Achieving and maintaining business success is a continual challenge in today’s dynamic landscape. To excel in this competitive landscape, you need to invest in and embrace innovative tools and strategies. One such powerful tool that has the potential to redefine the way businesses operate is Microsoft Dynamics 365 Sales CRM. This sophisticated platform offers a...

Are you eager to leverage Copilot but unsure where to get started? This webinar by the Inogic Professional Services Division is your perfect guide. We’ll delve into Microsoft Copilot, Generative AI, and Copilot Studio, and even showcase a live demo of a Copilot application built by our expert team. The Professional Services team has been...

Duplicate detection is a critical aspect of data management, involving the identification and handling of identical or highly similar records within a dataset. In this blog, we’ll show you the powerful union of these two tools, how they can transform the way you handle data in your Customer Relationship Management (CRM) system using Advanced Duplicate...

To develop effective sales processes, businesses need every advantage to connect with their customers and build lasting relationships. And for that, you need to reach them and be seen. And your traditional marketing channels like emails and digital ads aren’t giving you the results. So, what’s the solution? Classic TEXTING! A survey found that 91%...

Microsoft has released a new feature to see the highlights of the activities in the Table record’s Timeline using Generative AI. Using this Agents, can efficiently absorb crucial information, enabling faster and more transparent interactions with customers. The highlights show relevant items in a clear and concise bulleted format, facilitating quick analysis and easy reference....

I have placed a Cases Subgrid in the Account form and when I clicked on More Commands button on the Cases Subgrid, I cannot see the See associated records button, instead I can see the See all records button. Followed the below steps and resolved this issue. Step 1: Click on Settings. Step 2: Click...

Learn how our clients use Reporting Groups to see what their team members see on Dashboards in Dynamics 365 and Power Apps. https://www.crmsoftwareblog.com/wp-content/uploads/Introduction-to-Reporting-Groups.mp4 Transcript This is Steve Pestillo from P2 Automation. Recently a client reached out and asked if there was a way that we could set up a Sales Management dashboard using out-of-the-box dashboard...

    Power Pages is a great low-code service that people with wide-ranging skill sets can use to create external-facing websites. Let’s take a look at what Microsoft has in store to improve the functionality and accessibility of Power Pages with the 2024 Wave 1 updates. The four major themes: Microsoft has four major themes...

Microsoft Dynamics 365 has been one of the instrumental tools for businesses to streamline processes, simplify operations, improve efficiency and productivity, and help create strong customer relationships. In addition to that, a suite of CRM and ERP tools also help businesses to automate repetitive tasks, facilitate advanced data analytics, and ensure a high-level of accuracy...

When it comes to integrating data, especially in complex systems like Dynamics 365, a common task is to search through records using text values instead of direct identifiers like a GUID. Imagine you have a list of names and you need to find their corresponding records in a database. This process, known as a lookup,...