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.

Automating PDF Data Extraction Using Computer Use within Copilot Studio

Business documents such as purchase orders, invoices, reports, and shipping documents often contain valuable information in tabular format. In many organizations, this information is still copied manually into spreadsheets or business applications, which takes time and increases the possibility of errors. Microsoft Copilot Studio includes Computer Use, a capability that enables an agent to interact… Read More: Automating PDF Data Extraction Using Computer Use within Copilot Studio »

Dynamics 365 CRM Visualization: How Visual Tools Help Teams Understand Data Faster

Microsoft Dynamics 365 CRM stores valuable customer, sales, and service data. As organizations grow, that data becomes increasingly interconnected across Accounts, Contacts, Opportunities, Cases, activities, and custom entities. While the information is available, understanding it often isn’t easy. Users switch between grids, forms, subgrids, and multiple tabs to track workflow progress or understand customer relationships.… Read More: Dynamics 365 CRM Visualization: How Visual Tools Help Teams Understand… »

The Dynamics 365 and SharePoint Security Gap Most Organizations Miss

The biggest security risk in your Dynamics 365 and SharePoint environment may not be a cyberattack. It could be outdated permissions. When employees change roles, records are reassigned, or teams are reorganized, your Dynamics 365 security model updates to reflect those changes. SharePoint document permissions don’t always do the same. Over time, that mismatch can… Read More: The Dynamics 365 and SharePoint Security Gap Most Organizations Miss »

From Idea to Journey in Minutes: Meet the Journey Creation Agent

Building a customer journey should be simple: describe your goal, and the system builds it. In reality, marketing teams spend hours configuring triggers, wait steps, branching conditions, and channel sequencing to bring a single campaign idea to life. For many teams, a five-minute idea becomes a two-hour project, and often ends with a request to… Read More: From Idea to Journey in Minutes: Meet the Journey Creation… »

From Assistant to Agent: How AI Copilots Are Changing Customer Service Workflows

Quick answer: AI Copilots in customer service used to just answer questions and summarize cases. Now they can actually take action: updating records, drafting and sending emails, reassigning cases, and handling multi-step tasks across the tools support teams already use, not just inside one app. This shift from “assistive AI” to “agentic AI” is changing… Read More: From Assistant to Agent: How AI Copilots Are Changing Customer… »

Reduce Dynamics 365 CRM Storage Costs with Smarter Attachment Management

Dynamics 365 CRM has become the backbone of enterprise customer relationship management. But for many organizations, this powerful tool is becoming a victim of its own success. The more you use it, the more files accumulate, and the faster your storage capacity fills up. What started as a productive CRM implementation now threatens to become… Read More: Reduce Dynamics 365 CRM Storage Costs with Smarter Attachment Management »

Outreach Optimization Agent (Preview) in Dynamics 365 Customer Insights

Creating a marketing campaign takes time and careful planning. From designing the email to selecting the right audience, every step plays a role in its success. However, even well-planned campaigns don’t always deliver the expected results. When engagement falls short, marketers often spend hours reviewing reports and analyzing campaign performance to understand what can be… Read More: Outreach Optimization Agent (Preview) in Dynamics 365 Customer Insights »

Spider View: Turn Dynamics 365 CRM Records into Interactive Relationship Maps

Every connection tells a story The latest Spider-Man movie (Spider–Man: Brand New Day) has once again captured audiences with its intricate web of characters, relationships, and interconnected events. Every decision, alliance, and interaction shapes the bigger picture. While that makes for an exciting superhero story, businesses face a surprisingly similar challenge every day. Customers interact… Read More: Spider View: Turn Dynamics 365 CRM Records into Interactive Relationship… »

Simplify Record Search in Power Pages with Natural Language Search

Power Pages makes it relatively straightforward to build business portals. However, as the amount of data grows, helping users quickly find the right information becomes increasingly challenging. Take a Purchase Order Portal as an example. In the beginning, searching is simple because there are only a handful of purchase orders. But as the business grows,… Read More: Simplify Record Search in Power Pages with Natural Language Search »