Inogic Professional Services

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Inogic is a leading Microsoft ISV Partner with Gold CRM Competency. With an exclusive focus on Dynamics 365 CRM and Power Platform for more than a decade now, Inogic delivers best-in-class cost-effective professional services & innovative solutions for Dynamics 365 CRM and Power Platform. With a well-equipped Team of refined experience and fresh, enthusiastic, and experimental minds in place, Inogic promises to serve its clients with well-rounded, progressive, and thoughtful consultations. We have established ourselves as an experienced and reliable Outsourcing and Off-shore Development Partner with unrivaled practical knowledge and experience in the development, integration, and implementation of Dynamics 365 CRM and Power Platform. We have an excellent record of timely project delivery, futuristic workaround solutions, successful long-term projects, noteworthy recommendations, and happy, returning clients! On an average basis, the time duration with which the clients stay with Inogic is about a minimum of 5 years. Here are our services, in-depth. Dynamics 365 CRM (Sales, Customer Service, Field Service) Inogic Services studies the application of CRM for a client and suggests customized techno-functional improvements. The team of experts develops codes to ease daily operations, streamline processes, generate automated triggers, and so on. This results in optimized utilization of the Dynamics 365 Modules based on the Business needs. Outsourced Development As a trusted vendor for development, Inogic Professional Services extends CRM functionalities with plug-ins, custom business apps, scripts, Power Automate, Power BI, Power Apps, Power Pages, and more. The scope of work for the development skills offered is thoroughly discussed and monthly, hourly rates of services are fixed in advance. ODC (Offshore Delivery Center) Inogic services act as an ODC or a virtual IT/development workforce that works on a client’s software development projects from a remote location. Inogic represents a technical extension of the client’s organization. Dedicated FTE Developers Inogic Services offers its development services as dedicated outsourced developers on a long-term basis. We allot a dedicated Team of well-trained FTEs to design, code, execute, test, and deliver. ISV/Partnership APP Development Inogic Services function as Independent Software Vendors (ISVs) that deliver customized software and/or Software-as-a-Service (SaaS) offerings to address customer business or technical requirements. On-Premises to Online Migration We offer migration of Dynamics CRM On-premise to CRM Online, Old legacy tech to modern Power platform/Dataverse, and so on. We evaluate a client’s present situation and develop a solution in sync with their long-term goals. Data Migration Inogic Services supports end-to-end migration for taking businesses online. We support Data extraction, and transformation to make it compatible with Dynamics 365 CRM schema structure, exporting, and seamless mapping Integrations to Dynamics Inogic Services offers end-to-end integration support and execution of the actual integration steps for the business. It is extended to applications such as web portals, BI applications, ERP systems, Azure integration services, etc. Power Apps – Model-Driven Apps & Canvas App Inogic Services supports the building of productivity apps using a rich set of tools, existing templates, and more within Microsoft Power Apps. We Customize Entities, Actions, Dashboards, etc. along with complete design, creation, execution, and functioning of it as per the client's requirement. Power Pages Inogic Services specialize in creating Portals from scratch, modifying the existing ones, migrating already present Web-based Portals to Power Pages, and more! Power Automate We automate everyday/scheduled manual operations, aid in the technical execution of the decisions using Power Automate Power BI Inogic provides assistance with the development, and configuration of Power BI reports for easy to complex reporting needs and a graphical analytical overview of the system. Power Virtual Agents Inogic Services helps businesses in creating customized bots as per the operational requirements and specifications AI builder We create intelligent automation and find insights by building tailored AI models within Power Automate for various businesses. Something more about Inogic Professional Services We offer 50+ dedicated resources 1000+ successfully completed projects so far 5+ years on average Project duration 20+ triumphant on-premise to online Migrations 10+ noteworthy Vertical Project Development 64% of the client base is from the US Valuable presence in 20+ countries around the world

Business Process Checklist

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Business Process Checklist is a Dynamics 365 CRM productivity app that helps users to simplify their internal processes by enforcing the best plan of action for day-to-day activities. Once the sales manager or administrator creates a checklist/plan/to-do list, it will automatically get connected against records or Business Process Flows when set conditions are met. Be it custom, OOB entities or custom flows, users will have a predefined set of actions reflecting the organization’s best practices to perform. With Business Process Checklist, set a plan of action for your salespeople/customer executives to follow and in the order, they want them to follow. Increase user productivity by better aligning your business processes with Business Process Checklist within your Dynamics 365 CRM.

LiveChat4Dynamics

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LiveChat4Dynamics is a seamless integration tool that brings live chat functionality directly into Dynamics 365 CRM. It provides a unified platform to connect, track, and engage website visitors effortlessly, eliminating the need to switch between multiple platforms. Key Features: Instant Chatting for Website Visitors Instant Notification within CRM Create a CRM Record from LiveChat (OOB or any Custom Entity) Track Conversation History within CRM

Undo2Restore

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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. With its support for both OOB and Custom Entities, Undo2Restore makes it possible to restore data of all those entities for which Auditing has been enabled in CRM. In a way, Undo2Restore is your own ‘ctrl+z’ button for Dynamics 365 CRM / Dataverse (Power Apps).

Attach2Dynamics

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Attach2Dynamics Attach2Dynamics integrates with multiple cloud storages like SharePoint, Dropbox and Azure Blob Storage to provide seamless attachment management from within Dynamics 365 CRM. With its user-friendly UI, users can perform multiple actions such drag & drop files/folders, upload/download files/folder, create, email, delete, preview files/folders, etc. with ease. It enables easy storage and management of attachments in a cloud storage of your choice. With bulk migration of Email/Notes/Sales Literature to cloud storages the issue of running out of disk space in CRM is now virtually non-existent. Attach2Dynamics is available for all deployment models beginning Dynamics 365 8.2 and Dataverse (Power Apps). Features • Drag and Drop: Drag and drop files/folders to Dropbox, SharePoint, and Azure Blob Storage • File Management: Upload/ Download multiple files or folder to all three cloud storages with ease. • Create Folders: Create folders as per requirement on cloud storages • Anonymous Link: Generate anonymous link of files and folders to share multiple files/attachments from Dynamics 365 CRM • Search: Deep Search files in the current and child folders to easily find a specific file • Email: Directly attach files or link of file(s) from cloud storages to a Dynamics 365 CRM email • Copy/Move Attachments: Copy/Move Notes, Email, and Sales Literature Attachments to cloud storage systems • Bulk Move Attachments: Move history Notes/Email/Sales Literature attachments in bulk to cloud storages • Access Control of Actions: Supervise user actions on use of various features of Attach2Dynamics such as Upload, Download, Email, etc. with Security Templates • Delete: Delete unwanted files from all three cloud storages • View Files: Preview files before downloading or sharing them • Single Sign-on: Perform all actions in the context of logged-in user • Open Folder: Open folders present on SharePoint Site directly using Attach2Dynamics UI

Inogic Subscription and Recurring Billing Management

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Subscription and Recurring Billing Management is primarily curated for all subscription-based businesses for automating subscriptions, recurring billing and tax calculations within Dynamics 365 CRM. It takes care of the billing part and lets organizations to focus on the growth and expansion of business. An ultimate time-saving app, it ensures accuracy and efficiency by eliminating billing bottlenecks and making the entire process of managing subscriptions smooth and easy.