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 Find, Merge & Remove Duplicate Records in Dynamics 365 CRM: FAQ Guide

Duplicate records silently erode your CRM’s performance, inflating costs, triggering duplicate outreach, distorting reports, and reducing trust in your data. This guide answers the most common questions about detecting, merging, and eliminating duplicate data in Microsoft Dynamics 365 CRM. Whether you’re recovering from a messy migration, managing leads from multiple sources, or trying to create… Read More: How to Find, Merge & Remove Duplicate Records in Dynamics… »

How Microsoft Copilot Cowork Is Changing Enterprise Operations

The first wave of workplace AI focused on helping employees work faster. AI could summarize meetings, draft emails, generate reports, and answer questions on demand. But enterprise productivity was never limited by typing speed alone. The larger problem has always been operational coordination, gathering updates, switching between systems, managing follow-ups, aligning teams, and manually connecting… Read More: How Microsoft Copilot Cowork Is Changing Enterprise Operations »

How to Automate Project Assignment in Dynamics 365 Using Power Automate and Power Apps Code Apps

This blog demonstrates how to automate project assignments in Microsoft Dynamics 365 using Microsoft Power Automate and Power Apps Code Apps, where unassigned projects are retrieved from Dataverse and automatically assigned to developers based on project scale and developer skill level. Business Scenario An IT services company manages multiple software development projects across different technologies… Read More: How to Automate Project Assignment in Dynamics 365 Using Power… »

Manage WhatsApp, SMS, and Live Chat Directly Inside Dynamics 365 CRM!

Modern customers expect businesses to respond instantly, personalize every interaction, and maintain conversation continuity across channels. A customer may start a conversation on live chat, continue it on WhatsApp, and expect support updates through SMS – without repeating information at every step. But for many businesses, customer communication is still fragmented. Sales teams switch between… Read More: Manage WhatsApp, SMS, and Live Chat Directly Inside Dynamics 365… »

How to Build AI-Generated Charts and PDFs in Dynamics 365 Using a PCF Control

We spend a lot of time working inside Dynamics 365 CRM forms. Accounts, Opportunities, Cases and other commonly used entities. One area that always had room for improvement was how data gets presented within those forms. For example, if a sales manager wants to see the pipeline breakdown for a specific Account, they typically have… Read More: How to Build AI-Generated Charts and PDFs in Dynamics 365… »

3 Situations Where Dynamics Maps Made All the Difference in Healthcare

Healthcare teams do not have time to waste navigating spreadsheets, disconnected systems, or inefficient routes. Whether it is a medical equipment rep visiting hospitals, a home healthcare coordinator handling urgent requests, or a patient searching for a specialist in an unfamiliar city, location, and timing directly impacts outcomes. Many of these organizations already use Dynamics… Read More: 3 Situations Where Dynamics Maps Made All the Difference in… »

Enhancing Customer Service Operations with Copilot Immersive Preview in Dynamics 365

Microsoft Dynamics 365 Customer Service provides AI-powered assistance through Copilot features that help customer service representatives improve productivity and streamline support operations. One of the latest additions is Copilot immersive (preview), which introduces a conversational workspace experience directly inside Dynamics 365 Customer Service. In this blog, we will explore how to enable Copilot immersive preview,… Read More: Enhancing Customer Service Operations with Copilot Immersive Preview in Dynamics… »

Power BI April 2026 Update: What’s New and Why It Matters

Microsoft just pushed one of its most practical Power BI updates of the year. Here is everything that changed, explained. What is in the April 2026 Update? Power BI’s April 2026 release focuses on three core areas: AI and Copilot, reporting and visuals, and data modeling. There are also a few important deprecations every user… Read More: Power BI April 2026 Update: What’s New and Why It… »

Enhancing Power Pages Security Using Security Agent

In today’s digital-first business environment, customer portals are expected to deliver far more than convenience. They must provide a seamless user experience while maintaining strong security, compliance, and data protection standards. For organizations using Microsoft Power Pages, balancing usability with security is often one of the biggest operational challenges. Our team recently experienced this firsthand… Read More: Enhancing Power Pages Security Using Security Agent »

Accelerate Power Pages Development Using Server Logic: Part 2

In the previous blog, the “what” and “why” of Server Logic were explored. This entry takes the concept further by demonstrating the implementation of a full CRUD (Create, Read, Update, Delete) interface that communicates with an external OData service. The goal here is simple: move the “heavy lifting” to the server so your frontend stays… Read More: Accelerate Power Pages Development Using Server Logic: Part 2 »