What is Document Management in Dynamics 365? One of the challenges of maintaining business relationships is managing customer-specific documents, that are always important and are sometimes generated in large volumes. Microsoft has recognized that Dynamics 365 is not the best for directly handling this task and has developed a standard SharePoint integration to address…
Click here to view all Plugins 4 Dummies Videos In this next video, we cover how to work with Currencies. While you may think it’s similar to Integers, it’s surprisingly quite different. Luckily all of this code is premade so you can copy/paste it from my GitHub page. Again using the A + B =…
Starting a Customer Relationship Management (CRM) project can be daunting…especially if you’ve had a bad experience in the past. Did you know that over 50% of people are unhappy with their CRM?! We don’t think that this is OK. This is why we highly recommend starting any CRM project with an Envisioning Lab. This…
Click here to view all Plugins 4 Dummies Videos This will be the first visual plugin for the end user. Here we will learn how to work with integers that are added together. A + B = C. It’s a simple yet powerful understanding of how the logic of a backend code works. Click Here…
The Dynamics 365 Community Summit in North America was a resounding success, with attendees raving about the amazing experience, the opportunity to network with like-minded techno geniuses in a knowledge-rich environment, and the keynote sessions that left them eager to return next year. Team Inogic was honored to be a part of this prestigious…
Microsoft Teams is a powerful collaboration platform that offers a wide range of features and capabilities to help organizations work more efficiently and effectively. Companies are using Teams to stay connected by having an easy-to-use business chatting and collaboration platform. Microsoft Teams can bring co-workers, prospects, and customers together who are working remotely by using…
The business landscape has undergone a seismic shift with the onset of digital transformation, making Customer Relationship Management (CRM) not just pivotal but absolutely vital. As companies grapple with heightened customer expectations, a potent CRM system emerges as the sine qua non for a sublime customer experience and operational efficiency. Treading the vast expanse of…
Microsoft Power Automate, previously known as Microsoft Flow, is a cloud-based service that allows you to automate workflows and integrate various applications and services without the need for extensive coding. It enables you to create automated processes, called flows, that can be triggered by various events, including HTTP triggers. An HTTP trigger in…
Creating a predictable sales pipeline is the Holy Grail for revenue leaders. In the world of digital transformation, where technology plays a pivotal role in shaping business strategies, achieving this goal can seem like a daunting task. In this article, we will explore how you can leverage DealHub and Microsoft Dynamics 365 Sales to build…
Click here to view all Plugins 4 Dummies Videos The very first running plugin will be the alert. I chose this because of the very important lesson of knowing what data you are working with. Once you master alerts you have the tools you need to create more advanced functions. Click Here to Visit the…