Introduction Recently, we were working on a customer requirement that required us to handle two specific scenarios: creating a phone call activity when an email is sent and creating an appointment upon receiving an email. We tried two approaches to meet this requirement. The first approach was to create a single workflow called “SendReceivedEmail” that… Read More »
Inogic team would like to express our sincere appreciation to all our visitors, exhibitors, and participants who made the 2nd European Power Platform Conference (EPPC) in Dublin, Ireland, from June 20th to June 22nd, 2023, an outstanding event. We are truly grateful for your presence and would like to take this opportunity to highlight the… Read More »
In the world of customer relationship management (CRM), Microsoft Dynamics 365 CRM stands out as a powerful tool that helps organizations manage their leads and cases efficiently. One crucial aspect of CRM is effective lead assignment and distribution to ensure prompt and efficient follow-up with potential customers. Both native lead assignments and Inogic’s Lead Assignment… Read More »
The marketing segment is the starting point for many marketing activities, targeting a specific type of audience based on filtered queries. You can easily filter your audience (e.g. Contacts or Leads) based on customer journeys and target them accordingly. Segmentation for Outbound Marketing: According to the client’s business, they may target leads or contacts. Segmentation… Read More »
Are you tired of losing important data or spending countless hours manually restoring deleted records, cloning information, or exporting data from one application to another? Look no further! In this webinar, we will introduce you to the power of 1-click apps that can revolutionize your workflow and boost workplace productivity. Say goodbye to tedious tasks… Read More »
In this blog, we will learn about the new feature introduced by Microsoft in the 2023 Release Wave 1. The customer 360 component allows users to visualize the customer data on the case form. Previously, using the quick view form we could visualize the data but couldn’t edit the same. In the customer 360 component,… Read More »
The European Power Platform Conference (EPPC) is back, and it’s bigger and better than ever. The 2nd EPPC is set to take place in the vibrant city of Dublin, Ireland from June 20th to June 22nd, 2023 at The CCD. This highly anticipated event brings together Microsoft Power Platform Communities for three extraordinary days of… Read More »
New Year resolutions normally die by the time one enters the 6th month of the year. Processes are slowed down, the motivation to achieve more is weaning, and overall, the season turns down its vibe. We were facing the same challenges when an email from a particular client of ours lifted our spirits in a… Read More »
We are already familiar with the Auditing feature, which enables us to track user access to the system, monitor updates made to specific columns, retrieve previous column values before updates, identify record deletions, and much more. Audit logs can be viewed in the Audit History tab for a single record and in the Audit Summary… Read More »
To manage customer relationships and sales in real-time, organizations using Microsoft Dynamics 365 CRM need an efficient communication system. Traditional methods like emailing or manually sharing important information can lead to mistakes and delays. Many Dynamics 365 CRM users struggle with not receiving crucial business information promptly. Meet Joe, a Sales Manager at Monroe Tech… Read More »