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.

Automating UI Testing for Canvas Apps with Power Platform Test Engine

Canvas Apps in Power Platform provide a flexible way to build rich, custom user interfaces using a low-code approach. However, as these apps grow in complexity—handling multiple screens, dynamic logic, and business-critical processes—the need for automated, repeatable UI testing becomes critical. Automated testing is essential to ensure application reliability by consistently validating functionality across different… Read More »

Webinar: Smart Document Management in SharePoint with Copilot Agents & Azure AI

Managing a flood of incoming documents, whether for loan applications, onboarding, or compliance, can quickly become chaotic. Manually sorting emails, classifying attachments, tagging metadata, and filing them correctly in SharePoint eats up valuable time and leaves room for errors. But what if this entire workflow could be automated? Join our exclusive live webinar to see… Read More »

How to Use setIsValid in Dynamics 365 for Effective Field Validation

In Dynamics 365, JavaScript plays a crucial role in customizing forms and enhancing the user experience. One useful function in D365 form scripting is “setIsValid()”, which allows developers to control field validation dynamically. In this blog post, we’ll explore a real-world business use case for “setIsValid()” and demonstrate how it can improve data integrity and… Read More »

Use Dynamics 365 Metadata to Auto-Generate Structured Folders in SharePoint!

Struggling with messy, inconsistent SharePoint folders for CRM records? If your teams manually create folders or share files without proper access control, you’re risking a security gap, lost documents, and endless IT support tickets. With SharePoint Security Sync, you can automatically generate structured SharePoint folders using metadata from Dynamics 365 CRM, and instantly apply the… Read More »

Simplify Dynamics 365 Privileges with RetrieveUserSetOfPrivilegesByIdsRequest

Verifying user privileges in Dynamics 365, such as access to prvReadQuote for compliance or operational purposes, often involves identifying which users hold specific privileges. Initially, a complex FetchXML query was used to retrieve this data, but it posed significant challenges: The FetchXML was large, hard to maintain, and error-prone due to its multiple joins and… Read More »

The Complete Guide to Dynamics 365 CRM Translation – Custom entities, field text et al.

Struggling to translate CRM field values in Dynamics 365? You’re not alone. As businesses expand across regions, language should never be a barrier to productivity. While Dynamics 365 CRM offers multilingual support for user interface elements, many organizations still  face challenges when it comes to translating the actual data — like free-text fields, option sets,… Read More »

Effortless Chat Replies with Dynamics 365 Copilot

Copilot is an AI-powered assistant integrated into the Dynamics 365 Customer Service workspace that helps representatives respond faster and more effectively. The Draft a Chat Response feature allows agents to generate suggested replies automatically during live chat conversations. Instead of typing responses manually, agents can click a button to have Copilot draft a reply based… Read More »

Dynamics 365 CRM Subscription Billing Solution for Modern Service-Based Businesses!

“The first line is free, but the rest should be billed.” “Some customers don’t pay—but we still need to track the service.” “Zero-dollar items still need to be provisioned.” These may sound like simple billing rules, but implementing them inside Dynamics 365 CRM? That’s where most small and mid-sized businesses hit a wall. You need… Read More »

Proactive License Validation in Dynamics 365: Streamlining with RetrieveUserLicenseInfoRequest

Introduction While working on a recent feature for one of our Dynamics 365 solutions, we ran into an issue where users with the right security roles were still facing unexpected “access denied” errors. After some investigation, we realized the root cause wasn’t missing permissions—it was missing licenses. This highlighted a common gap in how ISVs… Read More »

3 Must-Have Dynamics 365 CRM Visualization Apps in 2025

Still Using CRM Like It’s 2010? Let’s Talk Visuals. According to a data report, many CRM users feel overwhelmed by cluttered data and complicated navigation. That’s a lot of missed opportunities — and miscommunication. Scrolling through endless records and tabs isn’t helping anyone close deals faster. So, what if your CRM showed you exactly what… Read More »