Dynamics 365 CRM Apps
  • Inogic Productivity Apps
  • Maplytics
  • Alerts4Dynamics
    • What's New!
    • Installation
      • Install from Microsoft AppSource
      • Install from Website
      • Solution Upgrade
    • Getting Started
      • License Activation
      • Set up Security
    • Configuration
      • Entity Configuration
      • Alert Configuration
        • Record-Based Alert
        • Rule-Based Alert
        • Announcement
        • Event-Based Alert
      • Messages
      • Notify Failure
      • Email Digest Workflow Configuration
      • Post Notification Configuration
      • Auto-dismiss Alert Notifications
        • Rule-Based Alert
        • Event-Based Alert
    • Features
      • Event-Based Alert
      • Rule-Based Alert
      • Record-Based Alert
      • Announcement
      • Notifications
      • Alert in Multiple Languages
      • Set User Preference
      • Alert Delivery Preferences
      • Message Rich Text
      • Search Notifications
      • Email Digest Workflow
      • Post Notification
    • Uninstallation
    • FAQs
    • Video Library
  • Attach2Dynamics
    • What's New!
    • Installation
      • Install from Microsoft AppSource
      • Install from Website
    • Getting Started
      • License Activation
      • Set up Security
    • Prerequisites
      • Connector Settings
      • Anonymous Link Settings
    • Configuration
      • Connector Configuration
        • SharePoint
          • Grant Access to All Sites
          • Grant Access to Selected Sites
        • Dropbox
        • Azure Blob Storage
        • Additional Settings
      • Entity Configuration
        • Entity Configuration
        • Configuring Hierarchy Structure
      • IFRAME Configuration
    • Features
      • Drag & Drop Files and Folders to Cloud Storage
      • Upload
      • Download
      • Rename
      • Email
      • Copy Link
      • Create Folder
      • Drag & Drop Files To Folders Within Cloud Storage
      • Deep Search
      • Move/Copy Dynamics 365 CRM Attachments
      • Migrate Dynamics 365 CRM Email Body Content
      • Document Location
      • Access Control of the Action in Attach2Dynamics UI
      • Support for uploading files from Home Page
      • Delete
      • View Files
      • Open Folder
      • Thumbnail View and List View
      • Attach Files of Various Records Directly from the Email Form
      • Configure Email Description
      • Security Templates
      • Bulk Migration Job
      • Bulk Migration Job Status
      • Use Attach2Dynamics UI in IFRAME
      • Bulk Attachment Migration Tool
      • Drag and Drop Email and its Attachments from Outlook to cloud storage with Dynamics 365
    • How-to Guides
      • Remove GUID
      • Configuring Hierarchy Structure
      • Sharing SharePoint Site
      • Enable Cookies Setting
    • Uninstallation
    • FAQs
    • Companion App
    • Video Library
  • Business Process Checklist
    • What's New!
    • Installation
      • Install from Microsoft AppSource
      • Install from Website
    • Prerequisite
    • Getting Started
      • License Activation
      • Set up Security
    • Configuration
      • Enable Record Type
      • View Plan Items on Record
    • Features
      • Manage Plans
        • Create Plan
          • Create Process-Type Plan
            • Plan
            • Plan Step
            • Plan Step Action
          • Create Checklist-Type Plan
            • Plan
            • Plan Step
        • Create Plan For Business Process Flow
          • Process-Type Plan for Business Process Flow
          • Checklist-Type Plan for Business Process Flow
        • Create Plan For Custom Groups
          • Process-Type Plan for Custom Groups
          • Checklist-Type Plan for Custom Groups
        • Revise Plan
        • Delete Plan
      • Plan Items
        • Auto-Attach the Plan to Record
        • View Record Details
        • View Plan Details
        • View Plan Items on Record
      • Data Migration
    • Handling Failures
    • Uninstallation
    • FAQs
    • Video Library
  • Click2Clone
    • What's New!
    • Installation
      • Install from Microsoft AppSource
      • Install from Website
    • Getting Started
      • Activate License
      • Set up Security
    • Configuration
      • Cloning a record
        • Set up Entities for Click2Clone
        • Set up fields to copy
        • Copy related records
        • Copy fields of related records
        • Specify related records
        • Copy references of records
      • Copying from one entity record to another
        • Set up template
        • Mapping fields to copy
        • Specify related records
      • Copy only Related Records
        • Set up template
        • Specify fields to copy
      • Automation
        • On-Demand Workflow
          • Set up template
          • Design On-Demand workflow
          • Execute Workflow
        • Record Field Change Workflow
          • Set up template
          • Design Record Field Change workflow
          • Execute Workflow
    • Features
      • Clone single record
      • Clone multiple records
      • Create multiple copies of a record
      • Copy one entity record to another
      • Get Records
    • How-to Guides
      • How to migrate Templates from one environment to another
    • Uninstallation
    • FAQs
    • Video Library
  • Click2Export
    • What’s New!
    • Installation
      • Install from AppSource
      • Install from Website
    • Getting Started
      • Activate License
      • Set up Security
    • Prerequisites
      • Enable SharePoint Integration
      • Essential Privileges
      • Set Credentials
    • Configuration
      • Click2Export Configuration
      • Templates Configuration
        • SSRS Template
        • Word Template
        • Excel Template
        • Email Template (CRM Views Data)
      • Email Configuration
      • Schedule Reports
      • Automation
        • Word Template Workflow
        • SSRS Template Workflow
    • Features
      • Export Word Template
      • Action & Email Section
      • Bulk Export Word Template
      • Export SSRS Report
      • Bulk Export SSRS Report
      • Export Excel Template
      • Export Email Template (CRM Views Data)
      • Click2Export from Subgrid
      • Export Related Records in an Excel Template
      • Email to Non-CRM Users
      • Password Encryption
      • Share Option for Email Template
    • Uninstallation
    • FAQs
    • Video Library
  • DeDupeD
    • What's New!
    • Installation
      • Install from Microsoft AppSource
      • Install from Website
    • Prerequisite
    • Getting Started
      • License Activation
      • Set up Security
    • Configuration
      • Disable OOB Duplicate Detection
      • DeDupeD Settings
      • Entity Configuration
      • Set Up Duplicate Matching Rule
      • Set Up Duplicate Matching Condition
      • Merge Settings
        • Auto Merge
        • Field Merge
        • Address Merge Criteria
      • Phone Number Formats
    • Features
      • Duplicate Identification
      • View Entity Columns on DeDupeD UI and Tool
      • User Friendly Interface
      • Phonetic Fuzzy Matching
      • Phone Number Formats
      • DeDupeD Schedule Job
        • Schedule Duplicate Detection Job
        • Duplicate Detection Job Results
      • Duplicate Exclusion
      • Duplicate Prevention
        • Prevent Client Side Duplicate Records
        • Prevent Server Side Duplicate Records
          • Prevent Server Side Duplicate Records using Assembly Code
          • Prevent Duplicates while Creating or Updating Records using Power Automate Flow
          • Prevent Duplicates While Creating or Updating Records using Workflow
      • Merge Duplicates
      • Field Merge
      • Address Merge
      • Clean Up History Duplicate Records in Bulk
    • Uninstallation
    • FAQs
  • Undo2Restore
    • What's New!
    • Installation
      • Install from Microsoft AppSource
      • Install from Website
    • Getting Started
      • Activate License
      • Set up Security
    • Prerequisites
      • Organization Level Auditing
      • Entity Level Auditing
      • Ribbon Metadata Changes
    • Configuration
      • Enable Entities
      • Undo2Restore Configuration
    • Features
      • Undo Changes
      • Undo Changes in Bulk
      • Restore History Changes
      • Restore Deleted Records
      • Undo2Restore Tool
    • Uninstallation
    • FAQs
    • Video Library
  • Gamifics365
    • What's New!
    • Installation
      • Install from Microsoft AppSource
      • Install from Website
    • Getting Started
      • License Activation
      • Set up Security
    • Prerequisite
    • Configuration
      • Set Game Rules
      • Set Players
      • Set Badges & Rewards
      • Create Games
    • Features
      • Create & Modify Game Rules
      • Pause & Resume Games
      • Clone Games
      • View Points & Rewards
      • Scoreboards & Leaderboards
      • Gamifics365 Mobile App
    • Uninstallation
    • FAQs
    • Video Library
  • InoLink
    • What's New!
    • Installation
      • Install from AppSource
      • Install from Website
    • Getting Started
      • License Activation
      • Set up Security
    • InoLink Settings
      • Enable & Connect Dynamics 365 and QuickBooks system
        • Connect to Dynamics 365 CRM
        • Connect & Configure QuickBooks
      • Configure QuickBooks Companies
      • Set up CRM to QuickBooks integration
      • Set up QuickBooks to CRM integration
      • Service Scheduling
      • Link Existing Customers and Products
    • How-to Guides
      • Sync Dynamics 365 CRM data to QuickBooks
        • Sync CRM Accounts, Contacts & Products to QuickBooks
        • Sync CRM Quotes, Orders & Invoices to QuickBooks
      • Sync QuickBooks data to Dynamics 365 CRM
        • Sync Aging details from QuickBooks to Dynamics 365 CRM
        • Sync Transaction History from QuickBooks to Dynamics 365 CRM
    • References
      • Link Preferences
      • Link Jobs
      • Payments
      • Sales Transactions
      • InoLink Tax Codes
      • Field Mappings
        • Account
        • Contact
        • Product
        • Quote
        • Order
        • Invoice
    • Uninstallation
    • FAQs
    • Troubleshooting
    • Video Library
  • Kanban Board
    • What’s New!
    • Installation
      • Install from AppSource
      • Install from Website
    • Getting Started
      • License Activation
      • Set up Security
    • Configuration
      • Configuration for Entity
      • Configuration for Specific View
      • Configuration for Subgrid
      • Configuration for Personal View
      • Configuration for Auto Refresh
      • Configuration for Card Colour
      • Configuration For Persona Image
    • Features
      • Business Process Flow (BPF) Support
      • Multi-Entity Business Process Flow Support
      • Row Grouping
      • Kanban Visualization of Views
      • Drag and Drop
      • Compact Card View
      • Quick Activity Actions
      • Context Aware
      • Quick Search
      • Sort and Filter Records
      • Global Sorting
      • Aggregate Field Values
      • Persona Image
      • Card Colour
      • Advanced Lane Filter
      • Advanced Row Filter
      • Swim Lanes
      • Card Width
      • FetchXML Criteria
      • Multiple Move
    • Uninstallation
    • FAQs
    • Video Library
  • Lead Assignment and Distribution Automation
    • What's New!
    • Installation
      • Install from AppSource
      • Install from Website
        • Package Installation
        • Solution Installation
    • Getting Started
      • License Activation
      • Set up Security
    • Prerequisite
    • Configuration
      • Assignment Configuration
      • Set up Users
      • Set up Queue
      • Set up User Availability
    • Features
      • Round Robin Assignment
      • Capacity Assignment
      • Set User Sequence
      • Set Period
      • Auto-Assign Existing Records
      • Automatic Assignment on Update
        • Power Automate Flow
        • Classic Workflow
      • Monitoring & Analytics
    • How-to-Guides
    • Uninstallation
    • FAQs
    • Video Library
  • Map My Relationships
    • What's New!
    • Installation
      • Install from Microsoft AppSource
      • Install from Website
    • Getting Started
      • License Activation
      • Set up Security
    • Configuration
      • Add Map My Relationships control on the form
      • Get Relationship schema name
      • Set parameters to bind Relationships
      • Advanced Configuration
        • Advanced Configuration Steps
        • Drill down through Relationships
      • Add Map My Connections control on the form
    • Features
      • 360-Degree View
      • Auto Expand Nodes
      • Display Images
      • Perform Quick Actions
      • View Record Details
      • Grouping & Aggregation
      • Create Associate Record
      • N-Level Relationships
      • Connect Records
      • Color Coded Connection Roles
      • Custom Label
      • Filter Records
      • View Relationships as Table
      • Download View as an Image
      • Spider View
      • Hierarchy View
        • Create Associated Record
        • Quick Activity
        • Run On-Demand Workflow
      • Custom Page
    • Uninstallation
    • FAQs
    • Video Library
  • Marketing4Dynamics
    • What's New!
    • Installation
      • Install from Website
      • Install from Microsoft AppSource
      • Solution Upgrade
    • Getting Started
      • License Activation
      • Set up Security
    • Configuration
      • Connect to Mailchimp
      • Configure Global Setting
      • Sync Audiences
      • Marketing List Mapping
        • Tags
        • Interest / Group
      • Sync Marketing List/Members
        • Sync Marketing List/Members - For Tags
        • Sync Marketing List/Members - For Interest
      • Sync Campaigns
    • Features
      • Sync Mailchimp Audiences, Members and Tags to CRM
      • Sync Contacts/Leads from CRM to Mailchimp
      • Sync Mailchimp Campaigns and Activities to CRM
      • Design, Sync, & Send Mailchimp Campaigns Within Dynamics 365
      • Dashboard & Reporting
    • References
      • Sync Jobs
      • Field Mappings
        • Contact
        • Lead
        • Campaign
        • Audience
        • Tag
        • Interest / Group
        • Interest / Group Category
        • Marketing Activity
      • Dashboard & Reporting
    • How-to Guides
      • How to find API URL and Key
    • Uninstallation
    • FAQs
    • Video Library
  • SharePoint Security Sync
    • What's New!
    • Installation
      • Install from AppSource
      • Install from Website
    • Getting Started
      • License Activation
      • Set up Security
    • Prerequisites
      • Connector Settings
      • Anonymous Link Settings
    • Configuration
      • Connector Configuration
      • Entity Configuration
      • Additional Settings
    • Features
      • Sync Privileges
      • Custom Folder Structure
        • Custom Folder Structure for Non-activity entities
        • Custom Folder Structure for Activity entities
      • Create Multiple folders for Activity Entities
      • SharePoint Metadata
      • Override Files
      • Subfolder Structure
      • File-Level Syncing
      • Configuration for Moving/Copying Email Body Content
      • Modify Security Role
      • Share & Assign Records
      • Drag & Drop
      • Drag & Drop Files To Folders Within Cloud Storage
      • DocuSign
      • Upload
      • Download
      • Rename
      • Copy Link
      • Create Folder
      • Deep Search
      • Move/Copy Attachments
      • Document Location
      • Email
      • Configure Email Description
      • Upload files from Home Page
      • Delete
      • View
      • Open Folder
      • Security Templates
      • Bulk Migration Job
      • Auto Create Folder
      • Thumbnail View and List View
      • Support for uploading files from Home Page
      • Attach Files of Various Records Directly from Email Form
    • SharePoint Security Sync Tool
    • How-to-Guides
      • Remove GUID
      • Enable Cookies Setting
      • Sharing SharePoint Site
    • Uninstallation
    • FAQs
    • Video Library
  • Subscription and Recurring Billing Management
    • What's New!
    • Installation
      • Install from Microsoft AppSource
      • Install From Website
    • Getting Started
      • License Activation
      • Set up Security
      • Inogic Settings
    • Prerequisites
      • Products
      • Plans
      • Add-Ons
    • Setup Areas
      • Functional Roles
      • Functional Contacts
      • Attachable Reports
      • Location
      • Payment Terms Definition
    • Configuration
      • Reminder Schedules
        • Reminder Rules
        • Renewal Reminders
        • Generate Reminders
      • Delayed Charge Schedules
      • Margin Schedules
      • Tax Schedules
        • Tax Details
      • Subscription Schedules
        • Subscription Lines
        • Copy Subscription
        • 'Not Renewed' Subscriptions
    • Use Cases
      • Convert Opportunity/Quote/Order to Subscription Schedule
    • Billing - Invoices/Orders
    • Features
      • Workflow Triggers
      • Proration
      • Revision
        • Revise Subscriptions through Subscription Lines
        • Revise Subscriptions through Opportunity/Quote/Order
      • Cancellation
      • Trials
      • Revenue Analysis
    • How-to Guides
      • Avalara Key Generation
      • Azure Active Directory App
    • Uninstallation
    • FAQs
    • Video Library
  • WhatsApp4Dynamics
    • What's New!
    • Installation
      • Install from Microsoft AppSource
      • Install from Website
      • Solution Upgrade
    • Getting Started
      • License Activation
      • Set up Security
      • Set up a Team
      • Configuration Privileges
    • Prerequisites
      • Create A Twilio Account (Sandbox)
      • Create a Facebook Business Manager Account
    • Configuration
      • Create Configuration
      • Messaging Platform
        • WhatsApp Business API
        • Create A Twilio Account(Sandbox):
      • Validate Configuration
      • Copy URL from Power Automate Flow
      • Configuring Record Types
      • Configuring Message Templates
      • Access Chat UI on CRM Records
        • Access Chat UI When “Regarding” of Chat Session Is Set
        • Access Chat UI When “To” of Chat Session Is Set
    • Features
      • WhatsApp Conversation Manager in Dynamics 365 CRM
      • Chat Notifications
      • Send Attachments
      • Message Template
      • Mapping CRM Records
      • Easy-To-Use Chat User Interface
      • Store Chat History in Chat Sessions
      • Trigger & Send Automate WhatsApp Messages
    • FAQs
  • TextSMS4Dynamics
    • What's New!
    • Installation
      • Install from Website
    • Getting Started
      • License Activation
      • Set up Security
      • Set up a Team
      • Configuration Privileges
    • Prerequisites
      • Create A Twilio Account (Sandbox)
    • Configuration
      • Configuring TextSMS4Dynamics
      • Create A Twilio Account(Sandbox):
      • Copy URL from Power Automate Flow
      • Validate Configuration
      • Copy the Callback URL from Configuration
      • Configuring Record Types
      • Configuring Message Templates
      • Access Message UI on CRM Records
        • Access Messaging UI When “Regarding” of Messaging Session Is Set
        • Access Messaging UI When “Customer” of Messaging Session Is Set
          • Approach 1 (Adding a Tab)
          • Approach 2 (Without Adding Tab)
    • Features
      • Message Conversation Manager in CRM
      • Message Notification
      • Mapping CRM Records
      • Easy-To-Use Messaging User Interface
      • Reassign Chat
      • Store Message History in Message Sessions
      • Trigger & Send Automate Messages
      • Message Template
    • FAQs
  • LiveChat4Dynamics
    • What's New!
    • Installation
      • Install from Website
    • Getting Started
      • License Activation
      • Set up Security
      • Set up a Team
      • Configuration Privileges
    • Configuration
      • Configuring Azure Details
      • Register Resource Provider
      • Add Contributor Role
      • Configuring LiveChat4Dynamics
      • Provide Power Automate URL
      • Validate Configuration
      • Configuring Record Types
      • Configuring Message Templates
    • Features
      • Instant Chatting for Website Visitors
      • Instant Notification within CRM
      • Reassign Chat
      • Create CRM Record from LiveChat (OOB or any Custom Entity)
      • Track Conversation History within CRM
    • FAQs
  • Translate4Dynamics
  • User Adoption Monitor
    • What's New!
    • Installation
      • Install from Microsoft AppSource
      • Install from Website
    • Getting Started
      • License Activation
      • Set up Security
      • Install Sample
      • Setting up User Adoption Configuration
    • Configuration
      • Setting up Common Operations
      • Setting up Other Messages
        • Special Messages
        • Access Tracking
        • Log In & Log Out
        • Check In & Check Out
        • Data Completeness
      • Setting up Goal
      • Setting up User Level Tracking
      • Disable/Enable Tracking for a User
    • Features
      • CRM Access Tracking
      • Normal Tracking
      • Log In & Log Out Tracking
      • Check In & Check Out Tracking
      • Data Quality
      • Goal Tracking
      • Target Tracking
    • How-to Guides
      • Verify Tracking
        • Track Opening of Records
      • Review Tracking Results
      • Create Visuals
        • CRM Dashboard
        • Power BI Dashboard
    • Uninstallation
    • FAQs
    • Video Library
  • Auto Tax Calculator
    • What's New!
    • Installation
      • Install from AppSource
      • Install from Website
    • Getting Started
      • License Activation
      • Set up Security
    • Configuration
      • Standard
      • Avalara
      • Tax Schedules
        • Tax Details
      • Locations
    • Examples
      • Standard Tax Calculation
        • For USA
        • For Other Countries
      • Avalara Tax Calculation
    • How-to Guides
      • Avalara Key Generation
    • Uninstallation
    • FAQs
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