Copilot Studio Articles

Embark on your journey of creating powerful chatbots effortlessly with our curated collection of Microsoft Power Virtual Agent blogs. Stay informed about the latest updates, tips, and best practices to leverage Power Virtual Agent for building intelligent and efficient conversational experiences.

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Article

Connecting ESRI ArcGIS system to Dynamics 365 CRM with Maplytics!

In today’s data-driven world, decision-making can’t afford to happen in silos. Imagine managing field services for a city-wide utility company...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 24 days ago 7

Article

Detect and Merge Dynamics 365 CRM Duplicate Records with New DeDupeD Features!

Effective data management is essential for every successful business. However, data cluttered with duplicates can lead to wasted time, miscomm...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 24 days ago 11

Article

How to Integrate Text SMS with Dynamics 365 CRM: A Complete 2025 Guide

“As 65% of the world’s population sends and receives SMS messages, it has become the go-to way for businesses to market their products &...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 24 days ago 8

Article

Clone Records in Microsoft Dynamics 365 CRM!

Imagine a customer service team at a busy call center handling a flood of new requests and inquiries. Each record, including service requests ...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 24 days ago 1

Article

How to Identify Duplicates in Dynamics 365 CRM (Step-by-Step Guide 2026)

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

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 24 days ago 9

Article

How to Set Up Record Cloning in Dynamics 365 CRM: Step-by-Step Guide 2026

Creating similar records repeatedly in Dynamics 365 CRM can slow down sales and operations teams. Whether it’s duplicating opportunities, quot...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 24 days ago 7

Article

Generate Temporary Download URLs in Dynamics 365 CRM Using GetFileSasUrl Function

Organizations use Dynamics 365 CRM (Dataverse) to store important documents, contracts, invoices, identity proofs, approval letters, and even ...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 24 days ago 5

Article

Simplify Record Search in Power Pages with Natural Language Search

Power Pages makes it relatively straightforward to build business portals. However, as the amount of data grows, helping users quickly find th...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 24 days ago 9

Article

Relationship Mapping and Data Visualization in Dynamics 365 CRM: A Complete Guide

In modern B2B selling, revenue rarely depends on one contact. It depends on networks, influencers, decision-makers, sponsors, blockers, subsid...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 24 days ago 6

Article

How to Enforce Role-Based Access Control (RBAC) in SharePoint from Dynamics 365 CRM

Microsoft Dynamics 365 CRM uses a structured Role-Based Access Control (RBAC) model to secure records at the user, team, business unit, and or...

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting 24 days ago 7

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