It’s that time of year once more… It’s time to huddle indoors, build a fire, find a cozy nook, and wait for spring. As we approach the end of the year, we like to reflect on the year that has passed us. That means better understanding our readers—and seeing where we can improve for next year—for our small but formidable content team. Our team is constantly on the lookout for new innovations introduced by Microsoft that will provide users with significant capabilities for transforming their businesses. With new features being included in Microsoft releases and updates for Dynamics 365 applications such as Marketing, Sales, Customer Service, Field Service, and many others, Inogic always strives to find the best matches and deliver the same through our blogs. First and foremost, you enjoy learning, growing, and improving. All of our top blogs provide fresh perspectives, how-to instructions, and other important information for sharpening skills, optimizing procedures, and boosting teamwork. Let’s get to the exciting stuff now! Here are the top 5 most popular blogs in 2022.

Configuring Timeline(Show/Hide) activity display information within  Dynamics 365 CE

One of the main reasons people continue to use Dynamics 365 for their CRM needs is the ability to customize fields, forms, and views. Inogic began investigating timeline configuration capabilities in the 2021 release wave 2. We came across a request from a customer who wanted to show/hide a few activity field labels and data that are presented in the timeline by default. During the process, we discovered a new improved feature for configuring the activities in the timeline. It allows users to show/hide the activity field label and activity data that is shown across the timeline based on their business needs. As we are all aware, while displaying activity information in the timeline, there are two alternatives available: “Default form” or “Card form.” This blog illustrates how to simply configure both forms using the configuration form setting.

Avoid buffer size errors for List Rows using Power Automate Flows

Have you encountered the dreaded maximum buffer size exceeded error? Yes, that one is a pain. We got many inquiries about the following error message, which can appear when attempting to retrieve data from a table using the List Rows action of the Dataverse connector. “Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600,” says the error. Because the error message is created on the Encodian Flowr action, it is natural to believe that the Encodian Flowr action has failed, but it hasn’t (kind of)! This blog discusses how to overcome this limitation and ensure a seamless workflow.

Reusable components using Component Library within Canvas Power Apps

Components are reusable building blocks for canvas apps that let app developers use a component library to construct bespoke controls for usage within or across apps. It also helps to prevent re-designing or re-coding the same components over and over again, and it provides a single centralized location to manage upgrades or modifications. If you update a component definition within the app, your changes are reflected in all instances. Components also eliminate the need to copy/paste controls, reducing duplication of work and improving performance. This blog post will provide some information about reusable components in Canvas Power Apps that utilize the Component Library.

How to trigger flows with the Power Automate Button

Users can now run/trigger the flow from their mobile device from anywhere at any time, thanks to the flexibility given by the Microsoft Power Automate Button. Users can now quickly search for the Button and perform the flow by utilizing the ‘Power Automate’ app on mobile. This blog discusses one such business requirement in which Dynamics 365 CRM users can mark all of their Orders as ‘Submit,’ and when the user clicks ‘Order Submit,’ the current pre-built integration logic will trigger and transport Orders to another system. Orders were typically filed at any time because there was no set deadline. However, they desired to run flow at their leisure. The steps to carry out the aforesaid business scenario are outlined in this blog.

An exclusive sneak peek at the new Virtual PCF Component

As part of the platform’s maturation, Microsoft has been continuously pushing new tools and capabilities built specifically for the professional developer community. The PowerApps component framework (PCF) for model-driven programs, which is now in public preview, is one such enhancement. If you construct PCF components, you should be aware that when we create a standard control, we render it on the container given by the PowerApps Component Framework. This blog provides users with an early look at Microsoft’s new Virtual Control. This control, as its name implies, creates and renders on the Virtual DOM.

We know what it’s like to go from 0 to 100 in a matter of seconds. Inogic, a top Microsoft ISV Gold Partner, is well-known for its blogs and articles containing new approaches, how-to guides, and other useful information. Our user-friendly blogs are highly rated and cover a wide range of topics, including Dynamics 365 CRM, Power Platform (Power Apps, Power BI, Power Automate), Azure, Sales, Dataverse, Field Service,  and more. Inogic also shows basic usage through blog compilations and guides such as Microsoft Model-driven apps tips, Canvas Apps with Microsoft’s AI Builder, Microsoft Power Automate features, and others.

Inogic has a dedicated Services division that works exclusively on Microsoft Dynamics 365 and Power Platform Professional Services to build solutions that are perfectly tailored to your unique management strategy. We provide a variety of Dynamics 365 bespoke development services to businesses as your Technical Extension, leveraging on our certified resources and thousands of man-hours of development experience on the Dynamics platform. Among our technical specialties are Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Sales, Power apps, Power Pages, Power automate, Power BI, and others. Please contact us to get a free quote!

Try Business Process Checklist, our newest addition to the portfolio of 15+ Productivity Apps for Dynamics 365 CRM and Dataverse, to work smarter and faster by incorporating best practices into your daily tasks! To become a member of the Inogic family, follow us on Twitter, Facebook, LinkedIn, and Instagram. Subscribe to our YouTube channel for regular updates on whats new at Inogic.

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The ability to search a record by scanning its barcode is an intuitive and useful feature making the searching process quite easier. In our previous blog you saw adding of the Barcode field in the Case form. By adding this you can scan any Barcode and unique value of that Barcode will get updated in the barcode field on Case form.

We can add Barcode field in any of the forms in CRM. Also, we can search the barcode globally.

Global search will help the users to search the records quickly in the CRM.

Through Global search we can simply scan the Barcode using the Scanner and after scanning the barcode, the user will able to see the records for which the barcode is scanned. After scanning the barcode in the search, we will be able to see the associated records because in the barcode field the unique code will get auto-populated when the user scans the barcode.

In this blog we will see how we can use Barcode Scanning to search for Products in Field Service Mobile App.

Below is the example of Global Search for Barcodes in the Field Service Mobile App.

• Add the Barcode field in the form as explained in the previous blog.
• Navigate to powerapps.com
• Navigate to tables.

• Select Products in the Table.

• Go to views under the Product table.

• Select the Quick Find All Products view.

• Click on ‘Edit find table columns’.

• Select the Barcode and click on Apply.

• The Barcode will get added in the ‘Find By’ section as shown below:

• Click on Save and Publish.

• Open the Field Service Mobile App in mobile.

• Click on Search icon.

• Click on Barcode icon to search the associated records with respective to the barcode.

• Scan the Barcode.

• Records associated with the scanned barcode will be searched and displayed.

Conclusion

As illustrated above, you can see how easy it is to use Barcode Scanning to search for Products in Field Service Mobile App.

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Maplytics has been one of the pioneers that saw the curve of data analysis and intelligence moving towards the geographic domains and jumped at the opportunity because of its potential. Today, we proudly sit in the Microsoft AppSource arena with a 5-star review and a Preferred Solution badge because we spent countless hours pinpointing the challenges and pitfalls of industry challenges to create a solution that overcomes each of those challenges.

Let’s explore some of the most exciting and latest features of Maplytics that help users that want to take the reins of productivity into their own hands and move their organization to a leadership position.

#1: Automated Creation of Territories for Smart Distribution of Workload

Sales is the blood bank for every company. So treating it as a priority is important for every organization. With Maplytics Territory Management, managers can make sure that no sale is ever overlooked, neglected, or addressed inadequately.

Territory Management allows managers to auto-create instant territories that smartly distribute the workload between their field reps. Even workload distribution results in no burdened field reps and an assured chance at improved deal closings. Managers can also easily manipulate the territories themselves by editing, moving, or copying territories with a few clicks.

Maplytics is all about user convenience, so it gives managers the provisions to save their under-progress territories as a draft territory so they never have to stop working on priority tasks because of any reworks on the current territory.

#2: Smart Roadmaps for Flawless Field Operations with Advanced Auto Scheduling

With the constant stream of field visits an agent has to attend, there is no room for any wastage of time or energy. Maplytics offers an antidote to wasted time with its Advanced Auto Scheduling feature that creates a schedule for multiple users with optimized routes automatically directly on the map.

An optimized roadmap for the entire day helps field reps to always reach on time for their meetings and make the most of their work hours. This also ensures that a minimum number of meetings are delivered by a field rep every day. Overall, Auto Scheduling changes the game for field productivity and moves it to the next level.

#3: PCF Control with Detail Map Control for Dataset

Time is money in the corporate world. Maplytics is built to seek ways to cut down the time it takes a user to perform the desired action. With the PCF control of Detail Map, users can do their useful mapping-related activities without switching to any specific mapping screens.

PCF Controls allows users to add these controls to any entity or dashboard for visualizing all the records of view, sub-grid or dashboard. This enables users to stay on their current screen and quickly perform mapping activities without hassle.

With Detail map control the user can perform these Maplytics features:

Plot entity records

Plot categorized data

Proximity search

POI locations

Routing

#4: Special Dedicated Routes with Truck Routing

Trucks need to follow a special route for delivery as mandated by the governmental rules. However, finding the correct routes and mapping them according to the different points of delivery on the map in real-time can be a big challenge. This challenge can be overcome easily with Truck Routing in Maplytics.

With a special Truck Routing mode, users can follow the most accurate route that is the safest for trucks and can also avoid hefty fines. These routes are also optimized for charting the most time and fuel-effective roadmap to each destination on the map. This means timely deliveries and an overall hassle-free delivery experience for the managers, agents, as well as clients.

#5: Business Altering Data Insights with Multi-Category Data Visualization

Combining different aspects of your CRM data to visualize it on the map can result in data insights that can be used to make high-impact business decisions. For data-driven decisions, Maplytics allows users to select three categories for a single entity. If an Account entity is selected, users can choose upto three categories. Users can also assign different pushpins to different categories. When the data is plotted on the map, there will be an overlap of these pushpins to create the final visualization.

#6: Associate Records to Define and Simplify Relationships

Users can associate the required records with the plotted record(s) on the map and create a relationship between them. They can then choose the relationship between them that they want to associate with the records. Once this is defined, the default records will be selected according to the record from which the map was opened.

#7: Get Instant Results with POI Locations Search using Keywords

This is an enhancement that will save time and increase quick accessibility to the Points Of Interest that the user wants to find. When a user is looking for their Point of Interest locations on the map, they can enter their required POI directly in the search bar to locate it in an instant.

#8: Maintain and Manage Accessibility with Security Templates

Maplytics treats access to its features within an organization as a resource. So it gives System admins and Maplytics admins the ability to maintain control over this resource for their teams.

With Maplytics Security Templates, admins provide selective access of Maplytics actions to Maplytics users as per their respective requirements. With the latest update, admins can grant or deny selective access to multiple users or teams at once using ‘Manage Users. This saves time and effort by allowing the ability to manage access in bulk.

We are always coming up with enhancements and feature improvements to maintain the pioneering spirit for data analysis and field productivity. To get the most out of our solutions, you can first try a 15 day trial from our website or even from Microsoft AppSource. In the case of custom use cases, feel free to email us at crm@inogic.com.

Until the next time – Stay safe and stay ahead of the curve!

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