If you’ve ever lost a deal because two reps were chasing the same lead, or sent conflicting emails to the same customer, you already know the damage dirty data causes. And yet, most CRM users still rely on manual processes to fix it. Here’s what the numbers say: $12.9 million – the average annual cost… Read More: AI-Enabled Master Record Selection: The Smarter Way to Remove Duplicates… »
Power Apps Code Apps bring modern web application development into the Power Platform ecosystem by combining React-based applications with Dataverse and Power Platform services. Traditionally, creating a Code App requires developers to manually scaffold projects, configure data sources, build UI components, and deploy applications. With the introduction of Power Platform Skills for GitHub Copilot CLI,… Read More: AI-Assisted Power Apps Code App Development Using GitHub Copilot CLI »
If you manufacture or distribute building materials, fixtures, or sanitary equipment through a network of dealers and service partners, you already know the uncomfortable truth that your brand is only as strong as the nearest authorized reseller. A customer can love your product, trust your engineering, and still walk away, simply because they couldn’t figure… Read More: Why Customers Can’t Find Your Dealers – And How Location… »
Bulk Reassignment of Bookings to a Different Resource Dispatchers in field service often need to reschedule multiple bookings at once due to technician absence, emergencies, or sudden priority changes. Handling each booking individually is slow and increases operational effort. It also makes workload balancing difficult when several jobs must be redistributed quickly across resources. In… Read More: Bulk Update of Multiple Bookings: Resource Reassignment and Time Shifting »
AI is reshaping how organizations engage customers, manage operations, and make decisions. As Dynamics 365 evolves from a system of record into a system of intelligence, businesses need solutions that bring AI directly into everyday workflows. Across our products and services, Inogic is helping organizations unlock the value of their data with predictive insights, intelligent… Read More: AI at the Core: How Inogic Is Transforming Dynamics 365… »
In Part 1, we explored how Prompt Columns in Microsoft Dataverse bring generative AI directly into business data, helping organizations automatically summarize, classify, and extract insights from records inside their existing workflows. But as AI adoption grows, businesses need more than intelligent automation, they need control. Running AI on every record can quickly become inefficient,… Read More: Optimizing Prompt Columns in Microsoft Dataverse with Filters: Part 2 »
Customer relationship management used to mean one thing: a system of record. Log the call, update the deal stage, move on. That era is ending. Microsoft’s agentic CRM vision for Dynamics 365 brings AI agents, productivity apps, and CRM data together so sales and service teams spend less time on admin and more time engaging… Read More: Why Sales and Service Teams Are Switching to Agentic CRM »
Let us be honest. Managing duplicate records in Dynamics 365 CRM has always been… a lot. Hours of manual review. Guesswork on which record to keep. Field-by-field comparisons that could put anyone to sleep. If you have been waiting for something smarter to come along, we have got some very exciting news for you. DeDupeD… Read More: New Release: AI-Powered Duplicate Merge and Master Record Selection in… »
Organizations increasingly use Microsoft Fabric to build analytics and reporting solutions powered by Microsoft Dataverse data. However, during the initial Dataverse-to-Fabric setup, administrators often faced a challenge: they had little control over which tables were synchronized. Previously, the first synchronization automatically replicated all eligible Dataverse tables, regardless of whether they were required for reporting or… Read More: A Smarter Way to Control Data Replication in Microsoft Fabric »
CRM systems contain valuable customer data, but data alone doesn’t tell users what to do next. Sales representatives, service agents, and account managers still need to decide which customer to engage, when to follow up, and what action is most likely to drive results. Next Best Action for Microsoft Dynamics 365 uses AI to analyze… Read More: A Complete FAQ Guide to AI-Powered Next Best Action in… »