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 Enforce Role-Based Access Control (RBAC) in SharePoint from Dynamics 365 CRM

Microsoft Dynamics 365 CRM uses a structured Role-Based Access Control (RBAC) model to secure records at the user, team, business unit, and organization levels. However, when documents are stored in SharePoint using native server-based integration, record-level security does not automatically extend to the corresponding document folders. This creates a security gap between: Dataverse (CRM security… Read More: How to Enforce Role-Based Access Control (RBAC) in SharePoint from… »

How to Export Data from Dynamics 365 Automatically: A Complete Guide

Dynamics 365 is the backbone of customer data for many organizations. From sales and service records to financial and operational insights, CRM data plays a critical role in reporting, compliance, and decision-making. But when it comes to exporting that data regularly, many teams still rely on manual processes — exporting to Excel, running Advanced Find… Read More: How to Export Data from Dynamics 365 Automatically: A Complete… »

How Dynamics 365 Maps Are Transforming Operations in the Utility Supply Industry.

When the lights go out, the gas stops flowing, or a water main fails, there is no grace period. Utility supply is one of the few industries where the expectation is instant response. A substation failure affecting three thousand homes, a gas leak in a commercial district, a water pressure drop across a neighbourhood are… Read More: How Dynamics 365 Maps Are Transforming Operations in the Utility… »

How to Automate Record Creation (Preview) in Dynamics 365 Customer Insights

Marketing teams generate valuable customer engagement through emails, events, forms, and digital campaigns, but converting that engagement into sales opportunities often involves manual effort and delayed follow-ups. Record Creation (Preview) in Dynamics 365 Customer Insights – Journeys helps automate this process by creating Microsoft Dataverse records when customers perform predefined actions within a journey. In… Read More: How to Automate Record Creation (Preview) in Dynamics 365 Customer… »

Benefits of Microsoft Power Apps for Modern Businesses: Why Businesses Are Embracing Low-Code Development

Every business wants to work smarter, respond faster, and reduce manual effort. Yet many organizations still rely on spreadsheets, paper forms, disconnected systems, and lengthy software development cycles to manage everyday operations. These challenges slow productivity and make it difficult to adapt to changing business needs. Microsoft Power Apps changes that. As part of the… Read More: Benefits of Microsoft Power Apps for Modern Businesses: Why Businesses… »

Build a Smart Copilot Studio Agent with Databricks Genie

AI agents are becoming a common way for teams to interact with business data. With Copilot Studio, you can quickly build agents that answer questions and automate everyday tasks. But what happens when users need answers based on thousands of CRM records instead of a handful of documents? That’s the challenge we set out to… Read More: Build a Smart Copilot Studio Agent with Databricks Genie »

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… »