As the holiday season approaches, it’s the perfect time to simplify and automate your business processes while planning for success in 2025. If your CRM isn’t yet delivering location-based insights, optimized storage, secure document management, seamless communication, timely notifications, or insightful activity visualization, we’ve got you covered!
Join us for Season 3 of our Dynamics 365 CRM Apps Holiday Webinars from December 2nd to 6th, 2024, at 3 PM AEDT, 11 AM CET, 11 AM EDT. This exclusive series will introduce tools and strategies to enhance your CRM efficiency and streamline operations for the year ahead.
Throughout the webinars, we’ll showcase a variety of Inogic’s Dynamics 365 CRM applications—from sales enablement apps to data management solutions, security privilege synchronization, and communication tools. Whether you’re looking to optimize workflows or improve data visualization, these sessions are designed to prepare your CRM for success in 2025.
Unwrap the magic of efficient practices before you step away for the holidays, and return with a plan to hit the ground running in the new year!
Don’t miss this opportunity to make your CRM more powerful and productive—join us and transform your holiday cheer into year-round success!
Date: 2nd December 2024
Omnichannel Apps – WhatsApp, SMS, Live Chat – Unify Your CRM with Omnichannel Messaging!
Streamline your customer interactions this holiday season with Inogic’s seamless communication solutions for Microsoft Dynamics 365 CRM. Join our webinar to explore how WhatsApp4Dynamics, TextSMS4Dynamics, and LiveChat4Dynamics can help you stay connected effortlessly while managing your CRM operations.
Key Highlights of the Sessions
WhatsApp4Dynamics
Stay informed with instant notifications for new WhatsApp messages in CRM.
Manage conversations and create CRM records directly from WhatsApp messages.
Automate messages for key CRM updates like order confirmations or reminders.
TextSMS4Dynamics
Never miss an update with SMS alerts within your CRM.
Save time using trigger-based automated messages for sending reminders on Important CRM events.
Engage customers with multimedia-rich, multi-language support.
LiveChat4Dynamics
Get real-time alerts for new live chat interactions.
Track and manage all chat conversations directly in your CRM.
Automatically log chats as leads or cases for better follow-up.
Date: 3rd December 2024
Maplytics – Field Service Excellence: Route & Schedule Optimization in Dynamics 365!
Maplytics is a Geospatial and analytical mapping solution for CRM. It can help you pre-plan holiday appointments for field reps using waypoint optimization and manage them via the Dynamics 365 mobile app. Create activities for clients along smart sledge-routes using the Lasso tool. This webinar is a perfect chance to learn new ways to streamline operations while keeping the festive spirit alive. Don’t miss it!
Key Highlights of the Sessions
Maplytics in Power Pages: Embed Maplytics in your Power Pages website for seamless Dynamics 365 data visualization.
Auto Scheduling Enhancement: Automate work order scheduling based on resource skills like Santa plans his elves.
Territory Management Enhancements: Efficiently assign and unassign records to territories like Santa’s assignment of Naughty or Nice List.
Smarter Route Optimization: Travel like Santa’s efficient elves, fast, smart, and on time with optimized travel routes & directions.
Mobile App Compatibility: Explore all the updates of Maplytics & how to use them on the mobile application.
Date: 4th December 2024
File and Storage Management Apps – Best Practices for SharePoint Document Management with D365 Integration
Simplify your CRM document security and management this holiday season with Inogic’s powerful solutions. Join our exclusive webinar to discover how Attach2Dynamics and SharePoint Security Sync can help you organize files, enhance security, and optimize storage, ensuring a stress-free start to the new year.
Key Highlights of the Sessions
Effortlessly move attachments from Dynamics 365 CRM to Dropbox, SharePoint, or Azure Blob Storage.
Automate permissions for Upload, Download, and Email with Security Templates.
Bulk migrate CRM Notes, Emails, and Sales Literature attachments to cloud storage.
Auto-sync Dynamics 365 security roles to SharePoint for seamless access control.
Overcome SharePoint’s library limits with custom folder structures.
Organize documents with customizable metadata columns in SharePoint.
Migrate email body content with full customization options.
Preserve document modification dates for compliance and confidentiality.
Drag and drop email content directly from Outlook into cloud storage via Dynamics 365 integration.
Date: 5th December 2024
Visualisation Apps – Drive Decisions with Data Visualization: Turn CRM Data into Insights.
This holiday season, take a moment to reflect on simplifying your CRM workflows and setting the stage for an organized and productive new year. Join our festive webinar to explore how Kanban Board, Map My Relationships, and Business Process Checklist by Inogic can transform the way you manage and visualize data in Microsoft Dynamics 365 CRM.
Key Highlights of the Sessions
Kanban Board
Visualize CRM views and record data as interactive Kanban swim lanes.
Track Business Process Flows in a Kanban view for better process management.
Analyze tasks by status or priority to reduce delivery times.
Move record cards easily between lanes with a simple drag-and-drop.
Customize lane filters and card colors for a focused view of your data.
Map My Relationships
Get a clear, mind-map-style visualization of CRM record relationships.
Seamlessly integrate and customize relationship maps within Dynamics 365 CRM.
Record activities for related records directly from the mind map view.
Download relationship views as images for easy sharing and reference.
Business Process Checklist
Automate next steps and actions with predefined playbooks.
Manage risks effectively with tailored mitigation strategies.
Ensure process continuity with people-independent systems.
Monitor business process progress visually for better oversight.
Simplify onboarding with clear, step-by-step guidelines for new hires.
Date: 6th December 2024
Alerts4Dynamics – Real-Time Alerts & Notifications: Optimize D365 for Peak Performance
The holiday season is a time to celebrate and unwind, but staying updated on key business activities ensures a stress-free return to work. Miscommunications and missed updates can lead to unnecessary disruptions. Join our festive webinar to explore how Alerts4Dynamics in Microsoft Dynamics 365 CRM keeps your team informed, organized, and ready for a smooth start to the new year.
Key Highlights of the Sessions
Manage alerts for both out-of-the-box and custom entities in Dynamics 365 CRM.
Set up announcement, rule-based, or record-specific alerts tailored to your needs.
Categorize alerts by priority—Information, Warning, or Critical.
Deliver alerts as pop-ups, form notifications, or emails for maximum visibility.
Configure alert visibility based on security roles or specific user groups.
Track read and dismissed notifications for effective communication.
Receive missed notifications via email daily, weekly, or monthly—never miss critical updates.
Send custom post messages directly from CRM records by tagging users.
Don’t Miss Out on the Festive Magic!
Register now to unwrap the gift of smarter practices with Inogic and make your return to work seamless and stress-free. A productive New Year is just around the corner!
🎁 Can’t join us live? No problem! Register today to receive a link to the recorded session.🎁 Interested in our apps? Start a 15-day free trial from our website or Microsoft AppSource.
For more details about our apps or to request a personalized demo, contact us at crm@inogic.com.
Here’s to a successful 2025—happy holidays!
