Automate Creating Customer Voice Survey Invitations using Canvas Power Apps
Apr23

Automate Creating Customer Voice Survey Invitations using Canvas Power Apps

In our previous blog, we explored the potential of automating the survey invitation process using Power Automate Flow. We concluded that this approach, coupled with personalized variables in the Customer Voice Survey, provides a streamlined method for collecting and analyzing valuable customer feedback. In this blog, we will consider a similar use case scenario in which users will have the capability to generate Customer Voice Survey...

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Streamline brokerage dealerships with the power of maps within Dynamics 365 CRM
Apr22

Streamline brokerage dealerships with the power of maps within Dynamics 365 CRM

The post Streamline brokerage dealerships with the power of maps within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link

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Building a Custom AI Text Editor using Microsoft’s Azure OpenAI
Apr22

Building a Custom AI Text Editor using Microsoft’s Azure OpenAI

In today’s world, the demand for intelligent applications that can analyze and transform text is increasing rapidly. AI-powered text editors are becoming popular for generating content as well as data restructuring tools for many developers and businesses. For any business, it is important to have data stored in the CRM system consistently and according to business standards. Users need to be trained to follow these standards or...

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Transforming Business Travel with maps integrated within Dynamics 365 CRM
Apr19

Transforming Business Travel with maps integrated within Dynamics 365 CRM

The post Transforming Business Travel with maps integrated within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link

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CRM User Adoption Simplified: A Guide to Using Dynamics 365’s User Adoption Monitor
Apr19

CRM User Adoption Simplified: A Guide to Using Dynamics 365’s User Adoption Monitor

CRM is essential for an effective sales process. It helps businesses streamline workflow, maintain data quality, boost sales productivity and performance, eliminate manual tasks, etc. But to get the most out of your CRM investment, it is essential to ensure high levels of user adoption. Low user adoption can lead to ineffective CRM implementation, lost revenue, and increased technology costs. To ensure high levels of user adoption in...

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Refresh Dynamics 365 CRM Subgrid from Embedded Canvas App
Apr18

Refresh Dynamics 365 CRM Subgrid from Embedded Canvas App

In Microsoft Dynamics 365, the ability to embed Canvas Apps brings the power of Canvas Apps to their model-driven forms. Recently, we got a requirement to create a record of the related entity (e.g., “Suggestion”) from the Canvas App embedded in the Appointment entity form. There was a subgrid of the “Suggestion” entity added next to the Canvas App on the Appointment form. After creating the suggestion entity record, we should see the...

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The Lumberyard Revolution: How LMC Leverages Maps within Dynamics 365 to Deliver Forest Products Faster!
Apr17

The Lumberyard Revolution: How LMC Leverages Maps within Dynamics 365 to Deliver Forest Products Faster!

The post The Lumberyard Revolution: How LMC Leverages Maps within Dynamics 365 to Deliver Forest Products Faster! appeared first on Blog | Maplytics. Source link

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Enhancing Sales Efficiency by Improving Relevance of Copilot Summary and Recent Changes
Apr17

Enhancing Sales Efficiency by Improving Relevance of Copilot Summary and Recent Changes

We are all familiar with the Sales Copilot and its time-saving features. In the previous blog, we have seen how copilot helps to boost sales efficiency in Microsoft Dynamics 365 CRM. In addition to it, users can now customize Copilot to generate a summary and recent changes list based on the columns that matter the most to them according to their business needs. Now, let’s explore the capabilities included in the latest feature:...

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Outsource your Dynamics 365 CRM and Power Platform Development: 3 Reasons Why
Apr16

Outsource your Dynamics 365 CRM and Power Platform Development: 3 Reasons Why

Inogic specializes in outsourced development for Microsoft technologies like Dynamics 365 CRM, Azure Open AI, and Power Platform. Drawing from a pool of 150+ experts with 15+ years of experience, we provide rapid access to skilled developers, enabling businesses to augment teams or meet deadlines cost-effectively. Inogic’s Outsourced Development Services offer specialized Microsoft skills without overhead, delivered...

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Managing Work Orders based on Completion Status in Dynamics 365 Field Service
Apr15

Managing Work Orders based on Completion Status in Dynamics 365 Field Service

In the dynamic landscape of modern business operations, efficiency is important. Whether in manufacturing, service industries, or any other sector, the effective management of work orders is crucial for smooth workflow and customer satisfaction. Among the various aspects of managing work orders, one significant factor that directly impacts productivity is completing tasks based on their status. From initiation to closure, work orders...

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5 Benefits of In-App Notifications for Microsoft Dynamics 365 CRM users

For a successful sales process, you need to stay up-to-date with crucial sales information like deal closures, opportunities won, incoming leads, etc. Wish you never missed important updates in Microsoft Dynamics 365 CRM and received automated notifications for important sales updates? Alerts4Dynamics app by Inogic enables users to create, schedule, and manage in-app notifications for Microsoft Dynamics 365 CRM entities (OOB or...

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How to revert the managed solution’s version in case of an erroneous upgrade (Using CLI) in Dynamics 365?
Apr12

How to revert the managed solution’s version in case of an erroneous upgrade (Using CLI) in Dynamics 365?

In Dynamics 365, managed solutions play a crucial role in deploying customizations and extensions across environments. However, managing solution versions can sometimes be challenging, especially when dealing with updates, dependencies, and compatibility issues. Recently, while working on a solution update, we needed to clone the solution and provide it to the client. However, during this process, the default version was set to 9.1,...

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Field Service Revolution: Unleashing Efficiency with Integrated Maps within Dynamics 365 CRM
Apr12

Field Service Revolution: Unleashing Efficiency with Integrated Maps within Dynamics 365 CRM

The post Field Service Revolution: Unleashing Efficiency with Integrated Maps within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link

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Heidelberg Materials leverages Integrated Maps within Dynamics 365 for Sales Optimization
Apr11

Heidelberg Materials leverages Integrated Maps within Dynamics 365 for Sales Optimization

The post Heidelberg Materials leverages Integrated Maps within Dynamics 365 for Sales Optimization appeared first on Blog | Maplytics. Source link

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Enhancements to ‘Focused View’ and its usage within Dynamics 365
Apr11

Enhancements to ‘Focused View’ and its usage within Dynamics 365

Introduction: In the dynamic landscape of sales and marketing, the ability to effectively manage leads is a cornerstone of success. Yet, as businesses grapple with a multitude of tasks and data streams, maintaining clarity and focus in lead management can prove to be a daunting challenge. This is where the concept of a “Focused View” steps in as a game-changer. In this blog post, we will start on a journey to explore the...

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Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM
Apr10

Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM

The post Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link

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Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM
Apr10

Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM

Knowledge is power, and sharing that knowledge unlocks boundless possibilities! At Maplytics, exploration, visualization, and innovation are in our DNA. We’re constantly pushing the boundaries and building exciting new features to empower all, as, the real joy is in sharing and empowering others with the acquired knowledge. Join our Webinar and explore more! Webinar: Supercharge Field Sales Team with Maps integrated within...

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Utilize the Power of Prebuilt Business Card Reader Model in Microsoft Power Automate
Apr09

Utilize the Power of Prebuilt Business Card Reader Model in Microsoft Power Automate

AI Builder in Microsoft Power Automate makes tasks easier for everyone. It lets you use prebuilt AI models to understand forms, recognize things in pictures, sort out text, make guesses, and understand people’s feelings from what they write. It’s like having a smart assistant that does tough jobs for you. So, even if you’re not a tech pro, you can still use AI to get your work done faster and simpler. Utilize the...

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A Guide for Mind Map visualization of Dynamics 365 CRM Record Relationships
Apr08

A Guide for Mind Map visualization of Dynamics 365 CRM Record Relationships

Businesses using Dynamics 365 CRM for managing their sales processes amass a lot of customer information in CRM. However, raw data is only as valuable as our ability to understand it. This is also true in the case of understanding the intricate web of relationships between records in Dynamics 365 CRM. With accounts, contacts, opportunities, and a plethora of other entities, keeping track of how they’re all connected can feel...

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Using ‘ready-to-use’ AI functions in the Canvas App
Apr05

Using ‘ready-to-use’ AI functions in the Canvas App

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 the requirement, we found other AI features as well that can be used in canvas apps or model-driven apps in Power...

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6 Ways to Navigate the Maze: Choose the Right Appointment Scheduling System for Your Business
Apr05

6 Ways to Navigate the Maze: Choose the Right Appointment Scheduling System for Your Business

The post 6 Ways to Navigate the Maze: Choose the Right Appointment Scheduling System for Your Business appeared first on Blog | Maplytics. Source link

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German Red Cross enhances Emergency Response with maps within Dynamics 365 CRM: A Life-Saving Technology!
Apr04

German Red Cross enhances Emergency Response with maps within Dynamics 365 CRM: A Life-Saving Technology!

The post German Red Cross enhances Emergency Response with maps within Dynamics 365 CRM: A Life-Saving Technology! appeared first on Blog | Maplytics. Source link

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Mastering the Art of Client Engagement with maps integrated within Dynamics 365 CRM
Mar29

Mastering the Art of Client Engagement with maps integrated within Dynamics 365 CRM

The post Mastering the Art of Client Engagement with maps integrated within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link

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Eliminate Dynamics 365 CRM Duplicates with Master Record Selection and Fuzzy Merging Logic to boost sales productivity!
Mar29

Eliminate Dynamics 365 CRM Duplicates with Master Record Selection and Fuzzy Merging Logic to boost sales productivity!

Accurate data is the lifeblood of any successful CRM system and sales process. But let’s face it, duplicate records are a persistent problem. They create confusion, clutter your database, and ultimately sabotage your sales and marketing efforts. And not all duplicates are created equal. Sometimes, you encounter partially similar records. These might have variations in names, addresses, or phone numbers, making them difficult to...

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A Guide to Integrating Google re-Captcha in Power Pages
Mar28

A Guide to Integrating Google re-Captcha in Power Pages

As we know, Google’s re-CAPTCHA service incorporates various mechanisms, including advanced risk analysis and adaptive challenges, to differentiate between legitimate users and potential bots or malicious actors. By analysing user behaviour and various risk factors, captcha aims to provide a seamless experience for genuine users while effectively blocking automated bots and other abusive activities on websites. This approach...

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Maplytics: Your GPS to Sustainable Business Success within Dynamics 365 CRM
Mar27

Maplytics: Your GPS to Sustainable Business Success within Dynamics 365 CRM

The post Maplytics: Your GPS to Sustainable Business Success within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link

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Art of Emojis & Images in SMS Marketing – with Microsoft Dynamics 365 Integration
Mar27

Art of Emojis & Images in SMS Marketing – with Microsoft Dynamics 365 Integration

Are you using SMS for Support? Updates? Promotion?  We all know SMS messaging is one of the best communication sources when it comes to open rates. A whopping 98% of SMS are opened, and 90% are read within just 3 mins! But let’s face it, plain text SMS can be mellow and easily ignored. Imagine entering a communication like these Without images, emojis, or any emotional rudiments — just simple SMS — I am confident they appear...

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Maximizing User Engagement with Adaptive Cards in Microsoft Copilot Studio
Mar26

Maximizing User Engagement with Adaptive Cards in Microsoft Copilot Studio

Adaptive Cards are like little info boxes you can add to bots in Microsoft Copilot Studio. These cards can also be shared with other apps and services. You make them using a special code called JSON. With Adaptive Cards, you can put in text, pictures, and buttons to make your bot conversations more interesting. They work on different platforms, so you can customize them easily. You can create Adaptive Cards using a special Adaptive...

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Webinar: Take Control of Alerts & Notifications in Your Dynamics 365 CRM with Alerts4Dynamics!
Mar23

Webinar: Take Control of Alerts & Notifications in Your Dynamics 365 CRM with Alerts4Dynamics!

You’re in the midst of a busy day, juggling multiple tasks in Dynamics 365 CRM. A new lead comes but it gets buried in all the emails. Or you missed out on a key status change on a big opportunity. Ugh!! Yeah, we’ve all been there. You want your CRM to notify you of such important updates? Many businesses using Dynamics 365 still rely on outdated methods like email to communicate critical updates. And the default...

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Turbocharge Sales Efficiency with maps integrated within Dynamics 365
Mar22

Turbocharge Sales Efficiency with maps integrated within Dynamics 365

The post Turbocharge Sales Efficiency with maps integrated within Dynamics 365 appeared first on Blog | Maplytics. Source link

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Enhanced way of Handling Attachments of Emails
Mar22

Enhanced way of Handling Attachments of Emails

Introduction: Microsoft has introduced a noteworthy addition to the Wave 2 release, enhancing the attachment experience within emails. This feature empowers agents, allowing them to work with attachments more efficiently, ultimately saving time and boosting overall productivity. This guide in general provides an outline of how this enhanced attachment experience can overall benefit while working around emails. Key Advantages: The CRM...

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View and Manage your AI Builder Consumption Report
Mar21

View and Manage your AI Builder Consumption Report

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 units that represent your usage of AI Builder capabilities. To calculate the cost of the...

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Dynamics 365 CRM and SMS Integration for Smarter Sales, Marketing, and Customer Service Processes!
Mar19

Dynamics 365 CRM and SMS Integration for Smarter Sales, Marketing, and Customer Service Processes!

Messaging is a powerful tool for customer engagement, with 90% of messages read within the first three minutes of delivery. This immediacy makes SMS an effective component of a sales communication strategy, leading to quicker responses from leads. However, without integrating your texting system with your CRM, efficiency drops as you toggle between systems to access information. The solution lies in SMS and CRM integration, which...

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How Real-Time Tracking Supercharges Sales Reps in the Field within Dynamics 365
Mar19

How Real-Time Tracking Supercharges Sales Reps in the Field within Dynamics 365

The post How Real-Time Tracking Supercharges Sales Reps in the Field within Dynamics 365 appeared first on Blog | Maplytics. Source link

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Simplifying Dynamics 365 Record Creation with Pre-populated Fields Using Xrm.Navigation.navigateTo
Mar18

Simplifying Dynamics 365 Record Creation with Pre-populated Fields Using Xrm.Navigation.navigateTo

I recently came across a unique client need that they wanted to streamline the process of creating new email records in Dynamics 365 by having certain fields pre-populated based on existing emails. The client’s goal was to generate a nearly similar email record with an existing email, modifying only a few specific field details.  After assessing the requirement, it became clear that manually copying information from one email to...

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Secure Your Dynamics 365 Attachments in the Cloud: Easy SharePoint & CRM Integration Guide!
Mar15

Secure Your Dynamics 365 Attachments in the Cloud: Easy SharePoint & CRM Integration Guide!

The synergy of Microsoft Dynamics 365 CRM and SharePoint is undeniable. Linking them streamlines workflows, boosts collaboration, and enhances document management. Businesses leveraging Microsoft Dynamics 365 CRM often opt for the native SharePoint integration for its ease of use and cost-effective storage benefits. In this blog, we will guide you through the process of setting up SharePoint and Dynamics 365 CRM integration. You can...

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Navigating Businesses through Changing Climate within Dynamics 365
Mar14

Navigating Businesses through Changing Climate within Dynamics 365

The post Navigating Businesses through Changing Climate within Dynamics 365 appeared first on Blog | Maplytics. Source link

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How to get formula suggestions from AI by simply providing the expression in Dynamics 365 CRM
Mar13

How to get formula suggestions from AI by simply providing the expression in Dynamics 365 CRM

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 passing the expression. Let’s enable this feature first by following the below steps: Login to Power Platform Admin Center...

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Simplify Scheduling in Dynamics 365 CRM: Set Up Automated Recurring Appointments
Mar12

Simplify Scheduling in Dynamics 365 CRM: Set Up Automated Recurring Appointments

The post Simplify Scheduling in Dynamics 365 CRM: Set Up Automated Recurring Appointments appeared first on Blog | Maplytics. Source link

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Power Automate teamed with Azure OpenAI Services to track conversations using Keywords!
Mar12

Power Automate teamed with Azure OpenAI Services to track conversations using Keywords!

Sarah, a bright-eyed sales associate at Peck Packaging, felt a familiar pang of frustration. A potential client, Miss Atkins, had mentioned budget concerns in their last email, but the details were buried amongst a sea of technical specifications. Sarah knew she needed to address this concern but had no time to skim through the entire conversation. That’s where Inogic Professional Services’ innovative application of Keyword...

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Protect Confidential Information: Implement Data Masking Strategies Dynamics 365 CRM
Mar11

Protect Confidential Information: Implement Data Masking Strategies Dynamics 365 CRM

Masking in Dynamics 365 CRM is essential for safeguarding sensitive personal details from unauthorized access and malicious attacks. By obscuring confidential fields such as Passport numbers users can prevent data breaches and identity theft. For instance, masking a customer’s passport number as C9689XXXX ensures that only authorized personnel can access the complete information, thus enhancing data confidentiality and security...

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Webinar: Manage Duplicate CRM Data with Fuzzy Matching, Master Record Selection, and More with DeDupeD New Release!
Mar08

Webinar: Manage Duplicate CRM Data with Fuzzy Matching, Master Record Selection, and More with DeDupeD New Release!

Data cleaning, a crucial process in data management, involves identifying and addressing inconsistencies, missing values, and duplicates within a dataset. According to a study by Dun & Bradstreet, up to 30% of data in CRMs can be duplicated, highlighting the significance of effective data hygiene practices. When it comes to Microsoft Dynamics 365 CRM, basic deduplication needs can be met using the built-in duplicate detection...

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Rejoice Women Photographers the Maplytics Way!
Mar07

Rejoice Women Photographers the Maplytics Way!

The post Rejoice Women Photographers the Maplytics Way! appeared first on Blog | Maplytics. Source link

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A Comprehensive Guide to Create and Edit Topics with Copilot
Mar07

A Comprehensive Guide to Create and Edit Topics with Copilot

Normally, in Microsoft Copilot Studio, you can make and change topics. Now, Microsoft added a neat feature called “Create and Edit from Description”. With this, you can just tell it what you need, and it will help you make and improve topics. This saves time because you do not have to do it all by hand. The AI understands your instructions and creates a topic with various elements and conversational replies automatically. With...

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Team Up Text SMS & Location Intelligence within Dynamics 365 CRM to Close More Deals!
Mar05

Team Up Text SMS & Location Intelligence within Dynamics 365 CRM to Close More Deals!

The post Team Up Text SMS & Location Intelligence within Dynamics 365 CRM to Close More Deals! appeared first on Blog | Maplytics. Source link

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Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales
Mar01

Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales

Introduction The Pipeline feature in Dynamics 365 Sales is designed to improve the management of Opportunities, providing a more efficient approach for both managers and salespersons. This feature allows users to have a clear understanding of their entire deals in the pipeline, enabling quicker comprehension of relevant information and facilitating prompt decision-making. Additionally, the new enhancement enables users to group...

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Conquer the Clock: Time Management for Sales Teams using Dynamics 365 CRM
Feb29

Conquer the Clock: Time Management for Sales Teams using Dynamics 365 CRM

The post Conquer the Clock: Time Management for Sales Teams using Dynamics 365 CRM appeared first on Blog | Maplytics. Source link

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Utilize a model for work classification based on sentiment prediction in Dynamics 365
Feb28

Utilize a model for work classification based on sentiment prediction in Dynamics 365

Introduction Work items can be routed using artificial intelligence (AI)-based sentiment predictions in Microsoft’s Unified Routing for Dynamics 365. Let’s say the user begins a customer service conversation via the customer service admin center and notices that the customer is really unhappy. By using this feature, the user could direct the customer to a particular queue that might be manned by representatives who are...

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Metaverse and Customer Experience – Reimagining Engagement in a Virtual World
Feb27

Metaverse and Customer Experience – Reimagining Engagement in a Virtual World

The post Metaverse and Customer Experience – Reimagining Engagement in a Virtual World appeared first on Blog | Maplytics. Source link

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Power Automate with Azure OpenAI Services to analyze Buyer Behaviour – an AI app by Inogic!
Feb27

Power Automate with Azure OpenAI Services to analyze Buyer Behaviour – an AI app by Inogic!

Azure OpenAI is a cloud-based service offered by Microsoft that provides access to advanced artificial intelligence models developed by OpenAI. It empowers developers to integrate these powerful models into their applications without requiring extensive expertise in AI development or infrastructure management. Inogic aims to transform the way businesses function by developing advanced AI-driven applications with integrated AI Models...

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