# Dynamics 365 CRM Apps ## Dynamics 365 CRM Apps - [Inogic Productivity Apps](https://docs.inogic.com/readme.md) - [Maplytics](https://docs.inogic.com/maplytics.md) - [Alerts4Dynamics](https://docs.inogic.com/alerts4dynamics.md) - [What's New!](https://docs.inogic.com/alerts4dynamics/whats-new.md) - [Installation](https://docs.inogic.com/alerts4dynamics/installation.md) - [Install from Microsoft AppSource](https://docs.inogic.com/alerts4dynamics/installation/install-from-microsoft-appsource.md) - [Install from Website](https://docs.inogic.com/alerts4dynamics/installation/install-from-website.md) - [Solution Upgrade](https://docs.inogic.com/alerts4dynamics/installation/solution-upgrade.md) - [Getting Started](https://docs.inogic.com/alerts4dynamics/getting-started.md) - [License Activation](https://docs.inogic.com/alerts4dynamics/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/alerts4dynamics/getting-started/set-up-security.md) - [Configuration](https://docs.inogic.com/alerts4dynamics/configuration.md) - [Entity Configuration](https://docs.inogic.com/alerts4dynamics/configuration/entity-configuration.md) - [Alert Configuration](https://docs.inogic.com/alerts4dynamics/configuration/record-based-alert.md) - [Record-Based Alert](https://docs.inogic.com/alerts4dynamics/configuration/record-based-alert/record-based-alert.md) - [Rule-Based Alert](https://docs.inogic.com/alerts4dynamics/configuration/record-based-alert/rule-based-alert.md) - [Announcement](https://docs.inogic.com/alerts4dynamics/configuration/record-based-alert/announcement.md) - [Event-Based Alert](https://docs.inogic.com/alerts4dynamics/configuration/record-based-alert/event-based-alert.md) - [Messages](https://docs.inogic.com/alerts4dynamics/configuration/messages.md) - [Notify Failure](https://docs.inogic.com/alerts4dynamics/configuration/notify-failure.md) - [Email Digest Workflow Configuration](https://docs.inogic.com/alerts4dynamics/configuration/email-digest-workflow-configuration.md) - [Post Notification Configuration](https://docs.inogic.com/alerts4dynamics/configuration/post-notification-configuration.md) - [Auto-dismiss Alert Notifications](https://docs.inogic.com/alerts4dynamics/configuration/automation.md) - [Rule-Based Alert](https://docs.inogic.com/alerts4dynamics/configuration/automation/rule-based-alert.md) - [Event-Based Alert](https://docs.inogic.com/alerts4dynamics/configuration/automation/event-based-alert.md) - [Features](https://docs.inogic.com/alerts4dynamics/features.md) - [Event-Based Alert](https://docs.inogic.com/alerts4dynamics/features/event-based-alert.md) - [Rule-Based Alert](https://docs.inogic.com/alerts4dynamics/features/rule-based-alert-simple.md) - [Record-Based Alert](https://docs.inogic.com/alerts4dynamics/features/record-based-alert.md) - [Announcement](https://docs.inogic.com/alerts4dynamics/features/announcement.md) - [Notifications](https://docs.inogic.com/alerts4dynamics/features/types-of-notification.md) - [Alert in Multiple Languages](https://docs.inogic.com/alerts4dynamics/features/alert-in-multiple-languages.md) - [Set User Preference](https://docs.inogic.com/alerts4dynamics/features/set-user-preference.md) - [Alert Delivery Preferences](https://docs.inogic.com/alerts4dynamics/features/alert-delivery-preferences.md) - [Message Rich Text](https://docs.inogic.com/alerts4dynamics/features/message-rich-text.md) - [Search Notifications](https://docs.inogic.com/alerts4dynamics/features/search-notifications.md) - [Email Digest Workflow](https://docs.inogic.com/alerts4dynamics/features/email-digest-workflow.md) - [Post Notification](https://docs.inogic.com/alerts4dynamics/features/post-notification.md) - [Snooze Notification](https://docs.inogic.com/alerts4dynamics/features/snooze-notification.md) - [Uninstallation](https://docs.inogic.com/alerts4dynamics/uninstallation.md) - [FAQs](https://docs.inogic.com/alerts4dynamics/faqs.md) - [Video Library](https://docs.inogic.com/alerts4dynamics/video-library.md) - [Attach2Dynamics](https://docs.inogic.com/attach2dynamics.md) - [What's New!](https://docs.inogic.com/attach2dynamics/whats-new.md) - [SharePoint Security Sync Tool](https://docs.inogic.com/attach2dynamics/sharepoint-security-sync-tool.md) - [Installation](https://docs.inogic.com/attach2dynamics/installation.md) - [Install from Microsoft AppSource](https://docs.inogic.com/attach2dynamics/installation/install-from-microsoft-appsource.md) - [Install from Website](https://docs.inogic.com/attach2dynamics/installation/install-from-website.md) - [Solution Upgrade](https://docs.inogic.com/attach2dynamics/installation/solution-upgrade.md) - [Upgrade Solution in Classic UI](https://docs.inogic.com/attach2dynamics/installation/solution-upgrade/upgrade-solution-in-classic-ui.md) - [Upgrade Solution in Power Apps](https://docs.inogic.com/attach2dynamics/installation/solution-upgrade/upgrade-solution-in-power-apps.md) - [Getting Started](https://docs.inogic.com/attach2dynamics/getting-started.md) - [License Activation](https://docs.inogic.com/attach2dynamics/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/attach2dynamics/getting-started/set-up-security.md) - [Prerequisites](https://docs.inogic.com/attach2dynamics/prerequisites.md) - [Connector Settings](https://docs.inogic.com/attach2dynamics/prerequisites/connector-settings.md) - [CRM-SharePoint Integration](https://docs.inogic.com/attach2dynamics/prerequisites/connector-settings/crm-sharepoint-integration.md) - [From Classic UI](https://docs.inogic.com/attach2dynamics/prerequisites/connector-settings/crm-sharepoint-integration/prerequisites.md) - [From Power Apps](https://docs.inogic.com/attach2dynamics/prerequisites/connector-settings/crm-sharepoint-integration/from-power-apps.md) - [Anonymous Link Settings](https://docs.inogic.com/attach2dynamics/prerequisites/anonymous-link-settings.md) - [Configuration](https://docs.inogic.com/attach2dynamics/configuration.md) - [Connector Configuration](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration.md) - [SharePoint](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/sharepoint.md) - [Grant Access to All Sites](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/sharepoint/sharepoint.md) - [Grant Access to Selected Sites](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/sharepoint/sharepoint-1.md) - [Dropbox Connector](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/dropbox.md) - [Azure Blob Storage Connector in Dynamics 365 CRM](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/azure-blob-storage.md) - [Additional Settings](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/additional-settings.md) - [Entity Configuration](https://docs.inogic.com/attach2dynamics/configuration/entity-configuration.md) - [Entity Configuration](https://docs.inogic.com/attach2dynamics/configuration/entity-configuration/entity-configuration.md) - [Configuring Hierarchy Structure](https://docs.inogic.com/attach2dynamics/configuration/entity-configuration/configuring-hierarchy-structure.md) - [IFRAME Configuration](https://docs.inogic.com/attach2dynamics/configuration/iframe-configuration.md) - [From Classic UI](https://docs.inogic.com/attach2dynamics/configuration/iframe-configuration/from-classic-ui.md) - [From Power Apps](https://docs.inogic.com/attach2dynamics/configuration/iframe-configuration/from-power-apps.md) - [How-to Guides](https://docs.inogic.com/attach2dynamics/how-to-guides.md) - [Remove GUID](https://docs.inogic.com/attach2dynamics/how-to-guides/remove-guid.md) - [Configuring Hierarchy Structure](https://docs.inogic.com/attach2dynamics/how-to-guides/configuring-hierarchy-structure.md) - [Sharing SharePoint Site](https://docs.inogic.com/attach2dynamics/how-to-guides/sharing-sharepoint-site.md) - [Enable Cookies Setting](https://docs.inogic.com/attach2dynamics/how-to-guides/enable-cookies-setting.md) - [View Dataverse Database Capacity](https://docs.inogic.com/attach2dynamics/how-to-guides/view-dataverse-database-capacity.md) - [Features](https://docs.inogic.com/attach2dynamics/features.md) - [Drag & Drop Files and Folders to Cloud Storage](https://docs.inogic.com/attach2dynamics/features/drag-and-drop.md) - [Upload on SharePoint, Azure Blob Storage or Dropbox](https://docs.inogic.com/attach2dynamics/features/upload.md) - [Download](https://docs.inogic.com/attach2dynamics/features/download.md) - [Rename](https://docs.inogic.com/attach2dynamics/features/rename.md) - [Send an Email for both Non-activity and Activity entities](https://docs.inogic.com/attach2dynamics/features/email.md) - [Copy Link](https://docs.inogic.com/attach2dynamics/features/copy-link.md) - [Create Folder for SharePoint, Azure Blob Storage or Dropbox](https://docs.inogic.com/attach2dynamics/features/create-folder.md) - [Drag & Drop Files To Folders Within Cloud Storage](https://docs.inogic.com/attach2dynamics/features/drag-and-drop-files-to-folders-within-cloud-storage.md) - [Deep Search for Files or Folders](https://docs.inogic.com/attach2dynamics/features/deep-search.md) - [Move/Copy Dynamics 365 CRM Attachments](https://docs.inogic.com/attach2dynamics/features/move-copy-attachments.md) - [Migrate Dynamics 365 CRM Email Body Content](https://docs.inogic.com/attach2dynamics/features/migrate-dynamics-365-crm-email-body-content.md) - [Document Location](https://docs.inogic.com/attach2dynamics/features/document-location.md) - [Access Control of the Action in Attach2Dynamics UI](https://docs.inogic.com/attach2dynamics/features/access-control-of-the-action-in-attach2dynamics-ui.md) - [Support for uploading files from Home Page](https://docs.inogic.com/attach2dynamics/features/support-for-uploading-files-from-home-page.md) - [Delete Files from SharePoint, Azure Blob Storage or Dropbox](https://docs.inogic.com/attach2dynamics/features/delete.md) - [View Files with a Single Click in SharePoint and Dropbox](https://docs.inogic.com/attach2dynamics/features/view.md) - [Open Folder](https://docs.inogic.com/attach2dynamics/features/open-folder.md) - [Thumbnail View and List View](https://docs.inogic.com/attach2dynamics/features/thumbnail-view-and-list-view.md) - [Attach Files of Various Records Directly from the Email Form](https://docs.inogic.com/attach2dynamics/features/attach-files-of-various-records-directly-from-the-email-form.md) - [Configure Email Description](https://docs.inogic.com/attach2dynamics/features/configure-email-description.md) - [Security Templates](https://docs.inogic.com/attach2dynamics/features/security-templates.md) - [Bulk Migration Job](https://docs.inogic.com/attach2dynamics/features/bulk-migration-job.md) - [Bulk Migration Job Status](https://docs.inogic.com/attach2dynamics/features/bulk-migration-job-status.md) - [Use Attach2Dynamics UI in IFRAME](https://docs.inogic.com/attach2dynamics/features/use-attach2dynamics-ui-in-iframe.md) - [Bulk Attachments Migration Tool](https://docs.inogic.com/attach2dynamics/features/bulk-attachment-migration-tool.md) - [Drag and Drop Email and its Attachments from Outlook to cloud storage with Dynamics 365](https://docs.inogic.com/attach2dynamics/features/drag-and-drop-email-and-its-attachments-from-outlook-to-cloud-storage-with-dynamics-365.md) - [Uninstallation](https://docs.inogic.com/attach2dynamics/uninstallation.md) - [FAQs](https://docs.inogic.com/attach2dynamics/faqs.md) - [Companion App](https://docs.inogic.com/attach2dynamics/companion-app.md) - [Video Library](https://docs.inogic.com/attach2dynamics/video-library.md) - [SharePoint Security Sync](https://docs.inogic.com/sharepoint-security-sync.md) - [What's New!](https://docs.inogic.com/sharepoint-security-sync/whats-new.md) - [SharePoint Security Sync Tool](https://docs.inogic.com/sharepoint-security-sync/sharepoint-security-sync-tool.md) - [Installation](https://docs.inogic.com/sharepoint-security-sync/installation.md) - [Install from AppSource](https://docs.inogic.com/sharepoint-security-sync/installation/install-from-appsource.md) - [Install from Website](https://docs.inogic.com/sharepoint-security-sync/installation/install-from-website.md) - [Solution Upgrade](https://docs.inogic.com/sharepoint-security-sync/installation/solution-upgrade.md) - [Import Solution through Classic UI](https://docs.inogic.com/sharepoint-security-sync/installation/solution-upgrade/import-solution-through-classic-ui.md) - [Import Solution through Power Apps](https://docs.inogic.com/sharepoint-security-sync/installation/solution-upgrade/import-solution-through-power-apps.md) - [Getting Started](https://docs.inogic.com/sharepoint-security-sync/getting-started.md) - [License Activation](https://docs.inogic.com/sharepoint-security-sync/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/sharepoint-security-sync/getting-started/set-up-security.md) - [Prerequisites](https://docs.inogic.com/sharepoint-security-sync/prerequisites.md) - [CRM-SharePoint Integration](https://docs.inogic.com/sharepoint-security-sync/prerequisites/crm-sharepoint-integration.md) - [From Classic UI](https://docs.inogic.com/sharepoint-security-sync/prerequisites/crm-sharepoint-integration/prerequisites.md) - [From Power Apps](https://docs.inogic.com/sharepoint-security-sync/prerequisites/crm-sharepoint-integration/from-power-apps.md) - [Anonymous Link Settings](https://docs.inogic.com/sharepoint-security-sync/prerequisites/anonymous-link-settings.md) - [Configuration](https://docs.inogic.com/sharepoint-security-sync/configuration.md) - [Connector Configuration](https://docs.inogic.com/sharepoint-security-sync/configuration/connector-configuration.md) - [Authenticate Connector](https://docs.inogic.com/sharepoint-security-sync/configuration/connector-configuration/authenticate-connector.md) - [Grant Access to All Sites](https://docs.inogic.com/sharepoint-security-sync/configuration/connector-configuration/authenticate-connector/grant-access-to-all-sites.md) - [Grant Access to Selected Sites](https://docs.inogic.com/sharepoint-security-sync/configuration/connector-configuration/authenticate-connector/grant-access-to-selected-sites.md) - [Additional Settings](https://docs.inogic.com/sharepoint-security-sync/configuration/connector-configuration/additional-settings.md) - [Entity Configuration](https://docs.inogic.com/sharepoint-security-sync/configuration/entity-configuration.md) - [IFRAME Configuration](https://docs.inogic.com/sharepoint-security-sync/configuration/iframe-configuration.md) - [From Classic UI](https://docs.inogic.com/sharepoint-security-sync/configuration/iframe-configuration/from-classic-ui.md) - [From Power Apps](https://docs.inogic.com/sharepoint-security-sync/configuration/iframe-configuration/from-power-apps.md) - [How-to-Guides](https://docs.inogic.com/sharepoint-security-sync/how-to-guides.md) - [Remove GUID](https://docs.inogic.com/sharepoint-security-sync/how-to-guides/remove-guid.md) - [Enable Cookies Setting](https://docs.inogic.com/sharepoint-security-sync/how-to-guides/enable-cookies-setting.md) - [Sharing SharePoint Site](https://docs.inogic.com/sharepoint-security-sync/how-to-guides/sharing-sharepoint-site.md) - [View Dataverse Database Capacity](https://docs.inogic.com/sharepoint-security-sync/how-to-guides/view-dataverse-database-capacity.md) - [Features](https://docs.inogic.com/sharepoint-security-sync/features.md) - [Sync Privileges](https://docs.inogic.com/sharepoint-security-sync/features/sync-privileges.md) - [Custom Folder Structure](https://docs.inogic.com/sharepoint-security-sync/features/custom-folder-structure.md) - [Custom Folder Structure for Non-activity entities](https://docs.inogic.com/sharepoint-security-sync/features/custom-folder-structure/custom-folder-structure-for-non-activity-entities.md) - [Custom Folder Structure for Activity entities](https://docs.inogic.com/sharepoint-security-sync/features/custom-folder-structure/custom-folder-structure-for-activity-entities.md) - [Create Multiple folders for Activity Entities](https://docs.inogic.com/sharepoint-security-sync/features/create-multiple-folders-for-activity-entities.md) - [SharePoint Metadata](https://docs.inogic.com/sharepoint-security-sync/features/metadata.md): Enhanced Metadata Features for Document Management - [Override Files](https://docs.inogic.com/sharepoint-security-sync/features/override-files.md) - [Subfolder Structure](https://docs.inogic.com/sharepoint-security-sync/features/subfolder-structure.md) - [File-Level Syncing](https://docs.inogic.com/sharepoint-security-sync/features/file-level-syncing.md) - [Configuration for Moving/Copying Email Body Content](https://docs.inogic.com/sharepoint-security-sync/features/configuration-for-moving-copying-email-body-content.md) - [Modify Security Role](https://docs.inogic.com/sharepoint-security-sync/features/modify-security-role.md) - [Share & Assign Records](https://docs.inogic.com/sharepoint-security-sync/features/share-and-assign-records.md) - [Drag & Drop Multiple Files and Folders](https://docs.inogic.com/sharepoint-security-sync/features/drag-and-drop.md) - [Drag & Drop Files To Folders Within Cloud Storage](https://docs.inogic.com/sharepoint-security-sync/features/drag-and-drop-files-to-folders-within-cloud-storage.md) - [DocuSign](https://docs.inogic.com/sharepoint-security-sync/features/docusign.md) - [Upload](https://docs.inogic.com/sharepoint-security-sync/features/upload.md) - [Download](https://docs.inogic.com/sharepoint-security-sync/features/download.md) - [Rename](https://docs.inogic.com/sharepoint-security-sync/features/rename.md) - [Copy Link](https://docs.inogic.com/sharepoint-security-sync/features/copy-link.md) - [Create Folder in SharePoint](https://docs.inogic.com/sharepoint-security-sync/features/create-folder.md) - [Deep Search](https://docs.inogic.com/sharepoint-security-sync/features/deep-search.md) - [Move/Copy Attachments](https://docs.inogic.com/sharepoint-security-sync/features/move-copy-attachments.md) - [Document Location](https://docs.inogic.com/sharepoint-security-sync/features/document-location.md) - [Email](https://docs.inogic.com/sharepoint-security-sync/features/email.md) - [Configure Email Description](https://docs.inogic.com/sharepoint-security-sync/features/configure-email-description.md) - [Upload files from Home Page](https://docs.inogic.com/sharepoint-security-sync/features/upload-files-from-home-page.md) - [Delete Files/Folders](https://docs.inogic.com/sharepoint-security-sync/features/delete.md) - [View](https://docs.inogic.com/sharepoint-security-sync/features/view.md) - [Open Folder](https://docs.inogic.com/sharepoint-security-sync/features/open-folder.md) - [Security Templates](https://docs.inogic.com/sharepoint-security-sync/features/security-templates.md) - [Bulk Migration Job](https://docs.inogic.com/sharepoint-security-sync/features/bulk-migration-job.md) - [Auto Create Folder](https://docs.inogic.com/sharepoint-security-sync/features/auto-create-folder.md) - [Thumbnail View and List View](https://docs.inogic.com/sharepoint-security-sync/features/thumbnail-view-and-list-view.md) - [Support for uploading files from Home Page](https://docs.inogic.com/sharepoint-security-sync/features/support-for-uploading-files-from-home-page.md) - [Attach Files of Various Records Directly from Email Form](https://docs.inogic.com/sharepoint-security-sync/features/attach-files-of-various-records-directly-from-email-form.md) - [Parameter passing support for IFRAME](https://docs.inogic.com/sharepoint-security-sync/features/parameter-passing-support-for-iframe.md) - [Uninstallation](https://docs.inogic.com/sharepoint-security-sync/uninstallation.md) - [FAQs](https://docs.inogic.com/sharepoint-security-sync/faqs.md) - [Video Library](https://docs.inogic.com/sharepoint-security-sync/video-library.md) - [SharePoint Knowledge AI Search](https://docs.inogic.com/sharepoint-knowledge-ai-search.md) - [What's New!](https://docs.inogic.com/sharepoint-knowledge-ai-search/whats-new.md) - [Prerequisite](https://docs.inogic.com/sharepoint-knowledge-ai-search/prerequisite.md) - [Installation](https://docs.inogic.com/sharepoint-knowledge-ai-search/installation.md) - [Install from AppSource](https://docs.inogic.com/sharepoint-knowledge-ai-search/installation/install-from-appsource.md) - [Install from the Website](https://docs.inogic.com/sharepoint-knowledge-ai-search/installation/install-from-the-website.md) - [Configuration](https://docs.inogic.com/sharepoint-knowledge-ai-search/configuration.md) - [Validate and Configure the Copilot Agent](https://docs.inogic.com/sharepoint-knowledge-ai-search/configuration/view-plan-items-on-record.md) - [Configure Connection References](https://docs.inogic.com/sharepoint-knowledge-ai-search/configuration/configure-connection-references.md) - [Active Disables Flows to Resolve Cloud Flow Connection Issues](https://docs.inogic.com/sharepoint-knowledge-ai-search/configuration/active-disables-flows-to-resolve-cloud-flow-connection-issues.md) - [Complete the Agent Configuration Setup](https://docs.inogic.com/sharepoint-knowledge-ai-search/configuration/complete-the-agent-configuration-setup.md) - [Share the Azure AI Search Connection](https://docs.inogic.com/sharepoint-knowledge-ai-search/configuration/share-the-azure-ai-search-connection.md) - [Add the Agent to Teams and Microsoft 365 Copilot](https://docs.inogic.com/sharepoint-knowledge-ai-search/configuration/add-the-agent-to-teams-and-microsoft-365-copilot.md) - [Approve the App in Teams Admin Center](https://docs.inogic.com/sharepoint-knowledge-ai-search/configuration/approve-the-app-in-teams-admin-center.md) - [How to Add InoWiz Copilot Agent in Teams](https://docs.inogic.com/sharepoint-knowledge-ai-search/configuration/how-to-add-inowiz-copilot-agent-in-teams.md) - [How to Add InoWiz Copilot Agent to M365](https://docs.inogic.com/sharepoint-knowledge-ai-search/configuration/how-to-add-inowiz-copilot-agent-to-m365.md) - [Features](https://docs.inogic.com/sharepoint-knowledge-ai-search/features.md) - [Copilot Agent with semantic search for SharePoint documents](https://docs.inogic.com/sharepoint-knowledge-ai-search/features/copilot-agent-with-semantic-search-for-sharepoint-documents.md) - [Conversational search across multiple documents & Citations](https://docs.inogic.com/sharepoint-knowledge-ai-search/features/conversational-search-across-multiple-documents-and-citations.md) - [Context-Aware search](https://docs.inogic.com/sharepoint-knowledge-ai-search/features/context-aware-search.md) - [Respect SharePoint security](https://docs.inogic.com/sharepoint-knowledge-ai-search/features/respect-sharepoint-security.md) - [Tabular Format Response](https://docs.inogic.com/sharepoint-knowledge-ai-search/features/tabular-format-response.md) - [AI-Powered Email Draft Generation](https://docs.inogic.com/sharepoint-knowledge-ai-search/features/ai-powered-email-draft-generation.md) - [Multi-Language AI Search Support](https://docs.inogic.com/sharepoint-knowledge-ai-search/features/multi-language-ai-search-support.md) - [Easy to setup settings that make Azure AI Search Configuration Easier](https://docs.inogic.com/sharepoint-knowledge-ai-search/features/easy-to-setup-settings-that-make-azure-ai-search-configuration-easier.md) - [Uninstallation](https://docs.inogic.com/sharepoint-knowledge-ai-search/uninstallation.md) - [FAQs](https://docs.inogic.com/sharepoint-knowledge-ai-search/faqs.md) - [Video Library](https://docs.inogic.com/sharepoint-knowledge-ai-search/video-library.md) - [Predict4Dynamics](https://docs.inogic.com/predict4dynamics.md) - [What's New!](https://docs.inogic.com/predict4dynamics/whats-new.md) - [Prerequisite](https://docs.inogic.com/predict4dynamics/prerequisite.md) - [Installation](https://docs.inogic.com/predict4dynamics/installation.md) - [Installation of Predict4Dynamics](https://docs.inogic.com/predict4dynamics/installation/installation-of-predict4dynamics.md) - [Installation of InoWiz Prediction Builder](https://docs.inogic.com/predict4dynamics/installation/installation-of-inowiz-prediction-builder.md) - [Configuration](https://docs.inogic.com/predict4dynamics/configuration.md) - [Configure InoWiz Prediction Builder](https://docs.inogic.com/predict4dynamics/configuration/configure-inowiz-prediction-builder.md) - [Configure Predict4Dynamics](https://docs.inogic.com/predict4dynamics/configuration/configuration.md) - [Create New Model](https://docs.inogic.com/predict4dynamics/configuration/configuration/configuration.md) - [Use existing model and update the existing model](https://docs.inogic.com/predict4dynamics/configuration/configuration/use-existing-model-and-update-the-existing-model.md) - [Configure & publish model](https://docs.inogic.com/predict4dynamics/configuration/configuration/configure-and-publish-model.md) - [Generate prediction & View Result](https://docs.inogic.com/predict4dynamics/configuration/configuration/generate-prediction-and-view-result.md) - [Post-Deployment Checks & Tips](https://docs.inogic.com/predict4dynamics/configuration/configuration/post-deployment-checks-and-tips.md) - [Configure Application User](https://docs.inogic.com/predict4dynamics/configuration/configure-application-user.md) - [Features](https://docs.inogic.com/predict4dynamics/features.md) - [Ready to use sample models for Leads and Opportunities](https://docs.inogic.com/predict4dynamics/features/ready-to-use-sample-models-for-leads-and-opportunities.md) - [Extensive Coverage for OOB and Custom Entities](https://docs.inogic.com/predict4dynamics/features/extensive-coverage-for-oob-and-custom-entities.md) - [Leveraging Multiple Predictive Models for each Entity](https://docs.inogic.com/predict4dynamics/features/leveraging-multiple-predictive-models-for-each-entity.md) - [Seamless Prediction Automation & Triggers](https://docs.inogic.com/predict4dynamics/features/seamless-prediction-automation-and-triggers.md) - [Model Customization](https://docs.inogic.com/predict4dynamics/features/model-customization.md) - [Explainable AI with Azure OpenAI](https://docs.inogic.com/predict4dynamics/features/explainable-ai-with-azure-openai.md) - [Configurable Prompt Templates for Insightful Explanations](https://docs.inogic.com/predict4dynamics/features/configurable-prompt-templates-for-insightful-explanations.md) - [Scalable and Secure Tenant Isolation Framework](https://docs.inogic.com/predict4dynamics/features/scalable-and-secure-tenant-isolation-framework.md) - [Easy Configuration and Deployment](https://docs.inogic.com/predict4dynamics/features/easy-configuration-and-deployment.md) - [Uninstallation](https://docs.inogic.com/predict4dynamics/uninstallation.md) - [Video Library](https://docs.inogic.com/predict4dynamics/video-library.md) - [Next Best Action](https://docs.inogic.com/next-best-action.md) - [What's New!](https://docs.inogic.com/next-best-action/whats-new.md) - [Installation](https://docs.inogic.com/next-best-action/installation.md) - [Installation of Next Best Action](https://docs.inogic.com/next-best-action/installation/installation-of-next-best-action.md) - [Install from Microsoft Marketplace](https://docs.inogic.com/next-best-action/installation/installation-of-next-best-action/install-from-microsoft-marketplace.md) - [Install from Website](https://docs.inogic.com/next-best-action/installation/installation-of-next-best-action/install-from-website.md) - [Installation of NBA AI/ML Engine](https://docs.inogic.com/next-best-action/installation/installation-of-nba-ai-ml-engine.md) - [Getting Started](https://docs.inogic.com/next-best-action/getting-started.md) - [License Activation](https://docs.inogic.com/next-best-action/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/next-best-action/getting-started/set-up-security.md) - [Prerequisite](https://docs.inogic.com/next-best-action/prerequisite.md) - [Next Best Action - Prerequisite](https://docs.inogic.com/next-best-action/prerequisite/next-best-action-prerequisite.md) - [Configuration](https://docs.inogic.com/next-best-action/configuration.md) - [Configure NBA AI/ML Engine](https://docs.inogic.com/next-best-action/configuration/configure-nba-ai-ml-engine.md) - [Configure Next Best Action](https://docs.inogic.com/next-best-action/configuration/configure-next-best-action.md) - [Next Best Action Home](https://docs.inogic.com/next-best-action/configuration/configure-next-best-action/next-best-action-home.md) - [Entity Configuration](https://docs.inogic.com/next-best-action/configuration/configure-next-best-action/entity-configuration.md) - [Side Pane Settings](https://docs.inogic.com/next-best-action/configuration/configure-next-best-action/side-pane-settings.md) - [Digest Settings](https://docs.inogic.com/next-best-action/configuration/configure-next-best-action/digest-settings.md) - [Adding Next Best Action PCF section in CRM](https://docs.inogic.com/next-best-action/configuration/configure-next-best-action/adding-next-best-action-pcf-section-in-crm.md) - [Configure Application User](https://docs.inogic.com/next-best-action/configuration/configure-application-user.md) - [Advance Configuration](https://docs.inogic.com/next-best-action/configuration/advance-configuration.md) - [Features](https://docs.inogic.com/next-best-action/features.md) - [Context-Aware Recommendations](https://docs.inogic.com/next-best-action/features/context-aware-recommendations.md) - [Next Best Action Activity Card](https://docs.inogic.com/next-best-action/features/next-best-action-activity-card.md) - [Explainable AI](https://docs.inogic.com/next-best-action/features/explainable-ai.md) - [Optimal Timing Prediction](https://docs.inogic.com/next-best-action/features/optimal-timing-prediction.md) - [Next Best Action Timeline](https://docs.inogic.com/next-best-action/features/next-best-action-timeline.md) - [Next Best Action Digest](https://docs.inogic.com/next-best-action/features/next-best-action-digest.md) - [Dashboard](https://docs.inogic.com/next-best-action/features/dashboard.md) - [Uninstallation](https://docs.inogic.com/next-best-action/uninstallation.md) - [Uninstallation of Next Best Action](https://docs.inogic.com/next-best-action/uninstallation/uninstallation-of-next-best-action.md) - [Uninstallation of NBA AI/ML Engine](https://docs.inogic.com/next-best-action/uninstallation/uninstallation-of-nba-ai-ml-engine.md) - [FAQs](https://docs.inogic.com/next-best-action/faqs.md) - [Video Library](https://docs.inogic.com/next-best-action/video-library.md) - [Click2Clone](https://docs.inogic.com/click2clone.md) - [What's New!](https://docs.inogic.com/click2clone/whats-new.md) - [Installation](https://docs.inogic.com/click2clone/installation.md) - [Install from Microsoft AppSource](https://docs.inogic.com/click2clone/installation/install-from-microsoft-appsource.md) - [Install from Website](https://docs.inogic.com/click2clone/installation/install-from-website.md) - [Getting Started](https://docs.inogic.com/click2clone/getting-started.md) - [Activate License](https://docs.inogic.com/click2clone/getting-started/activate-license.md) - [Set up Security](https://docs.inogic.com/click2clone/getting-started/set-security.md) - [Configuration](https://docs.inogic.com/click2clone/configuration.md) - [Cloning a record](https://docs.inogic.com/click2clone/configuration/cloning-a-record.md) - [Set up Entities for Click2Clone](https://docs.inogic.com/click2clone/configuration/cloning-a-record/click2clone-template.md) - [Set up fields to copy](https://docs.inogic.com/click2clone/configuration/cloning-a-record/setup-fields-to-copy.md) - [Setup - Update Fields During Cloning](https://docs.inogic.com/click2clone/configuration/cloning-a-record/setup-update-fields-during-cloning.md) - [Copy related records](https://docs.inogic.com/click2clone/configuration/cloning-a-record/copy-related-records.md) - [Copy fields of related records](https://docs.inogic.com/click2clone/configuration/cloning-a-record/copy-fields-of-related-records.md) - [Specify related records](https://docs.inogic.com/click2clone/configuration/cloning-a-record/specify-related-records.md) - [Copy references of records](https://docs.inogic.com/click2clone/configuration/cloning-a-record/copy-references-of-records.md) - [Copying from one entity record to another](https://docs.inogic.com/click2clone/configuration/copying-from-one-record-to-another.md) - [Set up template](https://docs.inogic.com/click2clone/configuration/copying-from-one-record-to-another/click2clone-template.md) - [Mapping fields to copy](https://docs.inogic.com/click2clone/configuration/copying-from-one-record-to-another/mapping-fields-to-copy.md) - [Specify related records](https://docs.inogic.com/click2clone/configuration/copying-from-one-record-to-another/untitled.md) - [Copy only Related Records](https://docs.inogic.com/click2clone/configuration/copy-only-related-records.md) - [Set up template](https://docs.inogic.com/click2clone/configuration/copy-only-related-records/click2clone-template.md) - [Specify fields to copy](https://docs.inogic.com/click2clone/configuration/copy-only-related-records/specify-fields-to-copy.md) - [Automation](https://docs.inogic.com/click2clone/configuration/automation.md) - [On-Demand Workflow](https://docs.inogic.com/click2clone/configuration/automation/run-workflow-on-demand.md) - [Set up template](https://docs.inogic.com/click2clone/configuration/automation/run-workflow-on-demand/setup-template.md) - [Design On-Demand workflow](https://docs.inogic.com/click2clone/configuration/automation/run-workflow-on-demand/design-automation-workflow.md) - [Execute Workflow](https://docs.inogic.com/click2clone/configuration/automation/run-workflow-on-demand/execute-workflow.md) - [Record Field Change Workflow](https://docs.inogic.com/click2clone/configuration/automation/run-workflow-automatically.md) - [Set up template](https://docs.inogic.com/click2clone/configuration/automation/run-workflow-automatically/set-up-template.md) - [Design Record Field Change workflow](https://docs.inogic.com/click2clone/configuration/automation/run-workflow-automatically/design-automation-workflow.md) - [Execute Workflow](https://docs.inogic.com/click2clone/configuration/automation/run-workflow-automatically/automate-cloning-of-record.md) - [Features](https://docs.inogic.com/click2clone/features.md) - [Clone single record](https://docs.inogic.com/click2clone/features/clone-single-record.md) - [Clone multiple records](https://docs.inogic.com/click2clone/features/clone-multiple-records.md) - [Create multiple copies of a record](https://docs.inogic.com/click2clone/features/multiple-copies-of-a-record.md) - [Copy one entity record to another](https://docs.inogic.com/click2clone/features/copy-one-entity-record-to-another.md) - [Update Fields During Cloning](https://docs.inogic.com/click2clone/features/update-fields-during-cloning.md) - [Get Records](https://docs.inogic.com/click2clone/features/get-records.md) - [How-to Guides](https://docs.inogic.com/click2clone/how-to-guides.md) - [How to migrate Templates from one environment to another](https://docs.inogic.com/click2clone/how-to-guides/export-import-click2clone-template.md) - [Uninstallation](https://docs.inogic.com/click2clone/uninstallation.md) - [FAQs](https://docs.inogic.com/click2clone/faq.md) - [Video Library](https://docs.inogic.com/click2clone/video-library.md) - [Click2Export](https://docs.inogic.com/click2export.md) - [What’s New!](https://docs.inogic.com/click2export/whats-new.md): This section includes the latest updates in the app. - [Installation](https://docs.inogic.com/click2export/installation.md) - [Install from AppSource](https://docs.inogic.com/click2export/installation/install-from-appsource.md) - [Install from Website](https://docs.inogic.com/click2export/installation/install-from-website.md) - [Getting Started](https://docs.inogic.com/click2export/getting-started.md) - [Activate License](https://docs.inogic.com/click2export/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/click2export/getting-started/set-up-security.md) - [Prerequisites](https://docs.inogic.com/click2export/prerequisites.md) - [Enable SharePoint Integration](https://docs.inogic.com/click2export/prerequisites/enable-sharepoint-integration.md) - [Essential Privileges](https://docs.inogic.com/click2export/prerequisites/required-privileges.md) - [Set Credentials](https://docs.inogic.com/click2export/prerequisites/set-credentials.md) - [Configuration](https://docs.inogic.com/click2export/configuration.md) - [Click2Export Configuration](https://docs.inogic.com/click2export/configuration/click2export-configuration.md) - [Templates Configuration](https://docs.inogic.com/click2export/configuration/templates.md) - [SSRS Template](https://docs.inogic.com/click2export/configuration/templates/ssrs-template.md) - [Word Template](https://docs.inogic.com/click2export/configuration/templates/word-template.md) - [Excel Template](https://docs.inogic.com/click2export/configuration/templates/excel-template.md) - [Email Template (CRM Views Data)](https://docs.inogic.com/click2export/configuration/templates/email-template.md) - [Email Configuration](https://docs.inogic.com/click2export/configuration/email-configuration.md) - [Schedule Reports](https://docs.inogic.com/click2export/configuration/schedule-reports.md) - [Automation](https://docs.inogic.com/click2export/configuration/automation.md) - [Word Template Workflow](https://docs.inogic.com/click2export/configuration/automation/word-template-workflow.md) - [SSRS Template Workflow](https://docs.inogic.com/click2export/configuration/automation/ssrs-template-workflow.md) - [Features](https://docs.inogic.com/click2export/features.md) - [Export Word Template](https://docs.inogic.com/click2export/features/word-template-use-case.md) - [Action & Email Section](https://docs.inogic.com/click2export/features/action-and-email-section.md) - [Bulk Export Word Template](https://docs.inogic.com/click2export/features/export-bulk-records-with-word-template.md) - [Export SSRS Report](https://docs.inogic.com/click2export/features/export-ssrs-report.md) - [Bulk Export SSRS Report](https://docs.inogic.com/click2export/features/bulk-export-ssrs-report.md) - [Export Excel Template](https://docs.inogic.com/click2export/features/export-excel-template.md) - [Export Email Template (CRM Views Data)](https://docs.inogic.com/click2export/features/export-email-template.md) - [Click2Export from Subgrid](https://docs.inogic.com/click2export/features/click2export-from-subgrid.md) - [Export Related Records in an Excel Template](https://docs.inogic.com/click2export/features/export-related-records-in-an-excel-template.md) - [Email to Non-CRM Users](https://docs.inogic.com/click2export/features/email-to-non-crm-users.md) - [Password Encryption](https://docs.inogic.com/click2export/features/password-encryption.md) - [Share Option for Email Template](https://docs.inogic.com/click2export/features/share-option-for-email-template.md) - [Report Template Collection](https://docs.inogic.com/click2export/features/report-template-collection.md) - [Uninstallation](https://docs.inogic.com/click2export/uninstallation.md) - [FAQs](https://docs.inogic.com/click2export/faqs.md) - [Video Library](https://docs.inogic.com/click2export/video-library.md) - [DeDupeD](https://docs.inogic.com/deduped.md) - [What's New!](https://docs.inogic.com/deduped/whats-new.md) - [Installation](https://docs.inogic.com/deduped/installation.md) - [Install from Microsoft AppSource](https://docs.inogic.com/deduped/installation/install-from-microsoft-appsource.md) - [Install from Website](https://docs.inogic.com/deduped/installation/install-from-website.md) - [Prerequisite](https://docs.inogic.com/deduped/prerequisite.md) - [Getting Started](https://docs.inogic.com/deduped/getting-started.md) - [License Activation](https://docs.inogic.com/deduped/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/deduped/getting-started/set-up-security.md) - [Configuration](https://docs.inogic.com/deduped/configuration.md) - [Disable OOB Duplicate Detection](https://docs.inogic.com/deduped/configuration/disable-oob-duplicate-detection.md) - [DeDupeD Settings](https://docs.inogic.com/deduped/configuration/deduped-settings.md) - [Entity Configuration](https://docs.inogic.com/deduped/configuration/entity-configuration.md) - [Set Up Duplicate Matching Rule](https://docs.inogic.com/deduped/configuration/set-up-duplicate-matching-rule.md) - [Set Up Duplicate Matching Condition](https://docs.inogic.com/deduped/configuration/set-up-duplicate-matching-condition.md) - [Set Up Duplicate Detection Using Related Entity Fields in Dynamics CRM](https://docs.inogic.com/deduped/configuration/set-up-duplicate-detection-using-related-entity-fields-in-dynamics-crm.md) - [Phone Number Formats](https://docs.inogic.com/deduped/configuration/phone-number-formats.md) - [Merge Settings](https://docs.inogic.com/deduped/configuration/merge-settings.md) - [Set Up Advanced Master Deciding Rule](https://docs.inogic.com/deduped/configuration/merge-settings/set-up-advanced-master-deciding-rule.md) - [Set Up Merge Rules](https://docs.inogic.com/deduped/configuration/merge-settings/set-up-merge-rules.md) - [Auto Merge](https://docs.inogic.com/deduped/configuration/merge-settings/auto-merge.md) - [Field Merge Criteria](https://docs.inogic.com/deduped/configuration/merge-settings/field-merge-criteria.md) - [Address Merge Criteria](https://docs.inogic.com/deduped/configuration/merge-settings/address-merge-criteria.md) - [DeDupeD Scheduled Job](https://docs.inogic.com/deduped/configuration/deduped-scheduled-job.md) - [Configuration steps in Windows Task Scheduler](https://docs.inogic.com/deduped/configuration/deduped-scheduled-job/configuration-steps-in-windows-task-scheduler.md) - [Azure Client ID and Client Secret Configuration](https://docs.inogic.com/deduped/configuration/deduped-scheduled-job/azure-client-id-and-client-secret-configuration.md) - [AI-Enabled Data DeDuplication in Dynamics 365 CRM](https://docs.inogic.com/deduped/ai-enabled-data-deduplication-in-dynamics-365-crm.md) - [Configuration](https://docs.inogic.com/deduped/ai-enabled-data-deduplication-in-dynamics-365-crm/configuration.md) - [DeDupeD AI Integration- InoWiz Copilot](https://docs.inogic.com/deduped/ai-enabled-data-deduplication-in-dynamics-365-crm/configuration/deduped-ai-integration-inowiz-copilot.md) - [Prerequisites](https://docs.inogic.com/deduped/ai-enabled-data-deduplication-in-dynamics-365-crm/configuration/deduped-ai-integration-inowiz-copilot/prerequisites.md) - [AI Teams](https://docs.inogic.com/deduped/ai-enabled-data-deduplication-in-dynamics-365-crm/configuration/deduped-ai-integration-inowiz-copilot/prerequisites/ai-teams.md) - [Configuration](https://docs.inogic.com/deduped/ai-enabled-data-deduplication-in-dynamics-365-crm/configuration/deduped-ai-integration-inowiz-copilot/configuration.md) - [AI Settings](https://docs.inogic.com/deduped/ai-enabled-data-deduplication-in-dynamics-365-crm/configuration/deduped-ai-integration-inowiz-copilot/configuration/ai-settings.md) - [AI Prompts](https://docs.inogic.com/deduped/ai-enabled-data-deduplication-in-dynamics-365-crm/configuration/deduped-ai-integration-inowiz-copilot/configuration/ai-prompts.md) - [Configuring AI Master Selection](https://docs.inogic.com/deduped/ai-enabled-data-deduplication-in-dynamics-365-crm/configuration/configuring-ai-master-selection.md) - [Features](https://docs.inogic.com/deduped/ai-enabled-data-deduplication-in-dynamics-365-crm/features.md) - [AI-Powered Field Suggestions During Duplicate Merge in Dynamics 365 CRM](https://docs.inogic.com/deduped/ai-enabled-data-deduplication-in-dynamics-365-crm/features/ai-powered-field-suggestions-during-duplicate-merge-in-dynamics-365-crm.md) - [AI-based Master Recod Decision](https://docs.inogic.com/deduped/ai-enabled-data-deduplication-in-dynamics-365-crm/features/ai-based-master-recod-decision.md) - [Features](https://docs.inogic.com/deduped/features.md) - [Duplicate Identification](https://docs.inogic.com/deduped/features/duplicate-identification.md) - [View Entity Columns on DeDupeD UI and Tool](https://docs.inogic.com/deduped/features/view-entity-columns-on-deduped-ui-and-tool.md) - [User Friendly Interface](https://docs.inogic.com/deduped/features/user-friendly-interface.md) - [Phonetic Fuzzy Matching](https://docs.inogic.com/deduped/features/phonetic-fuzzy-matching.md) - [Phone Number Formats](https://docs.inogic.com/deduped/features/phone-number-formats.md) - [Find Duplicates Based on Related Entity Fields in Dynamics CRM](https://docs.inogic.com/deduped/features/find-duplicates-based-on-related-entity-fields-in-dynamics-crm.md) - [Advanced Master Deciding Rule](https://docs.inogic.com/deduped/features/advanced-master-deciding-rule.md) - [Merge Rules](https://docs.inogic.com/deduped/features/merge-rules.md) - [DeDupeD Schedule Job](https://docs.inogic.com/deduped/features/scheduling.md) - [Schedule Duplicate Detection Job](https://docs.inogic.com/deduped/features/scheduling/schedule-duplicate-detection-job.md) - [Task Scheduler Job](https://docs.inogic.com/deduped/features/scheduling/task-scheduler-job.md) - [Duplicate Detection Job Results](https://docs.inogic.com/deduped/features/duplicate-detection-job-results.md) - [Duplicate Exclusion](https://docs.inogic.com/deduped/features/duplicate-exclusion.md) - [Duplicate Prevention](https://docs.inogic.com/deduped/features/duplicate-prevention.md) - [Prevent Client Side Duplicate Records](https://docs.inogic.com/deduped/features/duplicate-prevention/prevent-client-side-duplicate-records.md) - [Prevent Server Side Duplicate Records](https://docs.inogic.com/deduped/features/duplicate-prevention/prevent-server-side-duplicate-records.md) - [Prevent Server Side Duplicate Records using Assembly Code](https://docs.inogic.com/deduped/features/duplicate-prevention/prevent-server-side-duplicate-records/prevent-server-side-duplicate-records-using-assembly-code.md) - [Prevent Duplicates while Creating or Updating Records using Power Automate Flow](https://docs.inogic.com/deduped/features/duplicate-prevention/prevent-server-side-duplicate-records/prevent-duplicates-while-creating-or-updating-records-using-power-automate-flow.md) - [Prevent Duplicates While Creating or Updating Records using Workflow](https://docs.inogic.com/deduped/features/duplicate-prevention/prevent-server-side-duplicate-records/prevent-duplicates-while-creating-or-updating-records-using-workflow.md) - [Merge Duplicates in Dynamics 365 CRM](https://docs.inogic.com/deduped/features/merge-duplicates-in-dynamics-365-crm.md) - [Show Duplicates](https://docs.inogic.com/deduped/features/merge-duplicates-in-dynamics-365-crm/merge-duplicates.md) - [Merge Duplicates](https://docs.inogic.com/deduped/features/merge-duplicates-in-dynamics-365-crm/merge-duplicates-1.md) - [Field Merge](https://docs.inogic.com/deduped/features/field-merge.md) - [Address Merge](https://docs.inogic.com/deduped/features/address-merge.md) - [Clean Up History Duplicate Records in Bulk](https://docs.inogic.com/deduped/features/clean-up-history-duplicate-records-in-bulk.md) - [Uninstallation](https://docs.inogic.com/deduped/uninstallation.md) - [FAQs](https://docs.inogic.com/deduped/faqs.md) - [Undo2Restore](https://docs.inogic.com/click2undo.md) - [What's New!](https://docs.inogic.com/click2undo/whats-new.md) - [Installation](https://docs.inogic.com/click2undo/installation.md) - [Install from Microsoft AppSource](https://docs.inogic.com/click2undo/installation/install-from-microsoft-appsource.md) - [Install from Website](https://docs.inogic.com/click2undo/installation/install-from-website.md) - [Getting Started](https://docs.inogic.com/click2undo/getting-started.md) - [Activate License](https://docs.inogic.com/click2undo/getting-started/activate-license.md) - [Set up Security](https://docs.inogic.com/click2undo/getting-started/set-up-security.md) - [Prerequisites](https://docs.inogic.com/click2undo/prerequisities.md) - [Organization Level Auditing](https://docs.inogic.com/click2undo/prerequisities/organization-level-auditing.md) - [Entity Level Auditing](https://docs.inogic.com/click2undo/prerequisities/entity-level-auditing.md) - [Ribbon Metadata Changes](https://docs.inogic.com/click2undo/prerequisities/ribbon-metadata-changes.md) - [Configuration](https://docs.inogic.com/click2undo/configuration.md) - [Set Up Entities](https://docs.inogic.com/click2undo/configuration/enable-entities.md) - [Undo2Restore Configuration](https://docs.inogic.com/click2undo/configuration/click2undo-configuration.md) - [Features](https://docs.inogic.com/click2undo/features.md) - [Undo Recent Changes in Dynamics 365 CRM](https://docs.inogic.com/click2undo/features/undo-changes.md) - [Undo Bulk Changes in Dynamics 365 CRM](https://docs.inogic.com/click2undo/features/undo-changes-in-bulk.md) - [Restore History Changes](https://docs.inogic.com/click2undo/features/restore-history-changes.md) - [Restore Deleted Records](https://docs.inogic.com/click2undo/features/restore-deleted-records.md) - [Undo2Restore Tool](https://docs.inogic.com/click2undo/features/undo2restore-tool.md) - [Uninstallation](https://docs.inogic.com/click2undo/uninstallation.md) - [FAQs](https://docs.inogic.com/click2undo/faq.md) - [Video Library](https://docs.inogic.com/click2undo/video-library.md) - [Gamifics365](https://docs.inogic.com/gamifics365.md) - [What's New!](https://docs.inogic.com/gamifics365/whats-new.md) - [Installation](https://docs.inogic.com/gamifics365/installation.md) - [Install from Microsoft AppSource](https://docs.inogic.com/gamifics365/installation/install-from-microsoft-appsource.md) - [Install from Website](https://docs.inogic.com/gamifics365/installation/install-from-website.md) - [Getting Started](https://docs.inogic.com/gamifics365/getting-started.md) - [License Activation](https://docs.inogic.com/gamifics365/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/gamifics365/getting-started/set-up-security.md) - [Prerequisite](https://docs.inogic.com/gamifics365/prerequisite.md) - [Configuration](https://docs.inogic.com/gamifics365/configuration.md) - [Set Game Rules](https://docs.inogic.com/gamifics365/configuration/set-game-rules.md) - [Set Players](https://docs.inogic.com/gamifics365/configuration/set-players.md) - [Set Badges & Rewards](https://docs.inogic.com/gamifics365/configuration/set-badges-and-rewards.md) - [Create Games](https://docs.inogic.com/gamifics365/configuration/create-games.md) - [Features](https://docs.inogic.com/gamifics365/features.md) - [Create & Modify Game Rules](https://docs.inogic.com/gamifics365/features/create-and-modify-game-rules.md) - [Pause & Resume Games](https://docs.inogic.com/gamifics365/features/pause-and-resume-games.md) - [Clone Games](https://docs.inogic.com/gamifics365/features/clone-games.md) - [View Points & Rewards](https://docs.inogic.com/gamifics365/features/view-points-and-rewards.md) - [Scoreboards & Leaderboards](https://docs.inogic.com/gamifics365/features/scoreboards-and-leaderboards.md) - [Gamifics365 Mobile App](https://docs.inogic.com/gamifics365/features/gamifics365-mobile-app.md) - [Uninstallation](https://docs.inogic.com/gamifics365/uninstallation.md) - [FAQs](https://docs.inogic.com/gamifics365/faqs.md) - [Video Library](https://docs.inogic.com/gamifics365/video-library.md) - [InoLink](https://docs.inogic.com/inolink.md) - [What's New!](https://docs.inogic.com/inolink/whats-new.md) - [Installation](https://docs.inogic.com/inolink/installation.md) - [Install from AppSource](https://docs.inogic.com/inolink/installation/install-from-appsource.md) - [Install from Website](https://docs.inogic.com/inolink/installation/install-from-website.md) - [Getting Started](https://docs.inogic.com/inolink/getting-started.md) - [License Activation](https://docs.inogic.com/inolink/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/inolink/getting-started/set-up-security.md) - [InoLink Settings](https://docs.inogic.com/inolink/inolink-settings.md) - [Enable & Connect Dynamics 365 and QuickBooks system](https://docs.inogic.com/inolink/inolink-settings/enable-and-connect-dynamics-365-and-quickbooks-system.md) - [Connect to Dynamics 365 CRM](https://docs.inogic.com/inolink/inolink-settings/enable-and-connect-dynamics-365-and-quickbooks-system/connect-to-dynamics-365-crm.md) - [Connect & Configure QuickBooks](https://docs.inogic.com/inolink/inolink-settings/enable-and-connect-dynamics-365-and-quickbooks-system/connect-and-configure-quickbooks.md) - [Configure QuickBooks Companies](https://docs.inogic.com/inolink/inolink-settings/configure-quickbooks-companies.md) - [Set up CRM to QuickBooks integration](https://docs.inogic.com/inolink/inolink-settings/set-up-crm-to-quickbooks-integration.md) - [Set up QuickBooks to CRM integration](https://docs.inogic.com/inolink/inolink-settings/set-up-quickbooks-to-crm-integration.md) - [Service Scheduling](https://docs.inogic.com/inolink/inolink-settings/service-scheduling.md) - [Link Existing Customers and Products](https://docs.inogic.com/inolink/inolink-settings/link-existing-customers-and-products.md) - [How-to Guides](https://docs.inogic.com/inolink/how-to-guides.md) - [Sync Dynamics 365 CRM data to QuickBooks](https://docs.inogic.com/inolink/how-to-guides/sync-dynamics-365-crm-data-to-quickbooks.md) - [Sync CRM Accounts, Contacts & Products to QuickBooks](https://docs.inogic.com/inolink/how-to-guides/sync-dynamics-365-crm-data-to-quickbooks/sync-crm-accounts-contacts-and-products-to-quickbooks.md) - [Sync CRM Quotes, Orders & Invoices to QuickBooks](https://docs.inogic.com/inolink/how-to-guides/sync-dynamics-365-crm-data-to-quickbooks/sync-crm-quotes-orders-and-invoices-to-quickbooks.md) - [Sync QuickBooks data to Dynamics 365 CRM](https://docs.inogic.com/inolink/how-to-guides/sync-quickbooks-data-to-dynamics-365-crm.md) - [Sync Aging details from QuickBooks to Dynamics 365 CRM](https://docs.inogic.com/inolink/how-to-guides/sync-quickbooks-data-to-dynamics-365-crm/sync-aging-details-from-quickbooks-to-dynamics-365-crm.md) - [Sync Transaction History from QuickBooks to Dynamics 365 CRM](https://docs.inogic.com/inolink/how-to-guides/sync-quickbooks-data-to-dynamics-365-crm/sync-transaction-history-from-quickbooks-to-dynamics-365-crm.md) - [References](https://docs.inogic.com/inolink/references.md) - [Link Preferences](https://docs.inogic.com/inolink/references/link-preferences.md) - [Link Jobs](https://docs.inogic.com/inolink/references/link-jobs.md) - [Payments](https://docs.inogic.com/inolink/references/payments.md) - [Sales Transactions](https://docs.inogic.com/inolink/references/sales-transactions.md) - [InoLink Tax Codes](https://docs.inogic.com/inolink/references/inolink-tax-codes.md) - [Field Mappings](https://docs.inogic.com/inolink/references/field-mappings.md) - [Account](https://docs.inogic.com/inolink/references/field-mappings/account.md) - [Contact](https://docs.inogic.com/inolink/references/field-mappings/contact.md) - [Product](https://docs.inogic.com/inolink/references/field-mappings/product.md) - [Quote](https://docs.inogic.com/inolink/references/field-mappings/quote.md) - [Order](https://docs.inogic.com/inolink/references/field-mappings/order.md) - [Invoice](https://docs.inogic.com/inolink/references/field-mappings/invoice.md) - [Uninstallation](https://docs.inogic.com/inolink/uninstallation.md) - [FAQs](https://docs.inogic.com/inolink/faqs.md) - [Troubleshooting](https://docs.inogic.com/inolink/troubleshooting.md) - [Video Library](https://docs.inogic.com/inolink/video-library.md) - [Kanban Board](https://docs.inogic.com/kanban-board.md) - [What’s New!](https://docs.inogic.com/kanban-board/whats-new.md) - [Installation](https://docs.inogic.com/kanban-board/installation.md) - [Install from AppSource](https://docs.inogic.com/kanban-board/installation/install-from-appsource.md) - [Install from Website](https://docs.inogic.com/kanban-board/installation/install-from-website.md) - [Getting Started](https://docs.inogic.com/kanban-board/getting-started.md) - [License Activation](https://docs.inogic.com/kanban-board/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/kanban-board/getting-started/set-up-security.md) - [Configuration](https://docs.inogic.com/kanban-board/configuration.md) - [Configuration for Entity](https://docs.inogic.com/kanban-board/configuration/configuration-for-entity.md) - [Configuration for Specific View](https://docs.inogic.com/kanban-board/configuration/configuration-for-specific-view.md) - [Configuration for Subgrid](https://docs.inogic.com/kanban-board/configuration/configuration-for-subgrid.md) - [Configuration for Personal View](https://docs.inogic.com/kanban-board/configuration/configuration-for-personal-view.md) - [Configuration for Auto Refresh](https://docs.inogic.com/kanban-board/configuration/configuration-for-auto-refresh.md) - [Configuration for Card Colour](https://docs.inogic.com/kanban-board/configuration/configuration-for-card-color.md) - [Configuration For Persona Image](https://docs.inogic.com/kanban-board/configuration/configuration-for-persona-image.md) - [Configuration for Custom Events Integration](https://docs.inogic.com/kanban-board/configuration/configuration-for-custom-events-integration.md) - [Features](https://docs.inogic.com/kanban-board/features.md) - [Business Process Flow (BPF) Support](https://docs.inogic.com/kanban-board/features/business-process-flow-bpf-support.md) - [Multi-Entity Business Process Flow Support](https://docs.inogic.com/kanban-board/features/multi-entity-business-process-flow-support.md) - [BPF Pinning - Global & Personal Pinning](https://docs.inogic.com/kanban-board/features/bpf-pinning-global-and-personal-pinning.md) - [Row Grouping](https://docs.inogic.com/kanban-board/features/row-grouping.md) - [Kanban Visualization of Views](https://docs.inogic.com/kanban-board/features/kanban-visualization-of-views.md) - [Drag and Drop](https://docs.inogic.com/kanban-board/features/drag-and-drop.md) - [Compact Card View](https://docs.inogic.com/kanban-board/features/compact-card-view.md) - [Quick Activity Actions](https://docs.inogic.com/kanban-board/features/quick-activity-actions.md) - [Context Aware](https://docs.inogic.com/kanban-board/features/context-aware.md) - [Quick Search](https://docs.inogic.com/kanban-board/features/quick-search.md) - [Sort and Filter Records](https://docs.inogic.com/kanban-board/features/sort-and-filter-records.md) - [Global Sorting](https://docs.inogic.com/kanban-board/features/global-sorting.md) - [Aggregate Field Values](https://docs.inogic.com/kanban-board/features/view-aggregate-field-values.md) - [Persona Image](https://docs.inogic.com/kanban-board/features/persona-image.md) - [Card Colour of Kanban Board in Dynamics 36](https://docs.inogic.com/kanban-board/features/card-colour.md) - [Advanced Lane Filter](https://docs.inogic.com/kanban-board/features/advanced-lane-filter.md) - [Advanced Row Filter](https://docs.inogic.com/kanban-board/features/advanced-row-filter.md) - [Swim Lanes](https://docs.inogic.com/kanban-board/features/swim-lanes.md) - [Card Width](https://docs.inogic.com/kanban-board/features/card-width.md) - [FetchXML Criteria](https://docs.inogic.com/kanban-board/features/fetchxml-criteria.md) - [Multiple Move](https://docs.inogic.com/kanban-board/features/multiple-move.md) - [Sort Lanes by Card Count](https://docs.inogic.com/kanban-board/features/sort-lanes-by-card-count.md) - [Custom Event Integration](https://docs.inogic.com/kanban-board/features/custom-event-integration.md) - [Lazy Loading - Smooth Scrolling for High-Volume Kanban Lanes](https://docs.inogic.com/kanban-board/features/lazy-loading-smooth-scrolling-for-high-volume-kanban-lanes.md) - [Uninstallation](https://docs.inogic.com/kanban-board/uninstallation.md) - [FAQs](https://docs.inogic.com/kanban-board/faqs.md) - [Video Library](https://docs.inogic.com/kanban-board/video-library.md) - [Map My Relationships](https://docs.inogic.com/map-my-relationships.md) - [What's New!](https://docs.inogic.com/map-my-relationships/whats-new.md) - [Installation](https://docs.inogic.com/map-my-relationships/installation.md) - [Install from Microsoft AppSource](https://docs.inogic.com/map-my-relationships/installation/install-from-microsoft-appsource.md) - [Install from Website](https://docs.inogic.com/map-my-relationships/installation/install-from-website.md) - [Getting Started](https://docs.inogic.com/map-my-relationships/getting-started.md) - [License Activation](https://docs.inogic.com/map-my-relationships/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/map-my-relationships/getting-started/set-up-security.md) - [Configuration](https://docs.inogic.com/map-my-relationships/configuration.md) - [Add Map My Relationships control on the form](https://docs.inogic.com/map-my-relationships/configuration/add-map-my-relationships-control-on-the-form.md) - [Get Relationship schema name](https://docs.inogic.com/map-my-relationships/configuration/get-relationship-schema-name.md) - [Set parameters to bind Relationships](https://docs.inogic.com/map-my-relationships/configuration/set-parameters-to-bind-relationships.md) - [Advanced Configuration](https://docs.inogic.com/map-my-relationships/configuration/advanced-configuration.md) - [Advanced Configuration Steps](https://docs.inogic.com/map-my-relationships/configuration/advanced-configuration/advanced-configuration-steps.md) - [Drill down through Relationships](https://docs.inogic.com/map-my-relationships/configuration/advanced-configuration/drill-down-through-relationships.md) - [Add Map My Connections control on the form](https://docs.inogic.com/map-my-relationships/configuration/add-map-my-connections-control-on-the-form.md) - [Features](https://docs.inogic.com/map-my-relationships/features.md) - [Mind Map Visualization](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization.md) - [360-Degree View](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization/360-degree-view.md) - [Auto Expand Nodes](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization/auto-expand-nodes.md) - [Display Images](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization/display-images.md) - [Perform Quick Actions](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization/perform-quick-actions.md) - [View Record Details](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization/view-record-details.md) - [Grouping & Aggregation](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization/grouping-and-aggregation.md) - [Create Associate Record](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization/create-associate-record.md) - [N-Level Relationships](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization/n-level-relationships.md) - [Connect Records](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization/connect-records.md) - [Color Coded Connection Roles](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization/color-coded-connection-roles.md) - [Custom Label](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization/custom-label.md) - [Filter Records](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization/filter-records.md) - [View Relationships as Table](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization/view-relationships-as-table.md) - [Download View as an Image](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization/download-view-as-an-image.md) - [Spider View](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization/spider-view.md) - [Custom Page](https://docs.inogic.com/map-my-relationships/features/mind-map-visualization/custom-page.md) - [Tree View Visualization](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization.md) - [Tree View Visualization](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/tree-view-visualization.md) - [Tree Navigation Panel](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/tree-navigation-panel.md) - [Top-to-Bottom Tree View](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/top-to-bottom-tree-view.md) - [Drill Down N-Level Relationship](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/drill-down-n-level-relationship.md) - [View Detail in Tree View Card](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/view-detail-in-tree-view-card.md) - [Create Associate Records within Tree View](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/create-associate-records-within-tree-view.md) - [Perform Quick Action within Tree View](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/perform-quick-action-within-tree-view.md) - [Auto Expand Node](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/auto-expand-node.md) - [Custom Page within Tree View](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/custom-page-within-tree-view.md) - [Display Record Images in Tree View](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/display-record-images-in-tree-view.md) - [Duplicate Record in Tree View](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/duplicate-record-in-tree-view.md) - [Grouping and Aggregation in Tree View](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/grouping-and-aggregation-in-tree-view.md) - [Filter Records within Tree View](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/filter-records-within-tree-view.md) - [View Relationship as Table](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/view-relationship-as-table.md) - [Custom Label](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/custom-label.md) - [Cluster Custom Name in Tree View](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/custom-label/cluster-custom-name-in-tree-view.md) - [Node Custom Label in Tree View](https://docs.inogic.com/map-my-relationships/features/tree-view-visualization/custom-label/node-custom-label-in-tree-view.md) - [Hierarchy View](https://docs.inogic.com/map-my-relationships/features/hierarchy-view.md) - [Create Associated Record](https://docs.inogic.com/map-my-relationships/features/hierarchy-view/create-associated-record.md) - [Quick Activity](https://docs.inogic.com/map-my-relationships/features/hierarchy-view/quick-activity.md) - [Run On-Demand Workflow](https://docs.inogic.com/map-my-relationships/features/hierarchy-view/run-on-demand-workflow.md) - [View Upper-Level Hierarchy](https://docs.inogic.com/map-my-relationships/features/hierarchy-view/view-upper-level-hierarchy.md) - [Tree Navigation Panel](https://docs.inogic.com/map-my-relationships/features/hierarchy-view/tree-navigation-panel.md) - [Visualize Sibling Records](https://docs.inogic.com/map-my-relationships/features/hierarchy-view/visualize-sibling-records.md) - [Uninstallation](https://docs.inogic.com/map-my-relationships/uninstallation.md) - [FAQs](https://docs.inogic.com/map-my-relationships/faqs.md) - [Video Library](https://docs.inogic.com/map-my-relationships/video-library.md) - [Marketing4Dynamics](https://docs.inogic.com/marketing4dynamics.md) - [What's New!](https://docs.inogic.com/marketing4dynamics/whats-new.md) - [Installation](https://docs.inogic.com/marketing4dynamics/installation.md) - [Install from Microsoft AppSource](https://docs.inogic.com/marketing4dynamics/installation/install-from-microsoft-appsource.md) - [Install from Website](https://docs.inogic.com/marketing4dynamics/installation/install-from-website.md) - [Solution Upgrade](https://docs.inogic.com/marketing4dynamics/installation/solution-upgrade.md) - [Getting Started](https://docs.inogic.com/marketing4dynamics/getting-started.md) - [License Activation](https://docs.inogic.com/marketing4dynamics/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/marketing4dynamics/getting-started/set-up-security.md) - [Configuration](https://docs.inogic.com/marketing4dynamics/configuration.md) - [Connect to Mailchimp](https://docs.inogic.com/marketing4dynamics/configuration/connect-to-mailchimp.md) - [Marketing4Dynamics Settings](https://docs.inogic.com/marketing4dynamics/configuration/configure-global-setting.md) - [Sync Audiences from MailChimp to CRM](https://docs.inogic.com/marketing4dynamics/configuration/sync-audiences.md) - [Tags](https://docs.inogic.com/marketing4dynamics/configuration/sync-audiences/tags.md) - [Interest / Group](https://docs.inogic.com/marketing4dynamics/configuration/sync-audiences/interest-group.md) - [Sync Members from CRM to Mailchimp through Marketing Lists](https://docs.inogic.com/marketing4dynamics/configuration/sync-marketing-list-members.md) - [Sync Marketing List/Members - For Tags](https://docs.inogic.com/marketing4dynamics/configuration/sync-marketing-list-members/sync-marketing-list-members.md) - [Sync Marketing List/Members - For Interest](https://docs.inogic.com/marketing4dynamics/configuration/sync-marketing-list-members/sync-marketing-list-members-1.md) - [Sync Campaigns](https://docs.inogic.com/marketing4dynamics/configuration/sync-campaigns.md) - [Features](https://docs.inogic.com/marketing4dynamics/features.md) - [Sync Mailchimp Audiences, Members and Tags to CRM](https://docs.inogic.com/marketing4dynamics/features/sync-mailchimp-audiences-members-and-tags-to-crm.md) - [Sync Contacts/Leads from CRM to Mailchimp](https://docs.inogic.com/marketing4dynamics/features/sync-contacts-leads-from-crm-to-mailchimp.md) - [Sync Mailchimp Campaigns and Activities to CRM](https://docs.inogic.com/marketing4dynamics/features/sync-mailchimp-campaigns-and-activities-to-crm.md) - [Design, Sync, & Send Mailchimp Campaigns Within Dynamics 365](https://docs.inogic.com/marketing4dynamics/features/design-sync-and-send-mailchimp-campaigns-within-dynamics-365.md) - [Subscription Status Sync (Opt-In/Opt-Out) Between Mailchimp and Microsoft Dynamics 365](https://docs.inogic.com/marketing4dynamics/features/subscription-status-sync-opt-in-opt-out-between-mailchimp-and-microsoft-dynamics-365.md) - [MailChimp Customer Journey Activity Syncing](https://docs.inogic.com/marketing4dynamics/features/mailchimp-customer-journey-activity-syncing.md) - [Pause and Resume Sync (Contacts & Leads) in Dynamics 365 CRM with Mailchimp](https://docs.inogic.com/marketing4dynamics/features/pause-and-resume-sync-contacts-and-leads-in-dynamics-365-crm-with-mailchimp.md) - [Auto-Remove Mailchimp Tags/Interests When Contacts/Leads Are Deleted in Dynamics 365 CRM](https://docs.inogic.com/marketing4dynamics/features/auto-remove-mailchimp-tags-interests-when-contacts-leads-are-deleted-in-dynamics-365-crm.md) - [Sync Removed MailChimp Preferences to CRM](https://docs.inogic.com/marketing4dynamics/features/sync-removed-mailchimp-preferences-to-crm.md) - [Dashboard & Reporting](https://docs.inogic.com/marketing4dynamics/features/dashboard-and-reporting.md) - [References](https://docs.inogic.com/marketing4dynamics/references.md) - [Sync Jobs](https://docs.inogic.com/marketing4dynamics/references/sync-jobs.md) - [Field Mappings](https://docs.inogic.com/marketing4dynamics/references/field-mappings.md) - [Contact](https://docs.inogic.com/marketing4dynamics/references/field-mappings/contact.md) - [Lead](https://docs.inogic.com/marketing4dynamics/references/field-mappings/lead.md) - [Campaign](https://docs.inogic.com/marketing4dynamics/references/field-mappings/campaign.md) - [Audience](https://docs.inogic.com/marketing4dynamics/references/field-mappings/audience.md) - [Tag](https://docs.inogic.com/marketing4dynamics/references/field-mappings/tag.md) - [Interest / Group](https://docs.inogic.com/marketing4dynamics/references/field-mappings/tag-1.md) - [Interest / Group Category](https://docs.inogic.com/marketing4dynamics/references/field-mappings/tag-2.md) - [Marketing Activity](https://docs.inogic.com/marketing4dynamics/references/field-mappings/marketing-activity.md) - [Dashboard & Reporting](https://docs.inogic.com/marketing4dynamics/references/dashboard-and-reporting.md) - [How-to Guides](https://docs.inogic.com/marketing4dynamics/how-to-guides.md) - [How to find API URL and Key](https://docs.inogic.com/marketing4dynamics/how-to-guides/how-to-find-api-url-and-key.md) - [Uninstallation](https://docs.inogic.com/marketing4dynamics/uninstallation.md) - [FAQs](https://docs.inogic.com/marketing4dynamics/faqs.md) - [Video Library](https://docs.inogic.com/marketing4dynamics/video-library.md) - [WhatsApp4Dynamics](https://docs.inogic.com/whatsapp4dynamics.md) - [What's New!](https://docs.inogic.com/whatsapp4dynamics/whats-new.md) - [Installation](https://docs.inogic.com/whatsapp4dynamics/installation.md) - [Install from Microsoft AppSource](https://docs.inogic.com/whatsapp4dynamics/installation/install-from-microsoft-appsource.md) - [Install from Website](https://docs.inogic.com/whatsapp4dynamics/installation/install-from-website.md) - [Solution Upgrade](https://docs.inogic.com/whatsapp4dynamics/installation/solution-upgrade.md) - [Getting Started](https://docs.inogic.com/whatsapp4dynamics/getting-started.md) - [License Activation](https://docs.inogic.com/whatsapp4dynamics/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/whatsapp4dynamics/getting-started/set-up-security.md) - [Set up a Team](https://docs.inogic.com/whatsapp4dynamics/getting-started/set-up-a-team.md) - [Configuration Privileges](https://docs.inogic.com/whatsapp4dynamics/getting-started/configuration-privileges.md) - [Prerequisites](https://docs.inogic.com/whatsapp4dynamics/prerequisites.md) - [Create A Twilio Account (Sandbox)](https://docs.inogic.com/whatsapp4dynamics/prerequisites/create-a-twilio-account-sandbox.md) - [Create a Facebook Business Manager Account](https://docs.inogic.com/whatsapp4dynamics/prerequisites/create-a-facebook-business-manager-account.md) - [Configuration](https://docs.inogic.com/whatsapp4dynamics/configuration.md) - [Create Configuration](https://docs.inogic.com/whatsapp4dynamics/configuration/configuring-whatsapp4dynamics.md) - [Messaging Platform](https://docs.inogic.com/whatsapp4dynamics/configuration/configuration.md) - [WhatsApp Business API](https://docs.inogic.com/whatsapp4dynamics/configuration/configuration/whatsapp-business-api.md) - [Create A Twilio Account(Sandbox):](https://docs.inogic.com/whatsapp4dynamics/configuration/configuration/create-a-twilio-account-sandbox.md) - [Validate Configuration](https://docs.inogic.com/whatsapp4dynamics/configuration/validate-configuration.md) - [Copy URL from Power Automate Flow](https://docs.inogic.com/whatsapp4dynamics/configuration/copy-url-from-power-automate-flow.md) - [Configuring Record Types](https://docs.inogic.com/whatsapp4dynamics/configuration/configuring-record-types.md) - [Configuring Message Templates](https://docs.inogic.com/whatsapp4dynamics/configuration/configuring-message-templates.md) - [Access Chat UI on CRM Records](https://docs.inogic.com/whatsapp4dynamics/configuration/access-chat-ui-on-crm-records.md) - [Access Chat UI When “Regarding” of Chat Session Is Set](https://docs.inogic.com/whatsapp4dynamics/configuration/access-chat-ui-on-crm-records/access-chat-ui-when-regarding-of-chat-session-is-set.md) - [Access Chat UI When “To” of Chat Session Is Set](https://docs.inogic.com/whatsapp4dynamics/configuration/access-chat-ui-on-crm-records/access-chat-ui-when-to-of-chat-session-is-set.md) - [Configure Azure Blob Storage](https://docs.inogic.com/whatsapp4dynamics/configuration/configure-azure-blob-storage.md) - [Configure Separate Sessions for Marketing and Utility](https://docs.inogic.com/whatsapp4dynamics/configuration/configure-separate-sessions-for-marketing-and-utility.md) - [Configure Questionnaires](https://docs.inogic.com/whatsapp4dynamics/configuration/configure-questionnaires.md) - [Configure Single and Double Opt-In for WhatsApp Marketing Consent](https://docs.inogic.com/whatsapp4dynamics/configuration/configure-single-and-double-opt-in-for-whatsapp-marketing-consent.md) - [Configure Chat History](https://docs.inogic.com/whatsapp4dynamics/configuration/configure-chat-history.md) - [Configure Assign Previous Owner](https://docs.inogic.com/whatsapp4dynamics/configuration/configure-assign-previous-owner.md) - [Configure Enable Masking](https://docs.inogic.com/whatsapp4dynamics/configuration/configure-enable-masking.md) - [WhatsApp4Dynamics Settings](https://docs.inogic.com/whatsapp4dynamics/configuration/whatsapp4dynamics-settings.md) - [AI Integration- InoWiz Copilot](https://docs.inogic.com/whatsapp4dynamics/ai-integration-inowiz-copilot.md) - [Prerequisites](https://docs.inogic.com/whatsapp4dynamics/ai-integration-inowiz-copilot/prerequisites.md) - [AI Teams](https://docs.inogic.com/whatsapp4dynamics/ai-integration-inowiz-copilot/prerequisites/ai-teams.md) - [Configuration](https://docs.inogic.com/whatsapp4dynamics/ai-integration-inowiz-copilot/configuration.md) - [AI Settings](https://docs.inogic.com/whatsapp4dynamics/ai-integration-inowiz-copilot/configuration/ai-settings.md) - [AI Prompts](https://docs.inogic.com/whatsapp4dynamics/ai-integration-inowiz-copilot/configuration/ai-prompts.md) - [Features](https://docs.inogic.com/whatsapp4dynamics/ai-integration-inowiz-copilot/features.md) - [Sentiment Analysis](https://docs.inogic.com/whatsapp4dynamics/ai-integration-inowiz-copilot/features/sentiment-analysis.md) - [InoWiz – AI Text Rephrase Panel](https://docs.inogic.com/whatsapp4dynamics/ai-integration-inowiz-copilot/features/inowiz-ai-text-rephrase-panel.md) - [InoWiz Copilot – AI Chat Panel](https://docs.inogic.com/whatsapp4dynamics/ai-integration-inowiz-copilot/features/inowiz-copilot-ai-chat-panel.md) - [AI-Suggested Knowledge Articles](https://docs.inogic.com/whatsapp4dynamics/ai-integration-inowiz-copilot/features/ai-suggested-knowledge-articles.md) - [AI-Generated Quick Reply](https://docs.inogic.com/whatsapp4dynamics/ai-integration-inowiz-copilot/features/ai-generated-quick-reply.md) - [AI Response Feedback](https://docs.inogic.com/whatsapp4dynamics/ai-integration-inowiz-copilot/features/ai-response-feedback.md) - [Features](https://docs.inogic.com/whatsapp4dynamics/features.md) - [WhatsApp Conversation Manager in Dynamics 365 CRM](https://docs.inogic.com/whatsapp4dynamics/features/integrated-whatsapp-with-dynamics-365-crm.md) - [Chat Notifications](https://docs.inogic.com/whatsapp4dynamics/features/chat-notifications.md) - [Send Multimedia Attachments](https://docs.inogic.com/whatsapp4dynamics/features/send-attachments.md) - [Message Template](https://docs.inogic.com/whatsapp4dynamics/features/message-template.md) - [Mapping Dynamics 365 CRM Records](https://docs.inogic.com/whatsapp4dynamics/features/mapping-crm-records.md) - [Easy-To-Use Chat User Interface](https://docs.inogic.com/whatsapp4dynamics/features/easy-to-use-chat-user-interface.md) - [Store Chat History in Chat Sessions](https://docs.inogic.com/whatsapp4dynamics/features/store-chat-history-in-chat-sessions.md) - [Trigger & Send Automate WhatsApp Messages](https://docs.inogic.com/whatsapp4dynamics/features/trigger-and-send-automate-whatsapp-messages.md) - [Questionnaires](https://docs.inogic.com/whatsapp4dynamics/features/questionnaires.md) - [Pre-Chat Questionnaire](https://docs.inogic.com/whatsapp4dynamics/features/questionnaires/pre-chat-questionnaire.md) - [Post-Chat Questionnaire](https://docs.inogic.com/whatsapp4dynamics/features/questionnaires/post-chat-questionnaire.md) - [Dynamic Field Mapping](https://docs.inogic.com/whatsapp4dynamics/features/dynamic-field-mapping.md) - [Static Field Mapping](https://docs.inogic.com/whatsapp4dynamics/features/static-field-mapping.md) - [Single and Double Opt-In for WhatsApp Marketing Consent](https://docs.inogic.com/whatsapp4dynamics/features/single-and-double-opt-in-for-whatsapp-marketing-consent.md) - [Assign Chat](https://docs.inogic.com/whatsapp4dynamics/features/assign-chat.md) - [Discuss Chat](https://docs.inogic.com/whatsapp4dynamics/features/discuss-chat.md) - [Export Chat History in Multiple Formats](https://docs.inogic.com/whatsapp4dynamics/features/export-chat-history-in-multiple-formats.md) - [Separate Sessions for Marketing and Utility](https://docs.inogic.com/whatsapp4dynamics/features/separate-sessions-for-marketing-and-utility.md) - [Voice Call](https://docs.inogic.com/whatsapp4dynamics/features/voice-call.md) - [Restrict Chat with Unknown Number](https://docs.inogic.com/whatsapp4dynamics/features/restrict-chat-with-unknown-number.md) - [Create Customer and Record from Chat](https://docs.inogic.com/whatsapp4dynamics/features/create-customer-and-record-from-chat.md) - [Block and Unblock Functionality](https://docs.inogic.com/whatsapp4dynamics/features/block-and-unblock-functionality.md) - [Session Timeout Management](https://docs.inogic.com/whatsapp4dynamics/features/session-timeout-management.md) - [Consent Management](https://docs.inogic.com/whatsapp4dynamics/features/consent-management.md) - [Uninstallation](https://docs.inogic.com/whatsapp4dynamics/uninstallation.md) - [FAQs](https://docs.inogic.com/whatsapp4dynamics/faqs.md) - [TextSMS4Dynamics](https://docs.inogic.com/textsms4dynamics.md) - [What's New!](https://docs.inogic.com/textsms4dynamics/whats-new.md) - [Installation](https://docs.inogic.com/textsms4dynamics/installation.md) - [Install from Website](https://docs.inogic.com/textsms4dynamics/installation/install-from-website.md) - [Getting Started](https://docs.inogic.com/textsms4dynamics/getting-started.md) - [License Activation](https://docs.inogic.com/textsms4dynamics/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/textsms4dynamics/getting-started/set-up-security.md) - [Set up a Team](https://docs.inogic.com/textsms4dynamics/getting-started/set-up-a-team.md) - [Configuration Privileges](https://docs.inogic.com/textsms4dynamics/getting-started/configuration-privileges.md) - [Prerequisites](https://docs.inogic.com/textsms4dynamics/prerequisites.md) - [Create A Twilio Account (Sandbox)](https://docs.inogic.com/textsms4dynamics/prerequisites/create-a-twilio-account-sandbox.md) - [Configuration](https://docs.inogic.com/textsms4dynamics/configuration.md) - [Configuring TextSMS4Dynamics](https://docs.inogic.com/textsms4dynamics/configuration/configuring-whatsapp4dynamics.md) - [Create A Twilio Account(Sandbox):](https://docs.inogic.com/textsms4dynamics/configuration/create-a-twilio-account-sandbox.md) - [Copy URL from Power Automate Flow](https://docs.inogic.com/textsms4dynamics/configuration/copy-url-from-power-automate-flow.md) - [Validate Configuration](https://docs.inogic.com/textsms4dynamics/configuration/validate-configuration.md) - [Copy the Callback URL from Configuration](https://docs.inogic.com/textsms4dynamics/configuration/copy-the-callback-url-from-configuration.md) - [Configuring Record Types](https://docs.inogic.com/textsms4dynamics/configuration/configuring-record-types.md) - [Configuring Message Templates](https://docs.inogic.com/textsms4dynamics/configuration/configuring-message-templates.md) - [Access Message UI on CRM Records](https://docs.inogic.com/textsms4dynamics/configuration/access-chat-ui-on-crm-records.md) - [Access Messaging UI When “Regarding” of Messaging Session Is Set](https://docs.inogic.com/textsms4dynamics/configuration/access-chat-ui-on-crm-records/access-chat-ui-when-regarding-of-chat-session-is-set.md) - [Access Messaging UI When “Customer” of Messaging Session Is Set](https://docs.inogic.com/textsms4dynamics/configuration/access-chat-ui-on-crm-records/access-messaging-ui-when-customer-of-messaging-session-is-set.md) - [Approach 1 (Adding a Tab)](https://docs.inogic.com/textsms4dynamics/configuration/access-chat-ui-on-crm-records/access-messaging-ui-when-customer-of-messaging-session-is-set/approach-1-adding-a-tab.md) - [Approach 2 (Without Adding Tab)](https://docs.inogic.com/textsms4dynamics/configuration/access-chat-ui-on-crm-records/access-messaging-ui-when-customer-of-messaging-session-is-set/approach-2-without-adding-tab.md) - [Configure Questionnaires](https://docs.inogic.com/textsms4dynamics/configuration/configure-questionnaires.md) - [Features](https://docs.inogic.com/textsms4dynamics/features.md) - [Message Conversation Manager in CRM](https://docs.inogic.com/textsms4dynamics/features/message-conversation-manager-in-crm.md) - [Message Notification](https://docs.inogic.com/textsms4dynamics/features/message-notification.md) - [Mapping CRM Records](https://docs.inogic.com/textsms4dynamics/features/mapping-crm-records.md) - [Easy-To-Use Messaging User Interface](https://docs.inogic.com/textsms4dynamics/features/easy-to-use-messaging-user-interface.md) - [Reassign Chat](https://docs.inogic.com/textsms4dynamics/features/reassign-chat.md) - [Store Message History in Message Sessions](https://docs.inogic.com/textsms4dynamics/features/store-message-history-in-message-sessions.md) - [Trigger & Send Automate Messages](https://docs.inogic.com/textsms4dynamics/features/trigger-and-send-automate-messages.md) - [Message Template](https://docs.inogic.com/textsms4dynamics/features/message-template.md) - [Questionnaire](https://docs.inogic.com/textsms4dynamics/features/questionnaire.md) - [Pre-Chat Questionnaire](https://docs.inogic.com/textsms4dynamics/features/questionnaire/pre-chat-questionnaire.md) - [Post-Chat Questionnaire](https://docs.inogic.com/textsms4dynamics/features/questionnaire/post-chat-questionnaire.md) - [FAQs](https://docs.inogic.com/textsms4dynamics/faqs.md) - [LiveChat4Dynamics](https://docs.inogic.com/livechat4dynamics.md) - [What's New!](https://docs.inogic.com/livechat4dynamics/whats-new.md) - [Installation](https://docs.inogic.com/livechat4dynamics/installation.md) - [Install from Website](https://docs.inogic.com/livechat4dynamics/installation/install-from-website.md) - [Getting Started](https://docs.inogic.com/livechat4dynamics/getting-started.md) - [License Activation](https://docs.inogic.com/livechat4dynamics/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/livechat4dynamics/getting-started/set-up-security.md) - [Set up a Team](https://docs.inogic.com/livechat4dynamics/getting-started/set-up-a-team.md) - [Configuration Privileges](https://docs.inogic.com/livechat4dynamics/getting-started/configuration-privileges.md) - [Configuration](https://docs.inogic.com/livechat4dynamics/configuration.md) - [Configuring Azure Details](https://docs.inogic.com/livechat4dynamics/configuration/configuring-azure-details.md) - [Register Resource Provider](https://docs.inogic.com/livechat4dynamics/configuration/register-resource-provider.md) - [Add Contributor Role](https://docs.inogic.com/livechat4dynamics/configuration/add-contributor-role.md) - [Configuring LiveChat4Dynamics](https://docs.inogic.com/livechat4dynamics/configuration/configuring-livechat4dynamics.md) - [Provide Power Automate URL](https://docs.inogic.com/livechat4dynamics/configuration/provide-power-automate-url.md) - [Validate Configuration](https://docs.inogic.com/livechat4dynamics/configuration/validate-configuration.md) - [Configuring Record Types](https://docs.inogic.com/livechat4dynamics/configuration/configuring-record-types.md) - [Configuring Message Templates](https://docs.inogic.com/livechat4dynamics/configuration/configuring-message-templates.md) - [Configuring Schedules & Holidays](https://docs.inogic.com/livechat4dynamics/configuration/configuring-schedules-and-holidays.md) - [Theme Setting](https://docs.inogic.com/livechat4dynamics/configuration/theme-setting.md) - [Questionnaires Settings](https://docs.inogic.com/livechat4dynamics/configuration/questionnaires-settings.md) - [Pre-Chat Questionnaire Settings](https://docs.inogic.com/livechat4dynamics/configuration/questionnaires-settings/pre-chat-questionnaire-settings.md) - [Post Chat Questionnaire Settings](https://docs.inogic.com/livechat4dynamics/configuration/questionnaires-settings/post-chat-questionnaire-settings.md) - [Features](https://docs.inogic.com/livechat4dynamics/features.md) - [Instant Chatting for Website Visitors](https://docs.inogic.com/livechat4dynamics/features/instant-chatting-for-website-visitors.md) - [Instant Notification within CRM](https://docs.inogic.com/livechat4dynamics/features/instant-notification-within-crm.md) - [Reassign Chat](https://docs.inogic.com/livechat4dynamics/features/reassign-chat.md) - [Create CRM Record from LiveChat (OOB or any Custom Entity)](https://docs.inogic.com/livechat4dynamics/features/create-crm-record-from-livechat-oob-or-any-custom-entity.md) - [Track Conversation History within CRM](https://docs.inogic.com/livechat4dynamics/features/track-conversation-history-within-crm.md) - [Schedules and Holidays](https://docs.inogic.com/livechat4dynamics/features/schedules-and-holidays.md) - [Theme Setting](https://docs.inogic.com/livechat4dynamics/features/theme-setting.md) - [Questionnaires](https://docs.inogic.com/livechat4dynamics/features/questionnaires.md) - [Pre-Chat Questionnaires](https://docs.inogic.com/livechat4dynamics/features/questionnaires/pre-chat-questionnaires.md) - [Post-Chat Questionnaire](https://docs.inogic.com/livechat4dynamics/features/questionnaires/post-chat-questionnaire.md) - [FAQs](https://docs.inogic.com/livechat4dynamics/faqs.md) - [Translate4Dynamics](https://docs.inogic.com/translate4dynamics.md) - [What's New!](https://docs.inogic.com/translate4dynamics/whats-new.md) - [Installation](https://docs.inogic.com/translate4dynamics/installation.md) - [Install from Microsoft AppSource](https://docs.inogic.com/translate4dynamics/installation/install-from-microsoft-appsource.md) - [Install from Website](https://docs.inogic.com/translate4dynamics/installation/install-from-website.md) - [Getting Started](https://docs.inogic.com/translate4dynamics/getting-started.md) - [License Activation](https://docs.inogic.com/translate4dynamics/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/translate4dynamics/getting-started/set-up-security.md) - [Prerequisite](https://docs.inogic.com/translate4dynamics/prerequisite.md) - [Configuration](https://docs.inogic.com/translate4dynamics/configuration.md) - [Translate4Dynamics Settings](https://docs.inogic.com/translate4dynamics/configuration/translate4dynamics-settings.md) - [Entity Configuration](https://docs.inogic.com/translate4dynamics/configuration/entity-configuration.md) - [Features](https://docs.inogic.com/translate4dynamics/features.md) - [On-Demand Translations](https://docs.inogic.com/translate4dynamics/features/on-demand-translations.md) - [Show Translations in Side-Pane](https://docs.inogic.com/translate4dynamics/features/show-translations-in-side-pane.md) - [Rich Text Translation](https://docs.inogic.com/translate4dynamics/features/rich-text-translation.md) - [Configurable Column Translation](https://docs.inogic.com/translate4dynamics/features/configurable-column-translation.md) - [Uninstallation](https://docs.inogic.com/translate4dynamics/uninstallation.md) - [Uninstall from Power Apps](https://docs.inogic.com/translate4dynamics/uninstallation/uninstall-from-power-apps.md) - [Uninstall from Classic UI](https://docs.inogic.com/translate4dynamics/uninstallation/uninstall-from-classic-ui.md) - [FAQs](https://docs.inogic.com/translate4dynamics/faqs.md) - [User Adoption Monitor](https://docs.inogic.com/user-adoption-monitor.md) - [What's New!](https://docs.inogic.com/user-adoption-monitor/whats-new.md) - [Installation](https://docs.inogic.com/user-adoption-monitor/installation.md) - [Install from Microsoft AppSource](https://docs.inogic.com/user-adoption-monitor/installation/install-from-microsoft-appsource.md) - [Install from Website](https://docs.inogic.com/user-adoption-monitor/installation/install-from-website.md) - [Getting Started](https://docs.inogic.com/user-adoption-monitor/getting-started.md) - [License Activation](https://docs.inogic.com/user-adoption-monitor/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/user-adoption-monitor/getting-started/set-up-security.md) - [Install Sample](https://docs.inogic.com/user-adoption-monitor/getting-started/install-sample.md) - [Setting up User Adoption Configuration](https://docs.inogic.com/user-adoption-monitor/getting-started/setting-up-user-adoption-configuration.md) - [Configuration](https://docs.inogic.com/user-adoption-monitor/configuration.md) - [Setting up Common Operations](https://docs.inogic.com/user-adoption-monitor/configuration/setting-up-common-operations.md) - [Setting up Other Messages](https://docs.inogic.com/user-adoption-monitor/configuration/setting-up-other-messages.md) - [Special Messages](https://docs.inogic.com/user-adoption-monitor/configuration/setting-up-other-messages/special-messages.md) - [Access Tracking](https://docs.inogic.com/user-adoption-monitor/configuration/setting-up-other-messages/access-tracking.md) - [Log In & Log Out](https://docs.inogic.com/user-adoption-monitor/configuration/setting-up-other-messages/log-in-and-log-out.md) - [Check In & Check Out](https://docs.inogic.com/user-adoption-monitor/configuration/setting-up-other-messages/check-in-and-check-out.md) - [Data Completeness](https://docs.inogic.com/user-adoption-monitor/configuration/setting-up-other-messages/data-completeness.md) - [Setting up Goal](https://docs.inogic.com/user-adoption-monitor/configuration/setting-up-aggregate-and-target.md) - [Setting up User Level Tracking](https://docs.inogic.com/user-adoption-monitor/configuration/setting-up-user-level-tracking.md) - [Disable/Enable Tracking for a User](https://docs.inogic.com/user-adoption-monitor/configuration/disable-enable-tracking-for-a-user.md) - [Features](https://docs.inogic.com/user-adoption-monitor/features.md) - [CRM Access Tracking](https://docs.inogic.com/user-adoption-monitor/features/crm-access-tracking.md) - [Normal Tracking](https://docs.inogic.com/user-adoption-monitor/features/normal-tracking.md) - [Log In & Log Out Tracking](https://docs.inogic.com/user-adoption-monitor/features/log-in-and-log-out-tracking.md) - [Check In & Check Out Tracking](https://docs.inogic.com/user-adoption-monitor/features/check-in-and-check-out-tracking.md) - [Data Quality](https://docs.inogic.com/user-adoption-monitor/features/data-quality.md) - [Goal Tracking](https://docs.inogic.com/user-adoption-monitor/features/goal-tracking.md) - [Target Tracking](https://docs.inogic.com/user-adoption-monitor/features/target-tracking.md) - [How-to Guides](https://docs.inogic.com/user-adoption-monitor/how-to-guides.md) - [Verify Tracking](https://docs.inogic.com/user-adoption-monitor/how-to-guides/verify-tracking.md) - [Track Opening of Records](https://docs.inogic.com/user-adoption-monitor/how-to-guides/verify-tracking/track-opening-of-records.md) - [Review Tracking Results](https://docs.inogic.com/user-adoption-monitor/how-to-guides/review-tracking-results.md) - [Create Visuals](https://docs.inogic.com/user-adoption-monitor/how-to-guides/create-visuals.md) - [CRM Dashboard](https://docs.inogic.com/user-adoption-monitor/how-to-guides/create-visuals/crm-dashboard.md) - [Power BI Dashboard](https://docs.inogic.com/user-adoption-monitor/how-to-guides/create-visuals/power-bi-dashboard.md) - [Uninstallation](https://docs.inogic.com/user-adoption-monitor/uninstallation.md) - [FAQs](https://docs.inogic.com/user-adoption-monitor/faqs.md) - [Video Library](https://docs.inogic.com/user-adoption-monitor/video-library.md) - [Subscription and Recurring Billing Management](https://docs.inogic.com/subscription-and-recurring-billing-management.md) - [What's New!](https://docs.inogic.com/subscription-and-recurring-billing-management/whats-new.md) - [Installation](https://docs.inogic.com/subscription-and-recurring-billing-management/installation.md) - [Install from Microsoft AppSource](https://docs.inogic.com/subscription-and-recurring-billing-management/installation/install-from-appsource.md) - [Install From Website](https://docs.inogic.com/subscription-and-recurring-billing-management/installation/install-from-website.md) - [Getting Started](https://docs.inogic.com/subscription-and-recurring-billing-management/getting-started.md) - [License Activation](https://docs.inogic.com/subscription-and-recurring-billing-management/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/subscription-and-recurring-billing-management/getting-started/set-up-security.md) - [Inogic Settings](https://docs.inogic.com/subscription-and-recurring-billing-management/getting-started/inogic-settings.md) - [Prerequisites](https://docs.inogic.com/subscription-and-recurring-billing-management/prerequisites.md) - [Products](https://docs.inogic.com/subscription-and-recurring-billing-management/prerequisites/products.md) - [Plans](https://docs.inogic.com/subscription-and-recurring-billing-management/prerequisites/plans.md) - [Add-Ons](https://docs.inogic.com/subscription-and-recurring-billing-management/prerequisites/add-ons.md) - [Setup Areas](https://docs.inogic.com/subscription-and-recurring-billing-management/setup-areas.md) - [Functional Roles](https://docs.inogic.com/subscription-and-recurring-billing-management/setup-areas/functional-roles.md) - [Functional Contacts](https://docs.inogic.com/subscription-and-recurring-billing-management/setup-areas/functional-contacts.md) - [Attachable Reports](https://docs.inogic.com/subscription-and-recurring-billing-management/setup-areas/attachable-reports.md) - [Location](https://docs.inogic.com/subscription-and-recurring-billing-management/setup-areas/location.md) - [Payment Terms Definition](https://docs.inogic.com/subscription-and-recurring-billing-management/setup-areas/payment-terms-definition.md) - [Configuration](https://docs.inogic.com/subscription-and-recurring-billing-management/configuration.md) - [Reminder Schedules](https://docs.inogic.com/subscription-and-recurring-billing-management/configuration/reminder-schedules.md) - [Reminder Rules](https://docs.inogic.com/subscription-and-recurring-billing-management/configuration/reminder-schedules/reminder-rules.md) - [Renewal Reminders](https://docs.inogic.com/subscription-and-recurring-billing-management/configuration/reminder-schedules/renewal-reminders.md) - [Generate Reminders](https://docs.inogic.com/subscription-and-recurring-billing-management/configuration/reminder-schedules/generate-reminders.md) - [Delayed Charge Schedules](https://docs.inogic.com/subscription-and-recurring-billing-management/configuration/delayed-charge-schedules.md) - [Margin Schedules](https://docs.inogic.com/subscription-and-recurring-billing-management/configuration/margin-schedules.md) - [Tax Schedules](https://docs.inogic.com/subscription-and-recurring-billing-management/configuration/tax-schedules.md) - [Tax Details](https://docs.inogic.com/subscription-and-recurring-billing-management/configuration/tax-schedules/tax-details.md) - [Subscription Schedules](https://docs.inogic.com/subscription-and-recurring-billing-management/configuration/subscription-schedules.md) - [Subscription Lines](https://docs.inogic.com/subscription-and-recurring-billing-management/configuration/subscription-schedules/subscription-lines.md) - [Copy Subscription](https://docs.inogic.com/subscription-and-recurring-billing-management/configuration/subscription-schedules/copy-subscription.md) - ['Not Renewed' Subscriptions](https://docs.inogic.com/subscription-and-recurring-billing-management/configuration/subscription-schedules/not-renewed-subscriptions.md) - [Use Cases](https://docs.inogic.com/subscription-and-recurring-billing-management/use-cases.md) - [Convert Opportunity/Quote/Order to Subscription Schedule](https://docs.inogic.com/subscription-and-recurring-billing-management/use-cases/convert-opportunity-quote-order-to-subscription-schedule.md) - [Billing - Invoices/Orders](https://docs.inogic.com/subscription-and-recurring-billing-management/billing-invoices-orders.md) - [Features](https://docs.inogic.com/subscription-and-recurring-billing-management/features.md) - [Workflow Triggers](https://docs.inogic.com/subscription-and-recurring-billing-management/features/workflow-triggers.md) - [Proration](https://docs.inogic.com/subscription-and-recurring-billing-management/features/proration.md) - [Revision](https://docs.inogic.com/subscription-and-recurring-billing-management/features/revision.md) - [Revise Subscriptions through Subscription Lines](https://docs.inogic.com/subscription-and-recurring-billing-management/features/revision/revise-subscriptions-through-subscription-lines.md) - [Revise Subscriptions through Opportunity/Quote/Order](https://docs.inogic.com/subscription-and-recurring-billing-management/features/revision/revise-subscriptions-through-opportunity-quote-order.md) - [Cancellation](https://docs.inogic.com/subscription-and-recurring-billing-management/features/cancellation.md) - [Trials](https://docs.inogic.com/subscription-and-recurring-billing-management/features/trials.md) - [Revenue Analysis](https://docs.inogic.com/subscription-and-recurring-billing-management/features/revenue-analysis.md) - [How-to Guides](https://docs.inogic.com/subscription-and-recurring-billing-management/how-to-guides.md) - [Avalara Key Generation](https://docs.inogic.com/subscription-and-recurring-billing-management/how-to-guides/avalara-key-generation.md) - [Azure Active Directory App](https://docs.inogic.com/subscription-and-recurring-billing-management/how-to-guides/azure-active-directory-app.md) - [Uninstallation](https://docs.inogic.com/subscription-and-recurring-billing-management/uninstallation.md) - [FAQs](https://docs.inogic.com/subscription-and-recurring-billing-management/faqs.md) - [Video Library](https://docs.inogic.com/subscription-and-recurring-billing-management/video-library.md) - [Auto Tax Calculator](https://docs.inogic.com/auto-tax-calculator.md) - [What's New!](https://docs.inogic.com/auto-tax-calculator/whats-new.md) - [Installation](https://docs.inogic.com/auto-tax-calculator/installation.md) - [Install from AppSource](https://docs.inogic.com/auto-tax-calculator/installation/install-from-appsource.md) - [Install from Website](https://docs.inogic.com/auto-tax-calculator/installation/install-from-website.md) - [Getting Started](https://docs.inogic.com/auto-tax-calculator/getting-started.md) - [License Activation](https://docs.inogic.com/auto-tax-calculator/getting-started/license-activation.md) - [Set up Security](https://docs.inogic.com/auto-tax-calculator/getting-started/set-up-security.md) - [Configuration](https://docs.inogic.com/auto-tax-calculator/configuration.md) - [Standard](https://docs.inogic.com/auto-tax-calculator/configuration/standard.md) - [Avalara](https://docs.inogic.com/auto-tax-calculator/configuration/avalara.md) - [Tax Schedules](https://docs.inogic.com/auto-tax-calculator/configuration/tax-schedules.md) - [Tax Details](https://docs.inogic.com/auto-tax-calculator/configuration/tax-schedules/tax-details.md) - [Locations](https://docs.inogic.com/auto-tax-calculator/configuration/locations.md) - [Examples](https://docs.inogic.com/auto-tax-calculator/examples.md) - [Standard Tax Calculation](https://docs.inogic.com/auto-tax-calculator/examples/standard-tax-calculation.md) - [For USA](https://docs.inogic.com/auto-tax-calculator/examples/standard-tax-calculation/for-usa.md) - [For Other Countries](https://docs.inogic.com/auto-tax-calculator/examples/standard-tax-calculation/for-other-countries.md) - [Avalara Tax Calculation](https://docs.inogic.com/auto-tax-calculator/examples/avalara-tax-calculation.md) - [How-to Guides](https://docs.inogic.com/auto-tax-calculator/how-to-guides.md) - [Avalara Key Generation](https://docs.inogic.com/auto-tax-calculator/how-to-guides/avalara-key-generation.md) - [Uninstallation](https://docs.inogic.com/auto-tax-calculator/uninstallation.md) - [FAQs](https://docs.inogic.com/auto-tax-calculator/faqs.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://docs.inogic.com/readme.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.