# 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) - [File & Image Column Migration](https://docs.inogic.com/sharepoint-security-sync/features/configuration-for-moving-copying-email-body-content-1.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) - [ChatBot](https://docs.inogic.com/whatsapp4dynamics/chatbot.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)