Category Archives: Dynamics 365

Mailchimp Dynamics 365 Integration vs. No Integration: 5 Ways It Changes Marketing Workflows

Email marketing performance is about more than opens, clicks, and campaign reports. Businesses also need to connect those interactions with customer information, audience management, and follow-up activities in their CRM. Mailchimp handles email marketing, while Dynamics 365 CRM manages customer and lead relationships. A Mailchimp Dynamics 365 integration helps bring these activities into a more… Read More: Mailchimp Dynamics 365 Integration vs. No Integration: 5 Ways It… »

Duplicate Contacts in Dynamics 365: What to Do When a Customer Changes Jobs

It is 8:40 on a Tuesday. A sales rep is sitting in a contractor’s parking lot, minutes away from a renewal meeting for a rooftop unit order. He searches Dynamics 365 for the customer and finds three records: “Dan Walker, Brightline Mechanical,” “Daniel Walker, Brightline Mechanical Services,” and a third Dan Walker with a different… Read More: Duplicate Contacts in Dynamics 365: What to Do When a… »

From Prompt to Pro-Code: Converting a Power Apps Vibe CRM App into a Code App

What happens when a sales team’s AI-generated lead tracker needs to graduate to a developer-owned codebase, including the CLI gotchas nobody warns you about. Power Apps vibe lets you describe an app in plain English and generate a working application connected to Dataverse in minutes. That speed is useful for sales operations teams that need… Read More: From Prompt to Pro-Code: Converting a Power Apps Vibe CRM… »

Field Sales Nightmares Haunting Your Reps & the Dynamics 365 App That Exorcises Them

Every industry has its ghost stories. In field sales and service, they don’t involve haunted houses. Instead, they have haunted territories. The rep who’s driven past the same gas station four times this week. The customer whose address seems to vanish the moment it’s needed most. The spreadsheet that started as a simple list and… Read More: Field Sales Nightmares Haunting Your Reps & the Dynamics 365… »

Azure Communication Services WhatsApp Retirement: Your ACS Migration alternative

Attention, Dynamics 365 users: your WhatsApp countdown has begun. Microsoft has announced that Azure Communication Services (ACS) Advanced Messaging with WhatsApp retires on September 30, 2028. If your customer conversations on WhatsApp flow through ACS, you have about 24 months to move your number and templates and rewire your automations. That’s a comfortable window for… Read More: Azure Communication Services WhatsApp Retirement: Your ACS Migration alternative »

Enhancing Customer Service Automation with AI Agents in Dynamics 365 CRM – Part 1

When a customer service team grows, they often face a big problem. Their shared support inbox fills up with noise. Real customer complaints need immediate attention. However, these important emails often get lost under vendor newsletters, out-of-office replies, and automated alerts. If you do not have an intelligent filter, every single email creates a new… Read More: Enhancing Customer Service Automation with AI Agents in Dynamics 365… »

Team Inogic Is Heading to Community Summit Nashville. Will You Be There?

Every year, thousands of Microsoft business applications professionals, CRM admins, IT leaders, finance managers, Dynamics developers, and Power Platform enthusiasts gather in one city for one week to learn, network, and solve real problems together. This October, that city is Nashville. Key Takeaways Connect & Learn: Join 5,500+ Microsoft business applications professionals, with 600+ sessions… Read More: Team Inogic Is Heading to Community Summit Nashville. Will You… »

Web tracking and personalization overview (Customer Insights Data) – (Preview)

Web tracking and personalization in Dynamics 365 Customer Insights – Data (Preview) enables organizations to track website interactions from anonymous and known visitors. This data can be associated with customer profiles and used for segmentation and personalized website experiences. For example, an insurance customer may browse coverage plans and use a quote calculator before creating… Read More: Web tracking and personalization overview (Customer Insights Data) – (Preview) »

Enhancing Power Apps Grids with Custom Column Visualizations

Displaying data in a Power Apps or Dataverse grid is one of the most common ways for users to work with business information. However, when a grid contains several numeric values, displaying everything as plain text can make it difficult to quickly understand and compare the data. Key Takeaways Custom Column Visualizations let grid columns… Read More: Enhancing Power Apps Grids with Custom Column Visualizations »

Never Miss a Session, Never Miss a Deal: What Community Summit Can Teach Us About Dynamics 365 Notifications

Community Summit North America 2026 brings more than 600 education sessions, Academy classes, networking events, and activities across the Gaylord Opryland Resort in Nashville. With so much happening across five days, keeping track of the sessions and events that matter to you becomes part of the experience. How do you make sure you don’t miss… Read More: Never Miss a Session, Never Miss a Deal: What Community… »