Category Archives: Marketing

Worried about Qualifying and converting leads – First, get started with automatic Lead Assignment and Distribution within Microsoft Dynamics 365 CRM

For sales managers, one of the biggest concerns is ensuring the timely assignment of leads to sales reps and quality response to prospects, which, if done successfully, makes a huge difference to the sales cycle and lead conversion rates. Sales managers distributing leads manually based on skill, availability, and workload of the sales reps in… Read More »

Webinar: New-age Visualization Apps for Enhancing Dynamics 365 CRM Data Visualization Experience

Data visualization apps in recent times have become an essential part of many business processes. Companies all over the world are increasingly using these tools to organize massive amounts of data into visually compelling business information for presenting to stakeholders and business owners in more understandable ways. Some of the inherent benefits of using these data visualization apps include faster decisions,… Read More »

Resolve SharePoint Document Library Limit by creating custom SharePoint library structures within Microsoft Dynamics 365 CRM!

James, a sales manager at Datum Corporation, uses Microsoft Dynamics 365 SharePoint Integration to store and manage CRM documents/attachments in SharePoint. But over time, he outgrew the Microsoft recommended SharePoint document library limit of 5,000 items. Although you can add up to 30 million items per library or list, Microsoft recommends a general document library… Read More »

Mind Map Visualization of complex family structures, entities, trust beneficiaries, et al. within Microsoft Dynamics 365 CRM – Try Now!

Data visualization is integral to many business processes for data-driven decision making. Companies all over the world are increasingly using visualization tools to sift through massive amounts of data and present it to stakeholders and business owners as actionable insights. Let’s understand how data visualization tools augmenting a CRM platform can enhance business productivity in… Read More »

Maplytics Jan23 Release Webinar – Enhancements to Auto Scheduling, Mobile UI, Route Tracking, and more!

Imagine a geo-mapping, all-inclusive app that has a vibrant and friendly User Interface, that offers a clear view of the field reps’ schedule, travel routes, and travel time, that provides a 3D View of the Route, makes navigation easy through multiple apps, allows customization of Dashboard Views and a lot more. Now stop imagining and… Read More »

Outsource Microsoft Dynamics 365 CRM and Power Platform Development – All under one roof!

Hello, and welcome back! In this second episode of our two-part blog series, we dive into Inogic’s Microsoft Dynamics 365 and Power Platform Development Support outsourcing service. If you haven’t had a chance to catch our part 1 on Inogic professional services, read here on Inogic Techno-consulting professional services. Being a leading provider of Microsoft… Read More »

Techno-Functional Consulting for Microsoft Dynamics 365 CRM and Power Platform by Inogic

For over 15 years, Inogic has remained the top choice as a Dynamics 365 outsourcing company, enabling businesses to maximize their CRM investments, cultivate stronger customer relationships, enhance productivity, optimize the sales process, and reduce operational expenses. We combine our deep expertise in Microsoft Dynamics 365 and Power Platform with experience in procedures, project methodology,… Read More »

New Release – Create and Manage Playbooks on Dynamics 365 CRM/CE Mobile App!

Mobile devices have transformed the way we do business, from checking emails on phones to attending conference calls with participants sprinkled across the globe, all while being on the go. Mobile-first business solutions leverage the power of mobile devices to be more user-friendly and accessible, enabling businesses to save time and operational costs. Here are… Read More »

Dynamics 365 CRM Maps: Combining Location Intelligence + CRM to create a Great Customer Experience Strategy!

“Where data aligns with geography, intelligence comes to life.” – An Experienced Guide Have you heard about Location Intelligence? Location Intelligence is a term that has been evolving in the industry for decades. Did you know that 80% of the data collected by organizations has a locational component? When properly analyzed, this component can drive… Read More »