppSource for Attach2Dynamics. And we also hear feature requests and improvement feedback as well. At Inogic, we believe in continually improving the user...
Thank You for your overwhelming response at #MySummitNA 2023
“It was an amazing experience” “Can’t wait to see what is new in San Antonio, Texas” “It is a great annual arrangement to meet like-minded techno geniuses in an environment of knowledge” “I already know what I’m looking forward to next year with such amazing keynote sessions this year!” These were some of the excited chatters among the crowd at the celebrated Dynamics 365 Community Summit, North America that wrapped up last week with...
Manage records and associated Activities on a page using Focused View in Dynamics 365 – Part I
In the recent release of Dynamics 365 CRM, a feature called Focused View has been introduced which is the most useful feature for all CRM users. The main purpose of the Focused View feature is to focus on the ongoing task view manage the records along with their associated activities on one page and reduce the efforts to navigate from one screen to another. It gives a better look and feel and is much more organized. Every time a user...
Easy linking of Notes to the Table from the Timeline with Power Apps
In this blog post, we will explore a new feature introduced by Microsoft, which allows us to seamlessly link Notes records directly to Account, Contact, or Case table records from the Timeline. Additionally, we also have the capability to create new Account, Contact, or Case table records directly from the Timeline and directly link Notes records to these newly created table records. Now, let’s explore how to enable this...
How to get Data Analysis Expressions using Copilot in Power BI Desktop (Preview)
This blog will guide you on how to enable copilot in Power BI Desktop. This will help you create DAX (Data Analysis Expressions) suggestions just by saying what you want in natural language. Power BI is nothing but the visualization of data to gain insights for business. Previously, you needed to create a dashboard manually by writing DAX Queries, but with the help of Copilot, you can describe what you want. NOTES: This feature needs...
How AI is Transforming Power Platform: Key Takeaways from #MPPC23
The future seems to be a painting by AI. Collaborating with like-minded professionals is the ticket to this beautiful future! Power Platform would be a loaded weapon to envision and realize the future. No, it is not some crazy jibber jabber, I’m still in the hangover of #MPPC23. The grand event was conducted from the 3rd-5th of Oct 2023 at the stunning MGM Grand, Las Vegas, Nevada and we enjoyed every moment of our attendance there....
Pro Tip – How to use UpdateIf() in Canvas App
Let us explore the use and functionalities of the UpdateIf() Function using some simple examples. Requirements Suppose, we have created a data table in our canvas app, where we have some records. We have created an option set field on the Account form with the name ‘Preference’ where we have different options i.e. Basic, Premium, etc. We need to set Premium as the value of the preference field for the records that have annual revenue...
Unveiling the Future of Power Platform with AI revolution : Highlights from #MPPC23 Keynote!
This year, Microsoft had some big announcements to make at the Power Platform Conference, which was held at the stunning MGM Grand, Las Vegas, Nevada from Oct 3 – 5, 2023. MPPC is the largest tech community event for Microsoft enthusiasts, who are eager to learn about the latest technologies and innovations in the Microsoft ecosystem, especially Power Platform. AI is changing the world of technology. Every tech company is trying...
Create a Journey with Copilot in Dynamics 365 Marketing (Customer Insights – Journeys)
In this blog, we will learn about the new feature introduced by Microsoft in the 2023 Release Wave 2. Anyone can now quickly construct customer journeys with Dynamics 365 Marketing (Customer Insights–Journeys), including those who have never done it before. The journey will be built for you by Copilot’s generative AI if you just describe what you want to construct using a common language. Now, instead of wasting time perfecting the...
Partner Solution Showcase | Reinvent Maps for Dynamics 365 CRM! | Oct 18, 2023 | #MySummitNA
Did you know? A patient needed emergency surgery and had a rare blood group. The hospital had saved the optimized routes to all the blood banks in the city, so blood could be delivered to the patient immediately! John’s delivery van got stuck in the mud, but his colleagues tracked him down in real time and sent help immediately Shannon’s mid-scale scrunchie business grew rapidly after she started using proximity search to...
Enhanced characteristics Setting with Dynamics 365 Field Service
Field Service contains the ability to define characteristics for resources. These are used to record the skills and certifications of a resource. It has information that is used on work orders to ensure only correctly qualified engineers are assigned. Characteristics are the skills or attributes of resources. For example, they will be indicating a license or certification needed for certain types of work. The Latest Field Service...
Partner Solution Showcase | Reinvent Maps for Dynamics 365 CRM! | Oct 18, 2023 | #MySummitNA
Join our Partner Solutions Showcase Session Reinventing Maps for Dynamics 365 CRM/Field Service and Dataverse at Community Summit North America. Presented by: Roohi Shaikh, 10x MVP Business Applications & CEO, Inogic Wednesday, October 18, 2023 │ Time: 11:00 AM EST | Location W204AB Does this ring a bell?? No? Okay! Let’s get into the details! It was an emergency surgery and the patient had a rare blood group. The hospital had...
Detect, Prevent & Merge – Say Goodbye to Duplicate Records in Dynamics 365 CRM!
A 66% surge in revenue is possible if organizations implement data quality best practices, like using a deduplication solution. In an age where information is paramount, ensuring the reliability of data is not just a necessity; it is an imperative. Due to importing data in bulk, manual entries by different users, or integration with other platforms like websites or social media channels, organizations using Microsoft Dynamics 365 face...
Improvements in Sales Accelerator: Making Work Easier with Microsoft’s New Features
In the world of digital tools, Microsoft always tries to make things easier for people. Recently Microsoft released a new feature to increase end-user productivity and help users plan and prioritize their work items. It’s called the Sales Accelerator. In this article, we’ll talk about the new things in Sales Accelerator that can help you work better. The “Up Next” Widget: Your Personal Reminder One of the new...
Smart Appointment Planning based on Client Availability
The Fall of 2023 saw the annual Autumn release of Maplytics updates. There were a large number of enhancements and additions this time and we received a good response even from our Release-centric Webinar! The additions were the heroes of the conversations even at the #MPPC23 where Team Maplytics was in demand. Of all the upgrades, Frequency detail-based Auto Scheduling was heavily in demand. The curiosity of all the people across...
Maplytics Fall 2023 Release: Secrets to Skyrocket Your Field Sales
Two Maplytics enthusiasts, Lisa and Nina, were sitting in a café discussing the new features of the Fall 2023 Release. “I understand you’re a fan of Maplytics,” Nina said, taking a sip of her coffee. “But I don’t understand why you’re so excited about this release. It’s just the Fall 2023 Release, like every year.” “That’s true,” Lisa replied. “But I’m a...
Maplytics Fall 2023 Release: New Innovations for Field Sales
“I understand you have become a fan of Maplytics but I don’t get this excitement of yours. It is a Fall 2023 Release like every year!”, Nina chimed while getting her coffee and settling on the table. Lisa and Nina our Maplytics enthusiasts were sitting in a café checking out the new features and additions of Maplytics Fall 2023 Release! “That is true! But don’t you see I’m a Salesperson in the Pharma Industry? The Frequency Detail...
Never Miss a Renewal: Streamline Subscription Management with Workflow Triggers in Microsoft Dynamics 365!
Managing subscriptions and recurring billing processes can be a daunting task. Keeping track of renewals, ensuring timely payments, and providing a seamless experience to customers are crucial for any subscription-based business. Fortunately, Inogic offers a comprehensive solution that simplifies these processes and ensures that you never miss a renewal. In this article, we will delve into Inogic’s Subscription and Recurring...
Pin or Unpin records in the Timeline with PowerApps
As per the Oct 2023 Microsoft Update, one can now pin/unpin records to the timeline, keeping them at the top for easy access. This makes it easier for users to find the required records quickly, without having to scroll through the timeline. By default, you can pin/unpin the Note table records only as you can see below, For any other activities if you want to enable the Pin/Unpin feature then, Navigate to https://make.powerapps.com/....
Create analytical presentations with Integrated Maps within Microsoft Dynamics 365!
“Okay Jen, calm down, take a deep breath, and look at me. I am here to help sort your problem, okay?”, Jenna asked skeptically. “Yes, Yes!, I’m calming down. I’ve to be the best, just show me how to use Maplytics to improve my sales pitch,” Jen blurted whilst taking deep breaths. Jen was a new sales executive at Maddison World, new to the technic of digital sales pitches, and was stressed about her first sales pitch. Jenna, her senior...
5 reasons to grace #MPPC23 and #MySummitNA as an Inogic – Maplytics Client
4 days to go…..! Yep, the Microsoft Power Platform Conference or #MPPC23 is knocking on the door from The MGM Grand Conference Center, Las Vegas, Nevada, USA. The premium event shall be held from 3rd-5th Oct, 2023 and we cannot keep quiet. This glorious event shall be followed by the CRMUG Summit, 2023, or #MySummitNA in Charlotte, North Carolina from October 15-20, 2023. This double bonanza is enticing our geeky technical senses and...
How Integrated Maps within Microsoft Dynamics 365 empower online selling
After a long day at work, Bree returned home and crashed on her living room couch. Although she loved negotiating as a salesperson, the continuous travel and being away from her family for months was taking a toll on her. She was contemplating a little twist to her career path and out of the blue commanded, “Alexa, what is better, Online Sales or Offline Sales?”. Like a parrot, Alexa chirped,” The best way to sell depends on the type...
From Distress to Safety: Microsoft Dynamics 365 Maps Integration assisting Animal Rescue!
“Yes, we are in the middle of the Grand Canyon Bright Angel Trail. We have fed it some water and bread, but it is still panting. Sure! We’ll wait till you come in, Thanks”, Rachael looked relieved as she ended her call. Rachael and her friends were on a trail when they came across a dying Rock squirrel on the way. Being an animal rescuer herself, Rachael had the contact numbers of the rescue teams in the area who were on the way for...