Inogic - Microsoft Dynamics 365(crm) Tips And Tricks

1. CRM User Adoption Simplified: A Guide to Using Dynamics 365’s User Adoption Monitor

   CRM is essential for an effective sales process. It helps businesses streamline workflow, maintain data quality, boost sales productivity and performance, eliminate manual tasks, etc. But to get the most out of your CRM investment, it is essential to ensure high levels of user adoption. Low user adoption can lead to ineffective CRM implementation, lost… Read More »

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2. Refresh Dynamics 365 CRM Subgrid from Embedded Canvas App

   In Microsoft Dynamics 365, the ability to embed Canvas Apps brings the power of Canvas Apps to their model-driven forms. Recently, we got a requirement to create a record of the related entity (e.g., “Suggestion”) from the Canvas App embedded in the Appointment entity form. There was a subgrid of the “Suggestion” entity added next to… Read More »

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3. Enhancing Sales Efficiency by Improving Relevance of Copilot Summary and Recent Changes

   We are all familiar with the Sales Copilot and its time-saving features. In the previous blog, we have seen how copilot helps to boost sales efficiency in Microsoft Dynamics 365 CRM. In addition to it, users can now customize Copilot to generate a summary and recent changes list based on the columns that matter the… Read More »

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4. Outsource your Dynamics 365 CRM and Power Platform Development: 3 Reasons Why

   Inogic specializes in outsourced development for Microsoft technologies like Dynamics 365 CRM, Azure OpenAI, Copilot, and Power Platform. Drawing from a pool of 150+ experts with 15+ years of experience, we provide rapid access to skilled developers, enabling businesses to augment teams or meet deadlines cost-effectively. Inogic’s Outsourced Development Services offer specialized Microsoft skills without… Read More »

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5. Managing Work Orders based on Completion Status in Dynamics 365 Field Service

   In the dynamic landscape of modern business operations, efficiency is important. Whether in manufacturing, service industries, or any other sector, the effective management of work orders is crucial for smooth workflow and customer satisfaction. Among the various aspects of managing work orders, one significant factor that directly impacts productivity is completing tasks based on their… Read More »

   The post Managing Work Orders based on Completion Status in Dynamics 365 Field Service first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

6. 5 Benefits of In-App Notifications for Microsoft Dynamics 365 CRM users

   For a successful sales process, you need to stay up-to-date with crucial sales information like deal closures, opportunities won, incoming leads, etc. Wish you never missed important updates in Microsoft Dynamics 365 CRM and received automated notifications for important sales updates? Alerts4Dynamics app by Inogic enables users to create, schedule, and manage in-app notifications for… Read More »

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7. How to revert the managed solution’s version in case of an erroneous upgrade (Using CLI) in Dynamics 365?

   In Dynamics 365, managed solutions play a crucial role in deploying customizations and extensions across environments. However, managing solution versions can sometimes be challenging, especially when dealing with updates, dependencies, and compatibility issues. Recently, while working on a solution update, we needed to clone the solution and provide it to the client. However, during this… Read More »

   The post How to revert the managed solution’s version in case of an erroneous upgrade (Using CLI) in Dynamics 365? first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

8. Enhancements to ‘Focused View’ and its usage within Dynamics 365

   Introduction: In the dynamic landscape of sales and marketing, the ability to effectively manage leads is a cornerstone of success. Yet, as businesses grapple with a multitude of tasks and data streams, maintaining clarity and focus in lead management can prove to be a daunting challenge. This is where the concept of a “Focused View”… Read More »

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9. Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM

   Knowledge is power, and sharing that knowledge unlocks boundless possibilities! At Maplytics, exploration, visualization, and innovation are in our DNA. We’re constantly pushing the boundaries and building exciting new features to empower all, as, the real joy is in sharing and empowering others with the acquired knowledge. Join our Webinar and explore more! Webinar: Supercharge… Read More »

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10. Utilize the Power of Prebuilt Business Card Reader Model in Microsoft Power Automate

    AI Builder in Microsoft Power Automate makes tasks easier for everyone. It lets you use prebuilt AI models to understand forms, recognize things in pictures, sort out text, make guesses, and understand people’s feelings from what they write. It’s like having a smart assistant that does tough jobs for you. So, even if you’re not… Read More »

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