Stop Starting and Start Finishing with #1 Project management App – Kanban Board for Microsoft Dynamics 365 CRM and Dataverse

When you are at your favourite Pizza house or Burger shop, have you ever wondered what those boards with different columns mean? You know, the ones where the cashier keeps adding and removing different tickets in different columns? It is like those ‘do, doing, done’ boards that we make with sticky notes but better. To… Read More »

Enhanced Timeline View within Dynamics 365

Now we can customize the timeline with some more additional features added in the 2022 wave 2 release, so let’s see how can we configure and use these new features:- Profile Picture: Now you can manage the setting for whether to show or hide the user profile picture on the timeline view. On selecting Always… Read More »

Enhanced Trend and Flow Chart in Sales Forecasting within Dynamics 365 CRM

Efficient sales processes are key for any successful business. The Predictive forecasting feature which is available in Microsoft Dynamics 365 Sales Insights, enables proactive decision-making for any aspect of the sales process. Recently when I was exploring Predictive forecasting I came across the new setup available for configuring the Trend and Flow chart. In the previous… Read More »

Parsing JSON string into a JSON object using ParseJSON() function in Canvas App within Power Platform

A few months ago we published one of our blogs to parse the JSON string using regular expression. As per the blog, to parse the JSON string into JSON object we have to format the JSON string into regular expression format as shown below: “\{“”id””:””(?<id>[^””]*)””,””name””:””(?<name>[^””]*)” Now, we can directly parse JSON string using ParseJSON() function,… Read More »

Advanced Schedule Board Customizations in Dynamics 365 Field Service

In our previous blog, we looked into basic configurations for extending the Schedule Board functionalities by adding various types of Controls within the Filter Panel, which filters the Bookable Resources based on the filter conditions. There can be various complex scenarios where we have to customize the Dynamics 365 Field Service Schedule board, in this… Read More »

Integrate Microsoft Dynamics 365 Customer Engagement and SharePoint with smart document management and Security Model sync!

Dynamics 365 CRM and SharePoint, used together, give organizations the benefits of extra storage space, better document management capabilities, and more. But this native Dynamics 365 SharePoint integration also creates some unintentional gaps that lead to security concerns. To fulfil these gaps, Inogic, one of the leading Microsoft Gold ISVs, has an intuitive SharePoint integration… Read More »