Introduction: In today’s competitive world, customer satisfaction is very important. Providing appropriate and timely service lets you earn your customer’s trust for life. Also, knowing your customer enables you to provide better service and optimize your agent’s productivity. ‘Customer Service Insights’ is now embedded in Dynamics 365 customer service with the inbuilt AI capabilities. The… Read More »
Use Business Process Checklist for guided selling in Dynamics 365 for Sales Automate repeatable tasks and enforce best practices for day-to-day sales processes using your own customizable Dynamics 365 CRM Playbook using Inogic’s Business Process Checklist. Managers and admins can create plans in the form of checklists/to-do lists or processes for their users to follow… Read More »
Introduction: In the new Microsoft 2022 release wave 1, many new features have been introduced. In this blog, we will walk through the features of ‘New Activity’ dropdown that shows only relevant activities in the model-driven app. Activity Dropdown to show only relevant activities: Initially, ‘All activities’ were being displayed in Dynamics 365 CRM irrespective… Read More »
Introduction: Microsoft has brought in some intuitive features in its 2022 Wave 1 release. In this blog, we will explore the new editable features in the Power Apps grid control in model-driven apps. There are two primary additions to the new Power Apps grid control (preview) for model-driven apps: Infinite scrolling: Users no longer need… Read More »
Introduction: In this blog, we will see how to close all Quotes of individual opportunities by using the ‘Close all Quotes’ button which is situated on the ribbon bar of the Opportunity entity. Scenario: We have one Opportunity with multiple Quotes which are in ‘Draft’ status. Due to some product irrelevancy, we have lost the… Read More »
In this blog, we will see how the sequence feature makes teamwork or Sales Manager’s work easy. To use this feature you need to configure Sales Accelerator and create Sequences. In our previous blogs (blog 1 and blog 2 ) we have shown how to configure Sales Accelerator and create Sequence. Now, let’s see some… Read More »
Introduction: Recently we added a PCF Control for our entity which didn’t have any interaction with ribbon bar options. Hence, we wanted to hide the ribbon bar options like commandbar, viewSelector, quickfind and groupby. We achieved this by setting the following properties in ControlManifest file: cds-data-set-options=”displayCommandBar:false;displayViewSelector:false;displayQuickFind:false;displayGroupBy:false;” Given below is the PCF Control for our grid… Read More »
Introduction: Recently in Dynamics 365 CRM 2022 release wave1, I came across new capabilities that are added in the Sequence grid. There are two capabilities that were recently added to help you better understand the sequence and user interactions. The new capabilities introduced are as below: “Sequence Stats”: Used for comparing sequence performance statistics over… Read More »
Introduction: There are many methods in PowerApps Component Framework (PCF) that allows you to create more productive and less dependent components. In PCF, you may have created many components to pick something like Color, Date etc. from a third party UI framework. However, what if I tell you that you can now pick files in… Read More »
Introduction: As we all know, Microsoft’s most recent release of the Client API References includes a slew of new features. Microsoft offers several Client APIs that allow developers to seamlessly interface with Dynamics 365 CRM. In this blog we’ll look at one of the Client APIs that uses Knowledge Base Search Control and call specific… Read More »