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.

Transforming Field Operations with AI, Azure Maps & Dynamics 365

Efficient field operations are the backbone of successful, data-driven organizations. Yet, many businesses continue to struggle with scattered CRM data, route inefficiencies, and time-consuming manual planning. If your team often spends more time figuring out “where to go next” than actually getting things done, it’s time to bring clarity and intelligence into your operations. With… Read More »

How to Use “Describe a Page” in Power Apps: Create Model-Driven Pages with AI

Microsoft Power Apps continues to evolve with features that simplify the app-building experience for both developers and citizen makers. One of the newest additions to model-driven apps is the “Describe a page” feature (currently in preview). This new capability allows you to create pages by simply describing them in natural language, rather than manually configuring… Read More »

Export Dynamics 365 Reports to PDF Automatically: Step-by-Step Guide

Generating and sharing Dynamics 365 reports shouldn’t take hours each week. Yet many users still spend time manually exporting reports, converting them to PDF, and emailing them to stakeholders, often multiple times. This guide walks you through two efficient ways to export Dynamics 365 reports to PDF: Manual Export: Ideal for one-time or ad-hoc reporting… Read More »

How to Auto-Fill Third-Party Web Forms Using Power Automate Desktop and JavaScript

In today’s digital workflows, teams across HR, operations, finance, and support deal with repetitive manual tasks every day. One of the most common inefficiencies is manually entering data into third-party web forms, especially when those portals do not provide APIs for direct integration. This repetitive work not only slows down productivity but also leads to… Read More »

Inogic at Community Summit 2025: A Magical Journey of AI, Copilot & Dynamics 365 Innovation

What an incredible experience it was! ✨ The Community Summit North America 2025, held in Orlando, Florida, from October 19 to 20, brought together over 5,000+ Dynamics 365 and Power Platform enthusiasts from across the globe. Known as the largest Microsoft Business Applications User Conference on the planet, this year’s event was nothing short of… Read More »

How to Design Custom Approval Buttons in Outlook Email Using Power Automate (Step-by-Step Guide)

Microsoft’s standard approval emails make it easy to send and capture user feedback directly through Outlook. However, one major limitation is that when multiple users receive the same approval email, only the first response is considered, leaving others frustrated when they try to act on an already-approved request. To overcome this limitation and deliver a… Read More »

The Ultimate Guide to Row-Level Filtering in Dynamics 365 Customer Insights – Data

Working with massive datasets in Microsoft Dynamics 365 Customer Insights-Data can be challenging. If you’re dealing with millions of records from different data sources, managing and filtering out unwanted data to enhance system performance is key. Loading unnecessary data can create bottlenecks, slow down processing, and waste resources when creating segments, calculating measures, or building… Read More »

Step-by-Step Guide to Duplicate Detection and Merge Rules in Dynamics 365 CRM

Why Clean Data is Every Manager’s Competitive Edge If your sales and marketing teams rely on Microsoft Dynamics 365 CRM, you already know this: duplicate data kills productivity. Multiple records for the same customer lead to fragmented conversations, inaccurate reporting, and poor customer experiences. That’s where duplicate detection and merging come in, not as a… Read More »

How to Automate Post-Case Resolution Surveys in Dynamics 365 with Copilot and Power Automate (Preview)

Exceptional customer service doesn’t end when a support ticket is closed. In many cases, the most insightful feedback comes after the resolution. Microsoft Dynamics 365 now offers a preview feature that enables organizations to automatically send satisfaction surveys to customers once a case is marked as resolved. In this blog post, we’ll walk you through… Read More »