Microsoft Power Platform and Dynamics 365 CE PowerApps
We try out AI, we hear about AI, we layer on AI tools, but what needs to be considered is how the whole infrastructure aligns with the business application feature sets such as the features in Microsoft Dynamics 365 Customer Engagement (Configured for your industry) layered on top of common features such as Sales, Customer Service, Contact Center, Field Service and more..
For the last few years Microsoft has been quietly (or perhaps not so quietly) adding Copilots to every feature within every business application and within the development tools that feed those applications. The last I counted there were at least 150 different Copilots and they add the steroids to the features (sometimes more, sometimes less). Sure, we could search on activity history, but now we have a Copilot that summarizes that history for us and that is just one example of many.
It is not getting people to “Add Data” into their CRM system, it is providing the ability for people to get data out when they need it and from where they need it from.
The Visual Reporting (Power BI) and the Dynamics Views that tie easily to Excel (for people who just do not want to give up Excel), the Dashboards that pull from the Dataverse and sometimes from many other sources of data and the power of predictive data.
For those living on the bleeding edge, Copilots are just part of their every day productivity and now they are embracing all of the new Agents and Agents that talk to other Agents. The Sales Research Agent in Microsoft Dynamics 365 is just “there” and part of your Spring menu. As a development team, we don’t have to work magic to get multiple vendor offerings aligned to provide you with Agent power and clients don’t have to juggle multiple vendor pricing and as a +1 Copilot Studio allows us to quickly configure agents based on your needs.
Sales Research running in Microsoft Dynamics 365 Sales with the Microsoft Teams Embedded open.
The Sales Research Agent Menu Item in Microsoft Dynamics 365 Sales
As much as we all love to hate Microsoft when any gap is stepped into. They are pushing the envelope hard with all of their development and product teams. The key is to work with teams who know the FIT/GAPs and although GAPS disappear as fast as the technology changes knowing and listening to the key variables is a critical way to avoid frustrations.
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