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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

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Sam Kumar
Inogic
B301 EVEREST NIVARA INFOTECH PARK
MIDC TURBHE
NAVI MUMBAI 400705 INDIA
91-226-768-7804
E-Mail Author
http://www.inogic.com/

Inogic

Inogic is a leading Microsoft ISV Gold Partner for Dynamics 365 CRM with global customer base in 50+ countries. Inogic was founded by a group of like-minded CRM experts and professionals in 2008 and presently have more than 75+ techno-functional members working with exclusive focus on Microsoft Dynamics 365 CRM / Power Platform. We offer productivity apps and Dynamics 365 CRM offshore development services including Power Platform( Power AppsPower AutomatePower BI, and Power Apps Portals) to help organizations improve their business processes and achieve high ROI. Inogic believes in spreading its knowledgebase and expertise demonstrated by thousands of blogs which are quite popular in the Dynamics community. Inogic apps for Dynamics 365 CRM/Power Apps are rated as Microsoft Preferred Solutions on Microsoft AppSource and streamlined to drive better Sales and improve the Services of an organization.

Our Productivity apps:

Maplytics™ - Maplytics™ is a market-leading geo-analytical mapping app certified for Microsoft Dynamics 365 CRM / PowerApps. Maplytics empowers its users with Geographical Data Visualization and Locational Insights. Users can utilize features like Radius Search, Appointment Planning, Optimized Map Routing, Truck Routing, Heat Maps, Census Data, Territory Management, and much more to drive better sales and engage the right customers at the right time and at the right location!

InoLink – Two-way integration with Intuit QuickBooks to push customer, product, quote, invoice to QuickBooks and provide a 360-degree view of Customer financial history from within Dynamics 365 CRM.

Click2Clone – Clone/Copy Dynamics 365 CRM/Power Apps records including related child relationships or create multiple copies of any given record in a single click.

Click2Export – Automate export of reports and document templates (Word, Excel, Email)  from Dynamics 365 CRM to PDF, Word, Excel, CSV or TIFF and sent out as an email attachment. Setup automated schedule to export and email the reports as well.

Attach2Dynamics – Cloud storage options like Dropbox, Azure Blob Storage, and SharePoint is now seamlessly integrated within Dynamics 365 CRM/Power Apps to allow for easy access to files related to CRM records including drag and drop, upload, download, and other features. Store on Dynamics 365 CRM storage space by moving attachments including notes, email & sales literature attachments to cheap cloud storage options.

User Adoption Monitor – Improve user adoption by tracking user actions in CRM and help improve business processes and increase productivity and ROI from your Dynamics 365 CRM/Power Apps investment.

Alerts4Dynamics – Alerts and notification system for Dynamics 365 CRM/Power Apps. Ability to create record level as well as global alerts and notification and configure visibility based on users and security roles.

SharePoint Security Sync – Integrate Dynamics 365 CRM and Power Apps with SharePoint for document management and sync Dynamics 365 CRM user security privileges with SharePoint to ensure security for confidential documents stored in SharePoint.

Lead Assignment and Distribution Automation  – Automate distribution and assignment of lead (or any other entity records) in Dynamics 365 CRM/Power Apps through Round Robin algorithm based on the individual capacity of each user.

Kanban Board – Visualize Dynamics 365 CRM and Power Apps data in Kanban View. Organize and categorize records in lanes and rows for easy analyzation of data.

Map My Relationships – Get Mind Map view of Dynamics 365 CRM/Power Apps data on a form. Visualize relationships between entities or related records, manage connections and get 360 degrees of information in a single view.

Click2Undo – Undo recent changes or past changes made to any Dynamics CRM records and Restore deleted records in just one click.

Auto Tax Calculator - Eliminate manual calculations, increase accuracy, and save time with automated approach to tax calculation directly inside Microsoft Dynamics 365/Power Apps for Sales.

Recurring Billing Manager – Automate and manage recurring billing process in Dynamics 365 CRM/Power Apps. Now create invoices as per specific billing schedules, automate reminders for overdue invoices and calculate penalty with ease.

Subscription Management – Designed specifically for Software Publishers and Value Added Resellers (VARs) now transform the tedious manual tasks into automated, time-saving machine with flexible billing schedules, payment reminders, and penalty calculations.

Articles by Inogic

 

 
 
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