Hands-On Dynamics 365 AI for Business Insights: Generating highly-accurate business insights by using Al

Hands-On Dynamics 365 AI for Business Insights: Generating highly-accurate business insights by using Al
Hands-On Dynamics 365 AI for Business Insights: Generating highly-accurate business insights by using Al
English | MP4 | AVC 1920×1080 | AAC 48KHz 2ch | 4h 04m | 1.62 GB

Achieve predictive insights, take informed actions, and improve customer experiences by leveraging the power of AI

AI is on everyone’s mind in the IT world, and Microsoft is at the forefront when it comes to investing in both AI and business applications. With AI built into Dynamics 365, businesses can change their business landscape, become more efficient, and reduce manual processes.

In this course, you will reap the benefits of the new AI applications introduced by Microsoft in terms of sales, market, and customer service insights. You will begin with a quick installation and overview of Dynamics 365 and AI. You’ll use AI for Customer Service Insights to achieve actionable insights into critical data and trends from your customer service system.

You will also use AI for Sales to enable stronger customer relationships, perform actions based on market insights, close sales faster, and make your business more efficient. Finally, you will discover how Market Insights connects organizations based on the conversations and opinions that their customers and the broader market are engaged in.

By the end of the course, you will be able to use Dynamics 365 AI applications to achieve efficient and intelligent business insights.


  • Explore Dynamics 365 AI configuration capabilities for specific customer needs
  • Leverage AI-driven insights to make better decisions and confidently and proactively improve customer satisfaction
  • Configure and work with Dynamics 365 Sales Insights, including embedded AI experience for sales users
  • Use AI-powered intelligence to turn data into insights and insights into action, and make better decisions
  • Increase sales and improve decision-making with AI-powered insights fueled by customer data
  • Configure and manage data inputs, and leverage the maximum value for business users
Table of Contents

Get Started with AI for Dynamics 365
1 The Course Overview
2 Introduction to AI and Machine Learning
3 Microsoft Cognitive Services and AI Offerings
4 Enrolling in Trial Environments for Dynamics AI

Dynamics 365 AI for Sales Insights
5 Introduction to Sales Insights
6 Configuring Dynamics AI for Sales for Your Trial Environment
7 Relationship Analytics and Relationship Assistant
8 Predictive Lead and Opportunity Scoring
9 Connection Insights
10 Configuring AI for Sales – Sales Manager View
11 Daily View
12 Team Overview
13 Seller Details

Dynamics 365 for Customer Insights
14 Introduction to Customer Insights
15 Accessing and Setting up Your Trial Environment
16 Working with Data Sources
17 Ingesting Customer Data
18 Unifying Customer Data and Setting Up Search and Filter Index
19 Setting Up Relationships and Activities
20 Defining Customer Segments and Measures
21 Creating Behavior Based Customer Segments
22 Enriching Customer Data and Managing Access
23 Accessing Customer Insights Data from Dynamics and Other Business Applications

Dynamics 365 Customer Service Insights
24 Introduction to Customer Service Insights
25 Configuring Customer Service Insights and Connecting Your Service Data
26 Customer Service Insights Dashboards

Dynamics 365 Virtual Agent for Customer Service
27 Virtual Agent for Customer Service Insights
28 Creating your First Bot Topic
29 Working with Variables and Extending with Flow
30 Defining a Virtual Agent Compatible Flow
31 Retrieving Data from Dynamics 365
32 Deploying your Virtual Agent
33 Improving your Bot with Virtual Agent Analytics

Dynamics 365 Market Insights
34 Introduction to Market Insights
35 Subscribing and Setting Up Alerts
36 Course Review – Part One
37 Course Review – Part Two
38 How to Stay Up to Date on Latest Capabilities
39 Next Steps