Webinar: Free up storage space in Microsoft Dynamics 365 CRM and securely manage documents too!

Businesses using Microsoft Dynamics 365 CRM generate substantial data in the form of notes, sales literature, and email attachments. As these attachments accumulate, it can result in inadequate Microsoft Dynamics 365 CRM storage space and poor system performance, especially in tasks like record searching and retrieval. The conventional approaches of deleting attachments or purchasing additional… Read More »

View & Manage License Consumption in a Dynamics 365/ Power Apps Environment

In an organization, we all know the significance and importance of License Consumption by the Users for an Environment, especially in the Business of Dynamics 365. To ease this for the Users, Microsoft has introduced a new feature, as an enhancement, as a part of the recent “2023 Wave 1 Release” An organization can have… Read More »

5 Best Practices to Improve Microsoft Dynamics 365 CRM User Adoption!

Microsoft Dynamics 365 CRM has revolutionized the way organizations manage customer relationships, enabling businesses to streamline processes, enhance productivity, and drive growth. However, the success of your Microsoft Dynamics 365 CRM implementation relies on successful user adoption. Without widespread acceptance and utilization by employees in an organization, the full potential of Microsoft Dynamics 365 CRM… Read More »

Additional Capabilities in Timeline View within Microsoft Dynamics 365 CRM

A few interesting features have been added to the Timeline view in the 2023 release wave 1 plan. These include Display Layout, Copy to Clipboard command, and inline images and files in the notes. Let’s explore! Display Layout You can choose the timeline layout as required from two options, i.e., roomy or cozy. When you… Read More »

London Automation Summit 2023: Unleashing the Power of Automation at Inogic session on 20th May at 12 noon GMT!

London is abuzz with excitement as the highly anticipated Automation Summit 2023 approaches. On 20th May, in the heart of London Paddington, industry leaders, developers, and entrepreneurs from around the world will converge to explore the transformative potential of automation. This two-day event promises to be a spectacular gathering of diverse minds, inspiring innovation and… Read More »

Microsoft Playbooks Deprecation: Switch to Inogic Business Process Checklist for Scalable Sales Processes in Dynamics 365 CRM!

Sales processes are at the core of every business. Without them, companies would struggle to sell their products or services and grow their revenue. In today’s competitive market, it’s crucial for businesses to have scalable sales processes that can be repeated and improved upon over time. Microsoft Dynamics 365 CRM is a powerful tool that… Read More »

Add Custom Buttons on Editable Grid within Microsoft Power Pages

Microsoft Power Pages provide an ability to customize the forms with various subgrids or other controls through Web Pages. Each subgrid can have many OOB button capabilities, such as Create, Associate, Update, and so on. There can be scenarios where these OOB buttons do not fulfill the actual business requirements, and there can be a… Read More »

Driving Business Growth: Power BI Integration with Microsoft Dynamics CRM and Dataverse – A Comprehensive Guide!

Power BI is a cloud-based service that connects to various data sources and offers powerful business intelligence capabilities for data analysis. With a range of data visualization options, it works seamlessly with other Microsoft tools such as Dataverse and Dynamics 365. Dataverse is a data platform that allows users to store and manage data from… Read More »