Microsoft Power Platform has unveiled its 2023 release wave 1 plan, offering a new era of digital transformation for businesses. The release will bring hundreds of new features to the Power Platform applications, enabling individuals, teams, and organizations to foster a data culture and provide solutions for low and no-code development, advanced governance capabilities, and easier data stewardship with tools like Power Fx. The new features will allow businesses to automate their processes, analyze their data, and create solutions quickly and efficiently. The release promises to revolutionize the way organizations use the Power Platform, making it easier than ever to drive business innovation and growth. Below are a few of the Power platform’s upcoming updates.

Power BI

Enhancements for Every User

Power BI is a business analytics solution that lets you visualize your data and share insights across your organization. Microsoft is committed in empowering every individual, team, and organization to cultivate a data-driven culture with Power BI.

Enhanced Creation Experience

Individual users will benefit from enhanced creation experiences in Power BI, with greater parity on the web and the inclusion of the Power Query diagram view. These enhancements will provide users with a deeper understanding of their data, enabling informed decision-making.

Meetings and Multitasking

For teams, Microsoft is introducing improvements to meetings and multitasking in Power BI. Power BI meetings will offer a shared space for real-time collaboration among meeting participants, while new multitasking features will allow users to easily switch between dashboards and reports.

Explore the Power BI release plan here.

Power Apps

Reducing Risk for Organizations

Power Apps allows organizations to create customized business applications quickly and with ease using low-code development. Microsoft is prioritizing the reduction of risks for organizations by providing advanced governance features, simplifying onboarding processes, and ensuring low-code capabilities can be easily managed and scaled.

Modern Experiences

With Power Apps, makers and developers of varying skill levels can enjoy modern experiences in building apps, managing data, and logic, which leads to increased productivity. Additionally, users will benefit from the modernization of web and mobile experiences, which translates to faster and more modern experiences across all apps.

Explore the Power Apps release plan here.

Power Pages

Bringing Out-of-the-Box Capabilities

Power Pages is a robust content management system (CMS) that empowers users to create and handle websites and digital content. The platform is constantly expanding its range of capabilities, catering to both low and no-code developers, as well as professionals

Design Studio

The Design Studio will furnish creators with added solution templates and capabilities. Professional developers will be empowered to perform additional actions, such as working more efficiently with code via Power Platform CLI tools and Visual Studio Code. Additionally, administrators will have an improved ability to manage and regulate their Power Pages sites.

Explore the Power Pages release plan here.

Power Automate

Simplifying Workflows

Power Automate is a cloud-based service that lets you create automated workflows between your favorite apps and services. Power Automate has introduced new capabilities that allow users to describe them using natural language.

Work Queues

New improvements have been made to help new users start using workflows more easily. These improvements include work queues, which allow automated tasks to be seen and managed together.

Simpler Connectivity

Power Automate is also providing simpler connectivity to a machine for desktop flows, removing the need for additional installations and password management.

Explore the Power Automate release plan here.

Power Virtual Agents

Improved Bot Management

Power Virtual Agents provides improved bot management through its unified authoring canvas, which is a single conversational AI studio for all bot-building requirements.

Added Integration

Bot creators, including subject matter experts and developers, can start building bots today with the public preview of Bot Framework capabilities and Azure Cognitive Services integration. The advanced authoring canvas will be widely available in the near future.

Explore the Power Virtual Agents release plan here.

Microsoft Dataverse

Enhancing Makers’ Experiences

Microsoft Dataverse is making improvements focusing on enhancing makers’ experiences by improving app-building productivity, seamless connectivity to external data sources, and easier data stewardship with low-code tools like Power Fx.

Document processing improvements

With more pre-built model capabilities like contract processing, the ability to identify personal information, and the possibility to extract field types from documents, Microsoft has brought a game-changer in the market.

Explore the Microsoft Dataverse release plan here.

Conclusion

With the 2023 release wave 1 plan, Microsoft Power Platform is delivering new and enhanced features to help businesses achieve their digital transformation goals. The enhancements to Power BI, Power Apps, Power Pages, and Power Virtual Agents will provide more modern experiences for creating apps, managing content, and building bots. With these improvements, businesses can streamline their processes, automate workflows, and gain insights from their data to make informed decisions. The integration between Power Automate Desktop and Power Apps will enable businesses to create custom desktop apps with workflows, bringing automation capabilities to the desktop.

Looking for a Microsoft Certified Gold Partner to provide development expertise on Microsoft Dynamics 365 and Power Platform? Look no further than Inogic! At Inogic, we understand that every business is unique, and that’s why we offer customized solutions that cater to your specific needs. We pride ourselves on providing exceptional customer service and delivering high-quality work on time and within budget. Inogic’s Power Platform offshore development services enable organizations to optimize their workflows, enhance collaboration, and make informed decisions based on data.

Planning to take your business to the next level, visit our website or reach us via email at crm@inogic.com. For the latest news and developments, follow us on social media platforms LinkedIn, Facebook, Twitter, and Instagram, and by subscribing to our YouTube channel.

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Hello, and welcome back! In this second episode of our two-part blog series, we dive into Inogic Development services for Microsoft Dynamics 365 and Power Platform. If you haven’t had a chance to catch our part 1 on Inogic professional services, read here on Inogic Techno-consulting professional services.

As a prominent Microsoft Dynamics CRM development company with over 100+ developers, we have worked closely with enterprises to provide their employees with productivity tools that allow them to solve problems faster. These include workflow automation for sales, marketing, and service tools to achieve higher customer conversion and better performance management. Our expertise in development services includes planning, development, testing, deployment, and migration with affordable options, high-quality services, tools, and technology, superior infrastructure, increased profitability, an experienced team, and short turnarounds for corporate needs. Below are seven different ways to utilize Inogic development services to simplify and increase customer productivity.

Outsourced Development

Dynamics CRM outsourcing service has proven to be a far more productive and cost-effective choice than engaging an in-house team to set up or operate Dynamics 365. Inogic has a solid track record of being your trusted outsourcing partner for Microsoft Dynamics 365 setup and customization. With Inogic Outsourced Development Services, you will be working with a competent team of developers, solution architects, and technical project managers to create the ideal business management system.

Offshore Delivery Centre (ODC)

Accessing technical experts with infrastructure in place for design, quality testing, security audits, and business operations is very challenging for most corporations. Inogic delivers best-in-class technical support for long-term major projects, allowing you to retain control over governance and quality. Inogic’s Dynamics CRM offshore development services provide a quick, cost-effective, and more productive option for expediting your business production.

Dedicated FTE Development

In Dedicated FTE Development, Inogic aligns its Dynamics 365 specialists with a customer’s existing technological platforms, services, and processes. Assuring that Inogic’s best talent is full-time professionals eager to work and grow with your organization over time. Dedicated FTE development ensures higher efficiency, speed, transparency, cost-efficiency, dedicated full-time engineers, simplified resource management, and more for the customers.

Integrations to Dynamics

Microsoft Dynamics 365 integrates effortlessly with other Microsoft solutions, web portals, business intelligence apps, and ERP systems. Inogic assists organizations in integrating end-to-end integration support to easily automate their workflows, resulting in cheaper development costs, more scalability, and faster implementations. Inogic ensures swifter integrations by minimizing the need for manual data entry, giving real-time inventory statistics, and enabling wiser business decisions.

ISV/Partnership App Development

Microsoft Dynamics provides a community to solve business and technical challenges, build integrated solutions, and establish and grow deep relationships. As a top Microsoft ISV Gold Partner and with Microsoft coding standards, Inogic as a Dynamics 365 development expert collaborates with partners and other smaller ISVs to provide organizations with the specialized tools and expertise needed to create products based on their ideas by assisting them in designing, guiding, and creating unique products and services that allow them to operate more efficiently with greater flexibility and velocity.

Data Migration

Data migration can be a risky endeavor, yet it is required on a regular basis, whether owing to storage upgrades, vendor changes, or storage transformation projects. At Inogic, we have dedicated teams of data migration specialists who understand your business objectives and IT strategies and enable flawless data extraction, and transformation to make it compatible with Dynamics 365 CRM schema structure, exporting, and mapping.

On-Premise to online Migrations

Migration from on-premise to Power platform/Dataverse is critical for a number of reasons, including improved CRM application accessibility, lower maintenance and infrastructure expenses, better integration, and a faster return on investment. Inogic offers On-Premise to online Migration solution that is in line with your long-term goals through proper evaluation of the current situation and the implementation of SSIS with the KingswaySoft toolkit framework.

Enterprises can be certain of speedy setup and customization by outsourcing Microsoft Dynamics 365 and Power Platform development services to Inogic. Inogic understands the requirements, discusses the estimated project completion time, and delivers high-quality services on time. With more than 15 years of experience and a presence in more than 50 countries, the Inogic services team has been able to provide exceptional Microsoft Dynamics 365 services with genuine customer satisfaction and superior quality, allowing you to elevate your professional service practices and begin optimizing potential growth and scalability.

Visit our New Services website for more details or mail us at crm@inogic.com to learn more about Inogic Professional Services.

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The post Outsourcing Microsoft Dynamics 365 CRM and Power Platform Development – All under one roof! appeared first on Microsoft Dynamics 365 Blog.

For 15+ years, Inogic has been assisting clients with its Dynamics 365 professional services to get the most from their CRM investments to develop stronger customer relationships, enhance productivity, optimize the sales process, and reduce operational expenses. We combine our deep expertise in Microsoft Dynamics 365 and Power Platform with experience in procedures, project methodology, and IT architecture. If a requirement cannot be met with the out-of-the-box features, our Dynamics CRM Techno-functional consultants create simple, customer-specific apps to address the gaps. In this Part 1 of a two-part series on Inogic Professional Services, we discuss how Inogic Techno Consulting Services aims to provide expert solutions in the nine areas listed below.

Dynamic 365 Sales

Gain the first-mover edge over your competitors with a well-crafted digital transformation strategy that includes Microsoft Dynamics 365 for Sales. Inogic’s Dynamics 365 Professional Services aid businesses in getting a single 360-degree view of their prospects. Accelerate sales by automating the whole process from inquiry to client onboarding, going beyond pre-built functionality based on your own tailored functions and features.

Dynamic 365 Customer Service

Microsoft Dynamics 365 Customer Service supports enterprises by streamlining service operations, increasing service agent efficiency, and building customer loyalty. Inogic’s extended CRM capabilities, such as plug-ins, bespoke business apps, scripts, and more aid in customizing Dynamic 365 Customer Service for enterprises to improve their customer service and retain more customers.

Dynamic 365 Field Service

Field Service 365 in Dynamic CRM enables uninterrupted field services and customer relationship management by analysing obtained data insights. Businesses can utilize Inogic for Dynamics 365 field service outsourcing to optimize and automate daily manual activities such as tracking, managing, and maintaining work orders, allotted resources, schedules, and ad hoc requirements in order to optimize resources, boost productivity, and successfully engage customers.

Power Apps

Power Apps is an excellent platform for automating internal processes. The Inogic team understands the app’s needs to design, construct, and execute the app while also allowing for seamless integration with existing platforms, processes, and apps.

Power Pages

Power Pages is a low-code/no-code portal solution that allows organizations to share information with their customers/partners without giving them actual access to CRM. Inogic Power Platform Techno-functional consultants build portals from the ground up, modify existing ones, migrate web-based portals to Power Apps Portals, and more to automate processes for people outside of an organization in order to simplify and shorten the time required to complete routine tasks.

Power Automate

Power Automate enables the creation of automated workflows between applications and services to synchronize or manipulate data, send notifications, and do other operations. Inogic power platform professional services assist in the identification of processes to be automated, flows to be followed, and background processes to save time and money while lowering the risk of human error, through automation.

Power BI

Businesses can make intelligent decisions to increase sales and profitability based on data-driven insights from the combined capabilities of Microsoft Power BI and Microsoft Dynamics 365 CRM. Inogic Services aid organizations by developing complex Power BI reports and dashboards that allow for data analysis and presentation.

Power Virtual Agents

Power Virtual Agents let users create intensely powerful chatbots that can answer questions posed by your customers, other employees, or visitors to your website or service. Inogic helps in creating powerful AI-powered chatbots for a range of requests—from providing simple answers to common questions to resolving issues requiring detailed and quick communication, thus capturing missed opportunities and improving customer satisfaction.

AI Builder

AI Builder enables you to use artificial intelligence (AI) to optimize your business processes. With Inogic’s bespoke AI models within Power Automate, Inogic can create custom models matched to your needs or choose a prebuilt model that is ready to use for many typical business scenarios.

Inogic Professional Services division is intended to enable everyone in your business to deliver to their full capacity. By choosing Inogic, a Microsoft Certified Gold Partner based out of India, you can accomplish automation with Dynamics 365 deployment through proper planning and competent execution. We are widely recognized for providing best-in-class Microsoft CRM solutions when it comes to Microsoft Dynamics 365 / Power Platform customization and configuration. Inogic’s industry expertise can assist you in accelerating process flow, and improving efficiency, and seamlessness across your industrial environment. Our extensive CRM expertise of more than 15 years has enabled us to give exceptional Microsoft Dynamics 365 services with genuine customer satisfaction and superior quality, allowing you to elevate your professional service practices and begin optimizing potential growth and scalability.

We’ll see you in our next blog, Part 2 of a two-part series, where we’ll talk about how Inogic provides Dynamics CRM Outsourcing Services on Dynamics 365 CRM and Power Platforms. Email us at crm@inogic.com or visit our website for FREE Quote.

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The post Techno-Functional Consulting for Microsoft Dynamics 365 CRM and Power Platform by Inogic appeared first on Microsoft Dynamics 365 Blog.

Most of you would be well acquainted with our popular assignment automation app for Dynamics 365 CRM – Lead Assignment and Distribution Automation. Already a Preferred app on Microsoft AppSource, Lead Assignment and Distribution Automation is a productivity app that automates the allocation or distribution of Leads (or any other entity records) recorded in Dynamics 365 CRM. In this way, it ensures that Leads are not mismanaged or overlooked and are assigned to users automatically thereby improving the chances of creating new customers and increasing sales.

Now, let’s reiterate why Lead Assignment and Distribution Automation is the apt app for assigning Leads, Cases or any other entity records in Dynamics 365 CRM.

Say Goodbye to Manual Assignment of Leads

With this assignment automation app, you can assign Leads (or other entity records) to your team members using Round Robin or Capacity Algorithm. With Round Robin algorithm, the incoming Leads will be evenly distributed among your team members. If there are three members in your team and there are six incoming Leads then each member will be allotted two Leads.

But with Capacity Algorithm, the individual capacity of each team member will be taken into consideration. Here, you will be given the provision to determine the capacity of each team member depending upon their experience. And based on this capacity Leads will be allocated to your team members. Here, the most experienced team member will be assigned more Leads as compared to the least experienced team member.

Assign Leads in Sequence

With this feature of Lead Assignment and Distribution Automation, you can set a sequence or order to distribute the Leads to your team members. This will work for both Round Robin and Capacity algorithm and the Leads will be assigned from lowest to the highest sequence. So based on performance, experience or any other factors you can decide to set a sequence and determine who will be the first to get the share of incoming Leads.

Partnership in Leads

With Lead Assignment and Distribution Automation app, you can automate the process of transferring Leads from one team member to another by using workflows (Classic & Power Automate Flows) in Dynamics 365 CRM. There may be cases, where it may seem prudent to first assign Leads to one team member for initial footwork and then assign it to another team member for sales conversion. This will build partnership between team members and enhance productivity.

Now, all of these processes which used to be done manually can be automated with this amazing app. You have to just do three things – Get it, set it and forget it. In other words – get Lead Assignment and Distribution Automation app set it as per your requirements and then forget about it.

Sounds tempting, isn’t it?

Then go to our website or Microsoft AppSource to download this amazing assignment app for a free trial of 15 days and experience how automation of Lead assignment can boost your overall productivity.

And feel free to share your experience and expectations at crm@inogic.com

While we have been talking about Leads how can email marketing be left behind – it’s time to also look at our latest integration app – Marketing4Dynamics which integrates Mailchimp (one of the most famous and used email marketing software across the globe) with Dynamics 365 CRM.

Until then – Stay Healthy, Stay Wealthy!

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The post 3 Best Practices for Increasing your Lead Conversion Rates – Lead Assignment and Distribution Automation in Dynamics 365 CRM is what you need! appeared first on Microsoft Dynamics 365 Blog.

We recently come through with confusion regarding only 1 Marketing Application which comes free with 10 License of D365 Customer Service and Sales, Which we used for Different UAT, Now how to install Marketing solution in Sandbox and UAT as in application there was only 1 license mentioned which we configured

• As our client got Compensatory marketing module license, There was Planed UAT with them
• We installed License in UAT Environment and had a successful UAT
• and after Sign off, we were Ready for Deployment in Production , but there was some challenges

1. Marketing License was consumed in ORG 2 ( Only Marketing)
2. There was another UAT ORG with no Marketing and used for Customer Service
3. We had to merge Both UAT and Deploy final version to Production which will actually consume Marketing License

STEP 1: Release License form Marketing UAT ORG

• We had only 1 Marketing License and we already used it in UAT so 1st thing to do is release license from UAT so it can be used in production or any Other Org we want to Use

1. Navigate to Marketing Application configuration -> Select Environment and click uninstall
2. This will take around 1-2 hours and remember it doesn’t remove the installed managed solutions only free up the license
3. Also, check for the portal, and reset it.

STEP 2: Make ORG 1 (No marketing App) compatible to merge with ORG 2 by installing Marketing solution Only

As ORG 1 don’t have a component of Marketing Solution and ORG 2 has Marketing Solution so technically both need to be same in prospective of managed solution

We are 2 Option here

1. Raise a Ticket to Microsoft and they will enable a Marketing Solution only component in the application if that not visible for you

   

2. or install Marketing License in ORG 1 and once all solution are installed in ORG1 , Release the License again as uninstalling Marketing application doesn’t remove Solutions

   

3. Now we will have a Marketing Managed solution in ORG 1 and Org 2. and would be easier to migration customization from ORG 2 to ORG 1.
4. We are ready with ORG 1 having Marketing, Sales and customer service app with the unmanaged customizations  and its time to move Solution in production
5. We will Use the license Marketing Application in Production only that will be fully functional with prospective to marketing, then UAT ORG 1 with Marketing Solution only ( functionality will not work , only for smooth change deployments )

The post Marketing Application Free License is only for Production , What about UAT, QA and DEV (how to install Marketing in Sandbox without consuming License) appeared first on Microsoft Dynamics 365 Blog.