Developing personalized, productive relationships with customers and prospects is a top priority for every organization. To help, one of Microsoft’s goals with Dynamics 365 is to merge an organization’s data and communications into a single stream of actionable intelligence that makes managing relationships across multiple systems (email, social networks, file shares, support ticketing systems, etc.) obsolete. That feature in Dynamics 365 is called Relationship Insights, and today we’re going to examine exactly how it works.
Overview of Dynamics 365 Relationship Insights
Relationship Insights’ goal is to make it easy for your users to take the right action, with the right customer, at the right time. It does so by using the predictive analytics contained in Microsoft’s Power BI tools and the Cortana artificial intelligence&nbs ...
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