Inogic - Microsoft Dynamics 365(crm) Tips And Tricks

By Inogic
Microsoft Dynamics 365 CRM Tips and Tricks
  1. Accurate data is the lifeblood of any successful CRM system and sales process. But let’s face it, duplicate records are a persistent problem. They create confusion, clutter your database, and ultimately sabotage your sales and marketing efforts. And not all duplicates are created equal. Sometimes, you encounter partially similar records. These might have variations in… Read More »

    The post Eliminate Dynamics 365 CRM Duplicates with Master Record Selection and Fuzzy Merging Logic to boost sales productivity! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

  2. As we know, Google’s re-CAPTCHA service incorporates various mechanisms, including advanced risk analysis and adaptive challenges, to differentiate between legitimate users and potential bots or malicious actors. By analysing user behaviour and various risk factors, captcha aims to provide a seamless experience for genuine users while effectively blocking automated bots and other abusive activities on… Read More »

    The post A Guide to Integrating Google re-Captcha in Power Pages first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

  3. Are you using SMS for Support? Updates? Promotion?  We all know SMS messaging is one of the best communication sources when it comes to open rates. A whopping 98% of SMS are opened, and 90% are read within just 3 mins! But let’s face it, plain text SMS can be mellow and easily ignored. Imagine… Read More »

    The post Art of Emojis & Images in SMS Marketing – with Microsoft Dynamics 365 Integration first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

  4. Adaptive Cards are like little info boxes you can add to bots in Microsoft Copilot Studio. These cards can also be shared with other apps and services. You make them using a special code called JSON. With Adaptive Cards, you can put in text, pictures, and buttons to make your bot conversations more interesting. They… Read More »

    The post Maximizing User Engagement with Adaptive Cards in Microsoft Copilot Studio first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

  5. You’re in the midst of a busy day, juggling multiple tasks in Dynamics 365 CRM. A new lead comes but it gets buried in all the emails. Or you missed out on a key status change on a big opportunity. Ugh!! Yeah, we’ve all been there. You want your CRM to notify you of such… Read More »

    The post Webinar: Take Control of Alerts & Notifications in Your Dynamics 365 CRM with Alerts4Dynamics! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

  6. Introduction: Microsoft has introduced a noteworthy addition to the Wave 2 release, enhancing the attachment experience within emails. This feature empowers agents, allowing them to work with attachments more efficiently, ultimately saving time and boosting overall productivity. This guide in general provides an outline of how this enhanced attachment experience can overall benefit while working… Read More »

    The post Enhanced way of Handling Attachments of Emails in Microsoft Power Apps first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

  7. AI Builder is a tool offered by Microsoft as part of the Power Platform. It’s licensed based on the capacity you need for your organization. This capacity is managed by an administrator who allocates it to different environments within the Power Platform. Different features of AI Builder consume credits at different rates. Credits are like… Read More »

    The post View and Manage your AI Builder Consumption Report first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

  8. Messaging is a powerful tool for customer engagement, with 90% of messages read within the first three minutes of delivery. This immediacy makes SMS an effective component of a sales communication strategy, leading to quicker responses from leads. However, without integrating your texting system with your CRM, efficiency drops as you toggle between systems to… Read More »

    The post Dynamics 365 CRM and SMS Integration for Smarter Sales, Marketing, and Customer Service Processes! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

  9. I recently came across a unique client need that they wanted to streamline the process of creating new email records in Dynamics 365 by having certain fields pre-populated based on existing emails. The client’s goal was to generate a nearly similar email record with an existing email, modifying only a few specific field details.  After… Read More »

    The post Simplifying Dynamics 365 Record Creation with Pre-populated Fields Using Xrm.Navigation.navigateTo first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

  10. The synergy of Microsoft Dynamics 365 CRM and SharePoint is undeniable. Linking them streamlines workflows, boosts collaboration, and enhances document management. Businesses leveraging Microsoft Dynamics 365 CRM often opt for the native SharePoint integration for its ease of use and cost-effective storage benefits. In this blog, we will guide you through the process of setting… Read More »

    The post Secure Your Dynamics 365 Attachments in the Cloud: Easy SharePoint & CRM Integration Guide! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

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