The complete guide to automating PDF, Word, Excel, and CSV report exports in Dynamics 365 CRM.Manually exporting reports in Dynamics 365 CRM may seem simple at first but it quickly becomes a productivity drain. Sales teams waste valuable time downloading the same PDF reports every morning. Managers manually export weekly revenue summaries to Word. Analysts constantly extract data to CSV for forecasting and dashboards.

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

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Introduction In Dynamics 365 and the Power Platform, solutions are the primary vehicle for application lifecycle management (ALM). As a best practice, direct changes to the base (parent) solution in production or UAT environments should be avoided. Instead, every hotfix or small enhancement should be applied via patches. Each patch adds a separate layer on

🔍 Make CRM Relationship Intelligence Effortless with Map My Relationship. Understanding stakeholders, hierarchies, and CRM connections shouldn’t feel complex. This short demonstrates how Map My Relationship brings clarity to Dynamics 365 CRM by visualizing every relationship in one simple, interactive view. With this visual mapping experience, teams can quickly identify influencers, understand business structures, track connection strength, and plan better customer engagements, without digging through multiple CRM screens. ✨ What Map My Relationship Does: Turns CRM data into a visual relationship map Shows hierarchies, dependencies, and stakeholder influence Displays connections between accounts, contacts, opportunities & custom entities Helps teams see who’s connected to whom—and how strongly Offers a real-time, interactive view for faster decision-making 🚀 Key Features Highlighted in the Video: Visual Relationship Charts – Replace text-heavy CRM views with intuitive diagrams Drill-Down Navigation – Explore deeper details without leaving the screen Interactive Cards – Get quick insights like role, activity, timeline, notes, and recent interactions Influence & Connection Mapping – Understand decision-makers and internal dynamics Customizable Views – Tailor the map to fit sales, service, and account planning workflows 360° Customer Insights – Combine relationship intelligence with real-time CRM data Seamless Dynamics 365 Integration – Works natively within your CRM environment 💡 Why Teams Use It: Sales, service, and account managers rely on Map My Relationship to: Strategize deals smarter Improve stakeholder engagement Simplify account planning Reduce manual data lookup Strengthen customer relationships through context-rich insights Simplify complex data, boost productivity, and make faster, informed decisions – all within Dynamics 365. 🎯 Start your FREE 15-day trial: https://www.inogic.com/product/productivity-apps/map-my-relationships-dynamics-365-crm/ https://appsource.microsoft.com/en-il/product/dynamics-365/inogic.view-mind-map-dynamics-365-relationships?tab=Overview #trending #shortsfeed #shortsvideo #shortsviral

The location-intelligence landscape inside Microsoft Dynamics 365 is shifting fast. For years, users of PowerMap (PowerObjects/PowerPack) relied on it for basic visual mapping, simple pin plotting, and light analytics. But as field operations have matured and business expectations for geo-mapping have grown, gaps in capability have become impossible to ignore. For the past few months,

Deep Reasoning in Microsoft Copilot Studio enables AI agents to analyze multi-step support scenarios, evaluate historical case data, apply business rules, and recommend well-reasoned actions similar to how an experienced support specialist thinks. AI agents are becoming a core part of customer service operations, but traditional conversational models often struggle when scenarios become complex, like

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

If you’ve ever tried building apps with Microsoft Power Apps, you know the process: creating tables, designing screens, adding controls, connecting data, and writing formulas. While the traditional app-building process is effective, it can also be time-consuming and complex. But now, imagine this: You simply describe the app you need, and within minutes, Power Apps

Modern organisations rely on vast webs of customer, partner, and product data. In Microsoft Dynamics 365 CRM, this often means dealing with complex relationship types - 1 : N, N : 1, N : N - across accounts, contacts, opportunities, and custom entities. Navigation through multiple forms and lists wastes time, hampers insights, and reduces

Introduction In an earlier Inogic post, “Streamlining E-Signatures in Multi-Step Forms with Power Pages and DocuSign Integration”, Our previous post demonstrated how Power Pages and DocuSign integration streamlines multi-step client data entry and signature workflow. In this article, we focus on the next step of how to use Power Automate together with DocuSign to automatically

What if AI didn’t just assist you? What if it actually worked with you? Agentic AI goes beyond insights by planning tasks, supporting decisions, and executing routine actions automatically. From handling repetitive workflows to keeping operations moving in the background, Agentic AI frees teams to focus on what truly matters. Are you curious about bringing Agentic AI into your Microsoft Dynamics 365 environment? Connect with Inogic to explore how intelligent agents can elevate productivity across your business. #ai #trending #aivideo #shortsviral #shorts #shortsvideo #shortstop

Many teams today generate more CRM data than ever - opportunities, cases, projects, quotes, campaigns, and hundreds of custom entities. The challenge? Much of this data follows repetitive patterns, and manually recreating similar records consumes hours of valuable time.

When developing portals or websites using Power Pages, makers often rely on client-side scripting or external flows to implement business rules, integrations, and data operations. While this approach works, it can sometimes introduce challenges around security, maintenance, and consistency. The introduction of Server Logic in Power Pages helps overcome these limitations by moving your business

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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