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.

Spider View: Turn Dynamics 365 CRM Records into Interactive Relationship Maps

Every connection tells a story The latest Spider-Man movie (Spider–Man: Brand New Day) has once again captured audiences with its intricate web of characters, relationships, and interconnected events. Every decision, alliance, and interaction shapes the bigger picture. While that makes for an exciting superhero story, businesses face a surprisingly similar challenge every day. Customers interact… Read More: Spider View: Turn Dynamics 365 CRM Records into Interactive Relationship… »

Simplify Record Search in Power Pages with Natural Language Search

Power Pages makes it relatively straightforward to build business portals. However, as the amount of data grows, helping users quickly find the right information becomes increasingly challenging. Take a Purchase Order Portal as an example. In the beginning, searching is simple because there are only a handful of purchase orders. But as the business grows,… Read More: Simplify Record Search in Power Pages with Natural Language Search »

Top Questions About Dynamics 365 CRM Document & Storage Management—Answered!

Efficient and secure document management in Microsoft Dynamics 365 CRM is vital for scalable growth, compliance, and collaboration. As businesses handle large volumes of data, Dynamics 365 attachments storage and Dynamics 365 documents storage grow rapidly, making it essential to integrate cloud storage like SharePoint, Azure Blob, and Dropbox to reduce Dynamics 365 file storage… Read More: Top Questions About Dynamics 365 CRM Document & Storage Management—Answered! »

Role-Based Access Control for Document Security in Dynamics 365 CRM!

Storing data is easy, but managing access? That’s the real challenge One of the biggest concerns for businesses using Dynamics 365 CRM is controlling who can view, edit, or delete sensitive documents. Granting excessive access poses challenges like the risk of accidental file deletions or data loss. But you want to ensure the security of… Read More: Role-Based Access Control for Document Security in Dynamics 365 CRM! »

Connecting ESRI ArcGIS system to Dynamics 365 CRM with Maplytics!

In today’s data-driven world, decision-making can’t afford to happen in silos. Imagine managing field services for a city-wide utility company or strategizing store expansions for a growing retail chain. Your CRM contains valuable customer data, service history, and sales trends. Meanwhile, your GIS system holds rich spatial information, like zoning boundaries, traffic density, weather risks,… Read More: Connecting ESRI ArcGIS system to Dynamics 365 CRM with Maplytics! »

How to Integrate Text SMS with Dynamics 365 CRM: A Complete 2025 Guide

“As 65% of the world’s population sends and receives SMS messages, it has become the go-to way for businesses to market their products & services.” But most of them are still juggling between external SMS tools and their CRM systems, leading organizations are discovering the power of a text dynamics CRM integration. The results show… Read More: How to Integrate Text SMS with Dynamics 365 CRM: A… »

Dynamics 365 CRM Hierarchy Control: 5 Benefits Every CRM Admin Should Know

In the world of CRM, data visibility, navigation, and relationship mapping are critical for smooth operations. Yet many Dynamics 365 CRM admins still struggle with understanding how Dynamics 365 CRM records are connected, how Dynamics 365 CRM relationships are mapped – especially in complex scenarios involving complex CRM relationships between accounts, contacts, opportunities, cases, and… Read More: Dynamics 365 CRM Hierarchy Control: 5 Benefits Every CRM Admin… »

How to Clone Records in Dynamics 365 CRM And Update Fields While You Do It – A Complete Guide for 2026!

Manually duplicating records, copying related data, and recreating configurations in Dynamics 365 CRM isn’t just frustrating- it’s error-prone and slows everyone down. Whether you’re, A sales rep needing to quickly clone opportunities A support agent recreating standard case templates Or an admin replicating setups across multiple environments –  You’ve probably thought, “There’s got to be… Read More: How to Clone Records in Dynamics 365 CRM And Update… »

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

4 Simple Steps to Undo and Restore data across All Dynamics 365 CRM Entities

Struggling with Managing Data Changes in Your CRM? Ever found yourself frustrated by accidental edits, unintentional deletions, or struggling to recover old changes in your Dynamics 365 CRM across multiple entities? If these scenarios sound familiar, you’re not alone. Handling data changes in a Dynamics 365 CRM can feel overwhelming, making users look for an… Read More: 4 Simple Steps to Undo and Restore data across All… »