Harness your data: Dynamics 365 Artificial Intelligence combined with Dynamics CRM empowers strategic action

By - July 30, 2019

The hard work is over. You’ve implemented the system; you’ve amassed a hefty set of data. Microsoft Dynamics 365 Artificial Intelligence (AI) interprets and connects your data to the right people from Board Level to Functional teams, helping your enterprise create meaningful interactions with stakeholders and increase business value.

According to Forrester, enterprises miss opportunities to act on 73% of data. In this blog series, we’ll discuss the specific ways you can implement AI within Dynamics 365 Customer Engagement to remove bottlenecks that prevent your team from using data effectively.

Upcoming posts in the series:

Part 1 will focus on Customer Service Insights, which uses Dynamics 365 AI’s natural language understanding to identify recurring topics throughout your Customer Service cases so you can take action on trends in your data. Take advantage of this included feature today if you’re a Customer Engagement or Customer Service Enterprise license user.

Part 2 of this series will look at Embedded Intelligence, another feature available with the Customer Engagement License. Dynamics 365 AI with Embedded Intelligence provides your Sales team with personalized recommendations on next actions to take with their prospects, as well as feedback that helps Sellers assess their prospects’ level of engagement.

Part 3 of this series will look at Sales Insights, available as an add-on subscription to your Customer Engagement license. Sales Insights provides capabilities to both Sellers and Sales Managers.

    • Capabilities for Sellers uses Dynamics 365 AI to score Leads and Opportunities based on their likelihood of closing successfully. With Sales Insights, your Sales team can prioritize Leads and Opportunities they can win.
    • Capabilities for Sales Managers (in Preview) gives Sales Managers real-time insight into their team’s forecast, actuals and pipeline. Managers can easily ask questions about their team’s performance using Dynamics 365 AI’s natural language search feature. Dynamics 365 AI’s Call Intelligence feature measures Caller and Sales Rep sentiment, providing both training and tactical opportunities for your organization.

What questions have come up as you explore Dynamics 365 AI technologies? Post them in the comments below!

For more information on Microsoft Dynamics 365, contact us, subscribe to our Microsoft Dynamics Community Newsletter or visit RSM’s Microsoft Dynamics 365 resource.




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