In the competitive landscape of sales and customer relationship management, leveraging smart business solutions is essential for gaining an edge. By streamlining sales communication through integrations with platforms like WhatsApp, SMS, and live chat, along with effective document storage and management, you can significantly enhance your Dynamics 365 CRM experience. These integrations not only improve efficiency but also create seamless interactions that resonate with customers. Moreover, utilizing geospatial tools offers valuable insights that drive strategic decision-making and foster deeper customer engagement.
To explore such transformative solutions, we invite you to an exciting week of knowledge-sharing and innovation! Inogic, a distinguished Microsoft Gold ISV Partner, is thrilled to present an exclusive webinar series from September 24th to 26th, 2024. These sessions will serve as a captivating lead-up to the highly anticipated Community Summit #MySummitNA, taking place from October 13th to 17th, 2024, in San Antonio, Texas.
Mark your calendars for this unique opportunity to gain insights and enjoy an exclusive sneak peek into our innovative apps that will be showcased at Community Summit NA, Booth No. 1017. Don’t miss out on this chance to enhance your business processes and discover what Inogic has to offer!
Join us for this exciting webinar series and take the first step toward transforming your sales strategy.
Choose your desired session and register now:
Webinar: Transform Your CRM Messaging with WhatsApp, SMS, and Live Chat Integrations
Effective communication is vital for strong customer relationships and increased sales. This webinar highlights three powerful Inogic apps for integrating Microsoft Dynamics 365 CRM with WhatsApp, SMS, and LiveChat, enabling an omnichannel approach to customer engagement. Discover how these tools streamline interactions with customers, prospects, and partners, all within the CRM ecosystem.
Uncover essential features of these apps in the webinar:
- Receive instant notifications for new WhatsApp messages via a chat bubble displaying unread message counts.
- Manage WhatsApp conversations in CRM, as well as create CRM records from chats.
- Automate WhatsApp messages for events like order confirmations or reminders.
- Never miss a message with instant SMS notifications in CRM.
- Save time with customizable, trigger-based automated SMS messages.
- Engage customers with images, emojis, and multi-language support.
- Get real-time notifications in Dynamics 365 CRM for every new live chat.
- Manage and view all live chat conversations directly within CRM.
- Automatically log chat interactions as leads or cases in CRM for efficient tracking.
Date: 24th Sep 2024
Register Now: 3 PM AEDT, 11 AM CET, 11 AM EDT
Webinar: Power of Maps for Field Reps in Dynamics 365 & Power Pages
Maplytics is a certified geolocation software solution available on Microsoft AppSource, designed to empower organizations using Dynamics 365 CRM across industries with location intelligence. This powerful tool helps visualize Dynamics 365 data on maps. By leveraging Maplytics, you can secure increased sales, analyze workloads based on locational data, plan meetings in advance, and save valuable travel time and costs.
Additionally, you can deploy Maplytics on Power Apps with support for Dataverse to further enrich your organization’s ability to utilize location intelligence effectively.
Join us in this webinar to uncover key features of Maplytics:
- Optimize client activity planning with efficient routes and travel time.
- Automate work order scheduling based on resource skills.
- Efficiently assign and unassign records to territories.
- Automate the scheduling of work orders according to resource skills.
- Effectively assign and remove records from territories.
Date: 25th Sep 2024
Register Now: 3 PM AEDT, 11 AM CET, 11 AM EDT
Webinar: Save CRM Storage Space and Auto Sync Security Privileges to SharePoint!
Dynamics 365 CRM users often face storage limits and challenges with secure document transfers to SharePoint. Performance can suffer due to excessive data, and traditional solutions are costly. This webinar introduces Attach2Dynamics and SharePoint Security Sync—two Inogic apps designed to enhance document security and streamline CRM storage management.
Join us in this webinar to uncover key features of Attach2Dynamics and SharePoint Security Sync:
- Move Dynamics 365 CRM email attachments and body content to Dropbox, SharePoint, and Azure Blob Storage.
- Automate setting user permissions for various actions such as Upload, Download, Email, etc. with Security Templates.
- Drag and Drop Email and its Attachments from Outlook to cloud storage using Attach2Dynamics UI.
- Automatically synchronize security privileges from CRM to SharePoint.
- Customize folder structures to bypass the 5,000-item limit in SharePoint libraries.
- Customize document organization in SharePoint with flexible metadata columns.
Date: 26th Sep 2024
Register Now: 3 PM AEDT, 11 AM CET, 11 AM EDT
If you are gearing up for a visit to Inogic’s booth at the Community Summit NA, this webinar series is just for you.
Unable to join us live? No problem! Register now to secure your spot, and we’ll send you a link to the recorded session.
Once again, we would like to invite you to connect with the Inogic team at this upcoming event: Community Summit NA in San Antonio, TX, Booth #1017, running from October 13th to 17th. There, you can explore how our innovative apps can help you maximize the returns on your CRM investments.
If you are curious to try our apps for your business needs, then you can get them for a 15-day free trial from our website or Microsoft AppSource.
If you want to know more about our solutions from our product experts, feel free to connect with us at crm@inogic.com to set up a personalized app demo.
Let’s kick off the countdown together as we anticipate #MySummitNA!