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.

Building Translytical Flows in Power BI Reports

Microsoft has introduced Translytical Task Flows (Preview) in Power BI — a groundbreaking capability that brings transactional actions directly into the analytical environment. With this new feature, users can initiate tasks such as creating, updating, or deleting records, and even trigger automated workflows — all within a Power BI report. This marks a major shift… Read More »

Dynamics 365 CRM Field Merge: A Smarter Way to Manage Duplicate Data!

Merging duplicate records in your CRM can feel like a trade-off: either keep one version and lose the rest, or manually copy-paste critical data field by field. Notes get overwritten, preferences disappear, and numeric totals get misreported. If you’ve ever tried to detect and merge duplicate Dynamics CRM records manually, you know how time-consuming and… Read More »

How to Configure Generative AI Plugin in Copilot for Improved Customer Service

Microsoft has added new AI features to Dynamics 365 Customer Service to improve customer support. One of the most useful additions is the Customer Service (preview) plugin, which works right away with no setup needed. With this plugin, Copilot can get information straight from your case records and related data. Support agents can just ask… Read More »

Connecting ESRI ArcGIS system to Dynamics 365 CRM with Maplytics!

In today’s data-driven world, decision-making can’t afford to happen in silos. Imagine managing field services for a city-wide utility company or strategizing store expansions for a growing retail chain. Your CRM contains valuable customer data, service history, and sales trends. Meanwhile, your GIS system holds rich spatial information, like zoning boundaries, traffic density, weather risks,… Read More »

Retrieving Masked Field Values Programmatically in Dynamics 365

Are you working on a Dynamics 365 Customer Engagement (CE) project and struggling to integrate a payment system that requires access to sensitive data—like a customer’s full bank account number? You’re not alone. Imagine this: you’re developing with backend plugins, operating under elevated privileges, and fully expecting the System Admin service to give you unrestricted… Read More »

Microsoft 365 Copilot Services Outsourcing: Smartest Move for Business Growth!

In an era where AI is reshaping how businesses operate, the race to adopt the latest technologies is intensifying. One of the most exciting developments in this space is Microsoft’s Copilot ecosystem, from Copilot Studio to Copilot Agents and now deeply integrated across Dynamics 365 and Power Platform. But here’s the challenge Building and embedding… Read More »

Using Aggregate Functions with QueryExpression in Dynamics 365

Introduction In Microsoft Dataverse (Power Apps), there is often a need to retrieve summarized or aggregated data, such as counts, averages, sums, minimums, or maximums, rather than retrieving every individual record. Traditional query methods using QueryExpression focus on row-level data retrieval and do not inherently support aggregate functions. This creates challenges for developers who need… Read More »

Visualize Real Estate Data in Dynamics 365 CRM using Mind Maps!

In the real estate industry, it’s not the lack of data that slows deals; it’s the lack of visibility. Agents, brokers, and managers often find themselves buried in disconnected CRM records, struggling to track who’s connected to what properties, buyers, partners, and more. That’s where Map My Relationships comes in. This Dynamics 365 add-on turns… Read More »