Context-Aware Next Best Action for Dynamics 365
AI-powered real-time next best action recommendations inside Dynamics 365 CRM
Delivered Happiness Globally!
What's Next Best Action?
Next Best Action is an AI-driven assistant built within Microsoft Dynamics 365 that analyzes historical CRM data, activity patterns, engagement signals, and defined success outcomes to recommend the most impactful next step for leads, opportunities, cases, and custom entities. Whether it is scheduling a call, sending a follow-up email, escalating a case, offering special pricing, or re-engaging a stalled opportunity, the system learns from past wins, detects real-time signals, and delivers contextual, explainable guidance directly inside CRM forms. Built on Microsoft Azure, the solution ensures enterprise-grade security, GDPR compliance, and scalable, secure data processing.
Benefits of using Next Best Action
Enhances global communication with real-time translations.
Improves customer experience by offering multilingual support.
Saves time and resources by automating translation processes.
Boosts customer satisfaction by delivering multilingual support effortlessly.
Supported On
Dynamics 365 CRM
Online | Dataverse
Features
Here’s How Next Best Action Transforms Your Dynamics 365 CRM
Context-Aware Recommendations in Dynamics 365 CRM
Did you know sales reps spend up to 40% of their time manually prioritizing records? Next Best Action analyzes emails, calls, meetings, and CRM activities to provide real-time, actionable recommendations for leads, opportunities, and cases. By prioritizing high-value records directly inside Dynamics 365 forms and grids, teams save time, accelerate deal progression, and increase conversion rates.
AI-Powered Guidance with Confidence Scores
Each recommendation includes a confidence score, clear rationale, and stated priority (low, normal, high), helping users make informed decisions. NBA reduces uncertainty, provides structured guidance to CRM users and agents, supports new reps, and improves overall deal progression. Organizations using AI recommendations report up to 30% higher win rates, faster response times, and more predictable revenue while ensuring that every action is backed by historical data, patterns, and AI-driven insights.
Real-Time Triggered Recommendations
Are stalled deals costing your business revenue? Next Best Action automatically triggers recommendations when inactivity occurs, SLA risks appear, or statuses change. By acting at the right moment, teams prevent missed follow-ups, accelerate pipeline movement, and increase engagement, ensuring critical opportunities are never overlooked.
Personalized Action Suggestions
Next Best Action evaluates historical patterns, activity types, and field updates to deliver recommendations tailored to each lead, opportunity, or case. Personalized guidance improves engagement, reduces manual prioritization, and ensures every step aligns with proven success criteria. Teams gain clarity on high-impact actions, accelerating pipeline movement and increasing overall CRM adoption across sales and service users.
The system predicts the best day and time for emails, calls, meetings, or follow-ups based on historical success patterns. By acting at the right time, users increase response rates, engagement, and deal closure probabilities. AI-driven timing ensures teams avoid suboptimal actions and maximize productivity while aligning with customer behavior and CRM activity signals.
More Features
Next Best Action Activity Cards
View actions in user-friendly cards showing title, priority, due date, confidence, and rationale with options to take action, complete, or dismiss.
Pattern-Based AI Learning
Learn from historical wins, resolution times, and CSAT data to recommend actions that replicate proven outcomes across leads and cases.
Next Best Action Timeline
Track all recommended, completed, and dismissed actions in a structured timeline that highlights the first step and clearly defines the goal to be achieved, whether qualifying a lead or closing a case, improving visibility and efficient follow-up while helping users monitor progress.
Next Best Action Digest
Provides a daily or weekly consolidated summary of top active recommendations across owned records, along with associated due dates and quick action options.
Explainable AI Recommendations
Accompanies each recommendation with a transparent explanation of the key data points and underlying patterns utilized, supporting informed and confident decision-making.
testimonials
What Our Customers Are Saying?
Frequently Asked Questions
Next Best Action analyzes historical CRM data, activities, and success patterns to recommend the most effective next step for leads, opportunities, and cases to achieve the desired goal. By providing real-time, contextual guidance with confidence scores and clear rationale, it helps sales and service teams prioritize high-value records, accelerate deal progression, increase win rates, and improve overall customer engagement.
Next Best Action analyzes historical CRM data, engagement signals, and activity patterns to rank leads and opportunities. It ensures your team focuses on high-value prospects first, improving pipeline efficiency and increasing conversion rates.
Yes. Next Best Action recommends the best follow-ups, escalations, or email responses for cases. This helps teams resolve issues faster, maintain momentum, and improve overall customer satisfaction.
Absolutely. Next Best Action continuously learns from historical wins, losses, and CSAT data. Its recommendations replicate proven success patterns, increasing deal closure rates and improving forecasting accuracy.
Next Best Action provides confidence scores for each recommendation, helping reps prioritize high-impact actions. This reduces guesswork and increases efficiency across sales and service teams.
Yes. Next Best Action detects inactivity and declining engagement, automatically suggesting timely follow-ups to revive stalled deals and prevent potential revenue loss.
Reach out to us today to know more!
