Ryan Darby Martin, Author at Microsoft Dynamics 365 Blog http://approjects.co.za/?big=en-us/dynamics-365/blog Modernizing Business Process with Cloud and AI Tue, 17 Sep 2024 21:19:06 +0000 en-US hourly 1 http://approjects.co.za/?big=en-us/dynamics-365/blog/wp-content/uploads/2018/08/cropped-cropped-microsoft_logo_element.png Ryan Darby Martin, Author at Microsoft Dynamics 365 Blog http://approjects.co.za/?big=en-us/dynamics-365/blog 32 32 .cloudblogs .cta-box>.link { font-size: 15px; font-weight: 600; display: inline-block; background: #008272; line-height: 1; text-transform: none; padding: 15px 20px; text-decoration: none; color: white; } .cloudblogs img { height: auto; } .cloudblogs img.alignright { float:right; } .cloudblogs img.alignleft { float:right; } .cloudblogs figcaption { padding: 9px; color: #737373; text-align: left; font-size: 13px; font-size: 1.3rem; } .cloudblogs .cta-box.-center { text-align: center; } .cloudblogs .cta-box.-left { padding: 20px 0; } .cloudblogs .cta-box.-right { padding: 20px 0; text-align:right; } .cloudblogs .cta-box { margin-top: 20px; margin-bottom: 20px; padding: 20px; } .cloudblogs .cta-box.-image { position:relative; } .cloudblogs .cta-box.-image>.link { position: absolute; top: auto; left: 50%; -webkit-transform: translate(-50%,0); transform: translate(-50%,0); bottom: 0; } .cloudblogs table { width: 100%; } .cloudblogs table tr { border-bottom: 1px solid #eee; padding: 8px 0; } ]]> 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform now available  http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2024/07/16/2024-release-wave-2-plans-for-microsoft-dynamics-365-and-microsoft-power-platform-now-available/ Tue, 16 Jul 2024 16:00:00 +0000 On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform.

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On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners. 

The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights

Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities. 

Highlights from Dynamics 365 

Dynamics 365 release wave

Check out the 2024 release wave 2 Dynamics 365 and Microsoft Copilot for business features

Microsoft Dynamics 365 Sales continues to enhance customer understanding and boost sales through data, intelligence, and user-friendly experiences. In this release, we are focused on including natural language copilot for summarizing information, creating a new full-screen Copilot Home with curated insights and role-specific actions, and using AI-powered insights to find leads. Watch this video to discover the new and enhanced features included in this release wave. 

Microsoft Copilot for Sales continues to deliver and enhance cutting-edge generative AI capabilities for sellers by enriching Copilot in Microsoft 365 capabilities with sales-specific workflows, data, and actions. We will focus on using AI-powered insights to create leads, deepen the integration into Copilot in Microsoft 365, and use natural language capabilities to allow sellers to ask data-related questions of their CRM. View this video to learn more about the features releasing in this wave. 

Microsoft Dynamics 365 Customer Service will continue to empower agents to work more efficiently through new copilot capabilities such as proactive prompting, ability to access data from external systems securely with plugins, email enhancements, and AI-infused routing. Watch this video to discover how the latest enhancements to Customer Service can benefit your business. 

Microsoft Copilot for Service is now generally available, bringing new capabilities to enhance user experiences. These features will be integrated across Outlook, Teams, Microsoft 365 Chat, and Copilot embedded in third-party CRMs. View this video about the features launching in this wave for Copilot for Service. 

Microsoft Dynamics 365 Contact Center will add new features for voice, messaging, Copilot, AI-infused routing, and contact center operations including out of box support for additional CRMs. Watch this video to learn about the new features releasing in Dynamics 365 Contact Center this wave. 

Microsoft Dynamics 365 Field Service enables a shift from reactive to proactive and predictive service, empowering digital transformation and innovative business models. Using Copilot, frontline workers will be able to retrieve critical information and initiate mixed-reality remote assist calls within Teams through Copilot. Managers will be able to create, update, and manage work orders effortlessly across web, Outlook, and Teams interfaces. View this video to learn more about the features releasing in this wave. 

Microsoft Dynamics 365 Finance continues its journey of leading in autonomous finance, using AI to transform common end-to-end financial processes. This release focuses on in-app copilot capabilities, immersive persona-based user experiences, expanding country coverage, electronic invoicing enhancements, business performance analytics and planning enhancements, and autonomous reconciliation capabilities. Discover how the latest enhancements to Finance can benefit your business in this video

Microsoft Copilot for Finance is expanding data reconciliation capabilities in Excel with assisted data sanitization and preparation routines. Extending variance analysis capabilities with support from additional data sources and enabling collaboration on findings with stakeholders will also be a focus in the upcoming wave. Additionally, the Teams integration will facilitate collections calls with suggested scripts and automated recording of action items in the financial system. Check out this video to see the exciting new features releasing in Microsoft Copilot for Finance.

Microsoft Dynamics 365 Supply Chain Management is advancing along the path of an autonomous supply chain by integrating intelligence, automation, and analytics into every facet of business procedures, thereby improving user productivity and enhancing organizational adaptability. In this update, the spotlight is on improving order-promising capabilities for manufacturers. Demand planning is upgraded to incorporate forecasting with external signals, and the inclusion of Copilot weaves insights and analyses directly into workflows, identifying trends and irregularities, while also allowing for specific data inquiries at the cell level. Additionally, Traceability Copilot keeps track of actual products in production and compiles a comprehensive historical record of related activities. Watch this video to discover the exciting features launching in this release wave. 

Microsoft Dynamics 365 Project Operations is focused on enhancing usability, performance, and scalability in key areas such as project planning, invoicing, time entry, and core transaction processing. The spotlight is on AI-assisted core functionality improvements in estimation, proposal generation, journals, approvals, and contract management, with added mobile capabilities and scale improvements to handle larger projects and invoices at an increased scale. Watch this video to learn about the new features releasing in Project Operations this wave. 

Finance and Operations cross-app capabilities will continue to invest in capabilities applying to Finance, Supply Chain Management, Microsoft Dynamics 365 Commerce, Microsoft Dynamics 365 Human Resources, and Project Operations. We are infusing copilot experiences across applications, including natural language chat, embedded AI, and intelligent process automation, and enabling extensibility for copilot scenarios. We will also bring more value and insights to finance and operations apps data and enhancements to ensure continued enterprise-grade security and compliance at scale. 

Microsoft Dynamics 365 Human Resources continues to build intelligence, develop automation and analytics around the hire-to-separate process, increase user productivity, and empower business agility. We are enhancing recruiting with AI-driven assessments and offer management, improving experiences for employees and HR business partners in benefits and performance management, and advancing analytics, insights, and planning through business performance planning and analytics capabilities. View this video to learn more about the features releasing in this wave. 

Microsoft Dynamics 365 Commerce is using the power of AI to empower retailers to streamline their operations and drive increased customer loyalty and conversions. With Copilot, retail managers, sales associates, and merchandisers will gain new AI-powered insights into customer buying patterns and preferences, recommendations for positioning and selling products, and business intelligence on store performance. Improvements to the self-checkout POS make customer checkouts more efficient, and user experience updates to Store Commerce app streamline daily tasks for faster, more efficient sales and service. Watch this video to see the new features releasing in Microsoft Dynamics 365 Commerce.

Microsoft Dynamics 365 Business Central is focused on maintaining service reliability performance and security standards. We’ll continue enhancing productivity by optimizing core processes with Copilot, expanding to cover more than 170 countries, and offering enhanced reporting with more than 80 Microsoft Power BI reports. Additionally, integration with Field Service will be expanded, along with new financial management features. We will also enhance development tools and governance, along with improved data privacy and compliance management. 

Microsoft Dynamics 365 Remote Assist will bring significant improvements to the quality of Mixed Reality (MR) annotations in Teams mobile for both iOS and Android users. The update will enhance the accuracy of MR ink on irregular and complex surfaces, making it easier for remote experts and technicians to collaborate seamlessly. Mixed Reality annotations in Teams mobile will be generally available in the next wave, along with ongoing investments in stability, performance optimization, and usability improvements across HoloLens 2 and iOS and Android applications. 

Microsoft Dynamics 365 Customer InsightsData empowers every organization to unify and enhance customer data, leveraging it for insightful analysis and intelligent actions. This release enables you to streamline data integration by using Microsoft Dataverse and Microsoft Fabric, attach your data in OneLake to Customer Insights, accelerate time to insights with data in Data Lake format, increase control when attaching to data in Dataverse, and seamlessly generate insights from marketing. Discover how these latest enhancements can benefit your business in this video

Microsoft Dynamics 365 Customer Insights—Journeys brings the power of AI to redefine the workflow for marketers, enabling them to be more productive than ever before. Businesses can optimize every interaction with their customers with end-to-end journeys across departments and channels. With this release, you will have more flexibility and control when it comes to journeys, managing your web forms and tailoring Copilot to your business. Watch this video to learn about the new features releasing in this wave. 

Highlights from Microsoft Power Platform 

Man with a laptop

Microsoft Power Platform

Check out the 2024 release wave 2 Microsoft Power Platform features

Watch this video to explore the exciting new features releasing across Microsoft Power Platform. 

Microsoft Power Apps will continue to transform app experiences with infused intelligence, enabling users to be more productive by using Copilot to work with data, get insights, and improve their apps. Makers will continue to benefit from AI-assisted development, enabling rich and complex applications to be built with monitoring, control, and unmatched governance for admins, ensuring organizations can adopt low-code and AI transformation at scale. 

Microsoft Power Pages will expedite site building for a low-code maker or pro developer to build intelligent sites that reimagine the way you interact with your employees, customers, and partners. 

Microsoft Power Automate will continue to make it easier to build flows by using natural language and multi-modal generative AI capabilities across cloud flows and desktop flows, troubleshooting runs, and managing your automation estate with an end-to-end view. This, along with improvements in process mining to jumpstart creation of automation through Microsoft 365 integration and ongoing improvements to scaling, means it’ll be easier than ever for new users to get started and scale. 

Microsoft Copilot Studio is advancing copilot capabilities and IVR support with Customer Service and will expand geographically to the United Arab Emirates and Germany. Additionally, the team is improving software lifecycle management capabilities with topic-level import/export and role-based access control (RBAC), as well as enhancing governance and administration functionalities. 

AI Builder is investing in Prompt Builder for creating and deploying GPT prompts with enterprise data to enhance flows, apps, data tables, and copilots. We are also enhancing Intelligent Document Processing with a new validation station in Power Automate, application lifestyle management (ALM) support, and pre-built AI models for translation, classification, and personally identifiable information (PII) detection. Lastly, we’ll improve AI governance through capacity management, data policies, and including AI Builder capacity in the Power Apps developer plan. 

Microsoft Dataverse is enhancing the maker experience by boosting app building productivity with Copilot, ensuring seamless connectivity to external data and knowledge sources, and integrating AI-powered Enterprise Copilot in Microsoft 365. These investments aim to streamline development and use AI for more efficient and intelligent solutions. 

Governance and administration continues to advance via tools and insights that empower Microsoft Power Platform admin to easily get their job done. This wave focuses on governing Copilot adoption and easily securing low-code assets, helping enterprises boost adoption of Microsoft Power Platform solutions in their organization while keeping their digital environment safe. 

Early access period 

Starting July 29, 2024, customers and partners can validate the latest features in a non-production environment. These updates include user experience enhancements that will be automatically enabled in production environments by October 2024. Take advantage of the early access period to test these updates and effectively plan for your customer rollout. Explore the 2024 release wave 2 early access features for Dynamics 365 and Microsoft Power Platform or visit the early access FAQ page for more information. 

For a complete list of new capabilities, please refer to the Dynamics 365 2024 release wave 2 plan and the Microsoft Power Platform 2024 release wave 2 plan. We also encourage you to share your feedback in the community forums for Dynamics 365 or Microsoft Power Platform

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4 essential capabilities to make the most of AI in the workplace http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2019/10/16/4-essential-capabilities-to-make-the-most-of-ai-in-the-workplace/ Wed, 16 Oct 2019 16:00:26 +0000 To realize the benefits of AI, your business needs more than great technology and great data. That’s a given. You need tools and applications your employees will actually use that empower them to quickly develop solutions that drive efficiencies. Then, as they become more familiar with AI, that help them confidently reach for bigger outcomes.

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To realize the benefits of AI, your business needs more than great technology and great data. That’s a given. You need tools and applications your employees will actually use that empower them to quickly develop solutions that drive efficiencies. Then, as they become more familiar with AI, that help them confidently reach for bigger outcomes. Let’s look at specific AI capabilities that can empower your team to unlock your most ambitious digital transformation goals.

We believe AI is most useful and usable when it’s most accessible

But first we’ll share a quick word on our vision for AI in the enterprise.

As described in our initial post in the Reimagining AI for Microsoft Business Applications blog series, we believe AI works best when it’s in the hands of people closest to a problem. When you let people devise their own solutions instead of scrambling to have someone do it for them, you enhance their competencies and magnify their impact. This opens the way to market differentiation and competitive advantage.

Sounds great, but how exactly do you make this happen? What technologies, capabilities, and policies help your people harness their know-how to achieve more with AI? How do you choose tools that won’t sit on a proverbial shelf and will alternatively be readily adopted? Here are some criteria we consider essential to useful, usable AI.

Recommended capabilities for your AI evaluation checklist

  • AI integrated into everyday business workflows. Most AI implementations are set apart from the rest of an enterprise’s systems. This puts AI in somewhat of a gilded cage – beautiful but inaccessible. If AI is embedded in everything you do as part of a modern workflow, business users without technical knowledge can create highly-effective AI solutions. This not only drives results but also builds satisfaction, because people naturally feel good about being able to achieve success using AI. And that has the added benefit of accelerating adoption throughout your company.
  • Relationships, processes, and data sources unified across applications. What good is all of your data if it’s trapped in business silos and hidden from view? It’s much better for your data, business analytics, and insights to be unified on one platform, so that people throughout your organization can see the entire picture of a customer’s experience or fully comprehend a critical business operation. As a result, everyone has the knowledge to innovate to create more relevant customer experiences and more optimal processes.
  • An on-ramp to robust AI capabilities, not just a starter set. It’s never desirable to put a ceiling on what people can accomplish. In order to create lasting change, your team needs to be able to tap into sophisticated AI products and guidance, not limited functionality. This means the tools need to be usable by people with domain expertise but be as full-featured as those of data scientists.
  • Scalable, flexible platform. It can be daunting to get started with AI. Many organizations begin by using a point solution to focus on a specific challenge, with plans to expand their use of AI as they develop in-house competencies and skillsets. This is a wise approach, but the AI system in place needs to be able to scale to accommodate additional users, data, and data sources, and many more applications across the enterprise.

We believe all these capabilities are vital to your success. That’s why we elected to infuse our AI as a core ingredient across our Microsoft Business Applications offerings. Check out the links below for a closer view.

Learn more

How do your employees benefit when you make AI accessible to all? How do they work smarter and faster? That’s the topic of our next post in Reimagining AI for Microsoft Business Applications.

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Tivoli Gardens personalizes the guest experience with Customer Insights http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2019/09/30/tivoli-gardens-personalizes-the-guest-experience-with-customer-insights/ Mon, 30 Sep 2019 16:00:21 +0000 Meet Bernt Bisgaard Caspersen, Head of architecture and IT delivery at Tivoli Gardens in Copenhagen; one of the world’s longest running amusement parks. Since opening in 1843, Tivoli was modeled after the now defunct Parisian Tivoli and Vauxhall Gardens in London, and offers guests thrill rides, live entertainment, arcade games, dining, hotels, and a garden

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Meet Bernt Bisgaard Caspersen, Head of architecture and IT delivery at Tivoli Gardens in Copenhagen; one of the world’s longest running amusement parks. Since opening in 1843, Tivoli was modeled after the now defunct Parisian Tivoli and Vauxhall Gardens in London, and offers guests thrill rides, live entertainment, arcade games, dining, hotels, and a garden with 115,000 flowers.

Bernt and his small team are responsible for maintaining the IT infrastructure and technology systems for the park properties, including multiple, complex customer and business databases. This is a tall order that Bernt and his team strive to achieve daily. Being a small team, it can be a challenge to pick the right tools to be efficient and deliver every time.

To provide an exceptional visit for today’s digitally-connected guest, Tivoli has set out to ensure a consistent, personalized experience across every touchpoint—from the first visit to the Tivoli website, to the hotel reservation to onsite experiences.

Tivoli generates a massive amount of guest data from annual cardholders, ticket systems, and digital and human touchpoints. For instance, Tivoli tracks which rides the guests took, which concert was attended on which day and more. Tivoli uses this information to further improve the Tivoli experience, making it even more personal with each visit. The goal is to have the conductor at the ticket office make suggestions to a guest based on the music, rides, food, and other experiences they’ve previously enjoyed.

The problem with generating a lot of data is that you must have a way of analyzing it and uncovering actionable insights. Bernt understood the dilemma and sought ways to make the data come alive so it could be useful. Bernt wanted to dig into the data, down to each individual guest so every Tivoli employee could provide a better guest experience.

Bernt began looking into Microsoft Dynamics 365, as Tivoli was currently using Dynamics applications and was pleased with the products. Bernt researched Dynamics 365 Customer Insights, an AI-enabled application that unifies data across sources and presents a single view of customers. Bernt was quickly convinced that this would solve his “live” data issue.

Bernt believed that conductors could leverage Customer Insights’ single guest view to personalize every guest experience, increase engagement, and strengthen loyalty. He surmised that such an application could help predict the likelihood of guests returning and be key to gaining insights into creating exceptional experiences. He also believed Customer Insights and the Dynamics 365 platform would continue to help Tivoli in even more ways in the future.

Since integrating Customer Insights, Tivoli has been able to further strengthen their bond with guests by enhancing their guest services. They are also beginning to leverage data from digital channels including newsletters, e-surveys, online offers, website visits, and e-commerce, to garner even more actionable insights. These insights empower employees to further personalize the guest experience and aid in more precise guest marketing with personalized emails, invitations, and alerts to upcoming events.

Tivoli is building on the captured data by calculating insurance goals, probability of returning guests, and segmenting guests according to loyalty and lifetime spend. Guests are rewarded in the loyalty program with targeted incentives such as a backstage pass or inner circle entrance. The goal is to spread investments in loyalty, and prevent churn and to do that, Tivoli depends on Dynamics 365 Customer Insights. Customer Insights continues to exceed expectations, contributing to Tivoli ranking in the top ten of the net promoter score.

Bernt is a Dynamics 365 hero. He had a vision and is continuing to shape that vision through Dynamics 365 Customer Insights. He is the catalyst of change at Tivoli, helping to reinvent itself by leveraging data and artificial intelligence to drill down into the preferences of every guest and further personalize the guest experience. Bernt has helped create a wonderous experience for every Tivoli guest and it’s paying off.

Read more about Tivoli Gardens and Customer Insights

Take a closer look at how Tivoli Gardens is personalizing guest experiences with Dynamics 365 Customer Insights.

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3 common roadblocks to maximizing AI and how to bypass them http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2019/09/17/3-common-roadblocks-to-maximizing-ai-and-how-to-bypass-them/ Tue, 17 Sep 2019 16:00:08 +0000 If AI is so transformative, why haven’t more enterprises embraced it already? Perhaps we’ve been trying to force a square peg into a round hole by asking people to adapt to AI, instead of the other way around. At Microsoft, we’re striving to change that. We believe business users closest to specific problems have the

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If AI is so transformative, why haven’t more enterprises embraced it already? Perhaps we’ve been trying to force a square peg into a round hole by asking people to adapt to AI, instead of the other way around.

At Microsoft, we’re striving to change that. We believe business users closest to specific problems have the greatest insights in how to solve them. And so we’re putting AI into their hands.

In our Reimagining AI for Microsoft Business Applications blog series, we offer suggestions to help you capitalize on the enormous promise of AI. We start by exploring difficulties that often occur when trying to drive better outcomes through AI. And we offer our perspective on how to transcend these challenges and propel your business forward.

Industry reality: Enterprises are rushing to adopt AI, but ROI is lagging.

Expectations for AI are sky-high among business executives. A global study by The Economist Intelligence Unit reports that 90 percent of the participating leaders anticipate that AI will have a positive impact on their growth, and 85 percent on their productivity.

And yet there’s a gap between expectations and reality, as noted in a recent McKinsey survey of over 2,000 organizations. Nearly half of these respondents report embedding AI in at least one of their standard business processes, and yet only 21 percent have rolled it out in multiple areas.

The problem may be an approach to AI that focuses on technology more than on business outcomes, and on effective implementation more than an effective workforce. As a result, either the returns aren’t there or the solutions can’t scale.

If we approach AI as a technology to be implemented, these 3 roadblocks often emerge.

Outsourcing AI provides immediate gains but limits ROI and long-term viability.

Outsourcing enables you to add functionality without taxing your existing infrastructure or staff. This can be a great option if all you’re seeking is a single point solution.

But if your intention is to extend AI capabilities, you need to cultivate in-house expertise and plan for scalability to recoup the full value of your investment. And you need to consider whether outsourcing is cost-prohibitive over time.

A skills gap in data science can create IT bottlenecks and prolong development timelines.

Because the technology is so new, there’s a significant shortage of data science professionals with AI experience. So if you opt to develop AI solutions in-house, implementation may have to wait until you hire people with the right expertise.

And if your approach is to centralize AI development, you will be tasking your data scientists with mastering line of business processes and workflows. Needing to gain skills and knowledge in areas like customer insights, product insights, and fraud detection can significantly slow down schedules.

Business users may have difficulty adopting AI due to overwhelm or fear.

In-house AI technologies that don’t centralize IT face the opposite problem; they require business users to develop AI expertise. This creates a dilemma for business leaders and professionals. How will building an AI skillset enhance their ability to excel? It will certainly drain their efficiency, distracting them from their goals and limiting their ability to innovate. It also can make them fearful of being replaced and leave them feeling undervalued.

Avoid these roadblocks with AI focused on amplifying human capabilities.

Look for AI that adapts to your business strategy and your workforce needs.

Fundamentally, Microsoft believes that AI technology should empower you and your employees to achieve more. To facilitate that, our AI is a core ingredient in Microsoft Business Applications, infused across our offerings.

This lets you insource your AI transformation in whatever way suits you. There’s no need to adopt a new system. Your data, applications, and tools are already unified on a single platform that’s scalable, secure, and flexible, speeding ROI.

Empower your data scientists to focus on innovation and new development.

We meet your organization wherever you are to create a clear path to transformation using AI. Our tools are woven into line of business workflows, making them more self-serve for business users. So while you still need to hire top-level data scientists, they’re free to focus on more critical needs. And while performance benchmarks are important, we think beyond them, helping you implement solutions with the least disruption and most usability.

Empower business users to work with AI on their own terms.

Our mission is to bring AI to problem solvers and to support your business users in developing their own AI solutions even as they strengthen their core competencies. They have direct access to AI tools in their workflows, so they can leverage their own knowledge and expertise to think bigger, and be more effective.

When you use an AI solution that makes people, not technology, the hero – you unify relationships, processes, and data across applications, so business leaders and users have increased visibility and control to do their best work.

Learn more

Next time in Reimagining AI for Microsoft Business Applications, we will look at specific ways that building AI solutions around domain expertise can drive success throughout your organization.

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Customer service webinar series: Optimizing the customer service agent http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2019/02/18/customer-service-webinar-series-optimizing-the-customer-service-agent/ Mon, 18 Feb 2019 17:00:21 +0000 We know customer service is changing, but what about the role of customer service agents? Customers are more demanding and want to own the conversation, and expectations continue to rise, raising the bar higher and higher. Then there’s the introduction of automation—artificial intelligence (AI), machine learning, chatbots, and self-service. Technology can be the catalyst for

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We know customer service is changing, but what about the role of customer service agents? Customers are more demanding and want to own the conversation, and expectations continue to rise, raising the bar higher and higher. Then there’s the introduction of automation—artificial intelligence (AI), machine learning, chatbots, and self-service.

Technology can be the catalyst for significant change into an agent’s day-to-day activities. Often, there is a learning curve when it comes to taking on and mastering new technologies, and this can be perceived as a daunting challenge for agents. There’s a cost for the business to implement new technologies as well, but there is also a cost to the workforce. Will the technology eventually replace the agent?

Sometimes agents can be reluctant to take on new technology fearing automation will cannibalize their roles. Although most technologies will serve to help agents perform their jobs more efficiently, introducing new technology will always impact the role of the agent. Deploying chatbots and artificial intelligence can be significant tools that help agents succeed in creating a positive customer experience. This same technology can also allow agents to focus on more complex issues, enriching their role. The data collected by chatbots or virtual agents and other AI tools can be an immense resource for customer service managers in identifying opportunities for improvement within the customer service schema.

So how is technology changing the agent landscape? How are agents managing the transition? How do you create a highly trained workforce to efficiently manage complex issues while automating routine tasks? Agents want a career, not just a job so how do you retain skilled agents while ensuring a high quality customer experience?

Don’t miss part three of this webinar series with thinkJar founder and industry thought leader, Esteban Kolsky. Esteban will answer these questions and share findings from interviews with 124 customer service professionals in the thinkJar 2018 Customer Service Report. Esteban and Microsoft experts will discuss what customer service professionals are doing now and planning for in the future.

Register today for Part 3: Optimizing the Customer Service Agent Experience, Thursday, February 21 at 10am PT

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And if you missed, Part 1 or 2, no problem! Watch the replays now.

Part 1: The Evolving Role of Customer Service

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Part 2: The New Age of Customer Service

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Customer service webinar series: The new age of customer service http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2019/02/04/customer-service-webinar-series-the-new-age-of-customer-service/ Mon, 04 Feb 2019 16:00:43 +0000 Customer service is changing and the revolution is well underway. Customer service is quickly becoming the epicenter for leading customer experience and customer engagement initiatives, focusing on consistently delivering a positive customer experience to continually build engagement. These initiatives are reinventing customer service, helping organizations become more strategic, and adapt to the way customers want

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Customer service is changing and the revolution is well underway. Customer service is quickly becoming the epicenter for leading customer experience and customer engagement initiatives, focusing on consistently delivering a positive customer experience to continually build engagement. These initiatives are reinventing customer service, helping organizations become more strategic, and adapt to the way customers want to be served.

More and more customers are demanding more and more control of the conversation. They want better access to information and their issues resolved immediately with self-service options rising in popularity. The use of voice is quickly becoming the channel of last resort—with email and chat sparring for the lead. It’s a brave new world and those that evolve will excel.

In the midst of all this change, how is technology helping customer service organizations meet these demands? What type of infrastructure is needed? How do you move forward with legacy applications and databases? How do you leverage artificial intelligence, machine learning, chatbots, and web self-service to provide the level of service your customers demand? How does it impact existing systems? How can you automate transactions while generating better customer satisfaction? How do you measure efficiency and effectiveness, and how do these correlate to strategic KPIs, the bottom line, and strategic goals for customer service and the organization as a whole?

You’ve got questions. We’ve got answers.

Don’t miss part two of this webinar series with industry thought leader, Esteban Kolsky, principal and founder of thinkJar, an advisory and research think tank focused on customer strategies. Esteban has acquired more than 25 years of experience in customer service and CRM consulting, research, and advisory services. Esteban will answer these questions and share findings from interviews with 124 customer service professionals in the thinkJar 2018 Customer Service Report. Esteban and Microsoft experts will discuss what customer service professionals are doing now and planning for in the future.

Register today for Part 2: The New Age of Customer Service, Thursday, February 7 at 10am PT.

And, register for Part 3: Optimizing the Customer Service Agent Experience, Thursday, February 21 at 10am PT.

If you missed Part 1: The Evolving Role of Customer Service, don’t worry! You can watch a replay of the webinar.

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