Strategies for Success in Dynamics 365 CRM Offshore Development: Navigating Cultural and Operational Complexity!

Microsoft Dynamics 365 CRM offers a plethora of robust features and capabilities, making it a highly sought-after solution for businesses aiming to enhance their customer relationship management processes. Dynamics 365 offshore development services can be a great way to leverage the benefits of this platform while reducing costs, gaining access to a wider talent pool,… Read More »

Workflow Automation in Dynamics 365 CRM: Triggering Actions on Email Send and Receive Events

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 vs. Native D365 CRM: Who Offers the Best Lead Assignment Solution?

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 »

Microsoft Dynamics 365 Segmentation within Outbound Marketing

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 »

Webinar: Restore Deleted Dynamics 365 CRM Records, Clone, Export – 1 Click is what you need!

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 »

Inogic @ Booth # 14 European Power Platform Conference: In-person learning, connections, and inspiration!

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 »