Efficient employee onboarding and improved customer communication with the AI chatbot in Dynamics 365

August 20, 2024

Discover the power of Microsoft Dynamics 365: Our blog series provides you with detailed information and tips & tricks for optimizing your Microsoft Dynamics 365 solution.

The AI chatbot solution for Microsoft Dynamics 365 is revolutionizing customer communication. With a comprehensive knowledge database, e.g. from a PIM, product management or ERP, the chatbot answers inquiries efficiently, enables smooth employee onboarding and learns continuously. It also makes cross-selling and upselling suggestions and generates perfect customer communication in conjunction with Microsoft Copilot. The AI supports the sales department in identifying sales opportunities.

Efficient employee onboarding and improved customer communication with the AI chatbot in Dynamics 365

Advantages

The advantages of our AI chatbot solution are manifold

Time savings when onboarding employees with customer contact: By providing intelligent information packages (e.g. product information, catalogs) exactly when they are needed or in response to email inquiries, customer inquiries can be answered quickly.
Cross-selling and upselling opportunities: These can be integrated into the chatbot to identify and exploit additional sales opportunities.
ERP connection: Allows the automated creation of quotations and the start of specific workflows.
Statistics from the ERP system: These can be easily accessed to make informed business decisions.
AI-assisted responses to customer queries: The chatbot can generate personalized and subject-specific responses to increase customer satisfaction.

Technical details

The Azure AI Chatbot is a cloud-based service provided by Microsoft Azure and based on advanced artificial intelligence technologies. This chatbot can be integrated into various applications and platforms to automate and improve interactions with users.

The Azure Bot Service is the foundation of the chatbot and provides a comprehensive platform for creating, deploying and managing intelligent bots. It supports integration with various communication channels such as Microsoft Teams, Outlook, etc.

The Azure AI Chatbot can be integrated with backend systems via APIs and webhooks to access databases, CRM, ERP and other enterprise systems. This enables the bot to provide personalized and context-sensitive answers.

The Azure AI Chatbot combines various advanced technologies to provide intelligent and efficient communication. It leverages the power of Azure Cognitive Services, the flexible bot framework SDK (Software Development Kit) and Azure's robust infrastructure to enable seamless integration into various business processes and communication channels. With these functions, companies can improve interaction with their customers and users while increasing the efficiency of their business processes.

The data basis is the company's internal knowledge/documentation on products and services, as well as other relevant information.

Security when using the AI Chatbot in Dynamics 365

The AI Chatbot meets the AI Act security standards in that it only uses data within the closed company network. The validity of the data can be checked and confirmed by internal validation processes.

Conclusion

By using the AI chatbot in Dynamics 365 Finance and Operations, companies can optimize their customer service, sales and onboarding processes while increasing customer satisfaction and efficiency.

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Innovative features of Microsoft Dynamics 365

In addition to the AI chatbot, Microsoft Dynamics 365 offers a wide range of other functions that you can use to optimize your business processes. Experience the innovative features of Microsoft Dynamics 365 - the result of many years of project work with maximum added value for the life sciences and manufacturing industries.