Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting

Generating and Sharing Screen in PDFs from D365 Sales Using Canvas Apps

In many Dynamics 365 Sales implementations, sales users need a simple and intuitive way to preview a quote, generate a PDF, and share it with ...

12 hours ago

If you’ve ever worked in sales, you know this feeling- “A long drive for a meeting that’s canceled at the last minute, back-and-forth visits t...

4 days ago

Earlier, the Task Details pane in Project Operations was standard and not customizable at admin level. When users clicked the info icon presen...

4 days ago

Did you know that over 60% of organizations struggle with managing document access and permissions across CRM and SharePoint? For instance, im...

5 days ago

In high-volume customer support environments, maintaining consistent interaction quality is a constant challenge. Support managers and supervi...

6 days ago

Imagine trying to organize a surprise party for thousands of people. However, all you have is a handwritten guest list, scattered sticky notes...

7 days ago

Manual email drafting can lead to delays, inconsistencies, and agent fatigue. The Copilot feature in the Dynamics 365 Customer Service workspa...

8 days ago

For more than five years, Map My Relationships has defined how Dynamics 365 CRM users understand, analyze, and navigate customer relationships...

10 days ago

Table of Contents 1. Introduction 2. Business Context: Vocational Assessment Reports 3. Solution Overview and Data Flow 4. High-Level Data Flo...

11 days ago

Duplicate records remain one of the most underestimated problems in Dynamics 365 CRM. Not because teams don’t care about data quality, but bec...

12 days ago

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