Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Maximizing Your Data with Dynamics CRM Power Platform: Part X
Posted on: April 3, 2025 | By: Page Wildridge | Microsoft Dynamics CRM
Embedded Teams Phone Calls and AI-Based Conversation Intelligence Insights
In Episode 9 of our “Maximizing Your Data” series, we explored how you can leverage Copilot in Power Apps to visualize data in a view, making it easier to understand trends, patterns, and relationships in your data. This month, we will introduce an exciting feature in Dynamics 365: embedded Teams phone calls and AI-based conversation intelligence insights and explore how these capabilities can enhance communication and provide strategic insights.
Enhanced Communication with Embedded Teams Calls
The integration of Teams phone calls directly within Dynamics 365 allows sellers to seamlessly connect with clients without switching between applications. This embedded functionality ensures that all communication is centralized, making it easier to track interactions and maintain a comprehensive view of customer engagement. Additionally, the ability to initiate calls directly from the CRM enhances efficiency and reduces the time spent on administrative tasks.
Strategic Insights
AI-based conversation intelligence provides sellers with valuable insights derived from their interactions. By analyzing call transcripts and identifying key themes, sentiment, and action items, AI helps sellers understand customer needs and preferences more deeply. This intelligence can be used to tailor follow-up actions, improve communication strategies, and ultimately close deals more effectively.
Practical Applications
- Sales Management: Use embedded Teams calls to streamline communication with clients and leverage AI insights to enhance sales strategies.
- Customer Service: Monitor and analyze customer interactions to improve service quality and address issues proactively.
- Training and Development: Utilize conversation intelligence to identify areas for improvement in sales techniques and provide targeted training.
Optimizing Sales Processes
- Centralized Communication: Keep all interactions within Dynamics 365 to maintain a complete record of customer engagement.
- AI-Driven Insights: Use AI to analyze conversations and extract actionable insights that can inform your sales strategies.
- Efficient Follow-Up: Leverage AI-generated action items to ensure timely and relevant follow-up with clients.
Next Steps
In this episode, we explored how embedded Teams phone calls and AI-based conversation intelligence insights can empower sellers to communicate more effectively and gain strategic insights from their interactions. By leveraging these features, you can enhance your sales processes, improve customer engagement, and drive better business outcomes. Stay tuned for Episode 11, where we’ll continue to explore innovative strategies to maximize your sales capabilities. If you have any questions or would like to learn more, please reach out and schedule time with our team. We hope to speak with you soon!
