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May is here, and so is the latest edition of Inogic’s monthly digest! This month, we’re highlighting our newly launched AI-assistant, Next Best Action, and sharing key takeaways from our recent webinar: “Stop Guessing in Dynamics 365 - Let AI Tell You What to Do Next!” held on April 29. |
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Next Best Action is built to remove uncertainty from CRM workflows by guiding users toward the most effective next step. Powered by AI, it analyzes CRM data, activities, and engagement signals to deliver real-time, context-aware recommendations with clear reasoning, priority, and confidence scores. It helps teams act faster, stay consistent, and focus on high-impact actions that drive better outcomes.
Missed the live session? Watch the webinar recording to see how Next Best Action, an AI assistant, tells your team what to do next in Dynamics 365 and transforms everyday CRM decisions into actionable guidance. |
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Identify hidden duplicates across linked records by using fields from related entities like Accounts or lookup relationships. Go beyond standard rules with advanced (including fuzzy) matching to catch duplicates that traditional methods miss. |
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| | Build a Cross-System Copilot Agent in Dynamics 365 Using MCP Server In this blog, we explore how Microsoft Copilot, powered by MCP (Model Context Protocol) Server, can go beyond single-application limits to enable seamless cross-system workflows. Learn how Copilot can interact with Dynamics 365 Business Central, Dataverse, and SharePoint to automate tasks, reduce manual effort, and improve decision-making through real-world scenarios.
Read More… |
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Agentic AI in Dynamics 365: What Goes Wrong & How to Fix It In this blog, we explore why many Agentic AI implementations in Dynamics 365 fail due to poor data quality, weak integrations, and broken workflows. Discover how clean CRM data, structured processes, secure integrations, and user adoption help organizations achieve measurable ROI, improve automation efficiency, strengthen governance, and drive long-term AI success across business operations.
Read More… |
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| Microsoft 365 Copilot vs Copilot Chat: Key Differences for Dynamics 365 Users In this blog, we compare Copilot Chat and Microsoft 365 Copilot to understand how they differ in real CRM scenarios. Learn how Microsoft 365 Copilot leverages organizational data to deliver context-aware insights, while Copilot Chat remains limited to basic prompts and tasks. Discover which Copilot truly adds value for sales, service, and consulting teams.
Read More… |
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| How to Set Up Duplicate Matching Rules in Dynamics 365 CRM In this blog, we explore how duplicate records impact Dynamics 365 CRM performance, from reduced data accuracy to poor customer experience and reporting issues. It explains how native duplicate detection rules work and their limitations in handling complex data scenarios. The blog highlights how advanced tools like DeDupeD overcome these gaps with fuzzy, phonetic, and cross-entity matching.
Read More… |
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| AI-Powered Approval System Using Copilot in Power Apps and Power Automate Flow In this blog, we explore how to build an AI-powered approval system using Microsoft Power Apps, Microsoft Power Automate, and Microsoft Copilot to streamline purchase requests. It shows how AI analyzes requests, assigns risk levels, and automatically routes approvals for faster, consistent decision-making. It also demonstrates how businesses can reduce manual effort, improve compliance, and scale approvals efficiently.
Read More… |
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| Working Remotely with Maps in Dynamics 365- A Day in the Life of a Global Sales Rep
In this blog, we follow a day in the life of a global sales rep using Maplytics within Dynamics 365 to manage territories, optimize routes, and stay productive remotely. Discover how location intelligence transforms field operations with smarter scheduling, real-time insights, and seamless CRM updates. See how remote teams stay aligned, efficient, and productive across time zones while improving sales performance globally daily.
Read More… |
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Mailchimp Sync, Now on Your Command
Marketing4Dynamics now allows you to Pause or resume Mailchimp sync for Contacts & Leads in Dynamics 365.
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Voice calling, now smarter and faster in WhatsApp4Dynamics.
Enhance customer conversations in Dynamics 365 with real-time WhatsApp voice calling, recording, and compliance management. Start managing voice calls directly from your CRM today. |
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| Reach out to us at crm@inogic.com & start your 15-day free trial today. |
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Hands-On Support That Made Setup Easier
The WhatsApp4Dynamics team at Inogic has been easy to work with. They were hands-on from the start and helped us set up the WhatsApp integration… Read more |
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Great product to reduce storage cost
This product allow us to reduce dataverse storage cost for emails and attachements. Support is also very reactive even during trial period… Read more |
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Thank you for being part of our community! Stay tuned for more updates, AI insights, and Power Platform tips to make the most of Dynamics 365 CRM. |
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