Enterprise AI Digest #18 - PODCAST on Spotify and Apple
Topics
D365 365 Sales: AI Leader in CRM Solutions
Copilot Agentic Capabilities
Power BI & Microsoft Fabric
Events
D365 Sales: AI Leader in CRM Solutions (2024)
Microsoft Dynamics 365 (D365) Sales, recognized as a Leader in Gartner's 2024 Magic Quadrant. Dynamics 365 Sales answers this need with integrated AI, advanced CRM capabilities, and Microsoft Copilot’s generative AI tools.
Gartner projects that by 2026, organizations leveraging generative AI in sales technologies will cut prep and prospecting time by over 50%, further amplifying sales efficiency.
Key Features:
Boosting Seller Efficiency: Dynamics 365 Sales leverages advanced AI tools to automate tasks, helping sellers focus on building strong customer relationships and closing deals.
Copilot Assistance: Microsoft Copilot integrates seamlessly with CRM workflows, enabling sellers to summarize emails, prepare for meetings, and generate proposals directly within familiar tools like Teams, Outlook, and PowerPoint.
Real-Time Insights: Sales insights, powered by Microsoft 365 Copilot, help teams make data-driven decisions and stay updated with real-time information, enhancing overall productivity.
Cross-Platform Integration: With deep integration across Microsoft 365 and Power Platform, Dynamics 365 Sales connects sellers with a unified platform for data analysis, app automation, and customer engagement.
Copilot Agentic Capabilities
Microsoft Copilot Studio’s latest updates make it easier for organizations to leverage AI in real-time workflows. With new autonomous capabilities, Copilot agents can now perform tasks independently, making them more proactive and adaptable.
Key Highlights:
Autonomous Agents: Copilot agents can now act on triggers without user input, such as monitoring an SAP table and automatically updating team members. This enables agents to complete tasks independently, transforming them from helpers to proactive workers.
Expanded Knowledge Capabilities: Copilot Studio now reads complex media like images, graphs, and charts within documents. This lets agents analyze and interpret visuals, providing richer and more informed responses.
Enhanced Security for Admins: New security features let admins set data policies, monitor activity in real-time, and label sensitive information. These tools ensure agents align with organizational standards.
Customizable Agents in Microsoft 365: The embedded agent builder in Microsoft 365 allows anyone to create custom agents—no coding required. From budget tracking to HR support, custom agents can be tailored to specific tasks, enhancing workflow flexibility.
These updates empower organizations to automate complex tasks, handle diverse data, and maintain security, advancing productivity in meaningful ways.
Power Bi and Microsoft Fabric
Microsoft Fabric and Power BI now offer a unified platform for handling data, from storage and processing to visualization and analytics. This integration combines Power BI’s business intelligence capabilities with Fabric’s expansive data management features, providing a seamless experience for organizations seeking robust data solutions.
Understanding Power BI as a Standalone Service
Power BI started as a standalone Software as a Service (SaaS) platform for data visualization and business intelligence. It allowed users to combine, analyze, and visualize data in one place. Even with the introduction of Microsoft Fabric, Power BI continues to function independently, giving users the flexibility to use it by itself or alongside Fabric for enhanced capabilities.
Overview of Microsoft Fabric
Microsoft Fabric is an all-encompassing data analytics solution that supports data movement, data science, real-time analytics, and business intelligence within a single environment. Fabric consolidates several Azure data services into one platform, utilizing a unified data storage system called OneLake. OneLake acts as a centralized data lake, enabling data to be used across different roles and workloads without duplication, simplifying access and enhancing security.
Power BI in the Fabric Ecosystem
In Fabric, Power BI is one of the many workloads seamlessly integrated, allowing users to analyze and visualize data stored in OneLake alongside other workloads. Organizations can now move from raw data to insights in one unified space, and use AI capabilities embedded within Fabric for added efficiency.
Key Benefits:
Single Data Source: With OneLake, data is stored once and is accessible across all workloads, reducing duplication and ensuring consistency.
Seamless Experience: Power BI in Fabric retains its familiar interface, allowing users to continue working with existing reports and workspaces.
Scalability and Flexibility: Fabric supports large datasets and diverse roles, making it ideal for complex data environments.
Events
Microsoft Ignite (November 19–21, 2024): This flagship event will focus on the latest innovations in AI, security, and the Microsoft Cloud. Attendees can expect deep-dive technical sessions, hands-on labs, and networking opportunities. A special focus this year will be on AI-powered solutions, such as Copilot. Check out https://ignite.microsoft.com/en-US/home
DynamicsCon Virtual (November 13, 2024): This free, community-driven event is tailored for Dynamics 365 and Power Platform users. It will feature sessions on Dynamics 365 products like Business Central, Customer Engagement, and Finance & Operations, along with a new cross-product track. Checkout https://dynamicscon.com/virtual/