Insights and AI with Dynamics 365

October 13th, 2016 by Stephen Jones Leave a reply »

Microsoft is the only major CRM provider to embed external customer data, millions of key contacts, and timely, actionable insights within CRM at no additional cost. Relationship Insights, which as the name suggests gives sales people information about the status of their customer relationships at any given moment is built on the on the Cortana Intelligence Suite, which Microsoft introduced in 2015 and uses tools like sentiment analysis to check on the likelihood of the deal closing and the next best action to take.

Insights 4.0 by Insideview is included at no additional charge in all Professional and Enterprise subscriptions of Microsoft Dynamics. It offers a more streamlined, seamless user experience within the new Microsoft Dynamics 365, as well as the current version Microsoft Dynamics CRM 2015.

In addition to Insights’ already robust access to more than 30 million contacts, and the intuitive new interface, Insights 4.0 adds the following features:
– New filtering capabilities to easily find and import the right contacts into CRM
Discovery Center, where users can search InsideView’s database of 12 million+ companies and add them to CRM
– Custom field mapping to allow Insights data to easily update company and contact records in Microsoft Dynamics 365.
- Social feed suppression to enable/disable social media integration.
- Social media stream customization to tailor the individual user experience.

Dynamics 365 refers to the Azure-based combination of customer relationship management (CRM) and enterprise resource planning (ERP) services. At the core of this solution is what Microsoft simply calls as Intelligence, which is actually constituted by advanced analytics and machine learning technologies. It powers the apps within Microsoft’s cloud service that provides a range of functions for business such as sales automation, operations and customer service.

Companies can integrate all of this data with internal metrics (KPIs) to drive automated actions based on the data. The solution includes partner data from the likes of Facebook and Trip Advisor (proving you don’t need to own an external data source to take advantage of it).

It’s been designed as a stand-alone service that can work with any of the Dynamics 365 CRM components — sales, customer service or field service — and can also work with any external CRM tool with open APIs. This last point is particularly telling because it’s giving customers who might not be using Dynamics 365 (but are using other Microsoft tools like Outlook) access to this feature.

Versium, a predictive analytics company, today announced their partnership with Microsoft to bring Versium Predict, their automated predictive analytics solution to Microsoft Dynamics 365

This integration will allow Dynamics 365 for Sales users to quickly build customized predictive models that score and prioritize leads, enabling sales and marketing to know in advance which consumers and businesses are most likely to purchase their products or services. The integration will also generate new, highly targeted prospect lists from the predictive model to drive campaigns, including email, phone, direct mail and display audiences, with increased customer conversion.

Versium Predict is designed to be seamlessly integrated into Microsoft Dynamics 365 for Sales, allowing businesses to:
◾Quickly build powerful predictive models through an automated, on demand interface
◾Prioritize leads with the highest propensity to purchase or engage
◾Create new highly targeted prospect lists and customized audiences to support email, direct mail and online display advertising campaigns

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