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.

Build Dataverse Solutions Faster with a Coding Agent in Dynamics 365

Traditionally, creating a Dataverse solution involves manually creating tables, columns, relationships, and sample records through the Power Apps maker portal or by writing scripts and using Power Platform CLI. With Dataverse skills for coding agents, we can describe our requirements in natural language and let the coding agent implement them directly in the connected Dataverse… Read More: Build Dataverse Solutions Faster with a Coding Agent in Dynamics… »

Your Dynamics 365 CRM Has the Connections. Mind Map Visualization Makes Them Visible.

Key Takeaways See a 360-degree Dynamics CRM relationship view instead of navigating through related records individually. Follow N-Level Relationships to understand how connections extend across your Dynamics 365 data. Add context to visual Dynamics 365 relationship mapping with roles, labels, images, grouping, and record details. Filter the map to focus on the Dynamics 365 relationships… Read More: Your Dynamics 365 CRM Has the Connections. Mind Map Visualization… »

How Batch Testing Prompts Helps You Build Reliable Copilot Agents

In a retail e-commerce company, the team was building an AI customer support agent to handle common queries like order status, returns, refunds, and product information. In the beginning, the prompt was tested manually with a few sample questions, and everything seemed to work fine. However, end users don’t type like QA testers. They use… Read More: How Batch Testing Prompts Helps You Build Reliable Copilot Agents »

How to Integrate WhatsApp with Dynamics 365 CRM

How many customer conversations start on WhatsApp but never make it into your CRM? For many businesses, WhatsApp is where customers ask questions, request quotes, book services, and follow up. But when WhatsApp and Dynamics 365 CRM operate separately, useful customer context can quickly get lost. A WhatsApp integration with Dynamics 365 closes that gap by bringing… Read More: How to Integrate WhatsApp with Dynamics 365 CRM »

Your Existing Consent Data Shouldn’t Have to Start From Zero

When organizations move to Customer Insights – Journeys, one question often comes up immediately: what happens to the consent preferences we already have? Your contacts and leads may already contain years of email preferences through fields such as Email and Bulk Email. Asking every existing customer to provide consent again is not only unnecessary, but… Read More: Your Existing Consent Data Shouldn’t Have to Start From Zero »

When Dynamics 365 CRM Development Creates a Shadow Architecture

A sales team requests one additional field in Dynamics 365. Later, an automation uses that field to send notifications. Operations begins relying on the information to prioritise work. Management adds it to a dashboard. Another system eventually receives the data. Nobody planned to build a new business-critical process. Yet removing that original field could now… Read More: When Dynamics 365 CRM Development Creates a Shadow Architecture »

Introducing Backup4Dynamics: Long-Term Backup and Recovery for Microsoft Dynamics 365!

What happens when an important Microsoft Dynamics 365 CRM record disappears, and you realize it weeks or even months later? For many businesses, recovering historical CRM data isn’t as simple as creating regular backups. Accidental deletions, failed imports, integration issues, and long-term retention requirements can quickly expose gaps in a backup strategy. After years of… Read More: Introducing Backup4Dynamics: Long-Term Backup and Recovery for Microsoft Dynamics 365! »

Power Platform Inventory: Simplify Power Platform Governance and Resource Management

As organizations increasingly adopt Microsoft Power Platform, managing hundreds of apps, flows, agents, environments, and connectors can become challenging. Administrators need a simple way to understand what resources exist, who owns them, which environments they belong to, and what connectors they depend on. To address this challenge, Microsoft provides Power Platform Inventory in the Power Platform admin… Read More: Power Platform Inventory: Simplify Power Platform Governance and Resource Management »

How to Identify Duplicate Dynamics 365 Records That Don’t Look Like Duplicates

The easiest duplicate records to find are identical. The ones that create the biggest data problems often do not look like duplicates at all. Key Takeaways Duplicate Dynamics 365 records are not always exact copies of each other. Differences in spelling, formatting, abbreviations, and incomplete information can make duplicates difficult to identify. Exact-match duplicate detection… Read More: How to Identify Duplicate Dynamics 365 Records That Don’t Look… »

Personalize Your Dynamics 365 Experience with Modern Theme Overrides

A consistent and visually appealing user interface can improve user adoption, productivity, and confidence when working with Dynamics 365. Dynamics 365 has traditionally provided built-in theming capabilities through the classic Themes feature. However, with the introduction of the modern, refreshed look for model-driven apps, Microsoft introduced a new theming approach called Modern Theme Overrides. Modern… Read More: Personalize Your Dynamics 365 Experience with Modern Theme Overrides »