Inogic - Microsoft Dynamics 365(crm) Tips And Tricks

1. Webinar: A technical deep dive into How Copilot & Generative AI Can Transform Business Productivity

   If you are one of the organizations enthusiastic about riding the Copilot wave but struggling to arrange the gear, this webinar by the Inogic Professional Services Division is for you. It would take you through the depths of the concept of Microsoft Copilot, Generative AI, Copilot Studio, and a live demo of a Copilot Application… Read More »

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2. Understanding Key Phrase Extraction in Power Automate for Text Analysis

   The key phrase extraction model identifies the main topics in a text document. For example, if you have a sentence like “The movie was entertaining and the acting was impressive!”, the model would extract key phrases such as “movie”, “entertaining”, and “acting”. This model helps to identify and list important themes or subjects from unstructured… Read More »

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3. 6 User-Friendly steps to connect Dynamics 365 CRM with Mailchimp – Effortless Integration!

   As a CRM user, you understand the importance of managing customer relationships effectively. But what about integrating your marketing efforts for a more holistic view of your audience? This is where Mailchimp integration becomes a game-changer. Introducing Marketing4Dynamics: Your Mailchimp Bridge to Productivity Marketing4Dynamics is an innovative app by Inogic that seamlessly connects your Microsoft… Read More »

   The post 6 User-Friendly steps to connect Dynamics 365 CRM with Mailchimp – Effortless Integration! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

4. Automate Creating Customer Voice Survey Invitations using Canvas Power Apps

   In our previous blog, we explored the potential of automating the survey invitation process using Power Automate Flow. We concluded that this approach, coupled with personalized variables in the Customer Voice Survey, provides a streamlined method for collecting and analyzing valuable customer feedback. In this blog, we will consider a similar use case scenario in… Read More »

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5. Building a Custom AI Text Editor using Microsoft’s Azure OpenAI

   In today’s world, the demand for intelligent applications that can analyze and transform text is increasing rapidly. AI-powered text editors are becoming popular for generating content as well as data restructuring tools for many developers and businesses. For any business, it is important to have data stored in the CRM system consistently and according to… Read More »

   The post Building a Custom AI Text Editor using Microsoft’s Azure OpenAI first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

6. CRM User Adoption Simplified: A Guide to Using Dynamics 365’s User Adoption Monitor

   CRM is essential for an effective sales process. It helps businesses streamline workflow, maintain data quality, boost sales productivity and performance, eliminate manual tasks, etc. But to get the most out of your CRM investment, it is essential to ensure high levels of user adoption. Low user adoption can lead to ineffective CRM implementation, lost… Read More »

   The post CRM User Adoption Simplified: A Guide to Using Dynamics 365’s User Adoption Monitor first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

7. Refresh Dynamics 365 CRM Subgrid from Embedded Canvas App

   In Microsoft Dynamics 365, the ability to embed Canvas Apps brings the power of Canvas Apps to their model-driven forms. Recently, we got a requirement to create a record of the related entity (e.g., “Suggestion”) from the Canvas App embedded in the Appointment entity form. There was a subgrid of the “Suggestion” entity added next to… Read More »

   The post Refresh Dynamics 365 CRM Subgrid from Embedded Canvas App first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

8. Enhancing Sales Efficiency by Improving Relevance of Copilot Summary and Recent Changes

   We are all familiar with the Sales Copilot and its time-saving features. In the previous blog, we have seen how copilot helps to boost sales efficiency in Microsoft Dynamics 365 CRM. In addition to it, users can now customize Copilot to generate a summary and recent changes list based on the columns that matter the… Read More »

   The post Enhancing Sales Efficiency by Improving Relevance of Copilot Summary and Recent Changes first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

9. Outsource your Dynamics 365 CRM and Power Platform Development: 3 Reasons Why

   Inogic specializes in outsourced development for Microsoft technologies like Dynamics 365 CRM, Azure OpenAI, Copilot, and Power Platform. Drawing from a pool of 150+ experts with 15+ years of experience, we provide rapid access to skilled developers, enabling businesses to augment teams or meet deadlines cost-effectively. Inogic’s Outsourced Development Services offer specialized Microsoft skills without… Read More »

   The post Outsource your Dynamics 365 CRM and Power Platform Development: 3 Reasons Why first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

10. Managing Work Orders based on Completion Status in Dynamics 365 Field Service

    In the dynamic landscape of modern business operations, efficiency is important. Whether in manufacturing, service industries, or any other sector, the effective management of work orders is crucial for smooth workflow and customer satisfaction. Among the various aspects of managing work orders, one significant factor that directly impacts productivity is completing tasks based on their… Read More »

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