Introduction In an era where technology and customer expectations evolve rapidly, the insurance industry faces the compelling need to modernize and transform. At the core of this transformation is the unyielding focus on enhancing customer experience, streamlining operations, and fostering innovation. In this context, the Dynamics 365 Portal emerges as a game-changing asset, equipped to...

Learn how to import leads, match existing records, and assign each to a Marketing List with one simple process using Dataversifier. https://www.crmsoftwareblog.com/wp-content/uploads/Lead-Import.mp4 Transcript This is Steve Pestillo from P2 Automation. In all of my years of working with Dynamics 365, I’d have to say the most common question I get is how do I get...

In the contemporary commercial landscape, sales and marketing strategies are evolving to become more interactive and consumer-centric. At the heart of this transformation is Conversational Marketing (CM), a real-time, one-to-one connection between marketers and customers. Chatbots, messaging apps, and AI-driven communication tools are paving the way for better and more meaningful interactions between brands and...

  Do you find yourself exhausted from dealing with the complexities of handling duplicate records in your Microsoft Dynamics 365 CRM system? If you’re in agreement, you’re not alone. Numerous organizations encounter the challenging task of keeping their CRM database clean, especially when it comes to managing redundant and unnecessary data caused by the entry...

  What is Document Management in Dynamics 365? One of the challenges of maintaining business relationships is managing customer-specific documents, that are always important and are sometimes generated in large volumes. Microsoft has recognized that Dynamics 365 is not the best for directly handling this task and has developed a standard SharePoint integration to address...

Click here to view all Plugins 4 Dummies Videos In this next video, we cover how to work with Currencies. While you may think it’s similar to Integers, it’s surprisingly quite different. Luckily all of this code is premade so you can copy/paste it from my GitHub page. Again using the A + B =...

  Starting a Customer Relationship Management (CRM) project can be daunting…especially if you’ve had a bad experience in the past. Did you know that over 50% of people are unhappy with their CRM?! We don’t think that this is OK.  This is why we highly recommend starting any CRM project with an Envisioning Lab.  This...

Click here to view all Plugins 4 Dummies Videos This will be the first visual plugin for the end user. Here we will learn how to work with integers that are added together. A + B = C. It’s a simple yet powerful understanding of how the logic of a backend code works. Click Here...

  The Dynamics 365 Community Summit in North America was a resounding success, with attendees raving about the amazing experience, the opportunity to network with like-minded techno geniuses in a knowledge-rich environment, and the keynote sessions that left them eager to return next year. Team Inogic was honored to be a part of this prestigious...

Microsoft Teams is a powerful collaboration platform that offers a wide range of features and capabilities to help organizations work more efficiently and effectively. Companies are using Teams to stay connected by having an easy-to-use business chatting and collaboration platform.  Microsoft Teams can bring co-workers, prospects, and customers together who are working remotely by using...