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.

How to Improve User Engagement in Microsoft Dynamics 365 CRM – The Complete Guide

If you’ve invested in Microsoft Dynamics 365 CRM, you probably envisioned your team logging in daily, updating records, and using it as their central hub for sales, marketing, and customer service. The reality for many CRM admins is different: Users log in… but barely engage with the system. Data is incomplete or outdated. Paid licenses… Read More »

How to Integrate SMS with Microsoft Dynamics 365 CRM: Step-by-Step Guide

Imagine closing a deal, sending an update, or confirming an appointment, all without leaving your CRM. With TextSMS4Dynamics, you can do exactly that. This powerful integration brings seamless SMS messaging right into your Microsoft Dynamics 365 CRM interface, empowering your sales, service, and marketing teams to connect with customers faster and more effectively. In this… Read More »

How to Configure and Use the Prompt Column in Dataverse

If you’ve been exploring Copilot and AI features in Microsoft Power Platform, you’ll notice a new column type in Dataverse: Prompt Column (Preview). This feature allows you to save natural language prompts against a table, run them on your data, and store the AI-generated response in the same record. The generated text can then be… Read More »

Dynamics 365 Mailchimp Integration: A Guide for Better Campaign Management

When your customer data doesn’t flow smoothly between Mailchimp and Dynamics 365 CRM, your email marketing efforts take a hit. From incomplete lists to missed campaign insights, small sync issues can snowball into bigger problems like poor targeting, low engagement, and wasted marketing spend. That’s why you need a Dynamics 365 MailChimp integration. With the… Read More »

Simplify Excel Data Imports with AI-Assisted Mapping in Dataverse

Microsoft introduces an enhanced Import from Excel experience for Dataverse, aimed at simplifying how App makers bring structured data into existing tables. Previously, importing Excel files, especially those with multiple sheets, was limited, often requiring manual mapping and strict formatting. With the new experience, the process is more streamlined, intelligent, and reliable, making it easier… Read More »

Unlock Your AI Potential: The Power of Copilot Consulting Services

The future of work isn’t just digital; it’s intelligent. We’ve moved past the era of simply digitizing tasks; today’s businesses demand smarter, context-aware systems that not only automate but also learn, adapt, and assist. It’s no longer about replacing human effort—it’s about enhancing it. In this landscape, Microsoft Copilot stands out as a transformative force.… Read More »

10 Reasons Why Maplytics is the Best Geo-Analytical Application for Dynamics 365

In the ever-changing world of modern business, location analytics has moved from being a “nice-to-have” to an absolute necessity. Companies need actionable, real-time insights that connect geography with strategy, more than just static data. When it comes to geo-analytics for the Microsoft ecosystem, Maplytics stands out as the ultimate solution. Built natively for Microsoft Dynamics… Read More »

Retrieve and Validate Field Associated Workflows in Dynamics 365/Dataverse

Workflows (also known as processes) in Dynamics 365 automate business logic such as approvals, field updates, or triggering other workflow actions. Sometimes, we need to check whether a workflow exists for a specific field before performing an action on a form. For example, when updating sensitive fields like Credit Limit or Risk Category, you may… Read More »

Make Your CRM AI-Ready: Clean Duplicate Data in Dynamics 365 CRM with Fuzzy Matching

The AI Era Demands Clean CRM Data — Duplicates Are a Hidden Threat! In today’s AI-powered CRM world, duplicate records silently erode data quality — and with it, your ability to make smart decisions. “Mathew Smyth” vs. “Matthew Smith” = 2 leads, 1 real customer Confused reps, missed opportunities, and broken automations AI insights? Flawed,… Read More »

How to Use Service Principals to Stabilize Business-Critical Flows and Bypass Flow Request Limits

Introduction Often, we encounter challenges in mission-critical flows that drive key departmental or enterprise-wide processes, including bulk operations. While these flows are essential for business continuity, they can face disruptions in multiple ways, such as ownership changes due to role transitions or user deactivation, or exhausting daily Power Platform flow request limits. For example, if… Read More »