Author Archives: Inogic

1 Click to Export Word Templates and Email or Attach as Note or Upload to SharePoint within Dynamics 365 CRM

1 Click to Export Word Templates and Email or Attach as Note or Upload to SharePoint within Dynamics 365 CRM

Dynamics 365 CRM is an extremely powerful system that caters to various functionalities of Sales, Service, Marketing, Finance and other domains. Dynamics 365 helps to create Reports and Word Templates which further strengthens its capability. Although it is a complex process to export these Reports/Word Templates, yet it empowers Dynamics 365 users with the ability… Read More »

Open PowerApps from Inside Dynamics 365 CRM

Open PowerApps from Inside Dynamics 365 CRM

Introduction: PowerApps applications were developed for showing the Dynamics 365 CRM entities. To use these applications, it was opened outside Dynamics 365 CRM. But, there is a way to open these Apps from inside the Dynamics 365 CRM. Actually, every developed PowerApps application has its own web link and through this web link we could… Read More »

Link Existing Customers and Products between QuickBooks Online and Dynamics 365 CRM using InoLink

InoLink

Introduction InoLink has a great feature named ‘Link Existing Customers’ and ‘Link Existing Products’, using which, the user can link all your existing Customers i.e. Accounts and Contacts, and Products between the two systems i.e. Dynamics 365 and QuickBooks Online. Let’s say you have been using Dynamics CRM, and QuickBooks Online for a long time… Read More »

Update Existing Records in CDS (Common Data Service) Using Microsoft Flow

Introduction: In one of our previous blog, we have seen how to create records in Dynamics 365 CRM using Microsoft flow mobile app. In this blog we will see how we can update the existing record in CDS environment using flow mobile app. For example, we want to update the particular Account record using this… Read More »

How to Use Email Screen in PowerApps

Introduction: PowerApps lets you create, customize and run mobile apps with minimal code. By using Dynamics 365 Connectors we can create mobile apps which can be shared within the organization. Users can run apps from web browser or from their mobile devices. In this blog we will explore how to use Email screen in PowerApps… Read More »

Maplytics March 2019 release Live Webinar – Enhancing Location Analytics within Dynamics 365!

We are excited to announce that we are back with another informative and engaging webinar of Maplytics. Previously, we conducted a webinar on Empowering Managerial Decision Making where we discussed features like Auto Scheduling, Territory Management, Overlay, Pie charts & Column charts Heatmaps, Shape Operation, Security Template.   In the upcoming session, we will focus… Read More »

How to Update ‘Auto Travel Time’ in Field Service on Schedule Board

Field Service

Introduction The latest release of Field Service version 8.6.0.274 for Dynamics 365 CRM introduces a new feature of automatically updating the travel time for the bookable resource booking on the schedule board. If we enabled the Auto Update Booking Travel, whenever the booking on hourly view is changed on schedule board the travel time is… Read More »