Most teams using Dynamics 365 have access to rich customer data, detailed activity history, and powerful dashboards. Yet a common problem remains: users still don’t know what to do next. They open a record, review data, and pause to decide the next step. That delay, repeated across deals and cases, impacts productivity, response time, and… Read More: How AI Recommends the Next Best Action in CRM (With… »
What if your CRM could tell you the Next Best Action to take, exactly when it matters most? Every CRM user has been there, staring at a dashboard full of leads, opportunities, and activities, wondering: What should I do next? Do you follow up with a warm lead? Re-engage a stalled opportunity? Escalate a support… Read More: Stop Guessing: Let AI Guide Your Next Best Action in… »
In the finance and banking sector, forecast accuracy is not just a sales metric; it’s a business risk indicator. Whether it’s corporate lending, investment advisory, insurance sales, or relationship banking, leaders must predict outcomes with precision. Yet many financial institutions still rely on: Manual pipeline reviews Static lead scoring rules Lagging performance indicators This is… Read More: How Finance & Banking Teams Use AI Predictive Analytics in… »
Navigating the demanding landscape of sales can be quite a challenge. But the latest release of Microsoft Dynamics 365 Sales is set to revolutionize this process. The 2024 Wave 2 update introduces a ground-breaking AI-powered account summary feature that provides a comprehensive, 360-degree view of each account. But please note this is a preview feature.… Read More: Get AI Generated 360-Degree View of Account Summary in Dynamics… »
In today’s fast-paced business environment, leveraging technology to streamline processes and enhance efficiency is crucial. One such tool revolutionizing how sales teams operate is the Co-Pilot feature in Dynamics 365 CRM. Think of it as having a personal assistant integrated into your CRM system, providing real-time guidance and support as you work. Let’s explore how… Read More: Improving Sales Efficiency with Copilot AI Summaries for Dynamics 365… »
Receipt processing is a prebuilt artificial intelligence model available in Power Automate. It’s designed to analyze receipts using cutting-edge optical character recognition (OCR) technology. This model can understand both printed and handwritten text on receipts. Once it reads a receipt, it extracts important information such as the store’s name and address, the transaction’s date and… Read More: Automate Receipt Data Extraction and Entry into Excel with Power… »
Recently, we were working on a customer’s requirement where they used a custom entity to store the feedback regarding their products using an integration. The customer used a canvas app to view all the feedback on their mobile apps. They also wanted to get the summaries of the comments that were posted. While working on… Read More: Using ‘ready-to-use’ AI functions in the Canvas App »
AI Builder is a tool offered by Microsoft as part of the Power Platform. It’s licensed based on the capacity you need for your organization. This capacity is managed by an administrator who allocates it to different environments within the Power Platform. Different features of AI Builder consume credits at different rates. Credits are like… Read More: View and Manage your AI Builder Consumption Report »
Dynamics 365 CRM has introduced a new datatype Formula to explore more on adding a Power Fx formula column into Dataverse. You can follow the blog recently added. In addition to that Dynamics 365 CRM has come up with a new feature Get Formula suggestion (Preview) where users can easily get the formula by just… Read More: How to get formula suggestions from AI by simply providing… »
In the previous blog, we have already explored prebuilt AI prompts that are offered by Microsoft which can be integrated further with Power Automate to make our lives easy. In this blog let us focus on how we can create custom AI prompts as per our need which can be used further in Power Automate… Read More: Creating effective custom AI Prompts (Preview) within Dynamics 365 »