As summer winds down and we embrace the back-to-school energy, it’s time to look forward to the most exciting event in the Microsoft Business Applications world—the Community Summit 2024! This year, the summit takes place in San Antonio, Texas, from October 13-17, and we are thrilled to announce that Inogic is returning as a Platinum… Read More »
In the latest Dynamics 365 2024 release wave 2 plan, Microsoft has improved the Lead Qualification Process, enabling administrators to customize the process, and making it easier for sellers to qualify leads more efficiently. Previously users had the option to automatically create Account, Contact, and Opportunity records when qualifying a lead. Now with the new… Read More »
Maplytics is a powerful, location-based tool that enhances the capabilities of Dynamics 365 CRM by offering deep insights through map visualizations. This series of tutorials introduces a variety of ways to master its features, benefiting field service, sales teams, and more. Below is a comprehensive summary of the Maplytics video guides, explaining how to effectively… Read More »
Copilot in Microsoft Dynamics 365 helps to streamline the sales process and close deals faster by reducing the time they spend usually on critical tasks. Copilot provides AI assistance to boost the productivity of the business, generative AI capabilities can be utilized for the summarization of records and email content generation. You can find more details… Read More »
Imagine a workspace where complex workflows are transformed into a visually intuitive, easily manageable process. Kanban Board by Inogic offers just that, providing a dynamic way to visualize and manage your Dynamics 365 and Dataverse data. By converting your data into a clear, card-based view, Kanban Boards bring unprecedented clarity and control to your CRM… Read More »
In today’s digital landscape, email remains one of the most powerful tools for brand communication. Whether you’re reaching out to potential customers, engaging with loyal clients, or nurturing leads, your emails serve as a direct reflection of your brand. Therefore, it’s essential to ensure that your email communications are not only consistent but also a… Read More »
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… Read More »
The integration between Power Pages and DocuSign simplifies the inclusion of e-signatures in multi-step forms using a low-code Studio interface. By utilizing a Microsoft Power Automate Flow with a DocuSign connector, users can easily view and sign documents. This allows you to seamlessly add a digital signature step to your forms, streamlining the signing process.… Read More »
Today’s rapid-evolving digital landscape, demands staying competitive means embracing technological solutions that streamline business operations, improve collaboration, and enable rapid innovation. One of the most effective ways businesses can achieve this is through app building and modernization. With Microsoft Power Platform, organizations can create custom apps and update legacy systems quickly and efficiently—whether you are… Read More »
Copilot is a powerful AI tool that enhances user experience by providing intelligent suggestions and automation. Whether you’re composing emails or working on other forms, Copilot helps you draft content faster and more efficiently by offering contextual recommendations and completing sentences based on the text you’ve already written. This feature is designed to boost productivity,… Read More »