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Microsoft Dynamics Artificial Intelligence CRM
Dynamics 365 Artificial Intelligence CRM Applications for Modernized Customer Engagement
Microsoft is enhancing their products, such as Power Platform and Dynamics 365, with OpenAI GPT-like capabilities, leveraging the power of Microsoft Azure. These next-generation AI capabilities, including creation, summarization, analysis, collaboration, and automation, are already revolutionizing productivity. Embrace these updated solutions in the digital era to transform your organization’s internal processes, relationships, and information gathering.
Change Management with Artificial Intelligence and CRM
Implementing advanced AI technology facilitates deep data analysis, comprehension, and the identification of connections between different data points, transforming raw data into a comprehensive knowledge base that AI systems can easily interpret, utilize, and search through. This enables businesses to integrate AI into all aspects of their operations effectively.
- Customized for your productivity, intelligence, and adaptability
- Seamlessly integrates with your existing systems
- Streamlines business processes across multiple departments
- Start with the necessary features and expand gradually
- Boosts productivity across diverse work environments
- Provides a user-friendly experience with Office 365
Microsoft Artificial Intelligence CRM Features
Relationship Insights
Lead Scoring
Cross-Sell/Up-Sell Recommendations
Knowledge Base Insights
Demand Forecasting
Product Recommendations
Resource Optimization
Predictive Sales
Intent Analysis
Sentiment Analysis
Elevate CX with Microsoft
Artificial Intelligence CRM for Tailored Customer Experiences
Find the best opportunities
Discover the best opportunities and elevate conversion rates by leveraging machine learning to prioritize leads and opportunities with the highest potential to convert and purchase. Utilize data from Dynamics 365, LinkedIn, and Office 365 to enhance decision-making.
Improve customer satisfaction
Improve customer satisfaction by identifying factors that significantly impact satisfaction levels and implementing data-driven optimizations using Insights using the Artificial Intelligence In CRM Systems.
New insights with KPI Dashboard
Gain new insights through a KPI dashboard that visualizes customer engagement patterns, agent performance, and service operations using built-in AI, business intelligence, and machine learning capabilities. Share critical insights with interactive charts and filters.
Make connections
Facilitate connections by securing warm introductions from colleagues who possess active relationships with prospects, leveraging data from Office 365 and LinkedIn. Build trust through AI-guided selling, providing talking points and recommended next steps.
Increase Customer service efficiency with AI
Enhance customer service efficiency with AI-powered tools that streamline operations, offering insights into case resolution, backlog trends, and agent performance. Monitor case volume and support topics to optimize agent productivity.
Benefit from personalized interaction
Deliver personalized interactions by enabling sellers to tailor conversations based on embedded insights, recommending relevant topics and follow-up actions for each customer.
Empowering sellers with AI Copilot features
Empower your sellers to deliver personalized and relevant interactions by utilizing embedded insights that recommend conversation topics and follow-up activities tailored to each customer’s needs.
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Next Best Action (NBA)
AI-powered NBA solutions leverage complex rules, analytics, and algorithms to predict customer needs accurately, leading to more relevant actions and promotions, ultimately improving wallet share and loyalty while meeting customer expectations.
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Risk Analytics and Fraud Prevention
Machine learning enables more precise risk, fraud, and customer models, allowing financial services institutions to identify hidden risks and reduce operating costs. Microsoft Dynamics Fraud Protection further aids in safeguarding against fraud, leading to increased revenue.
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Creating Engaging Chatbots
Copilot in Power Virtual Agents assists organizations in developing and deploying chatbots that provide natural and intuitive customer engagement. These chatbots handle routine tasks, address common inquiries, and offer personalized experiences around the clock, enabling support agents to focus on more complex cases and ensuring omnichannel customer experience.
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Accelerating Customer Insights
With Copilot in Dynamics 365 Customer Insights, marketing teams can use natural language to access and explore data. For example, sales teams can inquire about popular product categories among customers aged 25–34 or sales trends in specific cities using conversational language prompts, receiving instant results.
AI-powered CRM Use Cases
Customize interactions to match individual preferences and offer pertinent suggestions by crafting personalized experiences for your customers using AI-driven chatbots.
Retail: Enhance sales personalization, implement dynamic pricing and planning strategies, improve customer engagement, and optimize order management through AI-powered chatbots.
Healthcare: Enhance sales personalization, implement dynamic pricing and planning strategies, improve customer engagement, and optimize order management through AI-powered chatbots.
Education: Ensure accessibility in education, develop a comprehensive knowledge base, gain insights into student behavior and preferences, and provide automatic recommendations for personalized learning experiences with AI-driven chatbots.
Know Artificial Intelligence in CRM examples for your industry
Turbocharge your existing MS Dynamics
Customer Engagement Suite
Dynamics 365 AI for Sales
empowers sellers to enhance relationships and boost revenue by delivering actionable insights for personalized engagement and proactive decision-making.
Dynamics 365 AI for Customer Service
enhances customer support and reduces costs by surfacing automated insights and utilizing virtual agents.
Dynamics 365 AI for Market Insights
enables users to monitor brand perception and respond swiftly to trends by utilizing AI models to analyze product feedback.
D365 Customer Insights
accelerates time-to-value by leveraging Cortana Intelligence and Azure, facilitating real-time CX with actionable insights.
Choosing the right CRM Module requires expert guidance.
Dynamics 365 Virtual Agent for Customer Service
Embrace Co-pilot-like features that seamlessly integrate with other Microsoft applications and services like Microsoft Teams, SharePoint, and Azure. Microsoft Virtual Assistants have the flexibility to evolve alongside your organization, allowing you to easily scale your chatbot usage to meet the growing demands of your customer base.
- Utilize chatbot features to address common queries effectively.
- Track performance across various platforms to ensure optimal functionality.
- Implement custom workflows to streamline actions and processes.
- Enhance performance metrics based on customer feedback
Dynamics 365 Virtual Agent for Customer Service
We prioritize building and testing our AI capabilities within our internal processes to ensure we develop the most effective tools for our customers across various industries. Some of the internal Microsoft projects leveraging AI to drive better outcomes include:
The Microsoft Standards of Business Conduct (SBC), which embody our dedication to ethical business practices and regulatory compliance. These standards outline the principles and policies guiding Microsoft’s business activities, providing insight into our Business Conduct and Compliance Program.
Security
Availability
Integrity
Confidentiality
Privacy
Why Dynamics CRM Consulting?
Together, we have an opportunity – and a responsibility – to empower transformation that has positive impacts on entire industries. Being a trusted Microsoft Solutions Partner, our CRM consultants bring advanced knowledge across all Microsoft Cloud disciplines.
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