In today’s world, the demand for intelligent applications that can analyze and transform text is increasing rapidly. AI-powered text editors are becoming popular for generating content as well as data restructuring tools for many developers and businesses. For any business, it is important to have data stored in the CRM system consistently and according to business standards. Users need to be trained to follow these standards or formats when entering data into the CRM system. However, mistakes are often made, leading to inconsistencies in the data. Artificial Intelligence (AI) can be a solutio ..read more

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 revenue, and increased technology costs. To ensure high levels of user adoption in your organization, having a CRM adoption strategy is a must. An effective CRM adoption strategy should focus on capturing user feedback and creating training and ..read more

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 most to them according to their business needs. Now, let’s explore the capabilities included in the latest feature: Updated UI: The first thing is the updated UI Summary: Previously for generating summaries, you had to select the views and columns then the summary used to be cre ..read more

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 overhead, delivered professionally and proficiently. Why Outsource Development? Outsourcing teams to handle project development is a big call for any business, whether it’s a small startups o ..read more

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 status. From initiation to closure, work orders go through multiple stages, each requiring specific actions and attention. Understanding and acting upon these statuses promptly can significantly enhance organiz ..read more

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 Microsoft Dynamics 365 CRM entities (OOB or Custom). Notify your sales team right within CRM. Send multiple messages for a single alert in multiple languages. Additionally, schedule alerts for a single record or ..read more

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 process, the default version was set to 9.1, and we mistakenly increased it to 9.1.0.31 instead of 9.0.1.31, as shown in the screenshot below. When we tried to manually import the solution with the correct v ..read more

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” steps in as a game-changer. In this blog post, we will start on a journey to explore the essential role of optimizing lead entity work and the transformative impact of enabling a focused view as the default mode. Furthermore, we will investigate the complexities o ..read more

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 Field Sales Team with Maps integrated within Dynamics 365 CRM Sounds Intriguing? Then click on the link below and register now! April 17, 2024, Wednesday | 3 PM AEDT & 11 AM CET & 11 AM EDT In this webinar, l ..read more

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 a tech pro, you can still use AI to get your work done faster and simpler. Utilize the prebuilt business card model to extract details from images of business cards. Upon detecting a business card in the image, the AI model automatically extracts key information, includ ..read more