Microsoft Copilot Studio allows creators to build tailored Copilots powered by AI effortlessly. In a few simple steps, you can implement your custom Copilot across every screen of your Canvas App without changing its layout. This capability is available on both the web platform and the Power Apps mobile app, offering convenience in deploying AI-driven… Read More »
Attach2Dynamics by Inogic is a seamless document management solution for Dynamics 365 CRM that integrates with popular cloud storage platforms like SharePoint, Dropbox, and Azure Blob Storage. It allows users to easily perform actions such as upload, download, email, and link files directly from CRM records. One of its key features is security templates, which… Read More »
As a support agent, I engage with customers and address their concerns. In an earlier instance, I was handling a case for an organization named “A. Datum Corp. (Sample)” Our system contained records for Curron, Smith, and several other contacts linked to the company. I filled out all the fields and used Smith as the… Read More »
Welcome to Inogic Professional Services – Series #3 In this series, we’ve explored how Microsoft’s integrated technologies, such as Power Platform, and Dynamics 365 revolutionize business operations. We began by examining how these tools can drive innovation with their low-code/no-code capabilities and then delved into strategies for business transformation through app building and modernization. Today,… Read More »
In many sales roles, capturing key details during client meetings can be challenging, as reps often need to save records before adding notes, which can result in missing important information. During a recent meeting with a potential client, Alex, our new CRM feature allowed me to take notes and upload documents in real-time—without having to… Read More »
A customer reaches out to your support team with a question about their recent purchase. As a dedicated agent, you receive an instant notification on your Dynamics 365 CRM through WhatsApp4Dynamics. With a quick glance, you see the details of their inquiry linked directly to their CRM record. You respond within seconds, sending a PDF… Read More »
Chatting with Copilot streamlines task management for both users and owners. To make these interactions even more engaging, you can add images and videos to the “Send a message” node, enhancing the user experience with visual context. The message node in a topic flow allows Copilot to send messages that are not limited to text.… Read More »
When building applications using Power Apps, especially Canvas apps, understanding the underlying functionality is crucial for effective development and maintenance. One powerful feature that enables developers to gain deeper insights into their app’s behavior is the Code View. In this blog post, we’ll explore the purpose of Code View, how to navigate it, and why… Read More »
This October, the Microsoft Dynamics Community is set to thrive at Community Summit North America 2024 in San Antonio, Texas. Bringing together industry professionals, partners, and Microsoft leaders from October 13-17 at the Henry B. Gonzalez Convention Center, the event offers an exciting mix of innovation, collaboration, and knowledge sharing. A key highlight is Inogic-Maplytics,… Read More »
Recently, we received a client requirement to show a button to users who have the Create permission for a specific entity. In the traditional approach, we would use the Ribbon Workbench in XrmToolBox to add buttons and write JavaScript code to check user permissions. While this method works fine, it can be a bit complex… Read More »