WaveAccess Dynamics 365 AI Insights

Main articles:

• Business Intelligence determination
• Classification of the products business intelligence

Dynamics 365 AI Insights is the analytical tool based on AI for information search about clients.

2020: Opportunities and features of work

(Data are relevant for September, 2020)

Dynamics 365 AI Insights is the analytical tool using artificial intelligence technology integrated with Microsoft Dynamics CRM. On the set key word automates search on the Internet of the materials related to clients, and displays results directly in CRM in a form, convenient for the analysis.

The solution which is built in CRM as a separate frame provides to users aggregated data on topical news and relevant articles: turnover of the company, presence in the markets, transactions, bankruptcy, merges and absorption, suspicious transactions — a subject is set on a key word. Data are regularly updated, results are displayed in a CRM profile of each client. The tool exempts managers from manual information search and provides instant access to insights for deeper customer analysis.

As works:

• The service uses the key word set by the user in CRM — separately for each client or for all clients at once. Information search online is performed using the built-in intelligent system of Azure Bing Search.

Examples of a key word:<название компании> + profit, entry into the new market, change of the owner, financial statement<название страны>, etc.

• The built-in instrument of synchronization repeats search according to the predetermined schedule.
• The service using the Azure Cognitive Services (AI) tool kit analyzes articles and issues results, selecting relevant persons, places, the organizations and other objects in the form of the key phrases retelling the matter of materials.
• The acquired information is displayed in the CRM interface on the page of the client in a tabular form with links to articles.

Scheme of work Dynamics 365 AI Insights

Solution value:

• Growth of awareness reduces risk of adoption of the wrong solutions and increases safety of transactions.
• The personalized service based on data retrieveds promotes strengthening of a customer loyalty and allows to build up more valuable relationship with each contact.
• Time of the transaction is reduced thanks to implementation of analytics in business processes.
• Time of processing of routine tasks decreases due to replacement of manual search.