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.

Azure Communication Services WhatsApp Retirement: Your ACS Migration alternative

Attention, Dynamics 365 users: your WhatsApp countdown has begun. Microsoft has announced that Azure Communication Services (ACS) Advanced Messaging with WhatsApp retires on September 30, 2028. If your customer conversations on WhatsApp flow through ACS, you have about 24 months to move your number and templates and rewire your automations. That’s a comfortable window for… Read More: Azure Communication Services WhatsApp Retirement: Your ACS Migration alternative »

Enhancing Customer Service Automation with AI Agents in Dynamics 365 CRM – Part 1

When a customer service team grows, they often face a big problem. Their shared support inbox fills up with noise. Real customer complaints need immediate attention. However, these important emails often get lost under vendor newsletters, out-of-office replies, and automated alerts. If you do not have an intelligent filter, every single email creates a new… Read More: Enhancing Customer Service Automation with AI Agents in Dynamics 365… »

Microsoft Dynamics 365 Backup: Is Native Backup Enough for Your Business?

Microsoft Dynamics 365 provides native backup capabilities to help protect your CRM environment. But businesses often need more than a basic backup. They may need longer data retention, customer-controlled storage, granular recovery, scheduled backups, and greater visibility into historical data. Backup4Dynamics by Inogic provides a dedicated Dynamics 365 backup and recovery solution designed to give… Read More: Microsoft Dynamics 365 Backup: Is Native Backup Enough for Your… »

Web API Plugin for Declarative Agents in Microsoft 365 Copilot

Sales and business users often need quick access to CRM information such as customer names, telephone numbers, revenue, location, and account details. we will build a real world Account Assistant that connects Microsoft 365 Copilot to an existing ASP.NET Core REST API. The REST API queries the Microsoft Dataverse Account table and exposes an account-search… Read More: Web API Plugin for Declarative Agents in Microsoft 365 Copilot »

Clone vs. Copy vs. Duplicate Records in Dynamics 365 CRM: What’s the Difference?

Quick answer: In Dynamics 365, cloning deliberately creates a new record from an existing one, including its child records. Copying moves selected data from one record to another. A duplicate is an accidental second record for the same customer. Clone to reuse a structure, copy to transfer data, and merge duplicates to clean up. Sales,… Read More: Clone vs. Copy vs. Duplicate Records in Dynamics 365 CRM:… »

The 2026 Guide to Power Platform Offshore Development: How to Build a Scalable Dynamics 365 Delivery Team

Key Takeaways Power Platform offshore development helps businesses extend their technical capacity without building every specialized skill in-house. An offshore team can support Power Apps, Power Automate, Dataverse, Power BI, Dynamics 365 CRM, integrations, and ongoing development. Dynamics CRM offshore development services can help organizations manage customization, integration, and enhancement requirements as their CRM environment… Read More: The 2026 Guide to Power Platform Offshore Development: How to… »

How Aligned Are Your Dynamics 365 and SharePoint Permissions? Take This Quick Audit

Quick Answer: Managing Dynamics 365 security and SharePoint document access manually creates administrative bottlenecks and security risks whenever user roles, team structures, or record ownerships change. SharePoint Security Sync eliminate these vulnerabilities by automatically replicating CRM security roles into SharePoint libraries in real time. Taking a quick permission audit helps organizations evaluate their current access… Read More: How Aligned Are Your Dynamics 365 and SharePoint Permissions? Take… »

Team Inogic Is Heading to Community Summit Nashville. Will You Be There?

Every year, thousands of Microsoft business applications professionals, CRM admins, IT leaders, finance managers, Dynamics developers, and Power Platform enthusiasts gather in one city for one week to learn, network, and solve real problems together. This October, that city is Nashville. Key Takeaways Connect & Learn: Join 5,500+ Microsoft business applications professionals, with 600+ sessions… Read More: Team Inogic Is Heading to Community Summit Nashville. Will You… »

Web tracking and personalization overview (Customer Insights Data) – (Preview)

Web tracking and personalization in Dynamics 365 Customer Insights – Data (Preview) enables organizations to track website interactions from anonymous and known visitors. This data can be associated with customer profiles and used for segmentation and personalized website experiences. For example, an insurance customer may browse coverage plans and use a quote calculator before creating… Read More: Web tracking and personalization overview (Customer Insights Data) – (Preview) »

Dynamics 365 Reporting: 7 Tasks to Automate for the Next Quarter

With Q4 around the corner, now is a good time to look at how your team handles Dynamics 365 reporting. If the last quarter involved repeatedly exporting reports, converting files, preparing emails, and sending the same information to different stakeholders, you already know where the process gets repetitive. Instead of repeating the same work next… Read More: Dynamics 365 Reporting: 7 Tasks to Automate for the Next… »