Twice a year, Microsoft updates its Dynamics 365 solutions to ensure the software remains cutting-edge and user-focused. In their latest release, Microsoft introduced several new features designed to improve the marketing experience within their CRM platform. This blog highlights three key updates in Microsoft Marketing that can help your business enhance client interactions and optimize…
Rachel Lowenstein here with part of my Microsoft Power Apps Portal Pages How To Series. This series looks at bringing images into the Power Apps Portal Pages from Dynamic 365 CE via Liquid and HTML. You want to bring in an image column into the Portal Page of a Power App. 1. Create an image…
The holiday season is just around the corner, but is your Dynamics 365 CRM causing unexpected challenges? Worried about disruptions affecting your year-end goals? Don’t stress—Inogic has the perfect solution to ease your concerns and get your CRM back on track! Introducing Season 3 of our Pre-Holiday Webinar Series! This magical series is designed to…
Bridging the Sales Team-Delivery Team Gap in Dynamics 365 CRM Development with Agile and DevOps Methodology. In the dynamic world of Dynamics 365 development, one persistent challenge IT consulting firms face is the Sales-Delivery gap. This disconnect between what Sales Teams (Sales) promise and what Professional Services Teams (Delivery) execute can derail projects and strain…
Rachel Lowenstein here with part of my Microsoft Power Apps Portal Pages How To Series. This blog looks at how to conditionally show or hide content based on the current logged in users web role. Sometimes you need to be able to hide data from CRM based on the logged in user of the portal.…
The #1 Question We Hear from Customers I’ve worked with hundreds of businesses over the last 20 years as they decide whether they should get CRM. A lot of people ask me, “Why should I get CRM?” The answer: it depends on your particular business, your sales needs, your marketing, and your customer service needs.…
Over the last several years, Microsoft has cemented itself as a best-in-class provider of CRM and ERP solutions with its Dynamics 365 platform, which contains a wealth of tools for sales, marketing, operations, finance, service, and more. Dynamics 365’s many advantages include seamless integration with Office and other Microsoft products, the ability to code custom…
Efficient data management is a critical factor in a company’s success. However, duplicate records can disrupt operations, leading to wasted time, miscommunication, and missed opportunities. It’s estimated that 20%-30% of a database often consists of duplicates, resulting in multiple entries for the same contact or account. This can cause confusion and deliver inconsistent messages to…
Situation I decided to write this blog post after encountering multiple situations where there was a need to extract, transform and load multiple files from a folder as a Source into Dynamics 365 using Azure Data Factory. In one particular case, our client had multiple flat files that were dropped into a blob storage daily…
The air isn’t just filled with the warmth of roasted chestnuts or the crunch of dried leaves—there’s also excitement around ChatGPT Search. While direct access is currently limited to a select few, its extension for Google Chrome is freely accessible. Curious to explore its capabilities, I installed the extension and engaged in a conversation with…