Articles By: Inogic

Get higher ROI by automating assignment of Dynamics 365 CRM Leads/Cases using Round Robin or Capacity Algorithm

A Preferred app on Microsoft AppSource, Lead Assignment and Distribution Automation is the apt app to systematically distribute or assign Leads (or any other entity records) recorded in Dynamics 365 CRM.  A quite popular app in its own terms, it ensures that there is no cherry picking, mismanagement or overlooking while Leads are automatically assigned …

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Integrating Maps within Dynamics 365 CRM for Upscaled Business Goals

Every business generates a plethora of data every minute. This data is analyzed, organized, and secured to the optimum for reporting, interpretation, and other usages in Microsoft Dynamics 365. 80 % of this data has a location component associated with it. This is where the mapping and data visualization power of Maplytics, your preferred Location …

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Store Dynamics 365 CRM data in SharePoint in customized folder structure, the way you always wanted!

For a majority of business professionals, the outdated ways to manage Dynamics 365 CRM documents/attachments causes hindrance to their productivity. But with the arrival of SharePoint Security Sync  - a popular SharePoint integration app – managing CRM documents/attachments has become much easier and flexible. It has enhanced the user experience and ensured secure access to …

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Webinar - SharePoint, Dropbox or Azure Blob Storage manage documents/attachments on cloud, sync Dynamics 365 CRM security model with SharePoint the smart way!

Given the volume of data in CRM, managing documents and storage space in Dynamics 365 CRM is no mean feat. And most of the business professionals agree that this tedious task tends to hamper their productivity. In such situations, it becomes necessary to find new smart ways to tackle this persisting problem. But you don’t …

Webinar - SharePoint, Dropbox or Azure Blob Storage manage documents/attachments on cloud, sync Dynamics 365 CRM security model with SharePoint the smart way! Read More »

Using Custom API in Microsoft Flow aka Power Automate Flow

With every new update Microsoft Dynamics 365 rolls out, Inogic stays at the forefront by providing valuable tips and tricks on the new features and updates. You can read all our content related to Power Platform, Dynamics 365 CRM, Power Automate, Power BI, Dataverse, Power Apps, Azure, and much more on our Inogic Blog. Recently, …

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Webinar: Explore the benefits of Maps integration on your Microsoft Dynamics 365 Sales / PowerApps Mobile App!

  Do you want your field Reps to perform their tasks right from their mobile phones to improve their field productivity? Do you want them to have access to CRM data from any remote location and update it too?? If yes, you need to sign up for this webinar to explore our Maplytics, a 5 …

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Get Alerts4Dynamics to effectively manage Alerts & Notifications within Dynamics 365 CRM

Alerts4Dynamics  is a productivity app for creating, scheduling and managing alerts and notifications for different entities in Dynamics 365 CRM. Being a preferred app on Microsoft AppSource, most of you will be well acquainted with this popular alert management app from Inogic. But for those of you who are yet to know about this amazing …

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Four Step Guide to create an Efficient Sales Territory Plan within Dynamics 365 CRM

“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” Similarly, planning of Sales Territory for a business organization is of paramount importance for its success. A Sales Territory plan plays a great role in assisting the Field Reps to reach the right customers at the …

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New feature of Kanban Board - Sort Dynamics 365 CRM records at global level in your Kanban View!

Already a Preferred App on Microsoft AppSource, Kanban Board is a smart visualization app which enables Dynamics 365 CRM/Dataverse (Power Apps) users to visualize and analyze CRM data in Kanban View instead of normal grid view. This gives them a new perspective to analyze and interpret CRM data which undoubtedly enhances their productivity. And now …

New feature of Kanban Board - Sort Dynamics 365 CRM records at global level in your Kanban View! Read More »

Webinar: Get Paid on time - Automate Subscriptions, Recurring Billing processes, Tax calculations and much more within Dynamics 365 CRM!

Want a way out of managing a large number of subscriptions and recurring billing processes within Dynamics 365 CRM? Then don’t look further! Subscription and Recurring Billing Management is just what you need! Now bid adieu to all your subscription and billing woes for this latest subscription and billing app will help you to manage …

Webinar: Get Paid on time - Automate Subscriptions, Recurring Billing processes, Tax calculations and much more within Dynamics 365 CRM! Read More »

 

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