Corporate professionals depend heavily on Microsoft Outlook for communication, document sharing, and decision-making. While using Outlook, email attachments are often stored on the local machine, or consume CRM storage. Additionally, some professionals may rely on third-party cloud solutions like SharePoint, Azure Blob, Dropbox, etc. to migrate email attachments to cloud storage. This process often results… Read More »
In the field service industry, timely and accurate information is essential for ensuring operational efficiency. The Dynamics 365 Field Service Mobile App equips field technicians with the ability to access critical work order data, real-time updates, and essential features directly from their mobile devices. With the addition of the Copilot feature, technicians can now benefit… Read More »
You’re in the middle of a hectic workday, and amid a rush of clicks and decisions, you accidentally delete a crucial record from your CRM. Panic sets in as you realize the impact this mistake could have on your workflow. Studies show that 30% of users admit to accidentally deleting important records in their CRM… Read More »
A Work Order in Dynamics 365 Field Service is a critical document that outlines the specifics of a service request or job assigned to a technician. It encompasses all the necessary information, including the issues that need addressing, details about the customer, the tasks that must be completed, the parts required for the job, the… Read More »
As summer winds down and we embrace the back-to-school energy, it’s time to look forward to the most exciting event in the Microsoft Business Applications world—the Community Summit 2024! This year, the summit takes place in San Antonio, Texas, from October 13-17, and we are thrilled to announce that Inogic is returning as a Platinum… Read More »
In the latest Dynamics 365 2024 release wave 2 plan, Microsoft has improved the Lead Qualification Process, enabling administrators to customize the process, and making it easier for sellers to qualify leads more efficiently. Previously users had the option to automatically create Account, Contact, and Opportunity records when qualifying a lead. Now with the new… Read More »
Maplytics is a powerful, location-based tool that enhances the capabilities of Dynamics 365 CRM by offering deep insights through map visualizations. This series of tutorials introduces a variety of ways to master its features, benefiting field service, sales teams, and more. Below is a comprehensive summary of the Maplytics video guides, explaining how to effectively… Read More »
Copilot in Microsoft Dynamics 365 helps to streamline the sales process and close deals faster by reducing the time they spend usually on critical tasks. Copilot provides AI assistance to boost the productivity of the business, generative AI capabilities can be utilized for the summarization of records and email content generation. You can find more details… Read More »
Imagine a workspace where complex workflows are transformed into a visually intuitive, easily manageable process. Kanban Board by Inogic offers just that, providing a dynamic way to visualize and manage your Dynamics 365 and Dataverse data. By converting your data into a clear, card-based view, Kanban Boards bring unprecedented clarity and control to your CRM… Read More »
In today’s digital landscape, email remains one of the most powerful tools for brand communication. Whether you’re reaching out to potential customers, engaging with loyal clients, or nurturing leads, your emails serve as a direct reflection of your brand. Therefore, it’s essential to ensure that your email communications are not only consistent but also a… Read More »