Organizations are no longer satisfied with knowing what happened; they want to know what’s going to happen next and why.
- Sales teams want to identify which leads are most likely to convert.
- Customer service managers want to detect churn before it happens.
- Operations teams want to predict risks before they escalate.
And now, Predict4Dynamics makes all of that possible — right inside Microsoft Dynamics 365 CRM.
Built by Inogic, Predict4Dynamics brings the combined power of AI, Machine Learning, and Azure OpenAI into your CRM to help you forecast outcomes, uncover insights, and make proactive decisions with confidence.
This intelligent, no-code solution transforms Dynamics 365 CRM into a predictive decision engine, helping you work smarter, respond faster, and plan better.
Why Businesses Need Predictive Intelligence to Predict Sales and Outcomes Using AI
Most CRM users today spend hours analyzing dashboards, reports, and spreadsheets, trying to answer one critical question:
“What’s next?”
The problem?
- Reports only show what’s already happened
- Decisions are based on intuition, not intelligence
- AI predictions often feel like “black boxes” — numbers without context
Predict4Dynamics changes this by turning your CRM into a forward-looking system that not only predicts what’s coming but also explains why.
This means your sales, service, finance, and operations teams no longer have to guess, they can act confidently, with insights backed by transparent, explainable AI.
Say Hello to Predict4Dynamics — The Predictive Brain for Dynamics 365 CRM
Predict4Dynamics is an ML-driven, no-code app designed to seamlessly integrate with Microsoft Dynamics 365 CRM and Power Apps.
Using machine learning models and Azure OpenAI, it analyzes your CRM data to predict outcomes like:
- Which leads are most likely to convert?
- Which opportunities are most likely to close?
- Which customers are at risk of churn?
- What projects or field operations may face delays or cost overruns?
Unlike traditional AI tools, Predict4Dynamics goes a step further with Explainable AI — meaning it doesn’t just show you the result, but also gives human-understandable reasoning behind every prediction.
So instead of seeing “Lead Conversion Probability: 82%,” you’ll also see:
“This lead is likely to convert because it matches patterns from past successful leads — similar industry, engagement frequency, and contact score.”
That’s the kind of clarity CRM users have been waiting for.
How to Configure Predictive Forecasting Models in Dynamics 365 CRM
Predict4Dynamics works directly within your CRM environment — no data exports, no complex integrations.
Here’s the simple process to Configure Predictive Forecasting Models in Dynamics 365 CRM:
1. Choose your Entity – Pick any entity you want to predict — leads, opportunities, cases, or even custom ones.
2. Train or Use Ready Models – Use built-in sample models for leads and opportunities or train your own model with your organizational data.
3. Trigger Predictions Automatically – Once configured, predictions run in real time whenever a record is created or updated.
4. View Results Instantly – Predictions and their explanations appear in the Predict4Dynamics panel — clear, contextual, and easy to understand.
All of this happens inside your Dynamics 365 CRM — securely, transparently, and automatically.
Current Challenges of Predictive Analytics in CRM and How to Solve Them
Before we talk features, let’s understand the real-world pain points most Dynamics 365 CRM users face while predicting CRM outcomes — and how Predict4Dynamics eliminates them.
| User Challenge | Predict4Dynamics Solution |
| Relying on manual reports and past data | Predicts future outcomes using ML-driven forecasting |
| Difficulty identifying high-value leads | Ranks lead by conversion probability |
| Lack of trust in AI predictions | Uses Explainable AI with Azure OpenAI for human-understandable reasoning |
| Limited to standard entities like Leads & Opportunities | Supports both out-of-the-box and custom CRM entities |
| Time-consuming AI setups | No-code setup, easy configuration, and instant deployment |
| Data security concerns | Fully tenant-isolated and compliant — your data stays in your Azure environment |
Predict4Dynamics doesn’t just predict outcomes; it solves everyday productivity and decision-making gaps that teams face in Dynamics 365.
Key Capabilities of Predictive Analytics Model that Redefine CRM
Let’s dive into the features that make Predict4Dynamics the smartest predictive AI companion for your CRM.
Ready-to-Use Sample Models for Leads and Opportunities
Start fast with built-in AI models that can be trained on your own CRM data – no coding, no waiting.
Quickly identify which leads have the highest chance of converting or which opportunities are most likely to close.
Example:
“A sales manager can now prioritize leads with an 85% conversion likelihood and understand why — saving hours of manual qualification effort.”
Predictive Coverage for All Entities — Standard and Custom
Predict4Dynamics isn’t limited to built-in entities. You can extend AI predictions to custom tables like Vendor Contracts, Field Visits, or Project Milestones.
That means predictive intelligence for any process you manage in Dynamics 365 CRM.
Multiple Predictive Models for Each Entity
Build and train multiple models for the same entity to fine-tune accuracy.
For instance, create separate models for “Enterprise Leads” and “SMB Leads”, each optimized for their unique conversion patterns.
This feature lets you:
- Compare different prediction models
- Customize based on segment or region
- Continuously improve prediction accuracy
Seamless Prediction Automation & Triggers
No need to manually refresh or run models.
Predict4Dynamics automates the prediction process – generating forecasts in real time whenever a record is created or updated.
Example:
“When a new opportunity is created, the system instantly predicts the likelihood of closure — helping reps act faster and smarter.”
Prediction Model Customization for CRM Forecasting – Make It Truly Yours
Every business is unique, so your AI should be too. With Model Customization, you can select which data columns influence the prediction, apply filters, and choose target fields that matter most to your business.
It’s AI & ML your way: flexible, transparent, AI-driven, and business-ready.
Explainable AI: Tell “Why” behind every prediction
Here’s where Predict4Dynamics truly stands out.
While most predictive tools simply display numbers, Predict4Dynamics explains each prediction in plain language using Azure OpenAI.
Example:
“This opportunity is at high risk because customer engagement has dropped, and similar deals in this segment have had lower success rates.”
By combining reasoning with results, it bridges the trust gap between AI and business users, making predictions not just powerful but also understandable.
Configurable Prediction Prompt Templates for Insightful Explanations
Control how your AI speaks!
Admins can define custom prompt instructions that guide Azure OpenAI to generate explanations in a specific tone, detail, or format.
For example:
- For executives → “Give me a short business summary.”
- For analysts → “Provide detailed reasoning with key data points.”
This flexibility ensures that every AI insight aligns with your communication style and reporting needs.
Scalable and Secure Tenant Isolation Framework
Security is at the core of Predict4Dynamics.
All AI and ML operations run within your own tenant, meaning no data ever leaves your secure Azure environment.
You maintain complete control and compliance with your organization’s security policies.
Result? A predictive environment that’s ready to go in record time.
Real-World Examples — Predict4Dynamics in Action
Let’s see how different teams can benefit from it in their day-to-day CRM operations.
Sales Teams
How can Predictive Intelligence improve sales forecasting and explain AI predictions in Dynamics 365 CRM?
Predict4Dynamics helps sales reps:
- Identify high-potential leads and opportunities
- Forecast revenue trends accurately
- Focus on deals most likely to close
Example: A sales manager sees that 5 out of 20 leads have an 80%+ conversion probability, with explanations highlighting “industry match” and “recent engagement” as key factors — helping the team prioritize follow-ups effectively.
Customer Service
How can Predictive Intelligence improve customer service forecasting and explain AI predictions in Dynamics 365 CRM?
Customer service heads can use Predict4Dynamics to:
- Predict case resolution time
- Detect sentiment and customer churn patterns
- Recommend proactive actions to prevent escalation
Example: The system predicts a case may escalate due to response delays and high customer frustration — allowing the agent to intervene before dissatisfaction peaks.
Field Service & Project Operations
How can Predictive Intelligence improve field service forecasting and explain AI predictions in Dynamics 365 CRM?
Operations teams can:
- Predict equipment maintenance needs
- Forecast project risks and delays
- Optimize workforce and resource allocation
Example: A project coordinator sees an early risk prediction — “Project likely to delay due to vendor dependency” — and proactively reallocates resources to stay on schedule.
Built for Trust, Transparency, and Enterprise Readiness
Predict4Dynamics isn’t just intelligent — it’s enterprise-grade.
- Data Privacy: All data and ML models remain in your Azure environment.
- Transparency: Every prediction is explainable — no hidden algorithms.
- Compliance: Fully aligned with Microsoft’s security and governance standards.
- Scalability: Supports multiple models, entities, and environments seamlessly.
FAQs for Predictive Analytics and AI Forecasting for Dynamics 365 CRM
Can Predict4Dynamics be used for custom CRM entities?
Absolutely. It supports both out-of-the-box and custom entities — from sales and service to field and project operations.
Does Predictive Analytics and Forecasting require coding or AI expertise?
Not at all. Predict4Dynamics is a no-code, guided solution — anyone can configure and deploy models.
Is my CRM data secure while using Predictive Analytics and Forecasting in CRM?
Yes. All data stays within your Microsoft Azure environment through a tenant-isolated framework.
How is Predict4Dynamics different from other predictive tools?
It combines ML-driven forecasting with Azure OpenAI explainability — delivering predictions with human reasoning that builds trust and drives adoption.
The Future of CRM Is Predictive, Transparent, and AI-Driven
With Predict4Dynamics, Dynamics 365 CRM users can finally experience the power of predictive analytics with explainable AI – without the complexity of traditional data science setups.
It’s more than an app; it’s an evolution – one that turns your CRM into a smart assistant that not only predicts but also explains and guides your next move.
Ready to predict your next CRM forecasting using Predict4Dynamics in Action?
Take the next step toward intelligent, data-driven decision-making.
Get Predict4Dynamics from the Inogic Website or the Microsoft Marketplace.
Reach us at crm@inogic.com to request a personalized demo of Predict4Dynamics and discover how predictive intelligence and explainable AI can transform the way your teams sell, serve, and succeed.