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 Recover Deleted Records in Dynamics 365 CRM (Without a Full Database Restore)

It’s 90 minutes before a high-stakes renewal call. Your sales rep opens Dynamics 365 to pull up the account, check the contact history, and review last week’s email thread. But the record isn’t there. Neither is the linked contact. nor the activity timeline. Gone because someone hit delete on the wrong row while cleaning up… Read More: How to Recover Deleted Records in Dynamics 365 CRM (Without… »

Automating UI Testing for Model Driven Apps with Power Platform Test Engine (Preview)

Model-driven apps in Power Platform provide a structured way to build data-centric applications using Dataverse where the user interface is automatically generated based on tables, relationships, and business logic. As these apps evolve it incorporates complex forms, business process flows, security roles, plugins, and integrations. Over the time the need for automated, reliable testing becomes… Read More: Automating UI Testing for Model Driven Apps with Power Platform… »

AI-Driven Location Intelligence for Modern Businesses

Artificial Intelligence has evolved from being an experimental capability to a strategic necessity. Enterprises today are asking where AI will create the most measurable impact. One of the most transformative, yet often underestimated, areas where AI is reshaping decision-making is location intelligence. Every business operates in a physical world. Customers live somewhere, assets are deployed… Read More: AI-Driven Location Intelligence for Modern Businesses »

Creating Engaging, Animated Line Charts in Power BI with Custom Visuals

Power BI provides powerful built-in visuals, but sometimes you need custom behavior—such as animated line transitions when filters change. In this blog, we’ll build a custom animated line chart using pbiviz, TypeScript, and D3.js. By the end of this article, you’ll know how to: Create a custom Power BI visual using pbiviz Bind categorical data… Read More: Creating Engaging, Animated Line Charts in Power BI with Custom… »

Omnichannel CRM Solutions: Boost Customer Engagement with WhatsApp, SMS, and Live Chat

You’ve likely heard the term “omnichannel”, but what does it really mean for your business? Today’s customers expect seamless support across multiple channels, including WhatsApp, SMS, website live chat, social messaging, and Microsoft Teams. Miss a beat, and you risk frustrated customers, lost sales, and missed growth opportunities. Microsoft Dynamics 365 Omnichannel for Customer Service… Read More: Omnichannel CRM Solutions: Boost Customer Engagement with WhatsApp, SMS, and… »

How to Reduce AI Testing Risk in Dynamics 365 Using Copilot Studio

In the previous blog (Part I), you explored the overview of AI testing evaluation; now, you can dive deeper into the detailed functionality and practical implementation. If you work in IT, especially in a global organization, you understand how critical consistency and accuracy are in daily operations. As a Dynamics 365 CRM Engineer, you likely… Read More: How to Reduce AI Testing Risk in Dynamics 365 Using… »

How Finance & Banking Teams Use AI Predictive Analytics in Dynamics 365 CRM

In the finance and banking sector, forecast accuracy is not just a sales metric; it’s a business risk indicator. Whether it’s corporate lending, investment advisory, insurance sales, or relationship banking, leaders must predict outcomes with precision. Yet many financial institutions still rely on: Manual pipeline reviews Static lead scoring rules Lagging performance indicators This is… Read More: How Finance & Banking Teams Use AI Predictive Analytics in… »

How to Generate a Lead Summary with Copilot Actions using Power Automate Flow

Microsoft Copilot in Dynamics 365 Sales provides powerful AI-generated insights such as Lead summaries, opportunity summaries, relationship intelligence, and email drafting suggestions. While many users interact with these prompts directly within the Sales app, fewer organizations leverage them in automated scenarios. In this blog post, we’ll demonstrate how to incorporate outputs generated by Copilot in… Read More: How to Generate a Lead Summary with Copilot Actions using… »

Maximizing Dynamics 365 CRM with Microsoft Power Platform for Business Growth

Many organizations invest heavily in Microsoft Dynamics 365 only to find their teams still drowning in manual spreadsheets, disconnected processes, and a “one size fits all” interface that doesn’t quite fit anyone. The gap between having data and actually using it to drive growth is often wider than expected. The problem is simple: generic CRM… Read More: Maximizing Dynamics 365 CRM with Microsoft Power Platform for Business… »

Automate Testing with Copilot Agent Evaluation – Part 1

As AI agents become deeply embedded in enterprise workflows, ensuring their reliability, accuracy, and consistency is no longer optional it is essential. Unlike traditional software systems, Copilot agents are powered by Large Language Models (LLMs), which inherently introduce response variability. Manual testing methods such as ad hoc question-and-answer validation do not scale effectively and fail… Read More: Automate Testing with Copilot Agent Evaluation – Part 1 »