How to modify the OOB Field Service technician service Report using PCF control

Recently we had a requirement from one of our clients for incorporating the customization in the OOB Field service technician service report in the field service mobile and web app. Microsoft Field Service Reporting is a managed solution that can be installed in the environment. Once you install the solution, the Report will appear on… Read More »

Dynamics 365 CRM Maps: Combining Location Intelligence + CRM to create a Great Customer Experience Strategy!

“Where data aligns with geography, intelligence comes to life.” – An Experienced Guide Have you heard about Location Intelligence? Location Intelligence is a term that has been evolving in the industry for decades. Did you know that 80% of the data collected by organizations has a locational component? When properly analyzed, this component can drive… Read More »

How to trigger the plugin on any Business Process Flow stage change and update custom entity record related to the Active Stage

Introduction Recently while working on a customer requirement, we came across a scenario where we needed to trigger a plugin on change of Business Process Flow stages. So, in the pursuit of finding a solution, we came across workflow and process stage entities, but they were not very useful in this scenario. Our requirement was… Read More »

Interactive checklists/plans for your Business Processes to improve sales activities within Microsoft Dynamics 365 CRM!

The ultimate goal of any organization that implements effective business processes is to improve process efficiency to increase productivity and provide higher customer satisfaction, leading to increased ROI in business. Business Process Checklist, the latest app by Inogic, lets sales managers create automated plans with tasks and activities that mirror best practices for completing business processes… Read More »

Get Business Process Flow Stages in a defined sequence within Microsoft Dynamics 365 CRM

Introduction Recently while working on one of our requirements, we came across a scenario where we needed to arrange the Business Process stages in the order in which it was mentioned on the entity record. So, we tried to get the stages from the processstage table, but the resultant stages on querying the processstage table… Read More »