The journey to enterprise-ready AI often hits a gravity wall: agents that are confined to a single app, lack deep system connections, or introduce unacceptable governance risks. You’ve heard of Copilot, but the question remains: How do you build a specialized agent that operates across your entire digital estate, including Dynamics, SharePoint, and Teams, while… Read More »
Handling large-scale data tasks in Dynamics 365 CRM can be challenging, especially when syncing thousands of records with external systems. Background Operations allow these resource-intensive tasks to run asynchronously, keeping the system responsive. In this article, we’ll walk through the technical setup using a practical scenario: syncing thousands of records with an external system. You’ll… Read More »
The 5-Minute Response Gap That’s Costing You Customers 98% of WhatsApp messages are read within 3 minutes. Compare that to emails, where only 20% are opened within the first hour and you’ll start to see why your customers are frustrated. Your sales team sent 50 follow-up emails last week. Only 8 got responses. Meanwhile, your… Read More »
Overview Managing a large-scale Microsoft Power Platform environment can be challenging, especially when it involves multiple Dynamics 365 CRM applications used across sales, service, and marketing teams. Performance issues such as slow loading, app crashes, or access failures can often go unnoticed until they escalate, impacting productivity and user experience. To address this challenge, the… Read More »
If you’ve ever spent minutes or even hours scrolling through SharePoint, opening one document after another just to find a single piece of information, you know the frustration. That ends today! Introducing SharePoint Knowledge AI Search – the AI intelligent document search using Azure AI Search and Copilot that transforms SharePoint into an intelligent knowledge… Read More »
Overview Microsoft Power Pages continues to evolve as a powerful platform for building secure, low-code, data-driven websites. One of its latest additions, the Summary Component, brings the power of AI summarization directly into portals. The Summary Component allows developers and makers to automatically generate short, readable summaries from Dataverse data using the Power Pages Web… Read More »
Duplicate data might not seem like a big deal until your CRM starts giving mixed signals, your sales reps chase the same lead twice, or your reports stop adding up. If you’ve ever thought, “Didn’t we already have this contact in Dynamics 365?” Most Dynamics 365 CRM users face one common and costly challenge: duplicate… Read More »
Introduction In an earlier Inogic post, “Streamlining E-Signatures in Multi-Step Forms with Power Pages and DocuSign Integration”, Our previous post demonstrated how Power Pages and DocuSign integration streamlines multi-step client data entry and signature workflow. In this article, we focus on the next step of how to use Power Automate together with DocuSign to automatically… Read More »
Why Do Businesses Hit the SharePoint Online Storage Limit So Quickly? Because SharePoint is at the heart of Microsoft 365’s collaboration ecosystem, it often becomes a “document dump” before teams realize it. From project files and client proposals to CRM attachments synced from Dynamics 365, storage fills up fast. 💡 Did you know? The default… Read More »
Introduction In Microsoft Dynamics 365, auditing helps you keep track of what’s happening inside your CRM. Every time a record is created, updated, or deleted, the system records this activity as an audit log. While this is great for transparency and troubleshooting, there’s a challenge – the platform doesn’t directly show how much storage each… Read More »