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Inogic is a leading Microsoft Dynamics 365 CRM ISV, delivering innovative apps and professional services on Dynamics 365 CRM and the Power Platform since 2007. With a suite of 20+ productivity apps available on Microsoft AppSource, Inogic empowers organizations to enhance CRM efficiency, boost user adoption, increase ROI, and drive customer engagement. Leveraging the latest in AI and Copilot capabilities, Inogic is helping businesses unlock smarter insights, streamline processes, and drive automation within CRM. Its flagship app, Maplytics™, derives advanced location analytics from CRM through features like Territory Management, Route Optimization, and more. MapCopilot, the new AI-powered search assistant by Maplytics, simplifies & enriches a user’s interactions with maps. 

Inogic offers a wide range of apps across categories including Omnichannel Apps (WhatsApp4Dynamics, LiveChat4Dynamics, TextSMS4Dynamics), Document Management (Attach2Dynamics, SharePoint Security Sync), Sales & Process Automation (Lead Assignment, Alerts4Dynamics, Business Process Checklist), Productivity Tools (Click2Clone, Click2Export, Undo2Restore, Translate4Dynamics), User Engagement (User Adoption Monitor, Gamifics365), Visualization & Relationship Mapping (Kanban Board, Map My Relationships), and Integrations (Marketing4Dynamics, InoLink, Subscription and Recurring Billing Management). Its latest innovation, InoWiz AI in WhatsApp4Dynamics, revolutionizes customer interactions within CRM. Learn more at www.inogic.com or reach out at crm@inogic.com.

A-301 Everest Nivara Infotech Park, MIDC, Turbhe
Navi Mumbai - 400 705
INDIA
www.inogic.com

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Press Releases

Webinar: Build Intelligent, Enterprise-Ready AI Agents with Microsoft 365 Agents Toolkit

Webinar: Build Intelligent, Enterprise-Ready AI Agents with Microsoft 365 Agents Toolkit

Most organizations start with Copilot Studio, but when it’s time to scale securely across systems and departments, the real challenge begins. That’s where the Microsoft 365 Agents Toolkit comes in.

Join this exclusive live webinar to see how the toolkit extends Copilot Studio’s capabilities to help you build enterprise-grade, governed AI agents that integrate deeply with your Microsoft 365 environment.

📅 Date: Wednesday, November 19, 2025
🕒 Time: 3 PM AEST11 AM CET | 11 AM EST
🎥 Format: Live Demo + Expert Q&A
👉 Register Now: https://events.teams.microsoft.com/event/64e9e153-2926-43d2-8e10-142177d11e74@fbf854d9-169f-4ebf-bd26-562d60cf5e55

Why Attend?

  • Learn how to extend Copilot Studio for secure, cross-system AI solutions
  • Discover real-world governance models using RBAC and Azure Monitor
  • Explore cost-efficient scalability by leveraging existing M365 and Azure infrastructure
  • Watch a live demo of the “SalesAssist Agent” that connects CRM, SharePoint, and Microsoft 365

Who Should Attend:

  • Microsoft partners and developers building Copilot-based solutions
  • IT decision-makers and architects exploring AI extensibility
  • Enterprise customers adopting governed, scalable AI assistants
  • Dynamics 365 and Microsoft 365 professionals

Key Takeaway:

Go beyond low-code copilots by learning to build intelligent, secure, and unified AI agents that scale across Teams, Outlook, and Microsoft 365 Copilot with full governance and visibility.

Can’t make it live? Register anyway, and we’ll send you the recording!

Vendor

Inogic Revolutionizes SharePoint Search with AI Copilot and Azure AI Search

Inogic Revolutionizes SharePoint Search with AI Copilot and Azure AI Search

Next-Gen Knowledge AI Search Delivers Instant, Citation-Backed Answers from Company Documents

Inogic announces the launch of its SharePoint Knowledge AI Search solution, a groundbreaking application that fundamentally transforms how organizations discover, access, and utilize information within Microsoft SharePoint.

Leveraging the power of Azure AI Search and integrated with a custom-built Copilot Agent, Inogic’s solution moves decisively beyond traditional keyword search. It redefines document search by delivering contextual, semantic, and permission-aware insights across all SharePoint sites and documents, unlocking significant value from a company’s existing knowledge base.

“The future of work depends on instantly accessing accurate, trusted information, not spending hours digging through documents,” said Vaibhav Ghorpade, VP of Technology, Inogic. “Our SharePoint Knowledge AI Search directly addresses this by combining the conversational power of a Copilot Agent with the robust security of Azure AI Search. We are enabling enterprises to move from simply storing data to instantly actioning knowledge, while ensuring full compliance with SharePoint’s security model.”

The new solution is designed to support the modern, context-aware enterprise by offering a robust suite of cognitive features:

  • Semantic and Contextual Search: The solution understands the intent and context of a query, not just the keywords, providing highly relevant results that traditional search tools miss.
  • Natural Language Query and Synthesis: Users can interact conversationally, asking complex questions like, “Summarize the last three customer contract updates,” and receive a single, unified answer synthesized from multiple documents.
  • Citation-Backed Answers: To ensure trustworthiness and verification, every response is delivered with precise, document-level citations and a deep-link back to the original SharePoint file.
  • Multi-Faceted Insights: Beyond basic retrieval, the app provides features such as AI-Powered Email Draft Generation based on retrieved content, Multi-Language AI Search Support for global teams, and the ability to automatically structure results into a Tabular Format Response for quick analysis.

For SharePoint users, this comprehensive approach to SharePoint document search translates into significant business advantages:

  • Accelerated Decision-Making: Employees spend less time searching and more time acting on verified, trusted insights, driving organizational efficiency.
  • Enhanced Security and Compliance: The solution strictly adheres to SharePoint’s native permissions; users only see information they are authorized to access, ensuring sensitive data remains protected.
  • Simplified AI Adoption: Easy to configure Azure AI Search settings drastically reduce deployment complexity and accelerate the time-to-value for customers integrating advanced AI into their knowledge management strategy.

SharePoint Knowledge AI Search is a pivotal step toward context-aware enterprise knowledge discovery. It provides the SharePoint Copilot Agent Search experience that modern enterprises need, from legal teams requiring quick summaries of policy updates to sales teams retrieving customer insights across complex contracts.

Get Started with SharePoint Knowledge AI Search Today!

Ready to transform how your organization discovers knowledge in SharePoint?

Explore SharePoint Knowledge AI Search and experience the power of semantic, contextual, and conversational AI search firsthand.

Contact us at crm@inogic.comor visit www.inogic.comto learn more and book a personalized demo.

Vendor

Maplytics Integrates with Azure Maps to Bring Next-Gen Location Intelligence to Dynamics 365 CRM

Maplytics Integrates with Azure Maps to Bring Next-Gen Location Intelligence to Dynamics 365 CRM

Inogic, Sep 22, 2025Maplytics™, the market-leading geo-mapping and location intelligence solution for Microsoft Dynamics 365, has announced its integration with Azure Maps, the next-generation mapping alternative for Bing Maps. This enhancement delivers richer geo-analytical insights, smoother and sharper visuals, and even more efficiency for field-based, sales, service teams, and marketing professionals.

Here are some of the key watch-outs of this Integration:

  1. Advanced Geospatial Visualization: Dynamics 365 users can plot leads, accounts, contacts, and other CRM records on high-resolution interactive Azure maps.
  2. Proximity & Regional Filtering: With Azure Maps built in, users can filter CRM records by location, postal code, or drawing. They can focus on analysis and planning where it matters most.
  3. Optimized Routing & Travel Efficiency: Multi-stop route planning incorporates real-time traffic information where field reps can minimize travel time, reduce fuel usage, and make each day more productive.
  4. Nearby Place Searches (POI): Search for useful points of interest, such as cafés, gas stations, hospitals, etc., alongside scheduled appointments, is now even faster.
  5. Responsive Experience Across Devices: Whether using a desktop, tablet, or phone, users will now enjoy consistent performance, Azure map rendering, etc., in Dynamics 365 

Why It Matters:

This integration enables organizations across various industries using Maplytics to benefit from Azure Maps’ modern features, including enhanced mapping, premium visualization, improved filtering, and radius-based searches, directly within Dynamics 365. By bringing these capabilities together, Maplytics enables businesses to make more informed decisions, operate their field teams more efficiently, and gain innovative and actionable location analytics.

Availability:

Maplytics with Azure Maps support is available immediately. The solution is certified on Microsoft AppSource and is compatible with both model-driven and Canvas apps. Existing customers can upgrade seamlessly & new users can take advantage of a 15-day free trial.

For more information, check out our blog or contact us at crm@inogic.com

About Maplytics:

For over a decade, Maplytics has delivered certified location intelligence solutions for Dynamics 365, Power Apps, and Power Pages. This has been empowering organizations across sales, service, and marketing to visualize data, plan smarter, and gain insights directly on interactive maps. Certified by Microsoft, tried and trusted by thousands globally.

For applied knowledge, visit their Website or Microsoft AppSource. One can hop onto the detailed BlogsClient TestimonialsSuccess StoriesIndustry Applications, and Video Library for a quick query resolution. Technical docs for the working of Maplytics are also available for reference.

Vendor

Webinar: D365 CRM Document Storage Issues & Security Risks? Discover the Fix!

Webinar: D365 CRM Document Storage Issues & Security Risks? Discover the Fix!

Running out of Microsoft Dynamics 365 CRM storage or worried about sensitive documents in SharePoint falling into the wrong hands?

For many organizations, uncontrolled document growth leads to skyrocketing storage costs, compliance challenges, and security gaps that put critical business data at risk. 

That’s why we’ve got a solution for you in our upcoming webinar!

Register now for our webinar!

Date & Time: October 1, 2025 – 2:00 PM AEST | 11:00 AM CET | 11:00 AM EDT

This webinar is designed for Dynamics 365 CRM users who want to cut storage costs and strengthen document security without disrupting daily operations.

You’ll learn how to:

  • Migrate CRM documents to SharePoint, Dropbox, or Azure Blob to reduce storage costs.
  • Use drag-and-drop uploads, bulk migration, and custom folder structures right inside CRM.
  • Keep documents organized with metadata and overcome SharePoint’s library limit.
  • Sync CRM security roles to SharePoint for role-based access and compliance.
  • Set user permissions for upload, download, and email with Security Templates.

Whether you manage CRM administration, IT security, or compliance, this session will show you how to move from costly, unsecured storage to a cost-effective and secure document management process.

Can’t attend live? Register anyway and receive the recording after the session.

Vendor

Webinar: Automating Customer Communication with AI-Powered Copilots

Webinar: Automating Customer Communication with AI-Powered Copilots

Managing customer communication through email doesn’t have to be slow, manual, and error-prone. Yet for many organizations, service teams still spend hours processing unstructured emails, juggling attachments across Outlook, SharePoint, and CRM systems, and repeating the same steps over and over. 

The result? Delayed responses, missed cases, higher costs, and lower customer satisfaction. It doesn’t have to be this way.

Join our upcoming webinar to discover how AI-powered multi-agent copilots can transform your manual email workflows into a streamlined, automated process.

Date: Wednesday, September 24, 2025

Time: 2 PM AEST11 AM CET11 AM EDT  

Format: Live Demo + Customer Q&A

Register Here: Save Your Spot

Who should attend?

  • Customer service managers and teams
  • Operations and process automation leads
  • IT and digital transformation professionals
  • Dynamics 365 and Microsoft 365 users

What to Expect:
In this live session, you’ll see how multi-agent copilots can work together to turn manual, email-heavy workflows into a seamless, automated system.

We’ll show you how to:

  • Reduce inefficiency by cutting delays and inconsistencies in email processing
  • End fragmentation by unifying data across Outlook, SharePoint, and CRM
  • Boost performance with faster turnaround times, lower operational costs, and improved SLA compliance

Key Highlights of the Demo:

  1. Email Ingestion Agent – Classifies emails, extracts details, and routes them automatically
  2. SharePoint Integration Agent – Uploads and indexes attachments securely for easy access
  3. Recurrence & Monitoring Agent – Tracks pending queries, sends reminders, and escalates unresolved issues
  4. Automated Response Agent – Crafts and sends personalized, AI-driven replies using Azure OpenAI

Don’t miss this chance to watch AI copilots in action, working together to automate repetitive tasks, streamline communication, and give your teams more time to focus on strategic work.

Can’t attend live? Register anyway, and we’ll send you the recording.

Vendor

Subscription Management & Recurring Billing with SAAS Metrics made easy by Inogic on Dynamics 365 CRM Platform

Subscription Management & Recurring Billing with SAAS Metrics made easy by Inogic on Dynamics 365 CRM Platform

MUMBAI, India — October 8, 2021 - Inogic, one of the leading Dynamics 365 CRM ISV is proud to announce the launch of all new business management app for Dynamics 365 CRM – Subscription and Recurring Billing Management .

Subscription and Recurring Billing Management aims to provide a robust platform for all subscription-based businesses to seamlessly manage, streamline subscription and recurring billing process within Dynamics 365 CRM. By providing insights on business health, simplifying complex billing processes, and automating manual accounting it aims to improve business performance, eliminate billing bottlenecks and enhance user productivity.

“Since inception, we have been working on creating innovative solutions to ease the workload of Dynamics 365 CRM users and enhance their productivity. Being an ISV having to manage our own subscriptions and renewals, this was a natural addition to our portfolio. We understand CRM isn’t an accounting/ERP software with that in mind our focus has been on managing the opportunity to invoice cycle and allow for managing subscriptions, renewals, cancellations as well as upsell and most importantly provide the business heads a clear picture of the business health including the important SAAS metrics like ARR, MRR, Churn rate and the likes of it. By using Dynamics 365 Sales as the base application, we also ensure that you are able to close the cycle with an easy integration to an ERP of your choice to move the invoices from CRM to Accounting” said Roohi Shaikh, CEO, Inogic.

Some of the key highlights of this product are;

  1. Quick and Easy Revenue Analysis with SAAS Metrics: “If you cannot measure it, you cannot improve it” a quote by famous mathematician stands true here. MRR, ARR, ARPU, Churn Rate, CLTV, etc. are some of the important SAAS metrics that helps to measure the business performance and provides clear insight on business health. With its comprehensive dashboard reporting, Subscription and Recurring Billing Management helps to identify the pains areas in business. Having this insight on business health ensures timely action which highly improves the growth rate and future business performance.

  2. Manage Subscriptions Smoothly: All the manual tasks such as managing (annual, semi-annual,  monthly, weekly, quarterly) subscriptions, introducing multiple plans & add-ons with a variety of pricing models (Flat fee, Per Unit, Tiered, Volume or Stair-step), sending subscription renewal and payment reminders, calculating penalties and partner margin will be fully automated. A great part of time which was invested in such processes can now be utilized for managing and enhancing customer relationships.

  3. Streamline Recurring Billing Process: The ever increasing burden of generating Invoices/Orders, calculations, proration, discounts, credits, etc. on daily, weekly, monthly or annual basis will be taken over by this app. This will eliminate billing bottlenecks and smoothen billing processes.

  4. Automate Tax Calculations: Tax calculations for a variety of products with different regional tax rates will be fully automated by this app. Moreover, there is also provision to integrate with AvaTax by Avalara for calculating taxes based on geography or region. This will eliminate tax errors and ensure accuracy in tax calculations.

About Inogic:

Inogic: Microsoft Gold Partner and a leading Dynamics 365 CRM ISV since 2007 with exclusive focus on providing innovative apps and services on Dynamics 365 CRM/Power Platform. Its flagship product Maplytics™a 5 star rated Preferred App on Microsoft AppSource, is a market-leading maps integration app for Dynamics 365 CRM and Dataverse. Inogic is renowned for its 15 Microsoft Preferred Productivity Apps on Microsoft AppSource. Be it our latest Gamifics365- Gamification app for Dynamics 365 CRM to engage, motivate and increase user adoption, or App Integrations like MailChimp Integration, Subscription and Recurring Billing ManagementQuickBooks Integration, Auto Tax Calculator, streamlining Document Management in Dynamics 365 CRM/CE with Attach2DynamicsSharePoint Security Sync improving productivity with Click2CloneClick2ExportClick2UndoAlerts4DynamicsLead Assignment and Distribution AutomationUser Adoption Monitor or simply visual representation of data using Visualization Apps Kanban BoardMap My Relationships - Inogic has always been a hub of distinct and innovative apps for Dynamics 365 CRM / Dataverse. Contributing to the community, Inogic Blogs are very popular for its regular high-quality tips and tricks on all things Dynamics 365 CRM / Power Platform. To learn more about how Inogic can help you in enhancing your Dynamics 365 CRM user experience, visit https://www.inogic.com/ or contact crm@inogic.com

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