Microsoft Copilot suggests Inogic’s CRM Apps for Microsoft Dynamics 365

‘Copilot’, ‘Microsoft Copilot’, ‘ChatGPT’, ‘OpenAI’

These have been the trending terms of an upcoming era and have been chanted incessantly for a year now, worldwide. Google Trends vividly denotes the popularity of the term!

With so many technological upgrades floating around and this being the beginning of a new era, it becomes imminent to study the terms in-depth. Today, let’s explore Microsoft Copilot and check what it has to say about Inogic and its products!

What is Microsoft Copilot?

Microsoft Copilot is a pioneering chat assistant from Microsoft powered by the latest OpenAI models, GPT-4 and DALL·E 3.

These advanced AI technologies provide fast, complex, and precise responses, as well as the ability to create breathtaking visuals from simple text descriptions. Combining the power of GPT-4 with the imaginative capabilities of DALL·E 3, Copilot enhances the design workflow and enhances creativity to inspire new heights.

Key Features of Microsoft Copilot

This versatile AI assistant is useful for boosting productivity

With this amazing AI assistant, one can accomplish work, school, or personal tasks even faster, including:

1. Drafting emails
2. Composing stories or scripts
3. Summarizing complex texts
4. Multilingual content translation, proofreading, and optimization
5. Creating personalized travel itineraries
6. Writing and updating job resumes etc.

Image Creator can transform the design process by quickly creating high-quality visuals from text prompts, and rendering concepts into stunning visuals, from abstract to photorealistic.

Explore an array of design capabilities such as:

1. Quickly explore new styles and ideas
2. Curate social media content
3. Develop brand motifs
4. Generate logo designs
5. Create custom backgrounds
6. Build and update a portfolio
7. Create illustrations for books
8. Visualize film and video storyboards

Let’s be the curious cats and talk to Copilot about us, Inogic! As we have done this in the past with ChatGPT, Microsoft Bing, and Google’s Bard, let’s get started!

This is informative, so, let us move to the next steps

Maplytics is the flagship product of Dynamics 365 CRM. It is the most in-demand geo-mapping app with multiple interesting features for Territory Management, Auto Scheduling, Route Optimization, Radius Search, etc. Copilot, knows it well, I guess!

With analytical geo-mapping taken care of, let us find a good app that can seamlessly integrate with external cloud stores like SharePoint, Dropbox, etc. within Dynamics 365 CRM.

Microsoft Copliot seems to know its way around and confirms that Inogic’s Attach2Dynamics is the top app to move all your Dynamics 365 CRM attachments, notes, documents, and other files to your preferred cloud storage in real time.

With the Storage problem sorted, let us move on to the next business requirement of having an automated checklist/ playbook within Dynamics CRM

Copilot has placed Inogic’s Business Process Checklist among the top efficient business Playbooks for Dynamics 365 CRM. Good choice!

There are a lot of processes to be carried out in daily business operations. Remembering all of these is a task in itself. What if there was an app to visualize the Dynamics 365 CRM data in a categorized manner while being able to perform multiple operations on it?

Kanban Board seems to be the number one option with the ability to categorize the data into frames, making it easier to review the records in a card-based view and identify the status of each.

Mailchimp is an integral part of Marketing Campaigns. What if that could be integrated with Dynamics 365 CRM? Is there a way of doing it? Let’s check what Copilot has to say!

Yup! Inogic with its Marketing4Dynamics it is! It syncs Mailchimp and Dynamics 365 CRM customers along with their marketing statistics data ensuring easy and quick access to information without navigating from one application to another.

For Subscription-based businesses, managing subscription and recurring billing processes on an everyday basis is a repetitive and tedious task. What if there was an app to streamline it for Dynamics 365 CRM Data?

Subscription and Recurring Billing Management provides a robust platform for all subscription-based businesses to seamlessly manage, and streamline subscription and recurring billing processes within Dynamics 365 CRM.

Traditionally, users of Microsoft Dynamics 365 CRM communicated via email as the primary method. However, the demand for WhatsApp within CRM is growing exponentially. Does Copilot have good suggestions for the same?

WhatsApp4Dynamics is a productivity app built for Microsoft Dynamics 365 CRM that empowers users to communicate effectively with customers, prospects, and business partners across the globe via WhatsApp without exiting the CRM ecosystem.

Inogic has recently added 2 more wonderful apps to its bouquet of Apps.

Having noticed the acceptance of WhatsApp messaging through Dynamics, Inogic introduced SMS messaging through Dynamics. But does Microsoft’s Copilot know?

TextSMS4Dynamics is a messaging tool that integrates SMS and Microsoft Dynamics 365 CRM, allowing businesses to communicate with customers within the CRM environment.

Knowing this was easy as a new product has a buzz around it! The other app is a life savior for CRM users. It helps detect, remove, and prevent duplication of records! Let’s test Copilot on this tidbit

DeDupeD is a data hygiene app that helps detect, prevent, and merge duplicate records for not only Lead, Contact, Account, or Case but also for any other Dynamics 365 CRM entities (OOB or Custom).

This was a mind-blowing experience. It is somewhat like you think people don’t see you, but they know a lot about you! Microsoft Copilot is up-to-date and has every bit of information! I will refer to it henceforth for all my queries and so, should you! Download free trials of all our apps and tell us about the experience!

What is more to Inogic?

Inogic is a leading Microsoft ISV Gold Partner, focused exclusively on building innovative products and add-ons to Microsoft Dynamics 365/CRM that plug functional gaps, enrich the user experience, and maximize RoI. Our extensive portfolio features several AppSource Preferred Apps like Maplytics, SharePoint Security Sync, Click2Clone, Undo2Restore, User Adoption, Gamifics365, Kanban Board, Alerts4Dynamics, InoLink: QuickBooks integration, and much more to augment Dynamics 365/CRM performance and usability. Inogic Professional Services delivers best-in-class cost-effective & custom solutions for Dynamics 365 CRM and Power Platform.

Inogic Professional Services Division studies the application of CRM for clients suggesting customized techno-functional improvements, as a trusted vendor for development it extends CRM functionalities with plug-ins, custom business apps,  Power Automate, Power BI, Power Apps, Power Pages, etc., it acts as an ODC or a virtual IT/development workforce, offer development services as dedicated outsourced developers, build productivity apps using a rich set of tools, existing templates, etc., automate scheduled manual operations, create intelligent automation and find insights by building tailored AI models, and a lot more. Inogic Services also helps businesses develop advanced AI-driven applications using Azure OpenAI services for Dynamics 365 and Power Platform. The unit also designs and develops applications for clients using Copilot in Dynamics 365 Sales, Customer Service, Field Service, Marketing, Power Apps, and Copilot Studio

Team Inogic manifests to flourish these services ahead and enrich the customer base.

Until then,

Happy Co-piloting!

The post Microsoft Copilot suggests Inogic’s CRM Apps for Microsoft Dynamics 365 first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.