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.

Step-by-Step Guide to Integrating Dynamics 365 CRM with QuickBooks Online

How much time does your team spend updating the same customer or invoice information in two different systems? If you use Microsoft Dynamics 365 CRM to manage customer relationships and QuickBooks Online for accounting, you’ve probably dealt with duplicate data entry, outdated records, or switching between platforms. These small tasks add up, taking time away… Read More: Step-by-Step Guide to Integrating Dynamics 365 CRM with QuickBooks Online »

Configure authentication with Security Agent in Power Pages

As part of the 2026 Release Wave 1, Microsoft introduced the Security Agent in Power Pages to help makers configure and improve website security using AI-powered guidance. One of its key capabilities is assisting with authentication configuration, making it easier to implement secure sign-in experiences while following Microsoft’s recommended security practices. Authentication is one of… Read More: Configure authentication with Security Agent in Power Pages »

Why Integrating Mailchimp with Dynamics 365 CRM Matters in 2026

Marketing teams run powerful email campaigns, while sales teams rely on CRM to build relationships and close deals. Yet in many organizations, these two worlds stay separate. Marketing data lives in Mailchimp, customer records live in Dynamics 365, and people spend extra time switching between apps just to understand what a customer has done. This… Read More: Why Integrating Mailchimp with Dynamics 365 CRM Matters in 2026 »

Modern Data Grid vs Gallery vs Data Table in Power Apps Canvas Apps

Building business applications in Power Apps Canvas Apps often involves displaying and managing large amounts of data. Traditionally, developers have relied on classic controls such as Gallery, Data Table, Forms, and Buttons to build these experiences. While these controls are fully functional, creating a modern and responsive user interface often requires significant customization. Developers frequently… Read More: Modern Data Grid vs Gallery vs Data Table in Power… »

Dynamics 365 Visualization Apps: 15 FAQs About Kanban Board & Relationship Mapping

Is your Dynamics 365 CRM helping you make decisions, or just storing data? If you’ve ever searched for “How do I visualize my Dynamics 365 pipeline?”, “Can Dynamics 365 show relationships between records?”, or “Is there a Kanban view in Dynamics 365?”, you’re not alone. As organizations adopt Microsoft Dynamics 365 to manage growing volumes… Read More: Dynamics 365 Visualization Apps: 15 FAQs About Kanban Board &… »

How to Set Up Compliance Profiles, Purposes, and Topics in Dynamics 365 Customer Insights

Every marketing message you send carries a hidden question: did this customer actually agree to receive it? Dynamics 365 Customer Insights – Journeys answers that question with built-in Compliance Management capabilities, letting organizations capture consent, honor communication preferences, and stay aligned with privacy regulations like GDPR and CAN-SPAM. In this guide, we’ll break down Compliance… Read More: How to Set Up Compliance Profiles, Purposes, and Topics in… »

How Luxury Jewellery Brands Use Location Intelligence to Strengthen Client Relationships

Luxury jewellery has always been a relationship business. The purchase of a diamond necklace, a bespoke engagement ring, or a heritage timepiece is rarely a purely transactional purchase. It is built on trust, on personal attention, on the feeling that the brand knows who you are and treats you accordingly. That relationship doesn’t happen in… Read More: How Luxury Jewellery Brands Use Location Intelligence to Strengthen Client… »

How to Secure Emails in Dynamics 365 with Microsoft Purview Sensitivity Labels

At Technology, while working with Dynamics 365 Customer Service, I noticed a security gap that was hard to ignore. Our team handled all kinds of emails every day, including pricing discussions, contract details, internal escalations, customer environment information, and policy-related communications. Yet inside the system, every email looked the same. There was no clear way… Read More: How to Secure Emails in Dynamics 365 with Microsoft Purview… »

How AI Agents in Dynamics 365 Sales Are Changing the Way Sales Teams Work

Sales teams today are expected to do more, faster, with less manual effort and less guesswork. That is the exact gap Microsoft is closing with the AI agents built into Dynamics 365 Sales. These are not simple chatbots sitting on the side. They actively work alongside sales reps, handling research, outreach, and analysis, so people… Read More: How AI Agents in Dynamics 365 Sales Are Changing the… »

Using Xrm.Copilot.executeEvent to bring Copilot Studio into Your Model-Driven App

Modern business applications increasingly rely on AI to provide users with insights rather than just data. However, there are many scenarios where users must manually combine information from multiple records before deciding. The new preview Client API, Xrm.Copilot.executeEvent, helps bridge that gap by allowing client-side JavaScript in a model-driven app to trigger a specific Copilot… Read More: Using Xrm.Copilot.executeEvent to bring Copilot Studio into Your Model-Driven App »