Author Archives: Inogic

Automate Quote Approval Process in Dynamics 365 CRM using Microsoft Flow

Introduction Microsoft Flow helps us to automate everything – from simple notifications to complex business processes with defined steps and stages. By using Approval process you can manage the approval decision of invoices, leads etc. from the higher level management in the organization. In this blog, we are going to explore how to automate Quote… Read More »

Power Platform: How to use Text classification model of AI Builder

Introduction/Summary Emails, Web pages, social media, chat, survey responses, etc. are some of the channels through which customers communicate with a company or organization. The data or text messages coming through these channels are unstructured. Due to its unstructured nature it is difficult to extract insight like, whether the customer is happy or not, whether… Read More »

How to perform multiple CRUD operations using executeMultiple Web API Request in Dynamics 365 CRM

Introduction In this blog, we will learn how to perform multiple CRUD operations in a single Web API request using executeMultiple function. Currently, if we perform the CRUD operation on Dynamics 365 CRM then there is a need to fire the API request to each CRUD API operation. But with the help of executeMultiple we… Read More »

Attach2Dynamics tricks – Unable to create anonymous link of file in SharePoint within Dynamics 365 CRM

Introduction Attach2Dynamics integrates cloud storages like Dropbox, Azure Blob and SharePoint seamlessly within Dynamics 365 to allow easy access to files related to CRM records including drag and drop multiple files and folders feature. Files stored on these cloud storages with Attach2Dynamics can be accessed by creating anonymous shareable link. During one of our implementation… Read More »

Power Platform : How to extract Form document data using AI Builder and Microsoft Flow

Introduction In our day to day business processes, we can use Artificial Intelligence to advance business operations. The AI Builder (preview feature) is the new Power Platform feature that allows us to use Artificial Intelligence to easily automate our business processes and predict outcomes. AI Builder currently supports four types of AI model, Form processing… Read More »