{"id":40280,"date":"2025-01-27T16:14:22","date_gmt":"2025-01-27T10:44:22","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=40280"},"modified":"2025-03-12T11:53:46","modified_gmt":"2025-03-12T06:23:46","slug":"automatically-categorize-your-data-with-aiclassify-in-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/01\/automatically-categorize-your-data-with-aiclassify-in-dynamics-365-crm\/","title":{"rendered":"Automatically Categorize Your Data with AIClassify in Dynamics 365 CRM"},"content":{"rendered":"

\"AIClassify<\/p>\n

One of our clients had a significant challenge managing their emails. They spent countless hours reading each email and manually categorizing them into groups such as Marketing<\/strong>, Customer Support<\/strong>, Billing and Finance<\/strong>, and more. This process was slow, tiring, and often led to inaccuracies. To make managing these categorized emails even easier, we created a custom system view. This view allowed the client\u2019s team to quickly access emails sorted into their respective categories, providing an organized and efficient way to handle them.<\/p>\n

Every email had to be read and categorized manually, consuming valuable time and resources. They approached us for a solution that could streamline this task without compromising accuracy.<\/p>\n

After evaluating various options, we tried to find the best solution and discovered AIClassify. This innovative tool uses artificial intelligence to classify emails based on their content and description. It automatically sorts incoming messages into predefined categories, such as Marketing, Customer Support, Billing and Finance, and more. This solution minimizes human error and ensures emails are categorized accurately and swiftly.<\/p>\n

Using Power Automate and Dynamics 365\u2019s AI capabilities, we built a flow that automatically analyzed email content and updated the Category field based on predefined classifications. Here\u2019s how it worked:<\/p>\n

Prerequisites<\/strong><\/p>\n

Before we jump into the code, let\u2019s make sure you\u2019re ready to use AIClassify:<\/p>\n

To use AIClassify Action and execute AI-related features, you need to enable AI Builder Features<\/strong>. Navigate to Settings > Administration > Features<\/strong>. Verify that the AI Builder Features<\/strong> is enabled.
\n\"AIClassify<\/p>\n

Step-by-Step Process:<\/strong><\/h2>\n

1. Triggering the Automation<\/strong>:
\nThe process started with a Power Automate flow triggered whenever a new email record was created in Dynamics 365. This ensured every incoming email was processed in real time.<\/p>\n

\"AIClassify<\/p>\n

2. Convert Email Description to Plain Text:<\/strong><\/p>\n

We extracted the email content, converting it to plain text to ensure consistency for analysis.
\n<\/strong>\"AIClassify
\n<\/strong>3. Call the AIClassify Action<\/strong>:
\nThe flow invoked an AI-powered classification action that analyzed the email body. The action matched the content to one of the predefined categories, returning the classification result.
\n\"AIClassify<\/p>\n

4. Update the Email Record<\/strong>:
\nWith the classification result in hand, the flow automatically updated the Category field in the email record. A conditional Power FX formula ensured accurate mapping between the AI results and category options. For example:<\/p>\n

\"AIClassify<\/p>\n

Example Use Cases:<\/strong><\/p>\n

Here\u2019s how the system handled actual emails:<\/p>\n