Well, whether it’s a small or giant industry, text data is increasing exponentially for these organizations. This data carries valuable information that when extracted and acted on helps us provide better products and services to our customers. Category classification is one of the fundamental natural language processing (NLP) challenges. With category classification, you can identify […]
How many times have you come across exchanging business cards during meetings. This is very common and still the practice that people use physical card to carry their business related contact details.
Previously If you receive this business card from a client then you would need to enter this manually to D365FO.
Now you can use Power Apps and AI Builder to capture the text of business card by scanning it. Then uses Power Automate to connect with D365FO and to update the contact record.
I have previously done posts on how you can use Power Automate flows with D365FO. If you would like to learn more you can find that in the link here.
If you take a look at AI Builder It enables your subject matter expert to start creating AI application with the organization data and you wouldn’t require to have a data scientist to do that. I have created three screen Canvas App and the screen shots are shown below.
Once user saves the record the Power Automate will run and update the contact details. The flow related expression is shown in below image.
Let’s have a look at the Power Automate which was used for this scenario. In the below flow details such as First Name, Last Name , Email, Company and Party ID is captured from the Power Apps.
Once the Power Automate
Use Initialize Variable for the values which are passing through Power Apps. Then use create record ad select ContactPersons entity.
Fill in all the related fields under the create record and then you can test this to check if your app is working and update the scanned contact details back to the D365FO.
You have your customer data and I am gonna show you how to create rich Customer Segments and get an AI-driven Insight on your Segments. By segmenting your huge customer data, you can now take targeted action on your customers. Take right Action on right Customer at right Time By Microsoft Segments enable you to […]
Yay! With “Fallback” option now, your Bot can give up if it doesn’t undestand the user utterance. Take a look at the screenshot below: (Without Fallback option) The Bot doesn’t understand the user utterance “Shibasakura”, and it asks the same question twice to the customer before escalating it. While it’s fine for the bot to […]
AI Builder entity extraction models recognize specific data in the text that you target based on your business needs. The model identifies key elements in the text and then classifies them into predefined categories. This can help you transform unstructured data into structured data that’s machine-readable. You can then apply processing to retrieve information, extract […]
How I wish we have prediction models in Dinosaur era – would have saved the species! Yes, our customers might be churning out. There might be various factors contributing the to churn risk of our customer. How do we predict churn and retain our customers? AI is a game changer With Microsoft Dynamics 365 Customer […]
How well do you know your customer? Understanding your customer is crucial for a successful customer journey. Dynamics 365 Customer Insights comes with AI capabilities to better understand your customer by unifying the historic customer data – and its absolutely a no-code/low-code platform. If you haven’t had a chance to have a 360 degree view […]