Tag: Customer Relationship Management
Maintaining high-quality data is essential for businesses, especially when using CRM systems like Dynamics 365. One critical aspect of this is ensuring that email data is accurate and …
Thank you for joining our exclusive webinar series from September 24th to 26th, 2024 – Techtember Webinars: Exclusive Preview of Inogic’s Innovations at Community Summit NA! We are thrilled …
In the latest Dynamics 365 2024 release wave 2 plan, Microsoft has improved the Lead Qualification Process, enabling administrators to customize the process, and making it easier for sellers …
Power Apps stands out as a versatile tool for creating custom business solutions. One of its most powerful features is the Power Apps Grid Control, particularly when …
Maplytics is a powerful, location-based tool that enhances the capabilities of Dynamics 365 CRM by offering deep insights through map visualizations. This series of tutorials introduces a variety of …
When engaging with diverse markets, effective SMS communication is crucial for clarity, timeliness, and efficiency. Managing Dynamics 365 CRM tasks with SMS campaigns can become overwhelming, often resulting in …
Copilot in Microsoft Dynamics 365 helps to streamline the sales process and close deals faster by reducing the time they spend usually on critical tasks. Copilot provides AI assistance …
By default, we can only specify the contact associated with the customer for the case record. If we try specifying a contact record that is not associated with the …
Imagine a workspace where complex workflows are transformed into a visually intuitive, easily manageable process. Kanban Board by Inogic offers just that, providing a dynamic way to visualize and …
Microsoft Dynamics 365 Customer Service is a powerful tool, but it can suffer from duplicate records, which can cause numerous issues. In this article, we’ll explore how to clean …