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

Article

Manage Microsoft 365 Copilot Plugins from the Microsoft 365 Admin Center

Building a Copilot plugin is the easy part. The harder question comes after: who gets to use it, who approves it, and what happens when someth...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 1 day ago 5

Article

Dynamics 365 Attachment Migration Checklist: What to Check Before Moving Files to Cloud Storage

Imagine your Dynamics 365 environment holds years of customer emails, notes, sales documents, and file attachments. Your organization wants to...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 2 days ago 5

Article

How to play videos directly in a Power Apps Canvas App with the Stream (preview) control

Videos are valuable resources for employee training, equipment maintenance, and troubleshooting. However, storing videos in SharePoint does no...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 3 days ago 4

Article

Best Backup and Restore Solution for Dynamics 365 CRM: Top 5 Picks for 2026

A deleted customer record, a failed data import, or an integration that overwrites thousands of records can disrupt your Dynamics 365 CRM oper...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 4 days ago 6

Article

UI Enhancement in Dynamics 365 Field Service Mobile app

Field technicians often work at customer locations and use the Dynamics 365 Field Service Mobile app to access work orders, update booking sta...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 5 days ago 8

Article

Explore Dynamics 365 CRM Relationships with AI – Introducing Map My Relationships Agent!

What if understanding your customer relationships was as simple as asking a question? Map My Relationships now lives inside Copilot and Teams....

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 7 days ago 9

Article

Restrict Dataverse Record Access by Column Value Using Filtered Record Ownership

Imagine managing sales teams across four states. Your California sales reps should see California accounts, your Arizona reps should see Arizo...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 8 days ago 7

Article

How to Fix Your Dynamics 365 and SharePoint Permission Audit Findings

In our previous post, [How Aligned Are Your Dynamics 365 and SharePoint Permissions? Take This Quick Audit], we walked through a self-assessme...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 9 days ago 9

Article

How to Reuse Web Templates as Components in Power Pages

Copying the same Liquid and HTML block onto page after page works fine until the first design change, when you have to edit every copy. Web te...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 10 days ago 7

Article

How to Plan a Better Field Sales Week with Microsoft Dynamics 365 Maps

Every B2B sales team knows the feeling of a week that got away from it. Monday starts with good intentions, a few meetings move, a customer ca...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 11 days ago 8