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 Identify Duplicate Dynamics 365 Records That Don’t Look Like Duplicates

The easiest duplicate records to find are identical. The ones that create the biggest data problems often do not look like duplicates at all. Key Takeaways Duplicate Dynamics 365 records are not always exact copies of each other. Differences in spelling, formatting, abbreviations, and incomplete information can make duplicates difficult to identify. Exact-match duplicate detection… Read More: How to Identify Duplicate Dynamics 365 Records That Don’t Look… »

Personalize Your Dynamics 365 Experience with Modern Theme Overrides

A consistent and visually appealing user interface can improve user adoption, productivity, and confidence when working with Dynamics 365. Dynamics 365 has traditionally provided built-in theming capabilities through the classic Themes feature. However, with the introduction of the modern, refreshed look for model-driven apps, Microsoft introduced a new theming approach called Modern Theme Overrides. Modern… Read More: Personalize Your Dynamics 365 Experience with Modern Theme Overrides »

Why Cooper Equipment Rentals Stopped Planning Field Sales Like a Road Trip Without a Map

Let’s talk about Canada for a second. Canada is the second largest country in the world. It covers nearly 10 million square kilometres. It has coastlines on three oceans. It has cities separated by distances that Europeans use to measure international travel. When Canadians say “it’s just a short drive,” they mean something categorically different… Read More: Why Cooper Equipment Rentals Stopped Planning Field Sales Like a… »

Copilot Studio Agent Evaluation: Single Response vs. Conversation

If you have been building agents in Microsoft Copilot Studio, you already know that building is only half the battle. The other half, and arguably the more important half, is making sure your agent actually works the way you expect it to before it reaches real users. That is where the Evaluation feature in Copilot… Read More: Copilot Studio Agent Evaluation: Single Response vs. Conversation »

Before You Buy More Dynamics 365 Storage, Try This Cloud Sync Fix First

You get the alert. Dynamics 365 tells you that you’re running low on storage, and the easiest reaction is to click “buy more.” But before you add another paid tier to your CRM bill, it’s worth asking a simpler question. Do you actually need more storage, or do you just need a better place for… Read More: Before You Buy More Dynamics 365 Storage, Try This Cloud… »

Cancel segments of a booking in Dynamics 365 Field Service

Managing multi-day bookings can be difficult when plans change for only a specific day or time period. The Cancel segments of a booking in aggregate views feature in Dynamics 365 Field Service allows schedulers to cancel only the required portion of a booking without canceling the entire booking. For example, a scheduler can cancel one… Read More: Cancel segments of a booking in Dynamics 365 Field Service »

Finding the Right Dynamics 365 Mailchimp Integration: Look Beyond the Feature List

A product page can show you the features. Customer reviews show you whether those features actually make work easier. Key Takeaways Microsoft Marketplace reviews show how a Dynamics 365 marketing app performs in real business environments. Look beyond star ratings for feedback on reliability, implementation, support, and time savings. Customer reviews can reveal practical benefits… Read More: Finding the Right Dynamics 365 Mailchimp Integration: Look Beyond the… »

How to Improve Agent Flow Performance in Copilot Studio Using Express Mode

What happens when an Agent Flow has more processing to do than its response window allows? As flows become more complex, multiple actions, calculations, record processing, and nested logic can increase execution time.  Microsoft Copilot Studio Express Mode is designed to optimize Agent Flow execution and help return responses faster. In this blog, we will… Read More: How to Improve Agent Flow Performance in Copilot Studio Using… »

Customer Communication in Dynamics 365 CRM: WhatsApp, SMS, and Live Chat

How many different places does your team check to manage customer conversations? A website chat here, a WhatsApp message there, and an SMS update somewhere else. When these conversations are scattered across platforms, your team can lose context, miss follow-ups, and spend more time switching between tools. Dynamics 365 CRM can give you a more… Read More: Customer Communication in Dynamics 365 CRM: WhatsApp, SMS, and Live… »