The key phrase extraction model identifies the main topics in a text document. For example, if you have a sentence like “The movie was entertaining and the acting was impressive!”, the model would extract key phrases such as “movie”, “entertaining”, and “acting”. This model helps to identify and list important themes or subjects from unstructured text. To utilize this prebuilt model within Power Automate, refer to the documentation titled “Using the Key Phrase Extraction Prebuilt Model in Power Automate” for detailed instructions and guidance on implementation. Note: The format for data input ..read more

As a CRM user, you understand the importance of managing customer relationships effectively. But what about integrating your marketing efforts for a more holistic view of your audience? This is where Mailchimp integration becomes a game-changer. Introducing Marketing4Dynamics: Your Mailchimp Bridge to Productivity Marketing4Dynamics is an innovative app by Inogic that seamlessly connects your Microsoft Dynamics 365 CRM with Mailchimp. Imagine having all your customer data, marketing campaign details, and member activity right at your fingertips within Dynamics 365. Marketing4Dynamics eliminat ..read more

In our previous blog, we explored the potential of automating the survey invitation process using Power Automate Flow. We concluded that this approach, coupled with personalized variables in the Customer Voice Survey, provides a streamlined method for collecting and analyzing valuable customer feedback. In this blog, we will consider a similar use case scenario in which users will have the capability to generate Customer Voice Survey Invitations for Companies (Accounts). This process is facilitated through selected views within Canvas Power Apps, orchestrated seamlessly via a Power Automate Fl ..read more

In today’s world, the demand for intelligent applications that can analyze and transform text is increasing rapidly. AI-powered text editors are becoming popular for generating content as well as data restructuring tools for many developers and businesses. For any business, it is important to have data stored in the CRM system consistently and according to business standards. Users need to be trained to follow these standards or formats when entering data into the CRM system. However, mistakes are often made, leading to inconsistencies in the data. Artificial Intelligence (AI) can be a solutio ..read more

CRM is essential for an effective sales process. It helps businesses streamline workflow, maintain data quality, boost sales productivity and performance, eliminate manual tasks, etc. But to get the most out of your CRM investment, it is essential to ensure high levels of user adoption. Low user adoption can lead to ineffective CRM implementation, lost revenue, and increased technology costs. To ensure high levels of user adoption in your organization, having a CRM adoption strategy is a must. An effective CRM adoption strategy should focus on capturing user feedback and creating training and ..read more

We are all familiar with the Sales Copilot and its time-saving features. In the previous blog, we have seen how copilot helps to boost sales efficiency in Microsoft Dynamics 365 CRM. In addition to it, users can now customize Copilot to generate a summary and recent changes list based on the columns that matter the most to them according to their business needs. Now, let’s explore the capabilities included in the latest feature: Updated UI: The first thing is the updated UI Summary: Previously for generating summaries, you had to select the views and columns then the summary used to be cre ..read more

Inogic specializes in outsourced development for Microsoft technologies like Dynamics 365 CRM, Azure OpenAI, Copilot, and Power Platform. Drawing from a pool of 150+ experts with 15+ years of experience, we provide rapid access to skilled developers, enabling businesses to augment teams or meet deadlines cost-effectively. Inogic’s Outsourced Development Services offer specialized Microsoft skills without overhead, delivered professionally and proficiently. Why Outsource Development? Outsourcing teams to handle project development is a big call for any business, whether it’s a small startups o ..read more

In the dynamic landscape of modern business operations, efficiency is important. Whether in manufacturing, service industries, or any other sector, the effective management of work orders is crucial for smooth workflow and customer satisfaction. Among the various aspects of managing work orders, one significant factor that directly impacts productivity is completing tasks based on their status. From initiation to closure, work orders go through multiple stages, each requiring specific actions and attention. Understanding and acting upon these statuses promptly can significantly enhance organiz ..read more

For a successful sales process, you need to stay up-to-date with crucial sales information like deal closures, opportunities won, incoming leads, etc. Wish you never missed important updates in Microsoft Dynamics 365 CRM and received automated notifications for important sales updates? Alerts4Dynamics app by Inogic enables users to create, schedule, and manage in-app notifications for Microsoft Dynamics 365 CRM entities (OOB or Custom). Notify your sales team right within CRM. Send multiple messages for a single alert in multiple languages. Additionally, schedule alerts for a single record or ..read more

In Dynamics 365, managed solutions play a crucial role in deploying customizations and extensions across environments. However, managing solution versions can sometimes be challenging, especially when dealing with updates, dependencies, and compatibility issues. Recently, while working on a solution update, we needed to clone the solution and provide it to the client. However, during this process, the default version was set to 9.1, and we mistakenly increased it to 9.1.0.31 instead of 9.0.1.31, as shown in the screenshot below. When we tried to manually import the solution with the correct v ..read more