Meta API vs Twilio API: Which WhatsApp Integration Fits Your Dynamics 365 Strategy?

Businesses today expect customer conversations to happen where customers are most comfortable, and for over 2 billion users worldwide, that platform is WhatsApp. Whether it’s answering product queries, sending appointment reminders, sharing invoices, or providing post-sales support, WhatsApp has become an essential communication channel. For organizations using Microsoft Dynamics 365, the next logical step is… Read More: Meta API vs Twilio API: Which WhatsApp Integration Fits Your… »

Disable Click Through on Lookup Values in Forms

Microsoft has introduced the Disable Click-Through on Lookup Values in Forms feature in Dynamics 365 Field Service, giving administrators greater control over how lookup fields behave on model-driven forms. With this enhancement, lookup values can be displayed as plain text instead of clickable hyperlinks. This helps prevent accidental navigation to related records, allowing users to… Read More: Disable Click Through on Lookup Values in Forms »

AI-Enabled Master Record Selection: The Smarter Way to Remove Duplicates from Dynamics 365 CRM

If you’ve ever lost a deal because two reps were chasing the same lead, or sent conflicting emails to the same customer, you already know the damage dirty data causes. And yet, most CRM users still rely on manual processes to fix it. Here’s what the numbers say: $12.9 million – the average annual cost… Read More: AI-Enabled Master Record Selection: The Smarter Way to Remove Duplicates… »

AI-Assisted Power Apps Code App Development Using GitHub Copilot CLI

Power Apps Code Apps bring modern web application development into the Power Platform ecosystem by combining React-based applications with Dataverse and Power Platform services. Traditionally, creating a Code App requires developers to manually scaffold projects, configure data sources, build UI components, and deploy applications. With the introduction of Power Platform Skills for GitHub Copilot CLI,… Read More: AI-Assisted Power Apps Code App Development Using GitHub Copilot CLI »

Why Customers Can’t Find Your Dealers – And How Location Intelligence Fixes It

If you manufacture or distribute building materials, fixtures, or sanitary equipment through a network of dealers and service partners, you already know the uncomfortable truth that your brand is only as strong as the nearest authorized reseller. A customer can love your product, trust your engineering, and still walk away, simply because they couldn’t figure… Read More: Why Customers Can’t Find Your Dealers – And How Location… »

Bulk Update of Multiple Bookings: Resource Reassignment and Time Shifting

Bulk Reassignment of Bookings to a Different Resource Dispatchers in field service often need to reschedule multiple bookings at once due to technician absence, emergencies, or sudden priority changes. Handling each booking individually is slow and increases operational effort. It also makes workload balancing difficult when several jobs must be redistributed quickly across resources. In… Read More: Bulk Update of Multiple Bookings: Resource Reassignment and Time Shifting »

AI at the Core: How Inogic Is Transforming Dynamics 365 for the Modern Enterprise

AI is reshaping how organizations engage customers, manage operations, and make decisions. As Dynamics 365 evolves from a system of record into a system of intelligence, businesses need solutions that bring AI directly into everyday workflows. Across our products and services, Inogic is helping organizations unlock the value of their data with predictive insights, intelligent… Read More: AI at the Core: How Inogic Is Transforming Dynamics 365… »

Optimizing Prompt Columns in Microsoft Dataverse with Filters: Part 2

In Part 1, we explored how Prompt Columns in Microsoft Dataverse bring generative AI directly into business data, helping organizations automatically summarize, classify, and extract insights from records inside their existing workflows. But as AI adoption grows, businesses need more than intelligent automation, they need control. Running AI on every record can quickly become inefficient,… Read More: Optimizing Prompt Columns in Microsoft Dataverse with Filters: Part 2 »

Why Sales and Service Teams Are Switching to Agentic CRM

Customer relationship management used to mean one thing: a system of record. Log the call, update the deal stage, move on. That era is ending. Microsoft’s agentic CRM vision for Dynamics 365 brings AI agents, productivity apps, and CRM data together so sales and service teams spend less time on admin and more time engaging… Read More: Why Sales and Service Teams Are Switching to Agentic CRM »