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.

Modernizing Dataverse Data Clean up With New Bulk Delete Capabilities

While working as a Dynamics 365 and Power Platform Consultant at a technology company, I was responsible for supporting and maintaining our Dataverse environments. Along with configuring tables, business processes, and user requirements, I also looked after environment health, data cleanup, and overall data management. As more teams started using the system, the amount of… Read More: Modernizing Dataverse Data Clean up With New Bulk Delete Capabilities »

Next Best Action vs Predictive Analytics: Which One Helps Dynamics 365 Users Make Smarter Decisions?

Businesses today have more customer and sales data than ever before. However, the real challenge is not collecting data, it is knowing what action to take next. A sales manager may know which customers interacted with the company recently, but the bigger question remains: Which customer should the team contact first? What should they offer?… Read More: Next Best Action vs Predictive Analytics: Which One Helps Dynamics… »

Setting Up Event Waitlists in Dynamics 365 Customer Insights – Journeys

Managing a full-capacity event can get tricky when cancellations leave seats open and new registrants have nowhere to go. Dynamics 365 Customer Insights – Journeys simplifies this with its native event waitlist capability, allowing marketers to manage capacity, queue new registrants, and automatically fill available seats. This blog walks through how to set up and… Read More: Setting Up Event Waitlists in Dynamics 365 Customer Insights –… »

Duplicate Data in Dynamics 365: How Real Estate Teams Can Keep One Customer View!

Have you ever called a lead to ask about their property requirements, only to hear an irritated response: Your company has already called me four times about the same thing? The salesperson may think they are following up with a new lead. The customer knows otherwise. The reason could be sitting quietly in Dynamics 365:… Read More: Duplicate Data in Dynamics 365: How Real Estate Teams Can… »

How to Add an Agent Node to an Agent Flow in Microsoft Copilot Studio

Modern Dynamics 365 applications often require intelligent automation to reduce manual effort and improve customer experience. Agent Nodes in Copilot Studio Agent Flows allow an existing AI agent to be invoked as part of a workflow. The flow can pass information to the agent, receive a structured response, and use that response in subsequent actions.… Read More: How to Add an Agent Node to an Agent Flow… »

How to Fix Your Dynamics 365 Document Storage Problems Easily

You’re updating a deal in Dynamics 365, you go to attach a signed contract, and a storage warning pops up. Or maybe you’re the admin who just got the email saying your organization is nearing its storage limit, again. If this sounds familiar, the real issue usually isn’t that you have too many files. It’s… Read More: How to Fix Your Dynamics 365 Document Storage Problems Easily »

Configuring the Sales Opportunity Agent in Dynamics 365

Every sales pipeline eventually faces the challenge of managing increasing deal volume and complexity. As opportunities grow, sellers spend more time reviewing emails, updating notes, tracking interactions, and gathering information from different sources. Opportunities can also lose momentum when key contacts become unresponsive, decision-makers change, or competitors enter the discussion. Without a structured process for… Read More: Configuring the Sales Opportunity Agent in Dynamics 365 »

How AI Chatbots Transform WhatsApp Customer Support in Dynamics 365

A customer sends a WhatsApp message: “Where is my order?” But the bigger shift happens when WhatsApp, AI, and CRM work together. With Dynamics 365 WhatsApp integration, conversations can become part of the customer record instead of remaining in a separate messaging app. Agents can see chat history and CRM information in one place, while… Read More: How AI Chatbots Transform WhatsApp Customer Support in Dynamics 365 »

Teaching Copilot Your Business Language: A Hands-On Look at the Dataverse Semantic Model

Ever asked Copilot a perfectly reasonable business question and gotten back a shrug, even though the data was sitting right there in Dataverse? That’s usually not a Copilot problem. It’s a language problem. Your team doesn’t talk in table and column names; you talk in “client,” “deal,” “ARR,” and “in the oven.” The AI, left… Read More: Teaching Copilot Your Business Language: A Hands-On Look at the… »

Microsoft AI Builder: A Practical Guide to AI-Powered Power Platform Development

Learn how Microsoft AI Builder works, its AI models, business use cases, prompts, and how organizations can integrate AI with Dynamics 365 and Power Platform. Introduction Microsoft AI Builder brings AI capabilities into Microsoft Power Platform without requiring organizations to build every AI solution from scratch. It provides prebuilt and custom AI models that can… Read More: Microsoft AI Builder: A Practical Guide to AI-Powered Power Platform… »