Inogic

InoLink is a cloud-based productivity app that provides bi-directional integration between Dynamics 365 CRM and Intuit QuickBooks. It synchronizes transaction history and aging details from QuickBooks to Dynamics 365 to provide 360-degree view of customer information.

Maplytics ensures a smooth and interactive exploration of Dynamics 365 data on a map. The integration with Bing Maps enriches data visualization, offering insights that drive informed decisions. Maplytics is a comprehensive and powerful Geospatial and Analytical Mapping solution for Microsoft Dynamics 365 CRM users.

Attach2Dynamics is a document management app for Dynamics 365 CRM/Dataverse that seamlessly integrates with external cloud storage solutions like SharePoint, Dropbox, and Azure Blob Storage. It moves all your Dynamics 365 CRM attachments, notes, documents, and other files to your preferred cloud storage in real-time.

SharePoint Security Sync is a comprehensive solution for synchronizing Dynamics 365 CRM security privileges with SharePoint for document security and management. Microsoft Dynamics 365 CRM comes with native integration with SharePoint.

Map My Relationships is a preferred solution on Microsoft AppSource that provides a mind map view of Dynamics 365 CRM data. It helps the users to visualize connections and relationships between entities or related records in a single view.

Kanban Board is a Microsoft-preferred solution to visualize your Dynamics 365 and Dataverse (Power Apps) data in a Kanban view. With the ability to categorize the data into lanes, it makes it easier to review the records in a card-based view and identify the status of each.

Business Process Checklist is a Microsoft AppSource preferred app that provides users an effective way to enforce playbooks consisting of best practices to follow at every stage of the business process through checklists that serve as prerequisites for each stage, so users can easily implement business-specific rules and ensure compliance.

Empower your Dynamics 365 CRM workflow with Click2Clone – the productivity app to replicate or copy Dynamics 365 CRM records from any out-of-the-box (OOB) or custom entities of Dynamics CRM to another record. With Click2Clone, you can effortlessly create multiple replicas of any given Dynamics 365 CRM record, alongside cloning related child records.

Click2Export is a productivity app which provides easy user experience of exporting any of the Dynamics CRM Reports/Word/Excel templates and CRM Views data in just one click. With Click2Export user can export the data in 5 different file formats – Excel, Word, PDF, CSV or TIFF. Moreover, one can schedule and export reports/word/excel and CRM Views data at regular intervals.

Undo2Restore is a 1 Click productivity app for Dynamics 365 CRM / Dataverse (Power Apps) that enables users to undo changes and restore records to its previous known state with just a single click. Be it the last change made to the records or changes that were done in the past, be it a single record or multiple records; Undo2Restore can do it without any hassle.

Introducing Lead Assignment and Distribution Automation – the perfect solution for managers seeking to optimize their team’s workload. This productivity app ensures equal distribution of work across teams while considering their individual capacities. Our automation tool simplifies the distribution of leads or any other work items in Dynamics 365 CRM like never before!

Maplytics Point of Interest: Search and discover nearby places/landmarks near a particular location with Bing Map integration in Dynamics 365 CRM.

Inogic offers copilot consultation and implementation services for Dynamics 365 Field Service. Contact us now to improve your field presence!

An acquaintance with Field Services

To be successful in this fast-paced world where service is one of the major differentiators, organizations need to optimize and get the most value out of their resources.

Work Orders

Work Orders are created for the Tasks to be done at the location by the allocated resources.

DeDupeD is a productivity app that helps detect and manage duplicate records for not only just Lead, Contact, Account, or Case but also for any other Dynamics 365 CRM entities

Inogic offers Migration from Dynamics CRM (on-premises) database to Power platform/Dataverse for improved CRM application accessibility, lower maintenance etc

Inogic offers consultation and implementation services for Copilot in Power Apps. Get AI-powered app creation with Copilot from our industry experts!

Improve software quality, reduce time-to-market, and ensure compliance with Azure DevOps' CI/CD using Inogic Professional services.

Ideate and design an additional mode of communication, smoothly! Educate businesses to quickly create conversational bots for dispensing relevant information, quickly Power Virtual Agents Introduction to a Chatbot A chatbot is a software that simulates human-like conversations with users via text messages on chat. Its key task is to help users by providing answers.

Inogic offers Canvas App consulting and development services in Microsoft Power Apps. Connect with our experts today!

Maplytics empowers Dynamics 365 CRM users with Map Visualization, Geo-analytics, Route Planning, Appointment Planning, Sales Territory Management, & Heat Maps.

Simplify Record Duplication in Dynamics CRM with Click2Clone!
Save time and avoid repetitive tasks with Click2Clone for Microsoft Dynamics CRM. This smart tool lets you quickly copy records like Accounts, Contacts, or Opportunities with just a few clicks. Easily clone individual records or entire sets, including related details, reducing manual data entry and boosting productivity. Perfect for sales, marketing, and service teams looking to streamline their CRM workflows.

Say goodbye to scattered files! SharePoint Security Sync streamlines Dynamics 365 document management by securely linking CRM records with SharePoint. Enjoy automated metadata syncing, better data organization, and top-notch file security—all in one place.