Author Archives: Inogic

Sort Dynamics 365 CRM records at global level within Kanban View for easy analysis – Explore new Global Sorting feature within Kanban Board

‘Kanban’ and ‘Kaizen’ are two Japanese terms that all of us are familiar with. One stands for ‘visual board’ and the other stands for ‘continuous improvement’.  Taking a leaf out of one of world’s leading automobile brand’s book, we introduced a smart visualization app for our Dynamics 365 CRM friends called Kanban Board which is… Read More »

Bulk Edit Entity Records using new Model-Driven App experience

Introduction: In the new 2021 release wave 2, Microsoft has removed the dependency on web client hybrid experience and introduced a Unified Interface dialog experience using which users will be able to edit multiple rows easily. It is also supported on the mobile experience. So, let’s see how it looks! First, go to the table’s… Read More »

Dynamics 365 CRM Document Management and Data Security – Get both with SharePoint Security Sync!

When it comes to attachments/document management within Dynamics 365 CRM, shortage of storage space is still a huge concern. But if you are move to your documents/attachments to SharePoint or other cloud storages then security becomes another concern. So, what can be done to overcome these hurdles? This is where – SharePoint Security Sync comes… Read More »

How to convert an editable Basic Form (Entity Form) to read mode programmatically in Power Apps Portal

Introduction: We recently had a requirement in Power Apps Partner Portal where client wanted the basic form (entity form) of quote to be editable for quotes with most of the status reasons under status “Draft”. But client also wanted to restrict users making any change to the quote from Portal for some status reasons even… Read More »

Controlling Typeahead Search Trigger in the Advanced Lookup

Introduction: We are already aware of the Advanced Lookup feature that Microsoft has added in the Release 2021 Wave 1. And along with it some additional features have been introduced to trigger a typeahead search in Advanced Lookup behavior i.e., “Minimum number of characters to trigger typeahead search” and “Delay between character inputs that will… Read More »

Mailchimp and Dynamics 365 CRM Integration – Get the best of both worlds with our new upcoming Marketing4Dynamics app!

Inogic has a wide range of distinct (Preferred) apps that caters to the needs of Dynamics 365 CRM users on a daily basis making their work life more productive and stress-free. Be it Document Management Apps, Visualization Apps, Mapping Apps, 1 Click Apps or Integration Apps – we have integrated Dynamics 365 CRM lately with… Read More »