Author Archives: Sam Kumar

About Sam Kumar

Sam Kumar is the Vice President of Marketing at Inogic, a Microsoft Gold ISV Partner renowned for its innovative apps for Dynamics 365 CRM and Power Apps. With a rich history in Dynamics 365 and Power Platform development, Sam leads a team of certified CRM developers dedicated to pioneering cutting-edge technologies with Copilot and Azure AI the latest additions. Passionate about transforming the CRM industry, Sam’s insights and leadership drive Inogic’s mission to change the “Dynamics” of CRM.

How to Monitor Power Platform Resources Using Alerts

Overview Managing a large-scale Microsoft Power Platform environment can be challenging, especially when it involves multiple Dynamics 365 CRM applications used across sales, service, and marketing teams. Performance issues such as slow loading, app crashes, or access failures can often go unnoticed until they escalate, impacting productivity and user experience. To address this challenge, the… Read More »

SharePoint Knowledge AI Search: Your Copilot for Smarter Document Discovery! – New Release for Microsoft Ecosystem

If you’ve ever spent minutes or even hours scrolling through SharePoint, opening one document after another just to find a single piece of information, you know the frustration. That ends today! Introducing SharePoint Knowledge AI Search – the AI intelligent document search using Azure AI Search and Copilot that transforms SharePoint into an intelligent knowledge… Read More »

Step-by-Step Guide: Implementing the Power Pages Summary Component with Dataverse Tables

Overview Microsoft Power Pages continues to evolve as a powerful platform for building secure, low-code, data-driven websites. One of its latest additions, the Summary Component, brings the power of AI summarization directly into portals. The Summary Component allows developers and makers to automatically generate short, readable summaries from Dataverse data using the Power Pages Web… Read More »

How to Improve Data Accuracy and Eliminate Duplicates in Dynamics 365 CRM

Duplicate data might not seem like a big deal until your CRM starts giving mixed signals, your sales reps chase the same lead twice, or your reports stop adding up. If you’ve ever thought, “Didn’t we already have this contact in Dynamics 365?” Most Dynamics 365 CRM users face one common and costly challenge: duplicate… Read More »

How to Automate Document Signing with DocuSign in Power Automate

Introduction In an earlier Inogic post, “Streamlining E-Signatures in Multi-Step Forms with Power Pages and DocuSign Integration”, Our previous post demonstrated how Power Pages and DocuSign integration streamlines multi-step client data entry and signature workflow. In this article, we focus on the next step of how to use Power Automate together with DocuSign to automatically… Read More »

How to Improve SharePoint Online Storage Performance and Maintain Document Security

Why Do Businesses Hit the SharePoint Online Storage Limit So Quickly? Because SharePoint is at the heart of Microsoft 365’s collaboration ecosystem, it often becomes a “document dump” before teams realize it. From project files and client proposals to CRM attachments synced from Dynamics 365, storage fills up fast. 💡 Did you know? The default… Read More »

How to View Audit Storage by Entity in Dynamics 365 Using the GetAuditStorageDetails Action

Introduction In Microsoft Dynamics 365, auditing helps you keep track of what’s happening inside your CRM. Every time a record is created, updated, or deleted, the system records this activity as an audit log. While this is great for transparency and troubleshooting, there’s a challenge – the platform doesn’t directly show how much storage each… Read More »

Why Predictive Intelligence & Explainable Forecasting Is the Future of CRM – Introducing Predict4Dynamics

Imagine if your Dynamics 365 CRM could predict what happens next… What if your CRM could tell you which lead is most likely to convert, when a customer might churn, or which service asset is due for maintenance — before it actually happens? For most Dynamics 365 users, this has always felt like a glimpse… Read More »

How to Automate Email Workflows Using Autonomous and Multi-Agent AI Copilot

Imagine having an AI assistant that doesn’t just follow your commands but thinks, decides, and acts independently. With Autonomous and Multi-Agent capabilities in Microsoft Copilot Studio, that vision is now a reality. This powerful feature allows you to automate repetitive, time-consuming tasks such as managing emails by using intelligent agents that work independently or collaboratively… Read More »