Innovation Letter - August Edition

August has arrived, bringing a new round of updates in the August 2024 edition of Inogic’s monthly digest! This month, we’re excited to shine a spotlight on our upcoming app, "LiveChat4Dynamics." Designed to banish the frustration of endless waiting, this app is your secret weapon for turning website visits into meaningful interactions. By merging webchat with Dynamics 365 CRM, it delivers instant notifications and lightning-fast responses, ensuring your support team is always just a click away.

New App – LiveChat4Dynamics

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This month’s highlight is LiveChat4Dynamics, which seamlessly integrates Live Chat within Dynamics 365 CRM. This innovation eliminates interface switching, provides instant notifications, and ensures swift responses, enhancing visitor management and boosting sales and profitability. Be the first to try LiveChat4Dynamics! Join our Insider Program for exclusive previews and early access.

CRM News and Articles

Improve face matching accuracy in Power Automate with Azure Face API

The blog discusses how to improve face matching accuracy in Power Automate using Azure Face API. It explains how the integration of Azure Face API enhances the precision of facial recognition tasks within automated workflows. The blog covers key aspects of setting up the API, implementing face recognition features, and optimizing the accuracy of face matching in Power Automate flows.

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Building Websites in Dynamics 365 Using External Data Sources

Explores how to build websites in Dynamics 365 using external data sources. It highlights the benefits of integrating external data with Dynamics 365 to enhance website functionality and user experience. The post provides practical insights on leveraging external data to create dynamic and interactive web pages within the Dynamics 365 environment, improving overall data management and accessibility.

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Use Copilot Answer AI in Canvas App for Business Insights

Explains how to use the Copilot "Answer AI" control in Microsoft Power Apps' Canvas Apps to gain business insights. This feature allows users to ask natural language questions and receive AI-generated responses, streamlining decision-making processes. It highlights the ease of integrating this control into apps and the potential for enhancing productivity by providing real-time, data-driven answers.

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New Territory and Record Search Capabilities in Dynamics 365

Highlights on the new advanced Territory and Record Search features in Dynamics 365. These enhancements streamline how users search and manage records across territories, offering improved filtering, sorting, and data accessibility. The update aims to boost efficiency and accuracy in handling large volumes of data, making it easier for users to find and utilize the information they need within Dynamics 365.

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Empower Your Business with Dynamics 365 Implementation Services

The blog post discusses how Dynamics 365 implementation services can drive innovation and scalability for businesses. It highlights the benefits of a tailored Dynamics 365 solution, including streamlined operations, enhanced data insights, and improved decision-making capabilities. By leveraging these services, companies can achieve greater efficiency, adapt to market changes more effectively, and unlock new growth opportunities.

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Track Key Field Changes in Dynamics 365 Entities

Explanation to how to effectively track key field changes in Microsoft Dynamics 365 entities to manage CRM chaos. It highlights the importance of monitoring these changes to maintain data integrity and streamline processes. The post outlines practical methods and tools available within Dynamics 365 to keep track of these updates, ensuring that users can stay informed about critical changes and maintain control over their CRM data.

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New and Hot Upgrades

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Track Field-Specific Updates with User Adoption Monitor

Avoid CRM overwhelm by monitoring only the updates you need. With Inogic's User Adoption Monitor app, you can track key changes in Microsoft Dynamics 365 CRM without the clutter. Native CRM features cannot track specific fields, but Inogic’s solution allows you to customize tracking, reduce information overload, and make data-driven decisions.

Get your latest solution today. New to User Adoption Monitor? Reach out to us at crm@inogic.com & start your 15-day free trial today.

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Field-Level Merge & Auto Merge:

Merge data at field level from multiple records. Combine specific fields based on predefined criteria, such as selecting the most frequent entry, concatenating values, summing numeric fields, or creating a comprehensive list of all field values. Additionally, with auto merge feature you can automate the merging of duplicates generated on the server side.

Get your latest solution today. New to DeDupeD? Reach out to us at crm@inogic.com and start your 15-day free trial today.

Inogic Ecosystem

At Inogic, we are passionate about delivering the best solutions to our customers. We value your feedback and appreciate your kind and 5-star reviews. They motivate us to keep improving our products and services and to exceed your expectations. Thank you for choosing Inogic.

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A very good addition to out of the box functionality

The Kanban add-on for Dynamics 365 is an excellent tool that offers a visual drag-and-drop interface that allows users to easily organize opportunities through different stages. We picked this add-on mainly because it is way more customizable than Microsofts out of the box Kanban view. Inogic provides very good and responsive support for its Kanban add-on when it comes to issues or licensing.

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Good Solution, excellent and flexible support

We are using this solution to integrate MailChimp data and into D365 Sales and it is helping us to analyze our customer's data that comes from MailChimp and integrate with their CRM profile, the support team is super helpful, flexible and ready to cooperate.

Want to know more about what our clients and partners are saying about us? Read here

Latest Additions to the Inogic Family

We are thrilled to announce that we have welcomed some new clients and partners to our Inogic family in the past few months. We are grateful for the trust and confidence they have placed in us and our products and services. We look forward to working with them and delivering exceptional solutions for Dynamics 365 CRM and Power Platform. Want to be part of our family? Reach out to us today at crm@inogic.com