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.

Restrict Dataverse Record Access by Column Value Using Filtered Record Ownership

Imagine managing sales teams across four states. Your California sales reps should see California accounts, your Arizona reps should see Arizona accounts, and your sales head should have access to all accounts. You could manage this using business units, teams, or manual record sharing. But as your business grows and records keep changing, maintaining these… Read More: Restrict Dataverse Record Access by Column Value Using Filtered Record… »

How to Fix Your Dynamics 365 and SharePoint Permission Audit Findings

In our previous post, [How Aligned Are Your Dynamics 365 and SharePoint Permissions? Take This Quick Audit], we walked through a self-assessment to identify security blind spots, administrative bottlenecks, and compliance risks caused by managing Dynamics 365 and SharePoint access manually. If your audit findings revealed delayed access revocations, mismatched security roles, or hours spent… Read More: How to Fix Your Dynamics 365 and SharePoint Permission Audit… »

How to Reuse Web Templates as Components in Power Pages

Copying the same Liquid and HTML block onto page after page works fine until the first design change, when you have to edit every copy. Web templates as components in Power Pages fix this: you write the layout once, reuse it on any page, and each page only sets its own values in the design… Read More: How to Reuse Web Templates as Components in Power Pages »

How to Plan a Better Field Sales Week with Microsoft Dynamics 365 Maps

Every B2B sales team knows the feeling of a week that got away from it. Monday starts with good intentions, a few meetings move, a customer calls with something urgent, and by Thursday the rep has driven across the same region three times and still has accounts left unvisited. Most of the time, the problem… Read More: How to Plan a Better Field Sales Week with Microsoft… »

Enhancing Customer Service Automation with AI Agents in Dynamics 365 CRM – Part 2

In Part 1 of this series, we explored how to eliminate inbox noise and automate case triage using AI Email Classification, ARC Rules, and the Case Management Agent. We saw how the AI can instantly read emails, create cases, and even follow up with unresponsive customers without human intervention. Now, we will explore the final… Read More: Enhancing Customer Service Automation with AI Agents in Dynamics 365… »

Spot What Matters Fast: Card Colour Is Now in Kanban Board for Dynamics 365

“See how Sales and Customer Service teams use coloured cards to find hot leads, urgent cases and big deals the moment they open the board.” You open your board to hundreds of identical cards. Somewhere is a customer about to leave, a deal slipping, an order due today. You just can’t see them. Card Colour,… Read More: Spot What Matters Fast: Card Colour Is Now in Kanban… »

How to Use Verbatim Responses in Dynamics 365 Customer Service Copilot

What happens when Copilot rewrites a safety instruction or changes the wording of a legally approved statement? A small change in wording can alter a requirement, remove an important condition, or create confusion for customers. In Dynamics 365 Customer Service, verbatim responses in Copilot help address this problem by returning approved knowledge content without rewriting… Read More: How to Use Verbatim Responses in Dynamics 365 Customer Service… »

Your Dynamics 365 CRM Has the Data. Can AI Turn It Into the Next Action?

Dynamics 365 CRM captures customer conversations, sales activities, opportunities, and service cases. Yet employees often spend valuable time connecting these details before deciding what to do next. Sales representatives review account histories before meetings, while service agents search previous cases and knowledge articles to resolve customer issues. The challenge is not always a lack of… Read More: Your Dynamics 365 CRM Has the Data. Can AI Turn… »

Managing Dataverse Attachments Without a Form Using the Modern Attachments Control in Canvas App

The modern Attachments control in canvas apps lets users add, download and remove files on a record, and unlike the classic control, it no longer needs a form to work. In this article, we cover how the Attachments control used to work, what the modern control changes, and how to use it with and without… Read More: Managing Dataverse Attachments Without a Form Using the Modern Attachments… »

Dynamics 365 QuickBooks Integration: What Disconnected Data Really Costs You

Why does your sales pipeline never match your finance team’s revenue report? If reps work in Dynamics 365 while accountants work in QuickBooks Online, the gap is rarely a people problem. It is a data problem. Every invoice keyed twice, every payment status updated late and every mismatched customer record adds up. A Dynamics 365… Read More: Dynamics 365 QuickBooks Integration: What Disconnected Data Really Costs You »