Managed and unmanaged Solutions
Hello all,I recently came across the so-called solutions in CRM Dynamics, more specifically unmanaged as well as managed solutions. However, I am not quite sure when I should use which one. When using...
View ArticleHiding a tab based on whether a field Contains Data or not
Hi everyoneI'm trying to show or hide a tab based on whether or not a field contains data.The basic principle is if a field called Type contains data then tab_16 should show. If the field called Type...
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Microsoft Playbooks Deprecation: Switch to Inogic Business Process Checklist...
Sales processes are at the core of every business. Without them, companies would struggle to sell their products or services and grow their revenue. In today’s competitive market, it’s crucial for...
View ArticleShow location map on dashboard
I want to show location map (using zip code) on dashboard for current leads and opportunities. Is there any way to achieve this?Thanks for your help in advance.
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Add Custom Buttons on Editable Grid within Microsoft Power Pages
Microsoft Power Pages provide an ability to customize the forms with various subgrids or other controls through Web Pages. Each subgrid can have many OOB button capabilities, such as Create, Associate,...
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How to validate solution using Solution Checker in the Power Platform Admin...
In our last blog, we saw how we can enable the environment as managed and how the admin can take control of the environment.In this blog, we will explore, how we apply Solution Checker in managed...
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London Automation Summit 2023: Unleashing the Power of Automation at Inogic...
London is abuzz with excitement as the highly anticipated Automation Summit 2023 approaches. On 20th May, in the heart of London Paddington, industry leaders, developers, and entrepreneurs from around...
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Additional Capabilities in Timeline View within Microsoft Dynamics 365 CRM
There are some additional features added to the Timeline view in the recent 2023 release wave 1 plan, like Display Layout, Copy to Clipboard command, and inline images and files in the notes.Let’s...
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5 Best Practices to Improve Microsoft Dynamics 365 CRM User Adoption!
Microsoft Dynamics 365 CRM has revolutionized the way organizations manage customer relationships, enabling businesses to streamline processes, enhance productivity, and drive growth.However, the...
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View & Manage License Consumption in a Dynamics 365/ Power Apps Environment
In an organization, we all know the significance and importance of License Consumption by the Users for an Environment, especially in the Business of Dynamics 365.To ease this for the Users, Microsoft...
View ArticleWebinar: Free up storage space in Microsoft Dynamics 365 CRM and securely...
Businesses using Microsoft Dynamics 365 CRM generate substantial data in the form of notes, sales literature, and email attachments. As these attachments accumulate, it can result in inadequate...
View ArticleHow to set up a workflow when an opportunity is Won
Hi,I would like to set up a workflow in order to send an email to a group of users when an opportunity is closed WON.As soon as an opportunity is on status Closed WON, I would like to send an email to...
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5 Best Practices to Improve Microsoft Dynamics 365 CRM User Adoption!
Microsoft Dynamics 365 CRM has revolutionized the way organizations manage customer relationships, enabling businesses to streamline processes, enhance productivity, and drive growth.However, the...
View ArticleClik here to view.
View & Manage License Consumption in a Dynamics 365/ Power Apps Environment
In an organization, we all know the significance and importance of License Consumption by the Users for an Environment, especially in the Business of Dynamics 365.To ease this for the Users, Microsoft...
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London Automation Summit 2023: Unleashing the Power of Automation with Inogic!
We would like to express our sincere gratitude to all the participants and supporters who played a vital role in making Inogic’s participation in the London Automation Summit 2023, held on May 19th and...
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Add Power BI Reports On Model-Driven App Form with Power BI Report Control
Earlier, Power BI reports on the CRM were directly added to the dashboard. However, recently we received a request from a client, who wanted to view a Power BI report of leads and opportunities related...
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3 Ways Click2Export in Dynamics 365 CRM can Save Financial Professionals Time...
According to a report by Gartner, only 16% of financial decision makers feel that financial data can be leveraged for decision making. This is mainly because of poor data management systems and data...
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Automatic Email content suggestion using Microsoft 365 Copilot
Marketing involves presenting an idea, a product, or a service to a target audience. By focusing on a customer’s needs and wants, companies are able to determine who might purchase their product and...
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Unable to import data using OOB excel import export
I am trying to update and insert data in one of my custom entity using oob export and import. However while doing so, it fails if we use excel as source format, because rowchecksum keeps changing. And...
View ArticleReoccurrence of email notification of a workflow
Hello,I would like to create a workflow that would send an email notification continuously to a user until a step is fulfilled in the stages of the workflow that I have created. For example: If the...
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