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.

Step-by-Step Guide to Build a Reusable Component Collection in Microsoft Copilot Studio

Managing the same knowledge across multiple Copilot agents often leads to duplication, inconsistent answers, and unnecessary maintenance overhead. Microsoft Copilot Studio solves this problem with Component Collections, allowing teams to centralize knowledge once and reuse it across multiple agents. In this step-by-step guide, you’ll learn how to build a reusable Component Collection in Microsoft Copilot… Read More »

Why Dynamics 365 CRM Needs Accounting System Integration: A Complete Guide

CRM and Accounting Were Never Meant to Work Alone Microsoft Dynamics 365 CRM plays a critical role in managing customer relationships, sales pipelines, and engagement activities. Accounting systems, on the other hand, are responsible for invoices, payments, taxes, and financial reporting. Individually, both systems perform well. The challenge begins when they operate in isolation. In… Read More »

Mastering Dynamics 365 UI Automation with Playwright

Automating the Microsoft Dynamics 365 (D365) user interface is notoriously difficult. Developers often struggle with dynamic iFrames, deeply nested DOM hierarchies, and fragile XPath selectors that break after every minor CRM update. Traditional Selenium-based frameworks frequently suffer from “flakiness,” failing before completing a single stable execution. However, Playwright has redefined the standard for D365 testing.… Read More »

CRM Data Deduplication: A 2026 FAQ Guide to Clean, Unified, AI-Ready CRM Data

If your CRM contains multiple versions of the same customer, you don’t just have a data issue; you have a revenue, experience, and AI-readiness problem. Sales teams lose confidence in pipelines. Marketing struggles with audience accuracy. And AI tools like ChatGPT, Microsoft Copilot, Gemini, etc., can’t deliver reliable insights without unified customer profiles. This FAQ-style… Read More »

WhatsApp Messaging in CRM: Why It Outperforms Email in 2026

In 2026, customer communication expectations have fundamentally changed. Today’s buyers demand instant, conversational, and mobile-friendly interactions, not long email threads they might open hours or even days later. For Dynamics 365 CRM users, this shift is significant. Businesses are moving away from traditional email as the primary CRM channel and adopting WhatsApp CRM integrations like… Read More »

How to restrict Unwanted Power Automate flow execution

In Microsoft Dataverse, Power Automate flows are commonly used to execute business logic when records are created, updated, or deleted. They work well for most user-driven and real-time business operations. However, in certain scenarios such as integrations, background jobs, bulk data operations, or system maintenance tasks running these flows is not always required and can… Read More »

8 Ways to Make Your Dynamics 365 CRM AI-Ready by Eliminating Duplicate Customer Data

AI is no longer optional in CRM. With Copilot, forecasting models, and automation now embedded into Microsoft Dynamics 365, organizations expect instant insights, accurate predictions, and intelligent recommendations. But there’s a hidden problem most teams discover after enabling AI: AI is only as reliable as the data it consumes. And duplicate CRM records are the… Read More »

How the Sales Qualification Agent Transforms Lead Management in Dynamics 365

In the rapidly evolving landscape of sales automation, staying ahead means leveraging the latest AI capabilities. The Sales Qualification Agent is a significant advancement in Microsoft Dynamics 365 Sales, designed to revolutionize lead qualification processes. This advanced AI agent functions as an autonomous member of the sales team. It is capable of qualifying leads by directly engaging… Read More »