Category: Microsoft Dynamics 365 News and Tips

In today’s fast-paced world, customers expect instant information and quick resolutions to their issues. Exceptional customer service is a crucial factor for companies to stand out from their competitors and thrive in revenue. When self-service options fail, customers often turn to customer service centers through various means such as chat, phone, email, and social media...

Businesses are going paperless in most of their operations given the myriad benefits – increased efficiency, cost reduction, and improved customer satisfaction. Electronic signature is one of the ways of going digital as it reduces paperwork and makes the approval process seamless and quicker. DocuSign is the top choice for electronic signatures. Further, integrating DocuSign...

  Welcome back, Techies! We hope the latest chapter of our blog series, ‘Maplytics as a successful add-on to Microsoft Dynamics Field Service’, Microsoft Dynamics 365 Field Service: A Guide for Resource Scheduling Management was an interesting & engaging read for you! After successfully covering, Enhanced functionality with Integrated Maps and A Guide for Territory Management...

  CRM software is used to manage all aspects of a business’s interactions with customers, including sales, marketing, and customer service. Businesses employ a CRM system in the present digital era to stay competitive and meet the changing demands of their customers. Because there are so many options available, choosing between Dynamics 365 CRM and...

Dataverse Accelerator is a new Experimental feature released by Microsoft to use the low-code plug-ins in the Dataverse environment. Low-code plug-ins are reusable, server-side synchronous business logic workflows that executes in real time. In one of my previous articles, I had explained about How to create an Instant Plugin using the Dataverse Accelerator and in this...

Use a Dialog-Style Window in the Side Panel to collect information from end-users in Dynamics 365 and Power Apps. https://www.crmsoftwareblog.com/wp-content/uploads/Side-Panel-Windows.mp4 Transcript This is Steve Pestillo from P2 Automation, and welcome to the next video in our short miniseries called “Fun with Canvas Apps”. The point of this miniseries is not to show you how to...

  For quite a while, the in-app notifications feature was in preview mode within Power Apps.  Now, it’s a full-fledged component of Power Apps and allows customizers the ability to work with the Notification table within the Dataverse.  Records on this table can be displayed to app users as notifications from a dedicated notification area...

What We Learned About How to Get Out of the “I Need More Details” Death Spiral Without Making Stuff Up in Your Sales Proposals. Author: Chuck Ingram What We Learned Even if you are not a Chief Revenue Officer – Sales methodology and sales tech is a huge topic these days. Companies must grow; they can’t...

  Are you ready to take your Microsoft Power Platform skills to the next level? Join us at European Power Platform Conference (EPPC23) in Dublin, Ireland, from June 20th to June 22nd, 2023, at the CCD. We, Inogic, the leading Microsoft Gold ISV Partner for Microsoft Dynamics 365 CRM and Power Platform solutions, will be...

In today’s fast-paced digital world, non-profits are always on the lookout for innovative ways to engage donors, deliver effective programs, and advance their missions. That’s where Microsoft Cloud for Nonprofit comes in—an incredible solution that empowers organizations with scalable and transformative mission impact. 1. Intelligent and Integrated Cloud Capabilities With Microsoft Cloud for Nonprofit, you...