Enterprise AI Digest #25 - PODCAST on Spotify and Apple
Topics:
Dynamics CRM - Gartner Magic quadrant 2024 leaders
Types of Microsoft Copilot Agents
Automate migration to Microsoft Fabric
Dynamics 365 CRM - Gartner Leaderboard
Microsoft has been recognized as a Leader in the 2024 Gartner Magic Quadrant for CRM Customer Engagement Center. This honor underscores Microsoft’s commitment to innovation in AI-driven omnichannel capabilities and the proven success of organizations leveraging Dynamics 365 Customer Service.
What Sets Dynamics 365 Apart?
AI-Powered Omnichannel Engagement: Fast, personalized customer experiences across all touchpoints.
Comprehensive Case Management: Seamless orchestration of processes, data, systems, and workflows to enhance operations.
Microsoft Copilot Integration: Generative AI tools that boost productivity, streamline complex cases, and enhance collaboration.
Easy integrations with Microsoft Office Suite, Azure, Entra and Microsoft Fabric.
Since its launch, Microsoft Copilot has revolutionized service delivery with its ability to:
Onboard Reps Faster: Reduce training time with AI guidance.
Streamline Case Resolution: Handle even the most intricate cases efficiently.
Drive Customer Satisfaction: Deliver personalized, proactive engagements that build loyalty.
Types of Microsoft Copilot Agents
Managing information across various tools and data repositories can be overwhelming. Employees often face challenges finding and using the right data effectively. To address this, Microsoft 365 Copilot Extensibility enables organizations to bridge gaps in discoverability and take meaningful actions.
Retrieval Agents: Access and present data from multiple sources. Use Case: A sales rep can retrieve customer insights from CRM, emails, and notes, all in one view. Simplicity: Easy to create and configure using natural language prompts.
Task Agents: Automate repetitive or specific tasks. Use Case: Automating a customer query response by gathering and summarizing data from various repositories. Customization: Built with low-code tools like Copilot Studio Agent Builder.
Autonomous Agents: Handle complex workflows and make intelligent decisions. Use Case: Proactively recommend actions or trigger workflows based on real-time data analysis.
For simpler agents, the Copilot Studio Agent Builder in Teams offers a guided, natural language-driven interface. For advanced use cases, Copilot Studio provides a low-code or pro-code environment built on the Power Platform.
Automate migration to Microsoft Fabric
Fabric capacity (F-SKU) offers several benefits over P-SKUs, including:
Flexible Pricing Options: Choose between pay-as-you-go or reservation pricing (save up to 40.5%).
Azure-Exclusive Features: Access trusted workspace capabilities and Managed Private Endpoints for Spark.
Scalable SKUs: Smaller compute SKUs for cost-effective scaling.
Azure Integration: Apply your Fabric spend toward the Microsoft Azure Consumption Commitment (MACC).
Migrating from P-SKUs to F-SKUs involves reassigning workspaces to the new Fabric capacity. Here are the options:
Manual Migration: Individual Workspace Assignment: Assign workspaces from their settings. Bulk Assignment in Admin Portal: Admins can assign all, specific, or user-based workspaces to Fabric capacity.
Automated Migration Tool: Microsoft’s Fabric REST APIs automate workspace migration for large-scale tenants with hundreds or thousands of workspaces. The tool ensures equivalent capacity, region consistency, and transfers admin roles and settings.
Customers transitioning to Fabric capacity will enjoy:
Dynamic Scaling: Scale up, down, or pause capacity as needed.
Cost Savings: Reservation pricing and smaller SKUs reduce costs.
Seamless Transition: Reports and dashboards in equivalent capacities will function as before.