Data modeling, what is it and why does it matter? One could argue that data modeling is the most important part of any report or dashboard. A report or dashboard can have a lot of compelling visuals and tables, but if the data is not correct then it is just a pretty picture that really...
Tag: Tips
Understanding Kanban Board in Microsoft Dynamics 365 CRM – What Are They & How to Use Them!
It is the day and age of VISUALIZATION! Do you know why? It is because…. Visual representation gets 90% more views than text-based information. Our brains tend to process visuals 60,000 times faster than text. 97% of people respond better to visual directions as compared to 68% for text-only directions. This means that visualization has...
How to Increase B2B Sales with Microsoft Dynamics CRM Software and CPQ
Selling from business to business (B2B) has become a more developed – and more complex – process in the last several years. Sales cycles have lengthened because of more red tape and extended negotiations. Do your sales representatives use several disconnected tools to complete quotes and close deals? How much of their time is spent...
ClickDimensions Email Sends: Excluded Recipients
ClickDimensions is one of a multitude of marketing applications that streamlines efforts and simplify the approach to reaching existing and potential customers. However, sometimes all of the messages don’t go out from an Email Send and the stats will show “excluded recipients”. Why are some recipients excluded from Email Sends and how can this be...
Microsoft CRM Migration to the Cloud – VIDEO from Microsoft
Microsoft CRM Migration to the Cloud – VIDEO from Microsoft for your Cloud Upgrade to Dynamics 365 Before your Microsoft CRM Migration – Questions to ask your Cloud upgrade partner in USA or Canada. Capability How many upgrades? Our team has performed over 1000 ERP and CRM upgrades over the past years including on-premise to...
Useful Tips and Tricks to Get the Best of Canvas Power Apps – Part 3
Recently, Power Community concluded a live Developer Bootcamp dedicated to Power Apps from 19-21st May 2022 where Power Apps developers from around the globe came to share techniques and approaches for solving various power apps development challenges. We Inogic, being a sponsor, also introduced our new gamification app Gamifics365 for Microsoft Dynamics 365 CRM. In...
enCloud9’s Best Implementation Practices
Every month, enCloud9 chooses one topic from the Power Platform/Dynamics 365 universe and focuses their blogging on that topic. This past month, our topic was Best Dynamics 365 Implementation practices. Here are snippets of each article we wrote and links so you can read more. 6 Keys to a Successful CRM Implementation Many CRM...
Data Security and Document Management made easy with new-age Microsoft Dynamics 365 CRM productivity apps!
Managing data storage space and ensuring data privacy is the basic requirement essential for the smooth functioning of any organization. But the scale of data that you deal with on a daily basis in your Dynamics 365 CRM is steadily increasing. The rapid growth in documents/attachments associated with your customers calls for alternative measures to...
How to Setup a Dynamics 365 integration with SharePoint
If you are looking for a CRM / SharePoint integration and the CRM you have is Dynamics 365 Customer Engagement, we have good news for you. Microsoft provides a native SharePoint integration in Dynamics 365. Many companies go ahead with it because getting it to work is pretty straightforward, and there are plenty of benefits....
Gamification in Microsoft Dynamics 365 CRM – Encourages both competition and collaboration!
Gamification has taken the world by storm. This is because gamification can work any place you have people and there’s a desire to motivate or engage them. You can see examples of gamification everywhere, from entertainment industries to supply chain and logistics industrial companies. Across all parts of the world, you will find there is...