Introduction Microsoft has provided offline ability to use “Dynamics 365 for phones app” or “Field Service (Dynamics 365) App”. Mobile Offline allows users to work with the data in offline mode as well i.e. when they are not connected to the internet. So, in the offline mode, if we want to create or manage the… Read More »
Introduction Recently when I was exploring the sales forecasting feature of Dynamics 365 sales, I came across many enhancements in Forecast configuration. Previously if you were trying to create any type of forecast (Org, Territory, and Custom) then it was restricted to Opportunity entity only. Now you can observe that there is a flexibility to select… Read More »
The use of mobile devices like Smartphones and Tablets is rapidly increasing amongst sales and businesses around the world. The rise in need of real time data when on field has become a must and to cater to these rising demands, Mobile CRM strategies are being adopted by Sales Teams. With Mobile CRM, salespeople can… Read More »
Introduction: Dynamics 365 CRM security module plays a very crucial role in terms of managing data like limiting the access to data for each department/team/user in an organization. So, while working on CRM sometimes the end users, such as salespersons, might get some permission issues while accessing any record in the CRM. And they report… Read More »
Inogic has a wide set of distinct productivity apps for Dynamics 365 CRM/Dataverse (Power Apps) users, namely, Document Management Apps, Visualizations Apps, 1 Click Productivity Apps, Integration Apps, and so on. And today, in this blog, we will focus on the ever popular set of 1 Click Productivity Apps – Click2Clone, Click2Export and Click2Undo. So,… Read More »
Introduction The Dynamics 365 Field Service schedule board allows users to manage bookings, resources, resource requirements, etc. Users can schedule their resource requirements by using simple drag and drop to a particular resource which creates Booking entity record. User can review the bookings on the schedule board as shown in the below screenshot. Within the… Read More »
Introduction Recently in our PCF control, we got the requirement that when the user selects a date from the calendar control then that date format should be of logged-in user. In this blog, we will check how to achieve the same. Scenario: Here is my current user settings in Dynamics 365 CRM. As you can… Read More »
Business thrives on Sales. And Sales come from pursuing Leads diligently. But, as it often happens one cannot avoid cherry picking or mismanagement of any kind while assigning Leads manually. So, what should be done to handle such situations so that the sales are not affected due to cherry picking or mismanagement of Leads? Don’t… Read More »
Introduction In this blog, we will see how to read the parameter from the URL in Power Automate. For example, let’s take the below URL: https://inogic.com?EmpId=1&EmpName=JohnThomas Here, we have passed Employee Id and Employee Name in the web URL and now we have to get those two parameters from URL. There is one inbuilt function… Read More »
Canvas App is no code/low code business app with which you can design the app by dragging and dropping elements onto a canvas. Canvas app is used to build mobile apps with various functionalities. Recently, we had a client requirement and to fulfill this requirement we needed to create multiple screens where some of the… Read More »