You can use the underlying agent experience data that powers the Copilot dashboard to get interaction data such as transcripts, agent actions, and agent feedback about Copilot responses.
Dynamics 365 Sales Professional was launched in Spring 2018 as a sales force automation solution to help small and medium-sized organizations automate their sales processes, analyze their business data, and grow their business without lengthy and costly implementations. With the February 2020 update, we’ve made it easy for customers to try Sales Professional. The trial
Premium auto capture is a new AI-powered capability now available in Dynamics 365 Sales Insights that automates the association of activities like emails and meetings to COLA entities i.e. contacts, opportunities, leads, and accounts. Inference of associations is done with an advanced set of deterministic and natural language processing (NLP) based association algorithms, boosting your
Want to reduce the chance of customers’ spam filters blocking your email messages? Try authenticating your domain. Domain authentication is so essential, we’re requiring all Dynamics 365 Marketing implementations to authenticate their domains by April 2020. This post gives you some background on the reasons for this requirement and provides instructions for authenticating your domain by the April 2020 deadline. The dangers of spam email messages Every day, people are bombarded with spam email
Good prioritization of opportunities boosts salespeople’s efficiency. Lost cases are abandoned early, promising opportunities are not overlooked, and even within the promising ones, sellers would like to make informed decisions on where to invest more. Predicting which opportunity is likely to be won, also known as Opportunity scoring, is a key factor that supports prioritization
Almost all sales organizations share the challenge of managing a large number of leads, often coming from multiple sources. Most sales teams struggle to attend to so many leads, and would be better served by prioritizing the leads most likely to convert to opportunities, and ultimately, wins. Microsoft Dynamics 365’s predictive lead scoring capabilities address
Dynamics 365 Customer Insights offers a platform to integrate customer data from various sources into one unified view. This unified data presents a perfect starting point for building custom machine learning (ML) models to generate key business metrics. In an earlier blog, we saw how to bring custom ML models from Azure Machine Learning (AML) Studio to work with
The Dynamics 365 Marketing 2019 release wave 2 update is rolling out starting now! As usual, this release provides many performance improvements, reliability improvements, and bug fixes. It also includes the final versions of all features that were released for early access in August and September, plus a few new ones. We’ll be rolling out
AI-enabled Dynamics 365 Customer Insights helps unifying data from multiple sources within an organization and generates a single, end-to-end view of the customer. This 360-degree customer view can be used to discover insights to optimize customer engagement and drive personalized customer experiences. This unified data is an ideal source to build machine learning (ML) models
Applies to: Dynamics 365 version 9.0 and higher, Field Service solution version 7.x or 8.x We are excited to announce the General Availability of Resource Scheduling Optimization v3.0 update release (3.0.19263.1). This release includes a number of new features including: Resource role matching New resource preference: Must Choose From As soon as possible (ASAP) objective
As mentioned in our previous blog post Advanced AI topic clustering in Customer Service Insights, we’re publishing a series of “AI inside-out” blog posts to cover the key areas on how AI works in Dynamics 365 Customer Service Insights. One of the key AI features that Customer Service Insights supports is automatically grouping similar support
NEW FEATURES PowerApps template connected to Customer Insights now available Compounded segments Compounded measures Measures: Usability improvements Option to manually override system match records (preview) Guided learning in the demo PowerApps template connected to Customer Insights now available You can now bring your Customer Insights data into a power app using a pre-built template instead
The flowchart diagrams feature in Microsoft Dynamics Lifecycle Services (LCS) is planned for deprecation Why is this being deprecated? Based on user feedback, the flowchart diagrams feature does not generate detailed visual graphics. In addition, the activities shape options are limited, lacking both modern design and capability. This has resulted in low usage and adoption