Articles By: Inogic

Inogic's Logo 4 Best Practices to Improve Dynamics 365 CRM User Adoption

Dynamics 365 CRM is one robust business application that has become an essential part of many organizations for managing customer relationships. To garner the benefits of such a strong system, it is prudent that employees adopt and adapt it quickly and easily. But how can you ensure that your employees are successfully adapting to CRM? …

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Inogic's Logo Webinar - Copy, Export or Undo in 1 Click to enhance productivity within Dynamics 365 CRM!

Be it any industry, there are a list of mundane and recurring tasks that you have to do on a daily basis. Updating records, exporting data, creating quotes, orders, opportunities, etc. are some of them. Roughly 40% of CRM users claim that a quarter of week is spent on such mundane and repetitive tasks. So, …

Webinar - Copy, Export or Undo in 1 Click to enhance productivity within Dynamics 365 CRM! Read More »

Inogic's Logo 5 Field Sales Best Practices for Effective Sales Meetings!

Sales are the lifeblood of any business. Field Reps play the most dominant role in driving sales as they are the ones who go out on field and interact with customers. Additionally, sales meetings with the customers are the key to close more deals. These meetings help to connect at a personal level with the …

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Inogic's Logo Build Smart Canvas Apps with Microsoft's AI Builder and More!

Canvas Apps with its ease of use and requirement of only low-level coding, is one of the easiest ways to build apps. You can just drag, drop, and move components on a blank canvas and get creative with the design. We have been releasing a series of collection of blogs on topics like Custom APIs, …

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Inogic's Logo Mailchimp + Dynamics 365 CRM: Sync Campaigns, Sales & Marketing Activities, Dynamics CRM data in 1 click!

Organizations from all domains and niches, large scale or small scale, need email marketing to bring in leads and increase sales. And similarly, they cannot do without a CRM as handling all the customer data becomes easier with it. Mailchimp, one of the leading email marketing software has been catering to these marketing needs. And …

Mailchimp + Dynamics 365 CRM: Sync Campaigns, Sales & Marketing Activities, Dynamics CRM data in 1 click! Read More »

Inogic's Logo 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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Inogic's Logo 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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Inogic's Logo 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 …

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

Inogic's Logo 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 »

Inogic's Logo 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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