Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub app and Customer Service App. Suppose there are two different views of the ‘Contact’ table. i.e., Sales Contact View (View 1) and Service Contact View (View… Read More »
Businesses that realize the importance of having proper alignment between their sales, customer service and marketing teams can create more precise marketing strategies to get the attention of their brand’s target audience and understand the customer journey to move leads seamlessly through the sales funnel. Sales and Customer service representatives have a wealth of knowledge… Read More »
The agenda for today’s blog is- 1. How to show CRM entity data in tabular format using a data table control of the Canvas App. 2. How to read the selected data table row details. 3. How to filter or search data table data based on some condition. Requirement: We have a customer requirement in… Read More »
To enhance the look and feel of the Canvas App, we can use a fluent UI framework by using the Creator Kit. The Creator Kit helps create Power Apps experiences on the web and mobile platforms with convenient components appearing in modern software. Prerequisites – The Power Apps code components for the Canvas Apps feature… Read More »
Recently when I was exploring the AI-driven out-of-the-box customer service reports “Customer Service Historical Analytics”, “Knowledge Analytics”, and “Omni-channel historical analytics”. I saw the newly added functionality in the report named “Bookmarks”. The “Bookmarks” feature is an important addition to the reports. Consider a use case where the Service Manager visits one of the report’s… Read More »
Data visualization is integral to many business processes for data-driven decision making. Companies all over the world are increasingly using visualization tools to sift through massive amounts of data and present it to stakeholders and business owners as actionable insights. Let’s understand how data visualization tools augmenting a CRM platform can enhance business productivity in… Read More »
Imagine a geo-mapping, all-inclusive app that has a vibrant and friendly User Interface, that offers a clear view of the field reps’ schedule, travel routes, and travel time, that provides a 3D View of the Route, makes navigation easy through multiple apps, allows customization of Dashboard Views and a lot more. Now stop imagining and… Read More »
As demonstrated in our previous blog, we can use the Dataverse search in Power Automate Flow comfortably. In this blog, we will have a look at how the optional parameters are used to limit the search as per our requirements. So, let’s dive in without further ado. To quickly revise everything that we have discussed… Read More »
Microsoft Dynamics 365 provides various settings to be configured as per the different business requirements, which provides us with a better UI interface along with various configuration settings. Previously only a search button was available for the users to search the records. In this blog, we will have a look at how when you filter… Read More »
Good Business Partners make difficult times easy and great ones encourage you to grow and prosper! Inogic proudly announces its recent partnership with Seer 365 following the sign-up to their popular GYDE365 platform. Seer 365 builds transformative solutions that optimize the selection, delivery, and adoption of Microsoft Dynamics 365 business applications and associated technologies to… Read More »