Webinar: Bridge Data Gap Between Marketing and Sales with Mailchimp and CRM Integration!
Integrating Mailchimp with CRM is one of the best ways to unite your marketing and sales efforts and one of the most popular outbound marketing strategy of businesses worldwide! With a single, unified view, sales reps can instantly access valuable marketing insights—like which leads or contacts have engaged with campaigns (opens, clicks, and more)—all within your CRM. This seamless integration fosters stronger collaboration, enabling...
FormLoad to FormLoaded: Enhancing Form Functionality with formLoaded in Power Apps
As developers, we understand that effective form handling is important for delivering a good user experience. Traditionally, many of us depend on “formLoad”, but this approach has significant drawbacks, such as inconsistent loading data and insufficient feedback during asynchronous data fetching, which can lead to user frustration. In many projects, the formLoaded method has proven to be incredibly useful. It makes sure that every...
Live Chat for Dynamics 365 – Transform Website Visitors into Leads Instantly with our New Omnichannel App!
Effective communication is key to driving sales and ensuring exceptional customer service. To help businesses streamline their communication processes, we are excited to introduce LiveChat4Dynamics, part of the omnichannel suite of communication apps that includes Dynamics 365 Text SMS Integration and WhatsApp Chat integration with Dynamics 365 CRM. This powerful integration brings live chat functionality directly into Dynamics 365...
Integrate Your Custom Copilot into Your Canvas App in Power Apps
Microsoft Copilot Studio allows creators to build tailored Copilots powered by AI effortlessly. In a few simple steps, you can implement your custom Copilot across every screen of your Canvas App without changing its layout. This capability is available on both the web platform and the Power Apps mobile app, offering convenience in deploying AI-driven support within your applications. For detailed guidance on how to create your own...
Setting up Team-Based Access for Dynamics 365 CRM Documents Stored on SharePoint, Dropbox or Azure Blob Storage
Attach2Dynamics by Inogic is a seamless document management solution for Dynamics 365 CRM that integrates with popular cloud storage platforms like SharePoint, Dropbox, and Azure Blob Storage. It allows users to easily perform actions such as upload, download, email, and link files directly from CRM records. One of its key features is security templates, which enable administrators to control access to these actions by setting...
Simplifying Case Creation: Disabling Validations on contact and customers
As a support agent, I engage with customers and address their concerns. In an earlier instance, I was handling a case for an organization named “A. Datum Corp. (Sample)” Our system contained records for Curron, Smith, and several other contacts linked to the company. I filled out all the fields and used Smith as the contact for the case. However, when I tried to save it, the system said that Smith isn’t associated with the...
Extend Your Line of Business (LOB) Systems with Inogic’s Expertise in Microsoft low-code/no-code & AI Powered tools!
Welcome to Inogic Professional Services – Series #3 In this series, we’ve explored how Microsoft’s integrated technologies, such as Power Platform, and Dynamics 365 revolutionize business operations. We began by examining how these tools can drive innovation with their low-code/no-code capabilities and then delved into strategies for business transformation through app building and modernization. Today, we’re turning our...
Improve Collaboration by Adding Notes Before Saving in Dynamics 365
In many sales roles, capturing key details during client meetings can be challenging, as reps often need to save records before adding notes, which can result in missing important information. During a recent meeting with a potential client, Alex, our new CRM feature allowed me to take notes and upload documents in real-time—without having to save the record first. This streamlined process made it easier for the team to review and...
Key Enhancements to your Favourite WhatsApp + Dynamics 365 Integration App You Can’t Miss
A customer reaches out to your support team with a question about their recent purchase. As a dedicated agent, you receive an instant notification on your Dynamics 365 CRM through WhatsApp4Dynamics. With a quick glance, you see the details of their inquiry linked directly to their CRM record. You respond within seconds, sending a PDF of the product details and even utilize pre-set message templates for quicker responses, all while...
Elevate Copilot Interactions with Rich Media Responses, Images, and Videos in Copilot Studio
Chatting with Copilot streamlines task management for both users and owners. To make these interactions even more engaging, you can add images and videos to the “Send a message” node, enhancing the user experience with visual context. The message node in a topic flow allows Copilot to send messages that are not limited to text. You can incorporate rich elements like images and videos, making the conversation more dynamic...
Bypass Power Apps Consent Prompts Using PowerShell
When a user opens a Power App for the first time, they are often presented with a consent form asking for permission to access data sources or APIs used by the app. This Canvas API consent form can be disruptive, especially in scenarios where the app is intended for a broad user base or part of an automated deployment. The consent form can create unnecessary friction, requiring every user to… Continue Reading Rick A. Wilson...
Understanding App Functionality Through Code View in Power Apps
When building applications using Power Apps, especially Canvas apps, understanding the underlying functionality is crucial for effective development and maintenance. One powerful feature that enables developers to gain deeper insights into their app’s behavior is the Code View. In this blog post, we’ll explore the purpose of Code View, how to navigate it, and why it is essential for building robust applications. This capability...
Partner Solution Showcase #MySummitNA | Reinvent Maps for Dynamics 365 CRM |Oct 15
This October, the Microsoft Dynamics Community is set to thrive at Community Summit North America 2024 in San Antonio, Texas. Bringing together industry professionals, partners, and Microsoft leaders from October 13-17 at the Henry B. Gonzalez Convention Center, the event offers an exciting mix of innovation, collaboration, and knowledge sharing. A key highlight is Inogic-Maplytics, the Platinum Sponsor, showcasing how geolocation can...
Show/Hide Buttons Based on Entity Permissions Using Power FX
Recently, we received a client requirement to show a button to users who have the Create permission for a specific entity. In the traditional approach, we would use the Ribbon Workbench in XrmToolBox to add buttons and write JavaScript code to check user permissions. While this method works fine, it can be a bit complex and technical. After doing some research and exploring Microsoft Docs, we found a Power Fx formula:...
Microsoft Power Pages: Low-Code Website Builder with Seamless Payment, Maps & E-Signature Integrations!
Discover how to create stunning websites, implement no-code payment solutions, territory/ record search capabilities with Maps Integration and utilize advanced card gallery features to elevate your business operations with Power Pages. We’ve streamlined the details for you in these easy-to-read summaries. Each one captures the essence of our newest insights, helping you integrate these powerful tools seamlessly and enhance your...
Exploring Trades and Trade Coverages in Dynamics 365 Field Service
Microsoft has provided different suites of applications to align with customers’ business needs. The Dynamics 365 Field Service application is one of them to help organisations manage onsite services to their customers with work orders, incidents, agreements, etc. Recently, Microsoft has introduced various different features to incorporate different areas of improvements in Field Service. Whereas we have identified one of the...
Integrate eSignature with Power Pages
Use case: A user submits an application via the Power Pages website. We need the User’s electronic signature on the issued card. Our organisation uses DocuSign to digitally sign documents. Lucky us, Power Pages integrates with DocuSign out-of-the-box! Before you start, in the documentation, on the video and everywhere they tell you it’s only supported for the standard data model…. Continue Reading Olena Grischenko...
Move Email Attachments from Outlook to Cloud Storage using Dynamics 365
Corporate professionals depend heavily on Microsoft Outlook for communication, document sharing, and decision-making. While using Outlook, email attachments are often stored on the local machine, or consume CRM storage. Additionally, some professionals may rely on third-party cloud solutions like SharePoint, Azure Blob, Dropbox, etc. to migrate email attachments to cloud storage. This process often results in siloed data, raises...
Generate Summary with Copilot in Dynamics 365 Field Service Mobile App (Part II)
In the field service industry, timely and accurate information is essential for ensuring operational efficiency. The Dynamics 365 Field Service Mobile App equips field technicians with the ability to access critical work order data, real-time updates, and essential features directly from their mobile devices. With the addition of the Copilot feature, technicians can now benefit from AI-generated summaries, providing them with concise,...
New Enhancements in your Microsoft Dynamics 365 Undo and Restore Process!
You’re in the middle of a hectic workday, and amid a rush of clicks and decisions, you accidentally delete a crucial record from your CRM. Panic sets in as you realize the impact this mistake could have on your workflow. Studies show that 30% of users admit to accidentally deleting important records in their CRM systems at least once a month. Fortunately, this is where Inogic’s Undo2Restore app comes to the rescue, transforming your...
Generate Work Order Summary with Copilot in Dynamics 365 Field Service (Part I)
A Work Order in Dynamics 365 Field Service is a critical document that outlines the specifics of a service request or job assigned to a technician. It encompasses all the necessary information, including the issues that need addressing, details about the customer, the tasks that must be completed, the parts required for the job, the location where the service will be performed, the schedule and booking arrangements, and any pertinent...
Inogic at Community Summit Booth #1017: Your Gateway to Microsoft Dynamics, AI & Power Platform Innovation!
As summer winds down and we embrace the back-to-school energy, it’s time to look forward to the most exciting event in the Microsoft Business Applications world—the Community Summit 2024! This year, the summit takes place in San Antonio, Texas, from October 13-17, and we are thrilled to announce that Inogic is returning as a Platinum Sponsor. What is the Community Summit? The Community Summit is the largest independent event for...
Discover the Latest 2024 Updates to Dynamics 365 Lead Qualification
In the latest Dynamics 365 2024 release wave 2 plan, Microsoft has improved the Lead Qualification Process, enabling administrators to customize the process, and making it easier for sellers to qualify leads more efficiently. Previously users had the option to automatically create Account, Contact, and Opportunity records when qualifying a lead. Now with the new experience administrators can: Decide whether sellers or the system...
Maximizing Dynamics 365 Impact with Video Tutorials on Integrated Maps
Maplytics is a powerful, location-based tool that enhances the capabilities of Dynamics 365 CRM by offering deep insights through map visualizations. This series of tutorials introduces a variety of ways to master its features, benefiting field service, sales teams, and more. Below is a comprehensive summary of the Maplytics video guides, explaining how to effectively use its features to increase productivity and streamline CRM...
Configuring Copilot by using Different End User Authentication for Actions
Copilot in Microsoft Dynamics 365 helps to streamline the sales process and close deals faster by reducing the time they spend usually on critical tasks. Copilot provides AI assistance to boost the productivity of the business, generative AI capabilities can be utilized for the summarization of records and email content generation. You can find more details about copilot in this Microsoft doc. In this blog, let’s understand how...
Visualize, Prioritize, and Track Tasks with ease – Kanban Board’s New Features for Dynamic 365 CRM!
Imagine a workspace where complex workflows are transformed into a visually intuitive, easily manageable process. Kanban Board by Inogic offers just that, providing a dynamic way to visualize and manage your Dynamics 365 and Dataverse data. By converting your data into a clear, card-based view, Kanban Boards bring unprecedented clarity and control to your CRM environment. Survey data shows that 88% of Kanban users see better project...
Step-By-Step Guide to Use Brand Profiles in Emails: Enhancing Engagement in Customer Insights
In today’s digital landscape, email remains one of the most powerful tools for brand communication. Whether you’re reaching out to potential customers, engaging with loyal clients, or nurturing leads, your emails serve as a direct reflection of your brand. Therefore, it’s essential to ensure that your email communications are not only consistent but also a true embodiment of your brand identity. In this blog, we’ll explore how to...
Power Platform Community Conference & Copilot Wave 2
This week was a busy week in the Microsoft BizApps world. The Power Platform Community Conference (PPCC) was held. The Microsoft 365 Copilot wave 2 was announced too. I will not just ask Microsoft Copilot to write me a summary of what is going on, I will also reason over it myself. Copilot Agents, autonomous agents, Copilot Pages, Copilot to help you make plans in the Power Apps Studio,… Continue Reading carinamclaesson’s...
Techtember Webinars: Exclusive Preview of Inogic’s Innovations at Community Summit NA!
In the competitive landscape of sales and customer relationship management, leveraging smart business solutions is essential for gaining an edge. By streamlining sales communication through integrations with platforms like WhatsApp, SMS, and live chat, along with effective document storage and management, you can significantly enhance your Dynamics 365 CRM experience. These integrations not only improve efficiency but also create...
Streamlining E-Signatures in Multi-Step Forms with Power Pages and DocuSign Integration
The integration between Power Pages and DocuSign simplifies the inclusion of e-signatures in multi-step forms using a low-code Studio interface. By utilizing a Microsoft Power Automate Flow with a DocuSign connector, users can easily view and sign documents. This allows you to seamlessly add a digital signature step to your forms, streamlining the signing process. Scenario Imagine you are managing a student housing portal built on...
Transforming Your Business with Microsoft Power Platform: A Guide to App Building & Modernization
Today’s rapid-evolving digital landscape, demands staying competitive means embracing technological solutions that streamline business operations, improve collaboration, and enable rapid innovation. One of the most effective ways businesses can achieve this is through app building and modernization. With Microsoft Power Platform, organizations can create custom apps and update legacy systems quickly and efficiently—whether you are a...
Steps to Add Copilot Control to Your Rich Text Editor
Copilot is a powerful AI tool that enhances user experience by providing intelligent suggestions and automation. Whether you’re composing emails or working on other forms, Copilot helps you draft content faster and more efficiently by offering contextual recommendations and completing sentences based on the text you’ve already written. This feature is designed to boost productivity, allowing users to focus on more...
Easy Steps to Set Up Email Notifications and Never Miss an Alert in Dynamics 365
For managers, keeping track of crucial CRM alerts and notifications is vital for smooth operations and timely decisions. However, with the constant flow of alerts from different CRM activities, it’s easy to overlook important updates, leading to missed actions and delays. Alert4Dynamics by Inogic is designed to solve this problem for users of Dynamics 365 CRM. It sends email notifications for unread, read-but-not-dismissed, or all...
Get AI Generated 360-Degree View of Account Summary in Dynamics 365 Sales [PREVIEW]
Navigating the demanding landscape of sales can be quite a challenge. But the latest release of Microsoft Dynamics 365 Sales is set to revolutionize this process. The 2024 Wave 2 update introduces a ground-breaking AI-powered account summary feature that provides a comprehensive, 360-degree view of each account. But please note this is a preview feature. This tool helps sales teams work faster and smarter. Instead of wasting time...
Top 5 Challenges in Territory Management and Solutions with Integrated Maps in Dynamics 365
Sabrina was the last person to leave the conference room, exhausted from the meeting. However, she felt a sense of relief as things were starting to fall into place. The quarterly report revealed that eight of her sales managers were focusing solely on clients in the western region of the country. While the other three zones had 120% more potential, the western zone had simply become the easiest option. This not only led to missed...
Automate with Ease: Triggering Power Automate Flows with Data Activator
Fabrics (Microsoft Fabric) is an integrated data platform crafted to enhance data engineering, science, and analytics. It provides a comprehensive range of tools and services to handle every aspect of data operations, from storage and processing to analysis. Microsoft Fabric simplifies the data management workflow by providing a unified environment that allows seamless execution of various data tasks. Data Activator is a Microsoft...
Power Pages: Upload large files – work in progress
On the project, we need our portal users to be able to upload large video files. It’s required for incident investigations. As we all know, the large file upload was one of the top asked features. So now we could finally use it with Power Pages. Yay! No code The official documentation is here: Continue Reading Olena Grischenko (she/her)’s Article on their blog Power Pages: Upload large files – work in progress On the...
Customize Record Forms in Dynamics 365 CRM using the Due Open Activities Control
Being a salesperson working in an organisation with a huge customer base, things turn out to be a bit more challenging in terms of managing the appointments, open tasks, and other upcoming, overdue activities against the customers. Sometimes, this is likely to end up leading to missed deadlines and disappointed customers, as managing the activities could overall be overwhelming. Recently, a new “Due Open Activities Control” feature...
Innovate with AI-Powered Low Code Microsoft’s Power Platform Professional Tools
Navigating Modern Work Challenges with AI in Microsoft’s Power Platform The rapid pace of modern work is overwhelming, with studies revealing that 85% of emails are read in under 15 seconds, highlighting the immense pressure on workers. Beyond communication overload, 68% of employees struggle to keep up with their workload, and 46% feel burned out. Even technical leaders are concerned, with 61% worried about talent availability in the...
Coauthoring Feature in the Canvas App
Microsoft facilitates the development of Canvas apps, enabling users to efficiently access and manage the information necessary for their business operations via mobile applications. This capability is tailored to meet specific business requirements, enhancing operational efficiency. Collaboration is crucial for business success and the development of Canvas apps. Microsoft has consistently prioritized the creation of advanced...
How To Set a PowerApps Mobile App as a Startup App (Canvas or Model-Driven Apps)
As a business professional working in CRM, I constantly had to visit and use various apps, which was annoying. I frequently had to wait a while to open that app because of network contention. However, I was able to designate my app as the startup app after discovering this function. Now this feature there is no need to wait for the start page to load because I can skip it which improves efficiency and requires fewer clicks to open the...
Overcoming CRM Notification Challenges in Dynamics 365 with New Features of Alerts4Dynamics App!
In Microsoft Dynamics 365, managing CRM notifications can sometimes be challenging. While notifications are crucial for staying informed and responsive, the sheer volume and diversity of alerts can quickly become overwhelming. Here are some common problems users face with CRM notifications: Overwhelming Notification Volume: Users may receive too many notifications throughout the day, which can be distracting and reduce productivity....
Enhanced Grouping and Aggregation Features in Microsoft Dynamics 365 CRM for Views and Subgrids
Microsoft Dynamics 365 continues to provide users with exciting features to streamline their business processes. One of the existing features in the upcoming 2024 release wave 2 is the enhanced Grouping and Aggregation capabilities in views and subgrids. These will help users to have more control over their data, making it easier to analyze and act upon. Note: Grouping and Aggregation options are displayed only on the column types...
No-Code Payments for Power Pages Portal with Stripe Integration
Using the design studio’s Setup workspace, you can quickly add payment options to your Power Pages site. This tool lets you add a payment section to your multi-step form without needing to write any code. With this setup, you can easily link your site to a payment provider, making it simple for users to make payments and improving their experience on your site. Scenario: A fitness club center wants to streamline its membership...
Prevent Duplicate Leads & Contacts: Integrate Mailchimp with Dynamics 365 CRM
In data management, duplicates can either be helpful or create chaos, depending on how they are handled. This is especially important when syncing Microsoft Dynamics 365 CRM with MailChimp. While this integration can streamline your marketing and sales efforts, duplicate records can sneak in, cluttering your CRM, confusing your teams, and disrupting your business processes. Imagine Alex, a promising prospect whose details you’ve...
Custom Auto Number in Dataverse with Fiscal Year-Based Incrementing Using Plugin Code
In many scenarios, businesses require custom auto-numbering for records in Microsoft Dataverse that go beyond the default functionality provided. In this article, I’ll walk you through a solution that involves creating a custom auto-number field without using the out-of-the-box auto-numbering feature in Dataverse. Instead, we’ll use a combination of a custom entity as a counter and a… Continue Reading Rick A. Wilson...
A Step-by-Step Guide to Designing Your Marketing Calendar in Dynamics 365 CRM
Welcome to our guide on designing your marketing calendar in Dynamics 365 CRM! In today’s dynamic business landscape, having a well-organized calendar is essential for managing and optimizing your marketing efforts. This feature not only allows you to tailor your calendar to fit your unique preferences but also helps you effortlessly schedule meetings, avoid conflicts, track task progress, monitor user schedules, and visualize...
Cut Through CRM Chaos: Track Key Field Changes in Microsoft Dynamics 365 entities
Managing every update in a CRM can sometimes result in feeling overwhelmed by too much information. Sometimes, focusing on all updates is more confusing than helpful, especially when you only need to monitor specific changes. Consider that you’re a sales manager at a Cortana company. You’re overseeing a sales team who are working on various opportunities. To effectively monitor the progress of these deals and ensure...
Power Pages Bing Address Validation (Autosuggest)
Two things before we start. First, I am genuinely surprised that I couldn’t find a Power Pages article on this topic. I feel almost embarrassed posting this, as it seems like everyone else knows how to do it. Yet, I have a rule: if I struggle with something, there must be someone somewhere trying to build something similar. For the person crying for help somewhere in the world…… Continue Reading Olena Grischenko...
Connecting the Paconn CLI Tool to GCC, GCCH, and DoD Environments for Power Platform Connectors
When working with the paconn CLI tool to create and manage custom connectors in the Power Platform, it’s essential to configure your environment settings properly, especially when targeting different government cloud environments like GCC, GCC High, and DoD. In this article, we’ll guide you through setting up these configurations, including creating a connectionSettings.json file for each… Continue Reading Rick A. Wilson...