Innovation Letter - September Edition

September has arrived, and the latest edition of Inogic’s monthly digest is out! This month, we’re excited to spotlight our Techtember Webinar series. Explore innovative solutions that seamlessly integrate WhatsApp, SMS, and Live Chat with Dynamics 365 CRM to boost communication, enhance data management and document security, and elevate locational intelligence. These tools are designed to streamline your operations and maximize productivity.

Highlights - Techtember Webinars: Exclusive Preview of Inogic’s Innovations at Community Summit NA!

The webinar series highlights the seamless integration of WhatsApp, SMS, and Live Chat with Dynamics 365 CRM, enabling real-time communication and automation. It also covers smart route optimization, mobile trip planning, Power Pages integration, work order scheduling, territory management, and efficient document storage with cloud integration & security automation.

Configuring Copilot with various end-user authentication for actions.

The blog explains how to configure Microsoft Copilot using various end-user authentication methods. It highlights the significance of appropriate authentication for enhancing security and improving user experience. The article offers practical examples and guidance on implementing these authentication techniques to ensure secure access to Copilot’s features, ultimately maintaining productivity.

Generate Work Order Summary with Copilot in Dynamics 365 Field Service (Part I)

Explores generating work order summaries in Dynamics 365 Field Service using Microsoft Copilot, focusing on automating the summary process to boost efficiency. It outlines how AI can streamline information collection and presentation for field service professionals. This is the first part of a series, setting the foundation for further discussions on Copilot's capabilities.

Generate Summary with Copilot in Dynamics 365 Field Service Mobile App (Part II)

The blog explores configuring the Copilot feature in the Dynamics 365 Field Service Mobile App to generate work order summaries. This setup provides field technicians with concise insights for improved decision-making and productivity. Key steps include enabling the feature in mobile settings and adjusting form components.

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.

Exploring Trades and Trade Coverages in Dynamics 365 Field Service

Explores the concepts of trades and trade coverages in Dynamics 365 Field Service, explaining how they enhance resource management and improve service delivery. It details the setup and benefits of defining trades, including skills and specialties, and how trade coverages ensure the right resources are assigned to specific jobs. The insights aim to optimize operations and drive efficiency in field service management.

New Enhancements in your Microsoft Dynamics 365 Undo and Restore Process!

Enhancements to the Undo2Restore app for Dynamics 365 CRM simplify the restoration of deleted records, including related lookups and activities. Users can now automatically restore associated records while preserving their original statuses with a single click. This update aims to alleviate the stress of accidental deletions, making data recovery more efficient.

Auto Expand

Auto Expand: Map My Relationships seamlessly expands record nodes on a mind map to display 1-level of record relationships directly on the record form.

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

File-Level Syncing

File-Level Syncing: This feature allows users to sync file-level privileges based on various access-level privileges, including Users, Business Units, Parent-Child Business Units, or Organizations.

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

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.

Great solution for Mailchimp and Dynamics 365 users

Very helpful to manage audiences in Mailchimp from Dynamics 365 contacts, and it syncs the data in both ways. Kudos to the support team who helped me with the installation and the setting of marketing lists. They're responsive and willing to help.

A Fantastic Solution for Our Needs

We recently enjoyed using this solution and cannot recommend it highly enough. It's incredibly intuitive and adapts seamlessly to the needs of our team and institute at Alumni Relations, IIT Gandhinagar…Read more

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