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.

From Topics to Skills: The Evolution of Copilot Studio Agents

The Microsoft Copilot Studio is revolutionizing the design and construction of conversational agents. Normally, developers-built agents around Topics, which are essentially conversational flows invoked by specific phrases. Topics worked well for structured chatbot scenarios, but they became more and more difficult to manage as agents became more complex. Microsoft has introduced Skills as a core… Read More: From Topics to Skills: The Evolution of Copilot Studio Agents »

Backup4Dynamics Is Live: Dynamics 365 Backup and Recovery Solution

Backup4Dynamics is now live! A purpose-built backup and recovery solution for Microsoft Dynamics 365 CRM and Dataverse that combines automated backup scheduling with granular restore capabilities for complete data protection. Key Highlights Retain backups beyond Microsoft’s native backup retention window, with long-term and lifetime retention based on your configured retention policy. Restore specific records in… Read More: Backup4Dynamics Is Live: Dynamics 365 Backup and Recovery Solution »

Enhancing Power Apps Grids with Custom Column Visualizations

Displaying data in a Power Apps or Dataverse grid is one of the most common ways for users to work with business information. However, when a grid contains several numeric values, displaying everything as plain text can make it difficult to quickly understand and compare the data. Key Takeaways Custom Column Visualizations let grid columns… Read More: Enhancing Power Apps Grids with Custom Column Visualizations »

Never Miss a Session, Never Miss a Deal: What Community Summit Can Teach Us About Dynamics 365 Notifications

Community Summit North America 2026 brings more than 600 education sessions, Academy classes, networking events, and activities across the Gaylord Opryland Resort in Nashville. With so much happening across five days, keeping track of the sessions and events that matter to you becomes part of the experience. How do you make sure you don’t miss… Read More: Never Miss a Session, Never Miss a Deal: What Community… »

SQL Meets Dataverse Web API: Query Microsoft Dataverse Data Using SQL

Microsoft Dataverse provides several ways to retrieve data, including  OData and FetchXML. While these approaches are well suited to Dataverse, developers coming from a relational database background may naturally think in terms of SQL. In this article, we will look at how Dataverse data querying traditionally works, what SQL querying through the Web API introduces,… Read More: SQL Meets Dataverse Web API: Query Microsoft Dataverse Data Using… »

Dynamics 365 Record Cloning Errors: Causes and How to Avoid Them

Cloning records in Dynamics 365 CRM saves time, but when done manually or with limited native tools, it often introduces errors that quietly damage data quality. Missing child records, broken relationships, and incorrect field values are common outcomes of ad hoc duplication. These Dynamics 365 record cloning errors don’t just create rework, they can distort… Read More: Dynamics 365 Record Cloning Errors: Causes and How to Avoid… »

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 »