Articles By: Inogic

Explore latest “Open Folder” button to open SharePoint site from within Dynamics 365 CRM

A Preferred App on Microsoft AppSource - Attach2Dynamics makes it possible for you to store and manage Dynamics 365 CRM attachments seamlessly in any or all of these cloud storages at the same time - SharePoint, Dropbox or Azure Blob Storage. Agility and Flexibility are the two factors that this document management app has in …

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Guide on How to Use Custom APIs (now called Custom Actions) to create your own APIs in Dataverse / Power Apps

Microsoft Dynamics 365 CRM has always been at the forefront of business operations and customer engagement by always working on future and path-breaking technologies. It has been empowering organizations to deliver operational excellence by adapting, innovating, and rolling out new features and updates. Be it may Power Platform or Microsoft Dataverse, hullabaloo response can always …

Guide on How to Use Custom APIs (now called Custom Actions) to create your own APIs in Dataverse / Power Apps Read More »

Dynamics 365 CRM User Adoption – Lets get it right this time!

Dynamics 365 CRM has the ability to transform an organization, from increased sales to improved productivity. Businesses that leverage CRM software sees sales increase by 29%, sales productivity increase by 34%, and sales forecast accuracy increase by 42% (source). However, the technology will only be successful if users are engaged and have adapted to the …

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Manage Subscriptions, Recurring Billing & Tax Calculations (with Avalara) in our new Subscription & Recurring Billing Management App for Dynamics 365 CRM – Register now for our First Look Webinar!

The future of productivity is automation! Organizations that spend less time in busy work and more time in activities like improving customer service, enhancing service/products, increasing market share, etc. are leaps ahead of their competitor. When it comes to CRM, everyday activities like managing large number of subscriptions and generating invoices or sales orders, calculating …

Manage Subscriptions, Recurring Billing & Tax Calculations (with Avalara) in our new Subscription & Recurring Billing Management App for Dynamics 365 CRM – Register now for our First Look Webinar! Read More »

Alerts and Notifications within Dynamics 365 CRM- Create and manage them with ease!

Through Alerts and Notifications you can give constant update to your team. Managers in any organization can easily interact with team and get them up to date by using alerts within Dynamics 365 CRM. So, alerts & notifications can be a very powerful tool - the only question is, what do you use them for? …

Alerts and Notifications within Dynamics 365 CRM- Create and manage them with ease! Read More »

How much time are you wasting on repetitive data entry? Clone or Copy Dynamics 365 CRM records in 1 Click!

In this day and age being stuck with repetitive data entry is a big NO! And with the number of apps available in the market for Dynamics 365 CRM/Power Apps users, it's just a matter of choice. So, which app to choose? To help you with this dilemma, we are happy to give you a …

How much time are you wasting on repetitive data entry? Clone or Copy Dynamics 365 CRM records in 1 Click! Read More »

Never let your device hold back your work – Unified Kanban views enables cross device compatibility for seamless visualization of your data within Dynamics 365 CRM / Power Apps!

Data visualizations have come a long way in recent years. The focus on creating visualization formats to quickly digest complex information has given rise to innovative visual solutions that make data organization and management look like a delight. One such powerful visual capability is offered by the Kanban Board which offers a Kanban View of …

Never let your device hold back your work – Unified Kanban views enables cross device compatibility for seamless visualization of your data within Dynamics 365 CRM / Power Apps! Read More »

Dynamics 365 CRM and QuickBooks Integration – Keep your front and back office in sync!

When it comes to managing customer data on a large scale, Dynamics 365 CRM is the best. Similarly, when it comes to finances, most of the small businesses prefer QuickBooks to organize their business accounting data. So, wouldn’t it be great if you could just integrate Dynamics 365 CRM & QuickBooks? With such integration, you …

Dynamics 365 CRM and QuickBooks Integration – Keep your front and back office in sync! Read More »

Attach2Dynamics Or SharePoint Security Sync – Choose your smart app for effective document management in Dynamics 365 CRM/Power Apps.

Document management lets users manage common document types, such as Word, Excel, PowerPoint, OneNote, and create folders to save and manage those documents. However, when it comes to document management, the native SharePoint integration within Dynamics 365 CRM is rather limited. Our productivity apps offer two solutions for document management within Dynamics 365 CRM/Power Apps …

Attach2Dynamics Or SharePoint Security Sync – Choose your smart app for effective document management in Dynamics 365 CRM/Power Apps. Read More »

Are you making the most out of Dynamics 365 CRM / Power Apps? Here are 12+ productivity apps to check if you are!

When great solutions like Dynamics 365 CRM / Power Apps hit the market, it revolutionized the way industries organized and managed their customer data as well as engaged and maintained relationships with them. Foundational software like a CRM is by nature huge in its capacity to deal with information and simultaneously hosts a massive library …

Are you making the most out of Dynamics 365 CRM / Power Apps? Here are 12+ productivity apps to check if you are! Read More »

 

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