Articles By: Inogic

Useful Tips and Tricks to get the Best of Canvas Power Apps

With the success of our last guides on ‘Tips on PCF Control’ and ‘Custom APIs’, we have created yet another compilation blog for you and this time on Canvas Power Apps. Microsoft with the help of Power Apps has been trying to reduce the complexity of creating business apps using low code/no code approach. Even …

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Get Mind Map View of Connections & Relationships within Dynamics 365 CRM using Map My Relationships

We process visual images much faster than written text. So, it’s only logical to use visualization to analyze and interpret complex data. Keeping this thought in mind, we introduced two new visualization apps for our Dynamics 365 CRM friends – Map My Relationships and Kanban Board. And now in this blog, we will reacquaint you …

Get Mind Map View of Connections & Relationships within Dynamics 365 CRM using Map My Relationships Read More »

Automate Export of Dynamics 365 CRM Data and say Goodbye to all Exporting woes by using Click2Export

Let’s face it – Exporting data from Dynamics 365 CRM is exhausting and time-consuming. And if you have to do it on daily basis then till will inevitably affect the productivity of your work. The more time you spent on mundane daily tasks the less productive you become. So, what can be done to do …

Automate Export of Dynamics 365 CRM Data and say Goodbye to all Exporting woes by using Click2Export Read More »

No More Cherry Picking – Automate Leads/Cases Assignment in Dynamics 365 CRM/Dataverse using Round-Robin or Capacity Algorithm!

With Lead Assignment and Distribution Automation app for Dynamics 365 CRM/Dataverse (Powerapps) you can automate or distribute work items such as incoming leads or cases across team members by using round robin and capacity algorithm. This will improve efficiency of sales team, boost sales and increase profit. To know more, please register for our Live …

No More Cherry Picking – Automate Leads/Cases Assignment in Dynamics 365 CRM/Dataverse using Round-Robin or Capacity Algorithm! Read More »

How Maplytics on Mobile is Assisting Field Reps using Dynamics 365 CRM in being Locationally Intelligent!

In any sales business, Field reps are always on the go and need crucial business data available to them on their fingertips. Microsoft Dynamics 365 CRM mobile/tablet app can be a great companion for Field reps and sales professionals but they also need features like routing, geo-analytics, etc to further increase their productivity, networking and …

How Maplytics on Mobile is Assisting Field Reps using Dynamics 365 CRM in being Locationally Intelligent! Read More »

How to Sort, Filter, Configure and more tips on PCF Control in Dynamics 365 CRM

Microsoft Dynamics 365 CRM / Power Apps keep rolling out exciting updates every release and it becomes challenging to keep track of all the features. As a Microsoft Gold Partner, Inogic have been providing tips and tricks on these updates and their features like Power Automate, PCF, Dataverse, Power Apps, Power Platform, etc. on our …

How to Sort, Filter, Configure and more tips on PCF Control in Dynamics 365 CRM Read More »

Get Paid on Time - Manage Subscriptions, Automate Recurring Billing, Revenue Analytics and much more within Dynamics 365 CRM!

Subscriptions have become a part and parcel of our daily lives. Be it entertainment, news, online shopping or food delivery services – today, we have subscriptions for everything. And millions of people across the world use these services for personal or business purposes. The scale of operation required to manage these subscriptions as the volume …

Get Paid on Time - Manage Subscriptions, Automate Recurring Billing, Revenue Analytics and much more within Dynamics 365 CRM! Read More »

Territory Optimization, Real time Field reps tracking et al – Register for our Live Webinar on the new era of Location Intelligence within Dynamics 365 CRM

We are excited to announce another exciting webinar showcasing latest Maplytics May 2021 Release – Maps integration with Dynamics 365 CRM /Dataverse (PowerApps). with advanced features like real-time tracking for field reps, assigning territories on defined rules and conditions, Land area visualization, enhancements in Detail Map & Check-in feature, and much more. Register now for …

Territory Optimization, Real time Field reps tracking et al – Register for our Live Webinar on the new era of Location Intelligence within Dynamics 365 CRM Read More »

Automate distribution of Leads/Cases in Dynamics 365 CRM : What is it and why you need it?

  Let’s get it straight – Maintaining deeper customer relationships is the key to sustain success in any organization. And it all starts with Leads.  But it is a daunting task to assign Leads in Dynamics 365 CRM to team members on a daily basis. There are chances of overlooking, cherry picking due to which …

Automate distribution of Leads/Cases in Dynamics 365 CRM : What is it and why you need it? Read More »

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 …

Explore latest "Open Folder" button to open SharePoint site from within Dynamics 365 CRM Read More »

 

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