Overview Recently, I was working on functionality where we needed to generate access and refresh tokens for third-party apps in Dynamics CRM 365. I had a button on the ribbon bar that would send an OAuth/ authorize request to the third-party app to get an authorization code, which would be returned to a specified redirect… Read More »
Microsoft has added a preview of their new feature called Cards in the wave 2 release. Cards are simplified forms that are connected to Dataverse which can be sent to CRM users to capture the required details. Here, in this blog, we have taken the example of the Event Registration form for any event where… Read More »
Imagine the first day of 2023, and Brad just realized, “oh my god, just before we closed for holiday’s someone has accidentally deleted some records from Dynamics 365 CRM.” unfortunately, once records are deleted in Dynamics 365, they cannot be recovered, as there is no “Trash” or “Recycle Bin” that you can use to undo… Read More »
Collaboration is the key to success for any business. Microsoft has been working on having enticing and innovative collaboration ideas for a long time. As a result, using the power to collaborate uniquely, one can grow together and can build a strong connection with others. The same power of collaboration is needed in any app… Read More »
For over 15 years, Inogic has remained the top choice as a Dynamics 365 outsourcing company, enabling businesses to maximize their CRM investments, cultivate stronger customer relationships, enhance productivity, optimize the sales process, and reduce operational expenses. We combine our deep expertise in Microsoft Dynamics 365 and Power Platform with experience in procedures, project methodology,… Read More »
While doing day-to-day work in Dynamics 365 on mobile or tablet platforms, we navigate from one form to another form and from one tab to another on the same form to check the record details. In order to show visualization on the form and an easier way to find the details of the record, we… Read More »
We are already aware of the Advanced Lookup feature that is available on any lookup column that’s on a quick create form, edit form, or dialog box. Using this, we can easily sort rows and switch between tables or views in a lookup column. As an addition to the same, you can now use the Advanced Lookup feature… Read More »
Mobile devices have transformed the way we do business, from checking emails on phones to attending conference calls with participants sprinkled across the globe, all while being on the go. Mobile-first business solutions leverage the power of mobile devices to be more user-friendly and accessible, enabling businesses to save time and operational costs. Here are… Read More »
Overview We recently got a requirement from one of our clients whose company is a support based-company. Whenever the emails are received in their CRM using flow, they convert those emails into cases. They wanted the content of these emails to be visible in a section of their related case record. Our project was in… Read More »
Introduction While working on a project, there comes a time when you have some value that is unique and needs to be used regularly for your operations. Recently, I too have been through this and found an easy way to optimize the ‘get and set’ of this value by using App Settings. Settings in Power… Read More »