Businesses today run on two essential engines: customer relationship management (CRM) and email marketing automation. While Dynamics 365 CRM organizes, segments, and nurtures your customer data, Mailchimp powers impactful email campaigns. But when these two platforms run separately, teams lose time, data gets duplicated, and insights become fragmented. Integrating Dynamics 365 CRM with Mailchimp solves… Read More »
Stop relying on OData workarounds and use a professional API-based pattern instead. When building flows in Power Automate, you often need environment-specific metadata like the CRM base URL, Dataverse environment URL, or Azure Tenant ID. These values are essential when sending automated emails, calling external APIs, generating dynamic links, or logging metadata for audit scenarios.… Read More »
Organizations are no longer satisfied with knowing what happened; they want to know what’s going to happen next and why. Sales teams want to identify which leads are most likely to convert. Customer service managers want to detect churn before it happens. Operations teams want to predict risks before they escalate. And now, Predict4Dynamics makes… Read More »
As more makers start adopting supervised agents in Power Apps, one question comes up frequently: “How do I know what my agents are doing behind the scenes?” Agents are incredibly useful, but like any automation, they can pause, miss required data, or stop without providing a clear explanation. To address this, Microsoft introduced Agent Feed… Read More »
AI agents are rapidly transforming how teams work by reducing manual effort, improving decision-making, and enabling employees to focus on high-value tasks. With Microsoft 365 Copilot introducing Researcher and Analyst AI agents, organizations now have powerful, ready-to-use assistants that can research topics, summarize information, analyze data, and generate actionable insights directly inside Teams. These agents… Read More »
Modern organisations rely on vast webs of customer, partner, and product data. In Microsoft Dynamics 365 CRM, this often means dealing with complex relationship types – 1 : N, N : 1, N : N – across accounts, contacts, opportunities, and custom entities. Navigation through multiple forms and lists wastes time, hampers insights, and reduces… Read More »
Quick Answer: Integrating Dynamics 365 with QuickBooks eliminates duplicate data entry, enables real-time financial visibility in your CRM, and automates invoice creation. The process typically takes 2-4 hours using a pre-built connector like InoLink, compared to weeks for custom development. Organizations report saving 10-15 hours per week on manual data entry after integration. Table of… Read More »
Managing invoicing within project operations is an integral part that project managers use on a daily basis for billing purposes. Earlier invoicing in Project Operations required multiple clicks and a lot of manual work, as features like bulk editing, consolidation of line items were not feasible. With Microsoft’s new Modern Invoice experience, the entire process… Read More »
Recreating similar records manually in CRM — like Quotes, Orders, Opportunities, or Cases — can feel like déjà vu for every user. These repetitive tasks not only consume valuable time but also increase the risk of human error and data inconsistency. Best Solution? Click2Clone, the ultimate productivity app for Dynamics 365 CRM by Inogic, automates… Read More »
The Security Overview page in the Power Platform admin center serves as a centralized dashboard where you can monitor security, review your security score, and activate recommended policies. For CRM administrators managing Dynamics 365 and Power Platform environments, understanding these security features is essential to safeguarding your organization’s data. Introduction Microsoft Power Platform enables organizations… Read More »