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 Programmatically Add Option Set Values in Dynamics 365 with Power Automate

In every Dynamics 365 or Power Apps implementation, it’s common to require fields where users select values from predefined lists—such as Job Title, Customer Category, Priority, or Region. These lists are typically implemented using Choice fields (Option Sets) or custom Lookup fields referencing separate entities. A common challenge when configuring Option Sets in Dynamics 365… Read More: How to Programmatically Add Option Set Values in Dynamics 365… »

How to Create and Modify a Segment in Customer Insights – Journeys Using the Web API

In this blog, we will walk through the process of creating a new segment in Real-Time Journeys and updating the segment by adding members using the Microsoft Dynamics 365 Web API. (Create a segment-based journey) A segment is a group of contacts or leads, either dynamically updated or statically defined, that you target in your… Read More: How to Create and Modify a Segment in Customer Insights… »

Dynamics 365 WhatsApp Integration: Trigger vs Segment Customer Journeys – Explained!

Pop quiz! You get two messages: 📩 A generic promo email you might read later 💬 A WhatsApp message that lands right after you browsed a product Which one do you open? Exactly. Real-time, relevant messaging wins—every time. In a world where attention spans are shorter than a TikTok video, customers crave relevance and speed.… Read More: Dynamics 365 WhatsApp Integration: Trigger vs Segment Customer Journeys –… »

Add Process Mining Report in Power BI Workspace

Embedding process mining reports in Power BI workspaces allows organizations to visualize, analyze, and refine their actual business processes. The combination is powerful, transforming sophisticated event data into actionable insights—making it simpler to spot inefficiencies, track performance, and drive ongoing improvement, all in a familiar, collaborative analytics setting. In order to customize process mining reports… Read More: Add Process Mining Report in Power BI Workspace »

Webinar: Copilot Agents in Action: Document Reading, Response Generation, and Email Drafting!

As businesses lean further into intelligent automation, the challenge remains—how do you efficiently work with the heaps of local documents stored across teams while tapping into the power of AI? If you’ve ever wished your assistant could find a document from your desktop and draft a ready-to-send email with it, attachments and all, then our… Read More: Webinar: Copilot Agents in Action: Document Reading, Response Generation, and… »

Enabling Multilingual Support on Custom Pages in Model-Driven Apps

A recent requirement involved adding multilingual support to a custom page within a model-driven app. The objective was to enable users from different regions to interact with the app seamlessly in their preferred languages. To achieve this objective, Microsoft has provided an excellent guide: Customize pages to support multiple languages. If you follow the step-by-step… Read More: Enabling Multilingual Support on Custom Pages in Model-Driven Apps »

QuickBooks Integration with Dynamics 365 CRM: Enable Data Automation!

Are you a CRM professional juggling between QuickBooks and Dynamics 365 CRM? Tired of manual data syncing or chasing outdated records? You’re not alone. The good news? There’s a smarter way to connect both systems — and it’s called Real-Time Bi-Directional QuickBooks and CRM Synchronization. Let’s break it down in simple terms so you can… Read More: QuickBooks Integration with Dynamics 365 CRM: Enable Data Automation! »

New Release: Discover What’s New with Text SMS in Dynamics 365

Most sales teams are managing CRM SMS conversations the wrong way! Sales teams today manage dozens of SMS conversations across Leads, Contacts, and Opportunities, but CRM systems haven’t caught up to how real salespeople work. Here’s what typically happens: You get a reply from a lead, but you’re busy. You can’t reassign the chat without… Read More: New Release: Discover What’s New with Text SMS in Dynamics… »

Impersonating a User in Dynamics 365 Via ServiceClient Or CrmServiceClient

In Dynamics 365, impersonation allows actions to be performed on behalf of another user, enabling more flexible and secure workflows. For instance, when automating business processes like case assignments, it’s important to ensure that the actions are attributed to the appropriate user rather than a system account. Impersonation ensures the integrity of audit logs, preserves… Read More: Impersonating a User in Dynamics 365 Via ServiceClient Or CrmServiceClient »