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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...

Inogic 23,915
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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 t...

Inogic 23,915
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Enhancing Sales Efficiency by Improving Relevance of Copilot Summary and Recent Ch...

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...

Inogic 23,915
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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 develope...

Inogic 23,915
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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. A...

Inogic 23,915
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5 Benefits of In-App Notifications for Microsoft Dynamics 365 CRM users

For a successful sales process, you need to stay up-to-date with crucial sales information like deal closures, opportunities won, incoming leads, etc. Wish you never missed important updates in Microsoft Dynamics 365 CRM and received automated not...

Inogic 23,915
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How to revert the managed solution’s version in case of an erroneous upgrade (Usin...

In Dynamics 365, managed solutions play a crucial role in deploying customizations and extensions across environments. However, managing solution versions can sometimes be challenging, especially when dealing with updates, dependencies, and compat...

Inogic 23,915
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Enhancements to ‘Focused View’ and its usage within Dynamics 365

Introduction: In the dynamic landscape of sales and marketing, the ability to effectively manage leads is a cornerstone of success. Yet, as businesses grapple with a multitude of tasks and data streams, maintaining clarity and focus in lead manage...

Inogic 23,915