Revolutionise Your Dynamics 365 CRM Workflow with AI-Powered Insights
The Common CRM Challenge: Endless Manual Data Entry
Sales representatives, D365 customer service agents, and support professionals commonly grapple with the tedious task of translating lengthy customer conversations into concise CRM notes. This repetitive and error-prone task often leads to inaccuracies and missed opportunities for timely customer follow-ups.
Imagine how much more effective your team could be if these valuable hours were instead dedicated to direct customer engagement and strategic initiatives. By shifting focus from data entry tasks, your team can foster better relationships with customers, ultimately driving success for your business.
Meet Your Solution: AI-Powered Call Summarisation with Dynamics 365 Copilot
Techno Union integrates Dynamics 365 Copilot, Azure OpenAI, and Whisper AI to enhance your Dynamics 365 CRM experience. This innovative technology automates the entire process of call transcription and summarisation.
Here’s how our advanced AI solution works step-by-step:
1. Accurate Real-time Call Transcription
Whisper AI, powered by Azure Cognitive Services, accurately converts customer calls into detailed transcripts instantly. This process ensures comprehensive capture of every conversation detail, leaving no important information behind.
2. Intelligent Summarisation with Dynamics 365 Copilot (GPT-4o)
Once transcripts are created, Dynamics 365 Copilot (Azure OpenAI GPT-4o) summarises them, extracting key points, customer intent, and important topics. The result is a concise, structured summary that is easy to understand and rapid to access.
3. Seamless Dynamics 365 CRM Integration
Using Azure Logic Apps, Power Automate, and Microsoft Dataverse, these summaries and insights are automatically populated into Dynamics 365 CRM. This is done in a manner that is fully integrated and aligned with the specific customer records, ensuring a smooth user experience.
4. Advanced Insights and Action Identification
Dynamics 365 Copilot goes a step further. It not only analyses the summaries but also suggests actionable next steps, highlights potential opportunities, and identifies follow-up tasks. This capability enables proactive customer interactions, positively impacting business outcomes.
Proven Results: Real-world Success with Techno Union
Enhanced CRM Efficiency: AI Improves Data Accuracy by 90% and Reduces Entry Times by 80%.
Techno Union recently deployed this AI-powered solution for a large enterprise managing hundreds of weekly customer calls. The results speak volumes:
- 🚀 80% reduction in manual CRM data entry efforts
- ⚡ 45% faster sales follow-ups with instant insights
- 📈 90% improvement in CRM data accuracy, enhancing decision-making
- 🕒 Over 300 hours per month redirected to customer-focused activities
Why Techno Union’s Solution is Effective
1. Real-Time Insights
The AI solution provides immediate actionable data, which accelerates response times and enhances overall efficiency.
2. Scalable and Customisable
The approach is easily adaptable within the Dynamics 365 ecosystem, catering to various business needs.
3. Built-in Compliance and Security
Techno Union places a high priority on accuracy, compliance, and security. Microsoft Purview ensures robust data handling, which is a critical component of the system.
4. Seamless Integration
Minimal disruption during workflow integration maximises efficiency and ensures immediate productivity gains for your team.
Enhancing Customer Relationships Through AI
By leveraging AI-powered insights, your business can significantly improve customer relationships. When team members can focus on meaningful interactions instead of getting bogged down in administrative tasks, customers feel valued and understood.
Understanding and responding quickly to customer needs builds trust. This trust can future-proof your business against competition in the market.
Furthermore, the insights gained from AI analysis can align your business strategies with what your customers truly want. Your team will be able to adapt and respond to emerging trends and concerns quickly.
Ready to Revolutionise Your Dynamics 365 CRM Workflow?
Discover how Techno Union can enhance your CRM capabilities, significantly reducing manual data entry.
👉 Book your complimentary AI Discovery Session today to experience firsthand how effortlessly your CRM can transform into a strategic business asset.
Let us help you make the most of your customer interactions while saving crucial time and resources.