Maximizing User Engagement with Adaptive Cards in Microsoft Copilot Studio
Inogic - Microsoft Dynamics 365(CRM) Tips and Tricks
by Inogic
1d ago
Adaptive Cards are like little info boxes you can add to bots in Microsoft Copilot Studio. These cards can also be shared with other apps and services. You make them using a special code called JSON. With Adaptive Cards, you can put in text, pictures, and buttons to make your bot conversations more interesting. They work on different platforms, so you can customize them easily. You can create Adaptive Cards using a special Adaptive Card Designer tool or by writing the code directly. When you use an Adaptive Card in Copilot Studio, it can have buttons for users to click and fields where they ca ..read more
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Webinar: Take Control of Alerts & Notifications in Your Dynamics 365 CRM with Alerts4Dynamics!
Inogic - Microsoft Dynamics 365(CRM) Tips and Tricks
by Inogic
3d ago
You’re in the midst of a busy day, juggling multiple tasks in Dynamics 365 CRM. A new lead comes but it gets buried in all the emails. Or you missed out on a key status change on a big opportunity. Ugh!! Yeah, we’ve all been there. You want your CRM to notify you of such important updates? Many businesses using Dynamics 365 still rely on outdated methods like email to communicate critical updates. And the default notification system in Microsoft Dynamics 365 CRM may not meet all your needs. This can result in delays, miscommunication, and ultimately a loss of revenue. What if there is a syste ..read more
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Enhanced way of Handling Attachments of Emails
Inogic - Microsoft Dynamics 365(CRM) Tips and Tricks
by Inogic
6d ago
Introduction: Microsoft has introduced a noteworthy addition to the Wave 2 release, enhancing the attachment experience within emails. This feature empowers agents, allowing them to work with attachments more efficiently, ultimately saving time and boosting overall productivity. This guide in general provides an outline of how this enhanced attachment experience can overall benefit while working around emails. Key Advantages: The CRM system now presents advanced features to streamline the attachment process that enhances the content and context of messages, providing a visual aid or detailed d ..read more
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View and Manage your AI Builder Consumption Report
Inogic - Microsoft Dynamics 365(CRM) Tips and Tricks
by Inogic
6d ago
AI Builder is a tool offered by Microsoft as part of the Power Platform. It’s licensed based on the capacity you need for your organization. This capacity is managed by an administrator who allocates it to different environments within the Power Platform. Different features of AI Builder consume credits at different rates. Credits are like units that represent your usage of AI Builder capabilities. To calculate the cost of the capacity of credits for your business need, Microsoft provides an AI Builder calculator. This tool helps you assess your requirements based on your specific use cases an ..read more
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Dynamics 365 CRM and SMS Integration for Smarter Sales, Marketing, and Customer Service Processes!
Inogic - Microsoft Dynamics 365(CRM) Tips and Tricks
by Inogic
1w ago
Messaging is a powerful tool for customer engagement, with 90% of messages read within the first three minutes of delivery. This immediacy makes SMS an effective component of a sales communication strategy, leading to quicker responses from leads. However, without integrating your texting system with your CRM, efficiency drops as you toggle between systems to access information. The solution lies in SMS and CRM integration, which synchronizes your messaging platform with your CRM for streamlined workflows, personalized communication, and an enhanced customer experience—all while saving time f ..read more
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Simplifying Dynamics 365 Record Creation with Pre-populated Fields Using Xrm.Navigation.navigateTo
Inogic - Microsoft Dynamics 365(CRM) Tips and Tricks
by Inogic
1w ago
I recently came across a unique client need that they wanted to streamline the process of creating new email records in Dynamics 365 by having certain fields pre-populated based on existing emails. The client’s goal was to generate a nearly similar email record with an existing email, modifying only a few specific field details.  After assessing the requirement, it became clear that manually copying information from one email to another was not an efficient solution. In my search for a better method, I delved into the possibilities of field mapping. However, field mapping serves primarily ..read more
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Secure Your Dynamics 365 Attachments in the Cloud: Easy SharePoint & CRM Integration Guide!
Inogic - Microsoft Dynamics 365(CRM) Tips and Tricks
by Inogic
1w ago
The synergy of Microsoft Dynamics 365 CRM and SharePoint is undeniable. Linking them streamlines workflows, boosts collaboration, and enhances document management. Businesses leveraging Microsoft Dynamics 365 CRM often opt for the native SharePoint integration for its ease of use and cost-effective storage benefits. In this blog, we will guide you through the process of setting up SharePoint and Dynamics 365 CRM integration. You can also check out this video to understand the configuration process. Setting up SharePoint and Dynamics 365 CRM Integration in 10 Simple Steps: Click on the Gear i ..read more
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How to get formula suggestions from AI by simply providing the expression in Dynamics 365 CRM
Inogic - Microsoft Dynamics 365(CRM) Tips and Tricks
by Inogic
2w ago
Dynamics 365 CRM has introduced a new datatype Formula to explore more on adding a Power Fx formula column into Dataverse. You can follow the blog recently added. In addition to that Dynamics 365 CRM has come up with a new feature Get Formula suggestion (Preview) where users can easily get the formula by just passing the expression. Let’s enable this feature first by following the below steps: Login to Power Platform Admin Center -> Select the environment -> Settings -> Under Product -> Features -> Enable AI suggestion for formula columns feature. Once you enable this feature ..read more
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Power Automate teamed with Azure OpenAI Services to track conversations using Keywords!
Inogic - Microsoft Dynamics 365(CRM) Tips and Tricks
by Inogic
2w ago
Sarah, a bright-eyed sales associate at Peck Packaging, felt a familiar pang of frustration. A potential client, Miss Atkins, had mentioned budget concerns in their last email, but the details were buried amongst a sea of technical specifications. Sarah knew she needed to address this concern but had no time to skim through the entire conversation. That’s where Inogic Professional Services’ innovative application of Keyword Tracker came in. Using the power of Keyword Tracking, Sarah typed “pricing” into the search bar. Like magic, the system scanned all her past interactions with Miss Atkins ..read more
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Protect Confidential Information: Implement Data Masking Strategies Dynamics 365 CRM
Inogic - Microsoft Dynamics 365(CRM) Tips and Tricks
by Inogic
2w ago
Masking in Dynamics 365 CRM is essential for safeguarding sensitive personal details from unauthorized access and malicious attacks. By obscuring confidential fields such as Passport numbers users can prevent data breaches and identity theft. For instance, masking a customer’s passport number as C9689XXXX ensures that only authorized personnel can access the complete information, thus enhancing data confidentiality and security in Dynamics 365 CRM systems. In our case, the business wants to prevent its support staff from viewing sensitive information such as a customer’s Passport number. Consi ..read more
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