by ISV/Add On Partners

Inogic's Logo Bulk export Microsoft Dynamics 365 CRM Data automatically - It takes just 1 Click!

Technology has ushered in the digital transformation which has vastly improved the efficiency, productivity, and business processes of organizations. But even today, certain areas have become pain points for Microsoft Dynamics 365 CRM users and one of them is - exporting data manually from CRM. It was found in a regular survey that employees spent …

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Inogic's Logo Mind Maps, Kanban Board – Be a Pro with smart visualization tools in Microsoft Dynamics 365 CRM

Ever wondered why we understand charts and graphs better than written texts? It is just because our brains are programmed to process visuals rather than written text or numbers. And this can be easily proven with the following facts and figures: 90% of the information transmitted to the brain is visual 13 milliseconds is the …

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Connecting Software's Logo CRM SharePoint Integration and Personal Data Protection | Dynamics Success Stories

    > Problem: Missing synchronization of permissions and privileges for family processes in Dynamics 365 and SharePoint >  Solution: CB Dynamics 365 to SharePoint Permissions Replicator >  Provider: Connecting Software > Customer: Wingerdbloei, a counseling center in Antwerp (Belgium) for young people and families with children “We haven’t had any issues with the Dynamics 365 …

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Connecting Software's Logo Have You Heard About the New Dynamics 365 + SharePoint Document Management Suite?

If you have documents and attachments in Dynamics 365, you have probably realized Dynamics document management is not the best. Nonetheless, it is convenient to have the documents right there, where users need them. To get the best of both worlds, you used to have to pick multiple solutions. Fortunately, there is now an all-in-one …

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Inogic's Logo Overcoming The Most Common Field Sales Challenges by Integrating Maps within Dynamics 365 CRM

“I would like to dedicate this hard-earned award to my family, my colleagues, my considerate clients, and the amazing features of Maplytics! Yes, winning the award for the Best Salesperson of the Year would not have been possible if Maplytics would not have made my on-field life easier by providing easy solutions to my everyday …

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Inogic's Logo Bid goodbye to errors – Now Undo & Restore changes in Dynamics 365 CRM records with just a single click!

Let’s face it – there is always some kind of inaccuracies in Dynamics 365 CRM data due to human mistakes. It can be typos, spelling mistakes, entering data into the wrong fields, importing wrong data, and so on. Hard to believe? Then here are some interesting figures that reinforce this fact - 60 records are …

Bid goodbye to errors – Now Undo & Restore changes in Dynamics 365 CRM records with just a single click! Read More »

Connecting Software's Logo The Future of Dynamics 365 Attachments: Our Experts Weigh In

    What can you do with all those attachments that end up in Dynamics? Our experts share their ideas. You can use Dynamics 365 for many things, and tracking communication with customers is one of them. Unfortunately, this will most likely lead to plenty of Dynamics 365 attachments taking up a substantial amount of …

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Connecting Software's Logo How to Setup a Dynamics 365 integration with SharePoint

If you are looking for a CRM / SharePoint integration and the CRM you have is Dynamics 365 Customer Engagement, we have good news for you. Microsoft provides a native SharePoint integration in Dynamics 365. Many companies go ahead with it because getting it to work is pretty straightforward, and there are plenty of benefits. …

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Inogic's Logo Sales Accelerator in Dynamics 365 CRM – Lets explore what it is!

Microsoft in its Dynamics 365 Wave 2 release 2020, first released preview of the new feature called Sales Accelerator under Sales Insight. Sales Accelerator, available only after activating Dynamics 365 Sales Insights license, provides a customized experience to sellers by minimizing their decision-making time in choosing the next best course of action. It helped sellers …

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Experlogix, LLC's Logo What Businesses and Industries Benefit from CPQ?

In our last post, we talked about the process of quoting and how much CPQ (Configure, Price, Quote) software can benefit your sales organization. This follow-up will discuss what sort of businesses and industries use CPQ. CPQ apps work with your other business technology, such as CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning). …

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