Customize or build your own Copilot with the help of Inogic's Professional Development Services for Microsoft Copilot Studio. Connect with us now!

The Security Overview page in the Power Platform admin center serves as a centralized dashboard where you can monitor security, review your security score, and activate recommended policies. For CRM administrators managing Dynamics 365 and Power Platform environments, understanding these security features is essential to safeguarding your organization’s data. Introduction Microsoft Power Platform enables organizations

If you're running automated Customer Journey email campaigns in Mailchimp but your Dynamics 365 CRM shows zero engagement data—you’re not alone. Marketing4Dynamics fixes this by syncing your Mailchimp Customer Journey activities straight into Dynamics 365. 🔥 Track opens, clicks, triggers & journey stages inside CRM 📌 See every customer’s journey history on their timeline 🚀 Give sales the real engagement data they need to follow up smarter Bring your Customer Journey insights where they matter—inside Dynamics 365. #trending #shortsfeed #shorts #shortsviral #shortvideo #shortsyoutube

Explore the top 8 geo-mapping applications that matter in 2026. Pick a tool that fits your CRM and workflow.

Managing invoicing within project operations is an integral part that project managers use on a daily basis for billing purposes. Earlier invoicing in Project Operations required multiple clicks and a lot of manual work, as features like bulk editing, consolidation of line items were not feasible. With Microsoft’s new Modern Invoice experience, the entire process

In many businesses, important updates in Dynamics 365 CRM go unnoticed. One delayed update can cost a deal, damage customer trust, or slow down decision-making. Sales teams miss important lead updates, service teams fail to act on escalations, and marketing teams lose track of campaign responses. Common Challenges Teams Face with Alerts in CRM

Stop relying on OData workarounds and use a professional API-based pattern instead. When building flows in Power Automate, you often need environment-specific metadata like the CRM base URL, Dataverse environment URL, or Azure Tenant ID. These values are essential when sending automated emails, calling external APIs, generating dynamic links, or logging metadata for audit scenarios.

Explore the top 8 geo-mapping applications that matter in 2026. Pick a tool that fits your CRM and workflow.

Workflows (also known as processes) in Dynamics 365 automate business logic such as approvals, field updates, or triggering other workflow actions. Sometimes, we need to check whether a workflow exists for a specific field before performing an action on a form. For example, when updating sensitive fields like Credit Limit or Risk Category, you may

DeDupeD is a productivity app that helps detect and remove duplicate records for Lead, Contact, Account, or Case, and also for any other Dynamics 365 CRM entities

Microsoft introduces an enhanced Import from Excel experience for Dataverse, aimed at simplifying how App makers bring structured data into existing tables. Previously, importing Excel files, especially those with multiple sheets, was limited, often requiring manual mapping and strict formatting. With the new experience, the process is more streamlined, intelligent, and reliable, making it easier

Transform Dynamics 365 CRM with Predict4Dynamics - ML-Driven predictive analytics and explainable AI forecasting that help teams make confident, data-driven decisions.

Copilot is an AI-powered assistant integrated into the Dynamics 365 Customer Service workspace that helps representatives respond faster and more effectively. The Draft a Chat Response feature allows agents to generate suggested replies automatically during live chat conversations. Instead of typing responses manually, agents can click a button to have Copilot draft a reply based

In this technical walkthrough, we break down one of the most powerful yet often overlooked components of Dynamics 365 CRM and SharePoint integration — Metadata configuration. What is Metadata in SharePoint? Metadata is data about your documents, details like Email, Country, Document Type, or any business field you rely on. Instead of leaving files scattered or unnamed, metadata attaches meaningful information to every document, making it searchable, structured, and instantly identifiable. Why Metadata Matters in SharePoint + Dynamics 365 CRM Integration Managing documents inside Dynamics 365 can get messy - files pile up, details get missed, and it becomes harder to locate the right document when you need it. By enabling Metadata, SharePoint Security Sync organizes documents automatically in SharePoint, ensuring every file carries the correct CRM context, such as Email or Country. This leads to: • Better document searchability • Cleaner, structured storage • Accurate context mapping • Seamless sync between CRM fields and SharePoint columns • reduced manual effort and errors What the Video Covers – Step-by-Step Configuration In this demo, you’ll learn exactly how to set up and use the Metadata feature: Create Metadata Columns in SharePoint: We begin by adding a SharePoint column (e.g., Email) and preparing fields like Country, Boolean, option sets, and more for mapping. Enable Metadata in Dynamics 365 CRM: Inside Entity Configuration, we turn on metadata preferences and ensure the selected entity is ready for mapping. Map CRM Fields to SharePoint Columns: Under Metadata Configuration, we map fields, emphasizing that CRM field names and SharePoint column names must match exactly, including case sensitivity. Create a CRM Record & Upload Documents: After filling fields like Email and Country, we upload a document using the Attach2Dynamics interface. The metadata replicates instantly into SharePoint, as shown live in the demo. Real-Time Metadata Updates: You’ll also see how metadata can be edited directly from the Attach2Dynamics UI, and how any change syncs immediately with SharePoint for consistent and accurate document context. By the end of the video, you’ll understand how Metadata ensures every document stays relevant, structured, and context-rich, giving your CRM–SharePoint document management a smarter, automated foundation. Try SharePoint Security Sync today and experience organized, metadata-driven document handling firsthand! #demovideos #viralvideo #trending #videos

Customer engagement is no longer just about transactions; it’s about conversations. In a world where 66% of customers expect real-time support, according to HubSpot, organisations are broadening their interactions beyond email and phone to channels like messaging apps.

Running a live Power Pages website means ensuring constant availability for your end users. But sometimes, you need to pause, maybe to push a critical update, roll out new features, or fix an unexpected issue. That’s where Maintenance Mode comes into play. In this blog, you’ll learn: What Maintenance Mode is and why it matters

Introduction Microsoft Copilot Studio has unlocked a new era of conversational AI for organizations looking to automate workflows, improve employee productivity, and extend intelligence into everyday apps. But while creating a copilot is becoming easier, scaling that copilot across Microsoft 365, especially Teams, Outlook, SharePoint, Word, and other surfaces, is where most organizations hit a

Have you ever closed a customer chat and wondered how to keep track of what actually happened? Was the issue resolved, escalated, or left open? This is where Disposition Codes in Microsoft Copilot Service Admin Center come in. Disposition Codes help agents categorize the outcome of each customer interaction across channels like chat. For managers,

Duplicate leads enter the CRM system from various sources, such as manual entries, bulk data imports, and workflows. DeDupeD empowers you to set up robust duplicate matching rules, stop duplicate data from entering your system from both the client and server sides. With this app, manual data deduplication is a thing of the past. The app proactively alerts you to potential duplicates, enabling seamless data entry and improved efficiency. With DeDupeD, you can stop Data Duplication In CRM records, on field changes, as well as when creating new records and updating existing records on the server side programmatically using the Assembly, WPF Application, and Data Import processes, Power Automate, and Workflow. Say goodbye to data blues and hello to streamlined operations with DeDupeD—your assurance of data quality in Dynamics 365 CRM and Dataverse. There is much more to DeDupeD’s amazing features: • Auto-detect duplicates • On-Demand Duplicate Identification • Duplicate Prevention • Merge Duplicates • Clean-up History Duplicate Records in Bulk To learn more write to us at [email protected] or visit our product page: https://bit.ly/47OK4rG Download 15 days free trial: https://bit.ly/3tDJY70 Online Help Doc: https://bit.ly/48Iu4Hc Subscribe now for updates and be the first to experience the power of DeDupeD. Elevate your CRM data quality with DeDupeD! Follow us on social media to know more about our products! LinkedIn- https://www.linkedin.com/company/inog... Twitter- https://twitter.com/inogic Facebook- https://www.facebook.com/inogicindia Instagram- https://www.instagram.com/inogicindia #duplicatecrmrecords #d365 #cleanduplicatedynamics365data #dynamicscrm #d365 #crmintegration #duplicate

In this blog, explore the five reasons why Maps teamed with Copilot is truly a game-changer for modern businesses.

Microsoft’s Dynamics 365 Field Service mobile app empowers field technicians to manage tasks, log inspections, and ensure compliance directly from their mobile devices or browsers. A core feature of this platform is the Inspection Template, which helps technicians record system status quickly and accurately on-site. Traditionally, building inspection templates were a manual, time-consuming process. However,

Duplicate data might not seem like a big deal until your CRM starts giving mixed signals, your sales reps chase the same lead twice, or your reports stop adding up. If you’ve ever thought, “Didn’t we already have this contact in Dynamics 365?” Most Dynamics 365 CRM users face one common and costly challenge: duplicate

As developers, we use Power Automate to handle everyday tasks and automate small parts of our work. Flows help reduce manual effort, improve accuracy, and make repeated tasks run smoothly. But just like many of us experience, we often face one big challenge, i.e., writing expressions. Expressions may look small, but they require time and

If you're running automated Customer Journey email campaigns in Mailchimp but your Dynamics 365 CRM shows zero engagement data—you’re not alone. Marketing4Dynamics fixes this by syncing your Mailchimp Customer Journey activities straight into Dynamics 365. 🔥 Track opens, clicks, triggers & journey stages inside CRM 📌 See every customer’s journey history on their timeline 🚀 Give sales the real engagement data they need to follow up smarter Bring your Customer Journey insights where they matter—inside Dynamics 365. #trending #shortsfeed #shorts #shortsviral #shortvideo #shortsyoutube