Enterprise AI Digest #40 - PODCAST on Spotify and Apple
Dynamics 365 Sales vs HubSpot
In today’s AI-first landscape, CRM is no longer just a digital Rolodex for contact tracking. It’s the command center for your revenue engine, driving customer intelligence, predictive insights, and sales automation across every touchpoint.
Platform Approach
D365 Sales is a core component of the Microsoft Cloud ecosystem, deeply embedded with Power Platform, M365, and Teams.
HubSpot CRM offers a lighter, marketing-led experience, optimized for quick setup and strong integration with tools like Gmail, Zoom, and Slack.
AI & Automation
D365 Sales: Native Copilot for Sales, Viva Sales, LinkedIn Sales Navigator, and deep process automation using Power Automate.
HubSpot: Built-in generative AI tools, email automation, and sales playbooks — ideal for SMBs but limited in enterprise AI customization.
Reporting & Insights
D365 Sales: Leverages Power BI for advanced real-time analytics, pipeline modeling, and KPI dashboards.
HubSpot: Offers user-friendly reports out of the box; BI-level insights require higher-tier plans.
Model Context Protocol (MCP) – AI Framework
Building AI agents in Copilot Studio just got smarter, faster, and more secure with the introduction of Model Context Protocol (MCP) — a new framework that lets agents connect to live APIs and knowledge sources dynamically.
What is MCP?
Connect directly to internal or external APIs and knowledge sources
Auto-sync tools and actions into Copilot Studio agents
Avoid manual updates by dynamically reflecting changes from the source server
Key Benefits:
Real-time sync: Actions auto-update as APIs or tools change on the MCP server
No-code activation: Tools inherit names, inputs/outputs, and descriptions directly
Enterprise-grade security: Supports DLP, VNet integration, multi-auth, and more
SDK support: Customize your own MCP server + connector
Marketplace integration: Access growing list of pre-built MCP servers
Copilot for Data Factory
In today’s data-driven enterprise, data engineers need more than pipelines—they need AI copilots. Microsoft’s latest updates to Copilot for Data Factory mark a new era of natural language–driven data integration, making pipeline creation, debugging, and documentation faster and smarter than ever.
What’s New in Dataflows Gen2 + Data Pipelines
Generate transformations via natural language
Create new queries based on sample data or reference queries
Summarize transformations to enhance understanding and collaboration
Pipeline Generation
Generate end-to-end pipelines from prompts
Create ETL/ELT flows without manual setup
Refine iteratively: Add, remove, or update activities with conversational input
Enhance conditional logic, parameters, variables, and branching
Pipeline Explanation
Get plain-English summaries of pipeline structure
Tailor documentation by audience (technical vs. business)
Visualize dependencies and data flow impact