Innovation Letter - October Edition

October has arrived, and we're thrilled to bring you the latest updates in Inogic's monthly digest! This month, we're excited to share that Inogic is back as a Platinum sponsor at the highly anticipated Community Summit NA, taking place from October 13th to 17th in San Antonio, Texas. Be sure to stop by Booth #1017 to meet our experts and get hands-on with our cutting-edge Dynamics 365 Apps and the latest tech innovations.

Upcoming Event - Community Summit NA

At Community Summit NA, explore a wide range of topics, including Dynamics 365, Power Platform, Microsoft Fabric, and the latest AI-driven innovations like Copilot and Azure OpenAI. Discover how our suite of over 15+ Dynamics 365 apps, custom development services for D365, Power Platform, and Fabric, along with our advanced AI solutions, can drive your business forward. You'll also have the opportunity to connect with Microsoft business applications users, industry leaders, expert users, MVPs, and partners.

Streamlining E-Signatures with Power Pages and DocuSign Integration

The blog outlines how to integrate DocuSign with Microsoft Power Pages to streamline e-signatures in multi-step forms. By utilizing a low-code interface, users can set up DocuSign templates for various documents, enhancing efficiency and document management. The process involves connecting Dataverse tables to DocuSign and creating cloud flows in Power Automate, automating e-signature collection for timely completion of agreements.

Transform Your Business with Power Platform: App Building & Modernization Guide

Explore how Microsoft Power Platform enables businesses to modernize app building through a low-code/no-code approach, empowering users to create custom applications effectively. It emphasizes the benefits of modernization, such as enhanced security and efficiency, and outlines the three key steps: Replace, Rebuild, and Refactor. This guide serves as a valuable resource for organizations looking to leverage the Power Platform for digital transformation.

Steps to Add Copilot Control to Your Rich Text Editor

The blog post outlines the steps to integrate the Copilot control into a rich text editor within Dynamics 365. It details the prerequisites, including necessary permissions and setup. The article then provides a step-by-step guide, demonstrating how to add and configure the Copilot control to enhance user experience and streamline document editing. By leveraging this integration, users can utilize AI-driven assistance to improve efficiency and productivity in their workflows.

Maximizing Dynamics 365 Impact with Video Tutorials on Integrated Maps

Highlights on how video tutorials can enhance the use of integrated maps in Dynamics 365, improving user adoption and simplifying complex processes. By offering visual guidance, organizations can better visualize data and make informed decisions. The article also provides tips on creating effective video content to address common challenges users face when utilizing these features.

Configuring Copilot with Varied End User Authentication

Explains how to configure Microsoft Copilot with different end-user authentication methods. It outlines various authentication types, such as OAuth, and stresses the importance of choosing the right method based on organizational needs. The post emphasizes enhancing security and improving user experience while using Copilot.

Visualize, Prioritize, and Track Tasks Easily with Kanban Board in Dynamics 365 CRM!

The blog highlights the new features of Inogic's Kanban Board for Dynamics 365 CRM, designed to enhance task management. Key updates include displaying Persona Images for team visibility, using Card Colors for task prioritization, and supporting Multi-entity Business Process Flows to streamline workflows. These enhancements aim to improve project visibility and team collaboration.

Easily drag and drop emails and attachments from Outlook

Easily drag and drop emails and attachments from Outlook to your preferred cloud storage with Dynamics 365. By integrating Dynamics 365 with Outlook, you will be able to access Attach2Dynamics that makes this possible.

Get your latest solution today. New to Attach2Dynamics? Reach out to us at crm@inogic.com & start your 15-day free trial today.

Effortlessly sync Mailchimp groups

Effortlessly sync Mailchimp groups to CRM marketing lists, ensuring streamlined management and avoiding duplicates while enhancing visibility for targeted outreach.

Get your latest solution today. New to Marketing4Dynamics? Reach out to us at crm@inogic.com and start your 15-day free trial today.

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