Tag Archives: Productivity
Are you making the most out of Dynamics 365 CRM / Power Apps? Here are 12+ productivity apps to check if you are!
When great solutions like Dynamics 365 CRM / Power Apps hit the market, it revolutionized the way industries organized and managed their customer data as well as engaged and maintained relationships with them. Foundational software like a CRM is by nature huge in its capacity to deal with information and simultaneously hosts a massive library of features to do all kinds of information processing to allow smart business solutions.
Such a software base is the ideal opportunity for innovators and technology enthusiasts and so we took this opportunity to create out-of-the-box solutions that powered businesses to achieve their organizational goals by becoming more productive, efficient and tech savvy. With our current 12+ productivity apps we have an arsenal of solutions that can tackle any business challenge that a business can throw at us.
Let’s unpack these apps to see the many ways your business can make the most of the Dynamics 365 CRM / Power Apps.
Integration Apps:
– Maplytics™ is a leading mapping solution that is certified and preferred solution by Microsoft on AppSource. It is a geo-analytical mapping app with features like Territory Management, Radius Search, Appointment Planning, Optimized Routing, PCF Controls, Census Data, Heat Maps, Truck Routing, etc. that helps users to visualize and analyze Dynamics 365 CRM data on map.
– InoLink provides bi-directional integration between Dynamics 365 CRM and Intuit QuickBooks thereby giving users a 360-degree view of customer accounting information within Dynamics 365 CRM.
1 Click Productivity Apps:
– Be it cloning parent-child records, records with more than 100-line items or creating multiple copies of a single record – name it and Click2Clone will get it done with just a single click.
– An expert app to schedule, export and email Dynamics 365 CRM Reports/CRM Views/Document Templates (Word, Excel, Email) in 5 different formats – Excel, Word, PDF, CSV or TIFF – with just a single click.
– Undo recent or past changes in record(s) or restore deleted record(s) in Dynamics 365 CRM in 1 Click with Click2Undo. A worthy combination of ‘ctrl+z’ and ‘recycle bin’ features rolled into one handy app.
Attachment Management Apps:
– SharePoint, Dropbox, or Azure Blob Storage – Attach2Dynamics will help you to store & manage your documents/attachments in a cloud storage of your choice from within Dynamics 365 CRM.
– A sure shot way to ensure secure and reliable access to confidential documents stored in SharePoint along with seamless attachment management from within Dynamics 365 CRM.
Visualization Apps:
– Visualize Dynamics 365 CRM data in Kanban view by categorizing the entity records in lanes and rows as per their status, priority or Business Process Flow stages.
– A smart way to visualize the relationships between Dynamics 365 CRM entities or related records and connections in a mind map view.
Stand-Alone Apps:
– Send alerts and notifications to your team members through pop-ups, email or form notification which can be viewed from anywhere in CRM.
– Keep track of user actions and performances in Dynamics 365 CRM on daily, weekly or monthly basis.
– Assign all pending workload, incoming Leads automatically in a fair and even manner through Lead Assignment and Distribution Automation. No mismanagement, no cherry picking.
Billing Apps:
– Automate and streamline the billing processes – generating invoices, sending payment reminders, calculating charges on delayed payments – in Dynamics 365 CRM through Recurring Billing Manager.
– Ultimate time-saving app specifically designed for Software Publishers and Value Added Resellers (VARs) with flexible billing schedules, payment reminders and penalty calculations.
– Eliminate manual calculations, increase accuracy, save time for the entire team and improve productivity by automating and managing tax calculations in Dynamics 365 CRM with Auto Tax Calculator.
Let’s us give you an example of document management in Dynamics 365 CRM.
Storage space is limited in Dynamics 365 CRM. Even with native SharePoint integration, managing attachment in Dynamics 365 CRM seemed to be a tedious work. Many of our clients faced this issue. Keeping this in mind, we introduced two document management apps – Attach2Dynamics and SharePoint Security Sync.
provides native integration between Dynamics 365 CRM and three different cloud storages – SharePoint, Dropbox, and Azure Blob Storage. Users can store and manage attachments in cloud storage of their choice from within Dynamics 365 CRM. Its features include Bulk Migration of history attachments, drag & drop, upload, download, copy link, email, create folder and much more. In one shot, users can free their disk space in CRM by moving the attachments to the cloud storage of their choice.
, on the other hand is an advanced version of Attach2Dynamics. It enhances the basic integration of Dynamics 365 CRM and SharePoint by syncing the security privileges of D365 with that of SharePoint. In other words, it restricts the access to confidential documents stored in SharePoint based on the security privilege assigned to the user in CRM. In addition to this, just like Attach2Dynamics, it enables document management in SharePoint from with Dynamics 365 CRM.
With these two apps, users can get maximum utility of storage space in Dynamics 365 CRM. No more worry about running out of space.
All of our apps are Preferred Apps on , you can directly try our apps from the AppSource or you can head on to to get started with your free trial. If you need a walkthrough of any of the features you can send us a mail at crm@inogic.com to understand how these solutions fit into your organization and solve your personal business challenge.
So until next time – stay safe and stay productive with our Productivity Apps!
Switch from Old Record View to Kanban Board View to Maximize Business Productivity within Dynamics 365 CRM / PowerApps
Information lies at the bottom of every decision we make in business. And well-informed decisions can directly affect the current outcomes of the business as well as shape the future course and direction of businesses towards their desired goals and vision. So if the information is so important today, why not simplify it?
As Dynamics 365 CRM / PowerApps users, you are well aware of the expanse and complexity of information available to you through this great software. So the next order of business is to make the most of it. Here’s when Kanban Board comes into the picture. () is a card-based system that can change the way you categorize and visualize your Dynamics 365 CRM and PowerApps data.
Let’s walk through the feature highlights of Kanban Board with Kanban View to better understand the utility of this:
Kanban Visualization of Views
We are visual thinkers by nature, in simpler words, we understand faster by seeing visualizations. Banking on this insight, Kanban Board introduces a card-based visualization system that allows users to visualize any CRM View as distinct lanes called a Kanban View. This view allows for quick access as well as easy understanding and classification of the data in the view, as you can see in the screenshot.
Business Process Flow
A business process is a series of steps that go through various transition phases. When a business process flow is defined for an entity, users can organize and categorize the records using the Kanban Board. For instance, in the ‘Opportunities’ entity users can select the Business Process Flow defined for the entity and get the Kanban view of records at various stages of the process.
Row Grouping
Another powerful feature of Kanban View is that it allows users to categorize and group records in a row based on any field value. For instance, consider if a user wants to group records based on their priority of High, Normal, Low, or Other. They can simply drag and drop the cards from one row to another and the field of that record is updated in both lanes & row automatically!
Drag and Drop
The modern-day app and feature design have the user as the central focus. One of the most popular functionalities that is made for users is the drag and drop functionality. Kanban Board allows users to drag and drop the cards across columns to quickly update the values of the underlying category field as shown in the above screenshot.
Quick Activity Actions
Kanban Board gives users the option to perform some actions instantly by definingQuick Activity actions for the records. Three quick activity actions can be defined as of now. A quick create form is displayed that comes pre-filled with references to the said record already set.
So this was all from this productivity app and how it transforms the user experience and maximizes output. But don’t just take our words for it, you can explore more and from our website, you can even find it on . Wondering if this might be the right productivity app for you? Get a free demo by emailing us at crm@inogic.com and we’ll walk you through the solution and how it can apply to your organizational needs.
Until next time – Stay safe and Kanbanize to optimize your working style!
Enhance Dynamics 365 CRM & Power Apps productivity with 1 Click Inogic productivity Apps!
Today, you will find innumerable productivity apps that are available in the market which will help you to enhance Dynamics 365 CRM productivity in one way or another. But it seems quite tedious to search and find the right app for your organization. To make your search easy, we will shed light on some of the popular productivity apps that will enhance your Dynamics 365 CRM/Power Apps productivity.
Now to make it interesting, let’s follow the everyday routine of a Dynamics 365 CRM user – Dan who is a Sales Manager at Apex Tech Ltd. – who has quite a few productivity apps installed in his CRM to ease the workload of daily mundane activities.
Everyday, Dan has to deal with a huge amount of customer data. And while dealing with such humungous data, he finds it quite frustrating when the data entered in CRM is incorrect and he has to rectify it. To overcome this, he makes use of () – 1 Click productivity app to undo changes and restore records in Dynamics 365 CRM/Power Apps. With Click2Undo at his disposal, Dan can now undo the last changes made to the record, changes done in the past and restore deleted record with just 1 Click. The long hours and effort required to rectify these accidental mistakes is now done with just a few clicks making his day more productive and fruitful.
The next task that Dan has to do is to create Quotes, Opportunities, etc. in Dynamics 365 CRM. Many times, there are more than 100-line items that he finds quite tiresome to deal with. For this, he now uses () – 1 Click productivity app to Clone/Copy Dynamics 365 CRM records. With Click2Clone, Dan can now clone parent-child records, clone/copy multiple records, copy records from one entity to another, create multiple copies of any given record, etc. in just a single click. It has significantly reduced the amount of time spent by him on repetitive data entry.
Once all the records are created, Dan finds it difficult to export these data in a format of his choice and send it to the customers. To overcome this, Dan now uses () – 1 Click productivity app to Export & Email Report/CRM View/Word/Excel templates. With Click2Export, Dan can now export Dynamics 365 CRM data in five different file formats – PDF, Word, Excel, CSV and TIFF. He can email the exported files to customers, save it as note attachments, download it or upload it to SharePoint with just 1 Click. He no longer has to spend hours extracting reports from Dynamics 365 CRM. Just a few clicks and his work is done.
Dan, with the use of these three 1 Click productivity apps was able to increase his efficiency in dealing with mundane day-to-day activities and improve his overall productivity.
That’s not it, – Make your Choice to Maximize Business Productivity!
Go to our or and download them for a free trial of 15 days.
Feel free to contact us at crm@inogic.com for any queries or personal demo on any of these 1 click productivity apps.
Until then – Stay Safe, Stay Healthy!
Top 5 reasons why our 1 Click productivity app Click2Export is Preferred App to Export Dynamics 365 CRM reports!
is a productivity add-on for Dynamics 365 CRM and Power Apps that allows users to export Dynamics CRM Reports/Word/Excel templates and CRM Views data in just one click. Now a , this app helps the user in exporting Dynamics 365 CRM data in 5 different file formats viz. Excel, Word, PDF, CSV as well as TIFF. Apart from exporting reports, users will also be able to download the exported reports, , attach it to a note, or attach it to an email. Moreover, users can send embedded CRM Views data via email and also schedule the exports at regular intervals.
Let us go through all the features of Click2Export and find out how and why this 1 Click productivity app is an ideal Dynamics 365 CRM solution for your organization.
1. Export Report/CRM Views/Word/Excel templates in a single click:
With the help of this feature, users get the flexibility to export Dynamics 365 CRM data in different templates in a format that best suits their business requirements. And all this in just one click making their tasks easier and saving more time thereby increasing efficiency.
2. Export files in different formats:
Click2Export allows users to export files in five different formats – PDF, MS Word, MS Excel, TIFF or CSV. Word templates are exported in PDF or MS Word format whereas CRM Views or Excel templates are exported in MS Excel format.
3. Set a schedule to export reports at regular intervals:
Exporting of Dynamics 365 CRM data manually is a tiresome task that reduces the productivity of users. But using this feature, setting a schedule to export required Dynamics 365 CRM data at regular intervals is made possible. Users can set a schedule to export the data for a defined period of time – daily, weekly or monthly. These reports can also be emailed to the necessary recipients automatically using Click2Export.
4. Workflow automation:
With the help of this feature, users can export the Dynamics 365 CRM data on the occurrence of an event easily through automation with the help of workflows. For example, on activation of ‘Quote’, an email can be sent out to the client with the Quotation attached to the email.
5. Email exported files as Attachments, Attach as notes, Upload to SharePoint or Download:
Click2Export not only just exports Dynamics 365 CRM data but also helps users to perform 4 different actions with the exported files in Dynamics 365 CRM. They can download the Reports/Word/Excel templates for offline consumption, attach them to an email to send to the required recipient, store them as note attachments in the respective Dynamics 365 records or upload them to SharePoint.
With all these features of Click2Export, the mundane and burdensome task of exporting Dynamics 365 CRM data will turn into effortless work.
So, what are you waiting for? Reap the benefits of this 1 Click productivity app Click2Export and increase your Dynamics 365 CRM efficiency by downloading it from our or
That’s not it, check out our other 1 Click productivity apps and . For more information on any of these, please send us a mail at crm@inogic.com.
Till then, stay safe and stay healthy.
It’s the Perfect Time to Reimagine Your Business Productivity
If you’re doing the very best you can to keep your business thriving during a tumultuous 2020, some of this might sound familiar… You’re doing all you can to manage your organization. You have one team member managing the day-to-day financials while working from home full-time. You have another calling on sales contacts while venturing into the office from time to time.
How Chatbots Improve Employee Productivity in the ‘New Normal’
Coronavirus has ushered upon us an era of isolation and curtailed face-to-face operations in favor of virtual interactions. The service of demand and delivery has shifted mainly to digital channels. While this trend was visible in the pre-COVID world, the global pandemic has accelerated digital-first engagement to something which has become known as the “new normal.”
However, as employees continue to work from home, businesses and their customer service/IT help desk teams are confronted with new challenges. They are witnessing an unprecedented level of demand, plus constant changes in support volume due to new platforms and remote working.
A recent Zendesk study found that there has been, on average, a 48 percent increase in the number of support tickets since last February witnessed on their platform. The study clearly shows that employees are heavily reliant on instant and quality technical support during this “remote everything” era.
The question now is: How can organizations transform their IT help desk operations amidst the ongoing COVID-19 crisis to ensure business continuity and high employee productivity, without overburdening their IT help desk?
Round-the-clock self-service platforms, such as chatbots or virtual assistants, fueled by conversational AI and natural language processing (NLP), are helping organizations adapt and efficiently manage their employee and customer engagements during this challenging time.
How Chatbots and Virtual Agents Fit the Bill
Organizations are struggling to present employees working from home with efficient self-service options to ensure an uninterrupted flow of work and minimal business disruptions. An AI-powered chatbot that delivers 24×7 self-service framework for employees is an ideal option. It can offer prompt support to basic employee issues and queries, and quickly escalate complex interactions to human agents.
Chatbots or virtual agents can be deployed across multiple digital channels and devices — including webchat and SMS for text-based service delivery and phone calls, and smart speakers for voice-based interactions.
Such conversational AI is scalable and can improve its performance with time as it leverages and learns from other data to optimize the quality of replies. Thus, it can be safely said that a chatbot gets smarter from experience, just like the best human agents.
Let’s take a deep dive into the benefits of chatbots and virtual agents, with six ways to improve employee productivity and streamline business operations in the new normal.
1. Provide Round-the-Clock and Instant Resolutions
In today’s remote working scenario, where employees have to manage kids, pets, and home responsibilities alongside their office duties, employees usually need to extend their working hours beyond the conventional 8 to 5 period. Therefore, organizations must have round-the-clock IT help desk support to provide instant resolutions to employee support requests.
Chatbots can tackle this aspect. Standard queries that would otherwise have to wait for at least a few hours, can be resolved instantly by AI chatbots and without any human intervention. Industry studies suggest that modern-day chatbots can answer roughly 80 percent of standard questions.
2. Eliminate Time-Consuming Searches for Information
Chatbots can significantly improve employee experience by transforming the way employees across an organization seek information. Take simple web searches as an example. Traditional online searches might deliver results that are completely irrelevant and thus useless for employees who then end up spending a lot of time making futile searches. Instead, specialized chatbots with a rich domain or technology-specific knowledgebase can provide the most relevant answers to employee searches instantly. The chatbot does the legwork for employees, which saves their time, and helps them stay more productive.
3. Anchor Learning of New Technology Implementations
COVID-19 presents businesses with additional challenges every day. Organizations are implementing new cloud-based technologies to tackle such challenges. However, these new implementations can create roadblocks for employee productivity. Employees need the time and sufficient training to learn, adapt and utilize new technologies. Chatbots or virtual agents can address this problem by acting as a personal coach, mentor and learning buddy, that provides continuous and personalized support to fast-track the learning of a new system.
4. Automate Mundane Tasks and Liberate Talent
Much of the work within any organization is routine and repetitive. Chatbots help to liberate employees from monotonous tasks because they are designed to complete such tasks faster and more efficiently than humans.
Automating high demand, but low-level work, through a chatbot can free up essential time for employees who can instead spend this time taking up new initiatives that require human knowledge, intuition and empathy.
Instead of being deluged by repetitive tasks, the chatbot allows your help desk agents to be more productive and solve only complex problems. Chatbots provide the agents time to research, learn and become more skilled at their jobs.
Automation can also help with the implementation of organization-wide governance structure.
5. Extend Support in Native Language and Understand Context
Even if the majority of an organization’s employees are multilingual, they might be more at ease and productive when they interact in their native dialect. Language is often an important factor in the extent of training and assistance a business can deliver to its employees. Having an English-only support mechanism is not always ideal, especially if a company has employees and/or a presence in multiple nations.
Chatbots can offer multi-language support, which comes in handy when used in different regions marked by different languages. Thanks to built-in AI and NLP, the bots can understand the context of a conversation, quickly identify the purpose of employees’ queries, and provide the most appropriate responses.
6. Enable Efficient Access to Business Data
Chatbots are brilliant in the process of unifying data from each department, practice and operation across the organization. They can be easily and quickly integrated with LOB applications (ticketing systems, Intranet, Microsoft Teams, etc.) and external sources. Once this is done, chatbots can act as a concierge and fetch the data required from relevant data sources with just a ping. However, before enabling the information, bots do check for permission levels, identify the area of a query, check the access levels of the employee, and then respond accordingly.
Conclusion
COVID-19 has created a planet of minimal certainty. However, one thing we can surely anticipate is that chatbots will be a cornerstone of business continuity, employee productivity, and organizational growth, during this digital-first new normal and beyond. In the months and years to follow, AI chatbots will be a leading force across industries and verticals.
Ajay Kaul is managing partner of AgreeYa Solutions, where he has been instrumental in leading the company through solid growth and international expansion for the past 20 years. Kaul has three decades of experience building solutions for businesses across various industries and verticals. His expertise and knowledge expand across enterprise sales management, marketing and strategy, global delivery, and mergers and acquisitions.
Do Clicks Matter to Your Business? Switch to 1 Click Apps to Clone, Export & Undo for Increased Dynamics 365 CRM Productivity!
How can you improve your Dynamics 365 CRM productivity? In the end it all comes down to how quickly and effortlessly you can complete the daily mundane tasks.
This is where our suite of 1 Click Productivity Apps comes in!
The speciality of these solutions is that just one click is required to get your job done.
Interesting, isn’t it?
Now let’s explore these apps some more.
In this suite of 1 Click productivity apps, Click2Clone is your go-to app for smartly managing your work. Less hard work and more smart work is what Click2Clone stands for. No more repetitive data entry and hard manual labour. With Click2Clone all you need is just one click and your job is done. Be it cloning single Dynamics 365 CRM record or multiple records, creating multiple copies of any record or cloning from one entity record to another entity record – Click2Clone does it all with just a click.
Why Click2Clone is the Preferred App for Dynamics 365 CRM users?
Entity Support
Click2Clone helps you to clone both OOB as well as Custom Entities like Quote, Order, Invoice, etc.
Easy Configuration
You can easily configure the templates and use it for cloning. You will also have the ability to choose the fields and relationships to be copied over.
Related Records
You can carry over related records from 1:N and N:N relationships with the help of Click2Clone.
Automation
With the help of workflow you can easily clone the records and do the needful updates in the cloned record.
Copy Bulk Records
In a single instance you can clone multiple records easily thereby saving your time and effort.
Copy from one entity to another entity record
The details from one entity record to another entity record along with child records can be easily copied with just one click.
Get Records
You can easily copy relationships from Source to Target record of the same entity for existing records.
The next 1 Click solution is Click2Export which will help you to extract information from Dynamics 365 CRM in different formats – PDF, Word, Excel, CSV and TIFF – with just a single click. The exported Reports/CRM Views/Word/Excel templates can be further attached as a note, emailed as attachments, uploaded to SharePoint or downloaded for offline consumption. And all of this is possible with just a single click! Yet another smart way to do work.
Why Dynamics 365 CRM users prefer Click2Export to Export data?
Supports Multiple File Formats
You can export Dynamics 365 CRM reports in PDF, MS Excel, MS Word, CSV, and TIFF format. Here, Word Templates can be exported to PDF or MS Word format and Excel Templates can be exported to Excel format.
Enhances Productivity
You can automatically attach the exported report to an email and send it to the required user with the help of Auto Send Email option thereby improving your productivity.
Store as attachments
The exported report can be attached as a Note to respective Dynamics 365 CRM record, uploaded to SharePoint or downloaded.
Configurable Templates
You can easily configure the reports, filter criteria and parameters for exporting in Click2Export.
Export in Bulk
With Click2Clone you can export the report as per each record, or in assembly with ease. It provides support for bulk exporting of reports for multiple records simultaneously.
Workflow for Automation
You can automate the process of exporting Dynamics 365 Reports/Word Templates with required action to be performed on the selected record using Workflow.
Schedule Reports
You can set schedule to export and email Reports/CRM Views/Word/Excel Templates as attachments at regular intervals.
The latest addition to our suite of 1 Click productivity apps, Click2Undo is your go-to app to undo changes and restore Dynamics 365 CRM record to its last known state. In short, you can have your own ‘crtl+z’ button for Dynamics 365 CRM. Just one click and you can easily undo last changes, changes made in the past for single or multiple records at one go. With Click2Undo you no longer have to worry about making mistakes or feeding incorrect data. Just one click and all the mistakes will be undone and data will be restored to its former state.
Why Click2Undo is a must have for Dynamics 365 CRM users?
Support for Entities
Click2Undo supports both OOB as well as Custom Entities.
Undo Last Changes
You have the ability to undo last changes done to a Dynamics 365 CRM record and restore it to its former state with just a click on Click2Undo button.
Undo Past Changes
With just a click you can easily undo changes made in the past and restore the data using History functionality of Click2Undo.
Undo Changes in Multiple Records
You will have the ability to undo changes and restore data in multiple records at one go.
And all these 1 Click solutions are just a click away.
So, if clicks matter to your business then download and explore these amazing apps for a trial period of 15 days from our or .
For a personal demo, feel free to contact us at crm@inogic.com
Until then – Stay Safe, Stay Healthy!
Register for our exciting July Webinars – Dynamics 365 CRM Productivity at its best!
July is a another exciting month since we are lined up with not one, not two, but three exciting webinars on our Preferred Solutions at Microsoft Business Applications marketplace AppSource viz. Maplytics, Attach2Dynamics, SharePoint Security Sync and Click2Undo.
Let’s throw a spotlight on how these apps follow the forefront of Microsoft’s technology:
Businesses that offer flexibility to its users are the most popular and sought after in the market. One of these requirements is the ability to undo the changes that have been made in the system. Click2Undo offers just that – It enables its users to undo the changes made in Dynamics 365 CRM records in the click of a button. Users can undo last changes done in a record or collectively undo changes on multiple records. It allows the users to enter data more freely and store past records changes that can be undone.
Maplytics is our flagship product and a market-leading geo-analytical app that is Certified for Microsoft Dynamics (CfMD). It integrates maps with CRM and offers a plethora of functionalities which has made it stand amongst the top echelon of Microsoft’s Dynamics 365 CRM solutions. Maplytics is quite popular for its features Territory Management, Radius Search, Appointment Planning, Optimized Routing, Area of Service, Heat Maps, Map Controls & Dashboards and Shapefile Integration. It has revamped the way maps were used for Dynamics 365 and brought a new wave of usability of maps for CRM.
Presented by MVP Roohi Shaikh (CEO, Inogic)
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This webinar comes with the goodness of two in just one. Yes! Get to know about Dynamics 365 attachment management on SharePoint, Dropbox and Azure Blob Storage and replicate the security model of CRM in SharePoint all at once. This webinar is all about our attachment management solutions Attach2Dynamics and SharePoint Security Sync with which you can perform actions on attachments like drag and drop, upload, download, delete, deep search, create anonymous sharable link and more on cloud storages. With SharePoint Security Sync being an advanced version of Attach2Dynamics, in addition to attachment management, it provides you the same level of data security in SharePoint that you enjoy in Dynamics 365 CRM by synchronizing security model between the systems.
So hurry up and register for these informative webinars right now and avail the best benefits of CRM in one go. What are you waiting for, register now!
See you there – please register now and Stay Safe!
Webinar Series – Dynamics 365 CRM / PowerApps Productivity Apps – It’s #TimeToTransform!
Times are hard, and hard times require out-of-the-box solutions. With the implementation of Work from Home all over the world, leading technology giants are trying to make the best out of the situation. Similarly, Dynamics community has taken the initiative to empower the community digitally by sharing important information on 2020 release wave 1 or by conducting webinars on add-ons which you always wanted.
Being one of the most experienced Microsoft ISV for Dynamics CRM 365, has 11+ Dynamics 365 apps on AppSource under its belt. Inogic has come up with a series of webinars that will give you an enriching insight into our apps specifically tailored and curated for Dynamics 365 CRM and PowerApps.
With the help of our webinars, we will give you a detailed demonstration of the applications in the beginning followed by an engaging Q&A session. Get answers to all your queries from our experts by interacting with them.
Here is the list of apps we will be demonstrating;
Grab this opportunity and learn from the experts.
Invite your colleagues, clients and all those who you think would benefit from these virtual demonstrations of our applications.
Its #TimeToTransform – have you registered?
Increase Productivity with Dynamics 365 App for Outlook
Increase Productivity with Dynamics 365 App for Outlook
Most business users respond to emails all day long. Oftentimes these emails dictate which tasks you focus on and help you to prioritize the tasks you need to work on. The main way you communicate with your customers and coworkers is email, so doesn’t it make sense that your email would be integrated with your CRM system? Toggling between disconnected programs can be very time-consuming. Dynamics 365 App for Outlook can help you save time. Learn how you can increase productivity with Dynamics 365 App for Outlook.
Microsoft sees the value of tight integration between the programs you use every day. The integration between Outlook and Dynamics 365 is certainly no exception.
Previously, Dynamics 365 for Outlook was the go-to Dynamics 365/Outlook integration tool. There are currently two versions available for Dynamics 365/Outlook integration. The older application, the Dynamics 365 for Outlook client and the newer version, the Dynamics 365 App for Outlook. While the newer version has some definite advantages, both allow you to work faster and more efficiently. For the purpose of this article, we will be focusing on the newer version, the Dynamics 365 App for Outlook.
Unified Interface Makes a Difference
The app is built on the Unified Interface, which uses responsive web design – providing the user with an optimal viewing experience regardless of device they are on.
Soon the Unified Interface will be the only client interface across all Dynamics 365 apps. Deprecation of the legacy web client for Dynamics 365 Online was announced in September 2019 and the legacy will no longer be available from 1 October 2020.
The Unified Interface is now the default interface for the Dynamics App for Outlook, the Dynamics mobile app, and for all new Dynamics 365 apps moving forward.
What the Dynamics 365 App for Outlook Offers
Increase productivity and tap the power of Dynamics 365 apps while you’re using Outlook on the desktop, web, or phone.
What a huge time savings it is to be able to add contacts, leads, cases, and much more to a record… all from within Outlook, without switching applications. This is how easy it is:
Simply click on the Dynamics 365 icon in Outlook (found at the top right-hand side). 
A screen then pops up, click the (+) sign.
You are then given a choice of adding not only just a contact, lead, opportunity, case, or account, but you can also choose to add knowledge articles, projects, or SOWs.
The item of your choice is now added. See how simple that was?
Another very useful function is
Again, click on the Dynamics 365 icon. 
A screen will pop up. Simply click on the 3 ellipses on the right-hand corner
A drop-down menu will open, giving you three choices, choose Relationship Assistant.
