Business Process Checklist App or Microsoft Dynamics 365 CRM Sequences: The best option for replacing Playbooks!

Salespersons bear the responsibility of engaging with customers, qualifying leads, nurturing opportunities, and swiftly seizing the moment to act with utmost effectiveness. Furthermore, they are entrusted with following the well-established processes prescribed by their organizations. In this process, they may inadvertently overlook certain best practices within the sales process. Alas, this oversight can cast a… Read More »

Microsoft Dynamics 365 CRM and Maps integrated with Microsoft Teams: The future of business collaboration is here!

The global expansion of businesses world-over has introduced us all to a more honest form of communication beyond emails, voice notes, and voice calls. Video- Audio-Screen Sharing Calls have changed the world of communication & businesses. These kinds of online meetings have slowly penetrated our lifestyle. Among all the competitors, Microsoft Teams has emerged as… Read More »

Integration of Microsoft Viva Sales in Outlook and Teams – Part II

Building upon our previous discussion on Microsoft Viva Sales with Outlook in Part I, we now shift our focus to the integration of Viva Sales with Microsoft Teams. Microsoft Viva Sales integrated with Microsoft Teams offers seamless collaboration, sales meetings, coaching, training, insights, and notifications. It empowers sales teams to work together, conduct effective meetings,… Read More »

Webinar: With Microsoft Playbooks Deprecating “B”ring “P”rocess “C”ompliance using Business Process Checklist App!

Microsoft has recently announced deprecation of the playbooks feature in Microsoft Dynamics 365 CRM, effective from July 7, 2023. Inogic’s Business Process Checklist is a powerful ISV solution available on Microsoft AppSource that empowers businesses to create business-specific playbooks with best practices in Microsoft Dynamics 365 CRM. This solution seamlessly integrates with your CRM environment,… Read More »

Integration of Microsoft Viva Sales in Outlook & Teams – Part I

To engage with potential customers, email communication is vital for sellers. Viva Sales is a valuable tool that assists you in preparing for these engagements. It seamlessly integrates with your Dynamics 365 CRM system, gathering relevant information and enhancing it with actionable insights. The goal is to empower you to be more effective in your… Read More »

How to create a Power BI report using Business Central Data?

Power BI is a data visualization tool that allows us to develop analytical reports for organizations. It simplifies decision-making at a higher level. Power BI connects to various data sources, such as Dataverse, SQL Server, Excel, Text/CSV, Business Central, and more! Microsoft Dynamics 365 Business Central, also referred to as Business Central, is an enterprise… Read More »

How to Ensure Data Accuracy and Consistency Between QuickBooks and Dynamics 365 CRM?

Excellence International LLC a company from New Jersey had a competent sales team that used Microsoft Dynamics 365 CRM. They nurtured leads, closed deals, and built strong relationships with customers. Despite this, they struggled to access customer data and align it with financial records. The company was introduced to Inolink for Quickbooks integration with Dynamics… Read More »