Inogic

08/09/2026

Personalize your Dynamics 365 experience with Modern Theme Overrides

Customize colors, application headers, fonts, logos, buttons, and more, all using supported configuration for the modern, refreshed model-driven app experience.

https://www.inogic.com/blog/2026/09/personalize-your-dynamics-365-experience-with-modern-theme-overrides/

08/09/2026

POV: you're building the same CRM record for the third time today
There's a faster way.

Click2Clone copies any Dynamics 365 record, attachments, custom fields, related records, all of it. No retyping. No re-entry. No repetitive busywork.

Swipe to see how it works

Free 15-day trial : https://www.inogic.com/product/productivity-apps/click-2-clone-microsoft-dynamics-crm-records/

08/09/2026

Need to create similar work orders in Dynamics 365?

Instead of entering the same customer, service, product, and related record details again, cloning an existing work order can give your team a ready-to-use starting point.

https://www.inogic.com/blog/2019/03/clone-dynamics-365-work-order-along-with-related-records-using-click2clone/

08/09/2026

Would you let AI decide which Dynamics 365 records to merge?

Duplicate data is no longer just a CRM cleanup problem—it can directly impact your AI agents.

The real question: can you trust the decisions being made about your customer data?

Read the article 👇
https://www.linkedin.com/pulse/would-you-let-your-ai-make-decisions-duplicate-dynamics-avi-s--33kvf

Here's a conversation I keep having with customers. "We're deploying AI next quarter.

08/09/2026

📊 What if Copilot could analyze your Excel or CSV files and turn raw data into useful insights?

With Code Interpreter in Microsoft Copilot Studio, you can analyze spreadsheets, uncover patterns, and get meaningful answers from your data—all through Copilot.

See how it works in practice 👇

🔗 https://www.inogic.com/blog/2026/03/how-to-use-code-interpreter-in-microsoft-copilot-studio-to-analyze-csv-and-excel-data/

08/09/2026

One customer record is enough. Two, three, or more can create unnecessary data problems.

Dynamics 365 CRM Duplicate Detection Rules help identify potential duplicate records and keep your CRM data accurate and consistent.

https://www.youtube.com/watch?v=nhAHz0JW6EA

Duplicate records in Dynamics 365 CRM silently damage your data qua...

08/09/2026

⚙️ Need to add Option Set values dynamically in Dynamics 365?

With Power Automate, you can programmatically manage Option Set values and automate the process instead of handling updates manually.

Learn how to add Option Set values programmatically in Dynamics 365 👇

🔗 https://www.inogic.com/blog/2025/05/how-to-programmatically-add-option-set-values-in-dynamics-365-with-power-automate/

08/09/2026

WhatsApp, SMS, and Live Chat are no longer separate customer touchpoints.

With Dynamics 365 CRM, businesses can bring these channels into one connected customer journey.

Read more: https://www.crmsoftwareblog.com/2026/09/dynamics-365-omnichannel-customer-journey-guide-whatsapp-sms-live-chat/

Dynamics 365 customer journeys connect Live Chat, WhatsApp, SMS, and CRM data to preserve customer context and deliver seamless engagement.

08/09/2026

What if AI could help your team evaluate every customer interaction more effectively?

An AI-Powered Quality Evaluation Agent can help assess customer conversations, identify quality gaps, and deliver valuable insights to improve customer experiences.

Learn how AI is transforming customer interaction quality 👇

🔗 https://www.inogic.com/blog/2026/01/how-the-ai-powered-quality-evaluation-agent-transforms-customer-interaction-quality/

In high-volume customer support environments, maintaining consistent interaction quality is a constant challenge. Support managers and supervisors often handle thousands of cases and conversations every month, making manual quality reviews slow, subjective, and limited in coverage. As a result, recu...

07/09/2026

CRM data becomes more valuable when teams can see what it actually means.

Connecting Dynamics 365 CRM with Power BI can turn customer and business data into interactive dashboards, reports, and visual insights for faster, data-driven decisions.
https://www.inogic.com/blog/2019/01/inogic-power-bi-services-compile-graphics-reporting-dashboards-and-many-more-within-dynamics-365-crm/

Microsoft keeps innovating its products and services persistently to keep abreast with the latest technologies, no wonder it is always much ahead of their competitors in the global market since ages. Its tools and products have been catering to diverse functionalities, and are extremely popular amon...