Tag Archives: Dynamics 365 CRM

New SharePoint Security Sync feature to add eSignature in your Dynamics 365 CRM documents using DocuSign – Close Deals Faster in a compliant and secure way!

In our last blog, you were reacquainted with the exclusive features of SharePoint Security Sync – a comprehensive solution integrating SharePoint with Dynamics 365 CRM/Power Apps for document/attachment management – which is also a Preferred App on Microsoft AppSource. Now, to make it more appealing for our Dynamics 365 CRM friends, we are introducing a… Read More »

Dynamically filter the lookup on Field Service Mobile App

The Field Service Mobile app helps organizations to deliver services to customer locations. It provides the ability to work on the Bookings by the Technician i.e. Bookable Resource. This application includes various features to automate the process so that technicians can work efficiently and flawlessly. In this blog, we will walk through the ability to… Read More »

Kanban View or Mind Map View within Dynamics 365 CRM – Make your Choice to Maximize Business Productivity!

Data visualization has become the norm today. As visualization makes it quicker and easier to understand any given data, we prefer dashboards, infographics, charts and graphs instead of written text. And keeping this thought in mind, we have brought you two amazing visualization apps for Dynamics 365 CRM/PowerApps – Kanban Board & Map My Relationships. Map… Read More »

How to set filters in PCF Dataset control using setFilter method

Introduction In our previous blog, we saw how to create configurable PCF Dataset control. In this blog, we will see how to set filters in your PCF control to manage the data. Sometimes, we are working on large datasets and filtering that data becomes a nightmare. For such scenarios, we can use setFilter method to filter… Read More »

How to use Receipt Processor AI Builder in Canvas App

As like with every release, Microsoft brings various new features that help to improve productivity and make the user’s life easier and faster. So, here we explore one such amazing feature -Receipt Processor (AI Builder). Before proceeding further, I would like to inform you that to use this feature you need to enable the AI… Read More »

How to Use Advanced Similarity Rules to view similar case suggestions

Advanced Similarity Rules support the customers to view similar case suggestions in the Customer Service Hub. This allows users to view cases similar to their current case and resolve customer issues in the first contact and within a short period. It also helps to reduce operating costs and in turn, increases customer satisfaction. If the… Read More »

Register for our Sept webinars on User Adoption Monitor and 1 Click Clone/Export/Undo apps to boost your Dynamics 365 CRM productivity!

Evaluating user activities and tracking their performance helps organizations in making informed and analyzed decisions. For Dynamics 365 CRM managers and admins, high user adoption is a key measure of the overall success of a CRM implementation. This month, to help organizations keep track of Dynamics 365 CRM user actions and increase their overall productivity,… Read More »

How to use Text Recognizer in Canvas App

Introduction: Microsoft AI builder comes with many amazing features and can be integrated with Power Platforms. We have seen in our previous blog how to use barcode scanner control in Power Apps. In today’s blog, we will explore how to integrate Microsoft AI builder Text Recognizer in Canvas App. Here, we must have AI Builder… Read More »

Start with Confidence: Inogic Dynamics 365 CRM apps as Preferred Solution on Microsoft AppSource!

Thank You so very much to all our Partners and End Users for making this possible, we are quite excited to share this great news that all your favourite Inogic Dynamics 365 CRM/PowerApps apps now have this badge of Preferred Solution on Microsoft AppSource. To get this badge each app has to go through a… Read More »

Impersonation within Azure Function or Custom Connector when using AAD authentication

In the earlier blog posts, we discussed setting up an Azure function with AAD authentication and then creating a custom connector for the Azure function that also requires AAD authentication to make a connection to the connector. Given that the Azure function is configured for AAD authentication in the Authentication / Authorization section of the… Read More »