Category Archives: Technical

Enhanced Experience for Adding Line Items/Products along with price list in Dynamics 365 CRM

Introduction: Recently, I was exploring the ‘adding products PREVIEW’ feature which was introduced back in the 2020 release wave 1, with which enabled salespeople can add multiple products/lines to the opportunity/quote/order/invoice entities in one go. In the previous blog, we have already explored the enhanced experience of adding products for the opportunity, quote, order, and… Read More »

Power Apps now available for Windows

Introduction: In the Microsoft 2022 release wave 1, many new features have been introduced. One such feature is – Power Apps (Preview) for Windows – which will help us to run model-driven apps or canvas apps on any of our Windows devices. Given below are the steps to configure and use the Power Apps (Preview)… Read More »

Exclusive sneak peek at the new Virtual PCF Component

Introduction: If you build PCF components then you must be aware that to create a standard control we render it on the container, which is provided in the PowerApps Component Framework. Microsoft has introduced a new type of control named Virtual Control. As the name suggests, this control creates and renders on the Virtual DOM.… Read More »

Customer Service Historical Analytics Report in Dynamics 365 Customer Service – Part 2

Introduction: In the previous blog, we already explored the “Customer Service Historical Analytics” report and the different dashboards available. Recently, I was going through this doc where different KPIs are listed. I was interested in “Avg. CSAT” and “Avg. survey sentiment” which were not displayed and shown as blank. This made me explore and find… Read More »

Customer Service Historical Analytics Report in Dynamics 365 Customer Service – Part 1

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 »

Launch Playbooks using sales insight cards (assistant V3) in Dynamics 365 CE

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 »

New activity dropdown to show only relevant activities in Dynamics 365 CRM

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 »

Editable Grid feature in Model-driven apps with Power Apps grid control

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 »