Create and manage cases efficiently with enhanced case forms 

Create and manage cases efficiently with enhanced case forms 

This article is contributed. See the original author and article here.

Customer service agents in a digital contact center handle multiple customer queries simultaneously and work on several support requests in a day. Often, they might spend extra time creating support cases, catching up on past activities, or performing simple case management processes. This leaves them with less time to focus on customer queries, which affects customer satisfaction. Enhanced case forms in Dynamics 365 Customer Service provide a streamlined layout to help agents expedite the case creation process and find relevant information quickly.  

With enhanced case forms, agents spend less time creating a case or finding required information and more time helping customers. As a result, agents reduce case handling time, improve productivity, and drive better customer satisfaction.   

To ensure agents can create cases quickly, Dynamics 365 Customer Service offers enhanced case forms. These forms allow agents to take quick notes before saving a case, add multiple attachments directly on the case, and access color coded priority and case status fields.   

Enhanced quick case forms

The Enhanced quick case form in the side pane helps agents enrich the case with the relevant information, while keeping sight of the customer’s details, past cases, and previous interactions. They can verify and edit customer details without switching tabs, provide updates on existing cases without interrupting case creation flow, and avoid case duplication. Moreover, auto-filling case fields with an AI-generated conversation summary reduces agents’ manual efforts and saves time. 

Enhanced full case forms

The Enhanced full case form offers a single-tab experience for simplified data entry while creating a case. Additionally, agents can enter formatted content on the Description field, including images and files. Agents can edit the customer details inline and view recent cases in context of the identified customer. This eliminates the need for screen navigation and reduces multiple clicks.

Enhanced full case form in Customer Service workspace with attachments and notes

After saving a case, agents can use the SLA timer to identify overdue activities and take action to meet their deadlines. The SLA timer is available by default on the form. Agents can view the queue the case has been added to and modify the details with minimum clicks. Also, they can access all attachments associated with a case with the ability to preview and download them. Finally, they can access knowledge articles and similar cases linked to the case without switching tabs on the form. 

Enhanced full case form in Customer Service workspace with timeline

Administrators can enable enhanced case forms for agents to use in the Customer Service workspace application. However, enhanced forms along with individual controls can be used in other applications using Power Apps maker portal.

Learn more

Watch a quick video introduction.

To find out more about enhanced case forms, read the documentation: Use enhanced case forms to manage cases

The post Create and manage cases efficiently with enhanced case forms  appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

New API for Distributed Order Management fulfillment optimization

New API for Distributed Order Management fulfillment optimization

This article is contributed. See the original author and article here.

Introduction

From same-day delivery to social commerce and self-service solutions, the modern-day supply chain is pushing retailers to keep pace with consumer expectations for near-instantaneous, omnichannel service. With Microsoft Dynamics 365 Intelligent Order Management, retailers can offer customers the best shipping and fulfillment options in real-time. Now, with the new Distributed Order Management (DOM) API, you can take advantage of the core capabilities of Intelligent Order Management well in advance of order orchestration in a platform-agnostic way.

What capabilities does the DOM API unlock? 

  • Call the DOM API from any platform. Get the fulfillment source and shipping options for an order or cart items in real-time by making a call to the DOM API from any e-commerce, ERP, or marketplace platform. Configure the rules in your fulfilment optimization settings in Intelligent Order Management so that the API can search your stores and warehouses.
  • Get shipping rates and estimated delivery dates. The DOM API can call your shipping carrier’s APIs to get the rate and estimated delivery dates for the items in an order or cart. The API can even exclude any items eligible for free shipping when calling the APIs for shipping rates.
  • Use the working calendar to optimize order routing. With the introduction of the working calendar in Intelligent Order Management, you can establish working days and holidays for each of your fulfilment sources. Turn on the constraint “Respect warehouse timings” in your fulfilment optimization settings to route your orders only to the fulfilment sources that are working on the day or time of the request. 
  • Use the carrier pickup schedule to send accurate pickup times to the carrier. With the introduction of the carrier pickup schedule in Intelligent Order Management, you can maintain up to five pickup slots for your shipping carriers. The API checks the schedule to send an accurate pickup slot to the carrier’s API to return the estimated delivery date.

Example request using the new Distributed Order Management API

Here’s an example of an API call to the FedEx API:


{{Dataverse URL}}/api/data/v9.2/msdyn_IomDomAPI 
apiVersion: 1.0 (string - mandatory)
payload:
{
"fnoCompanyId": "USMF",
"orderId": "b16bd573-ad9a-4188-bc08-e5ac5eca776e",
"strategyId": null,
"carrier": "fedex",
"salesOrderOrigin": null,
"customerInformation": {
"name": "Whole sales",
"customerNumber": "US-001",
"customerGroup": "10",
"customerEmail": "test@microsoft.com"
},
"orderDestinationAddress": {
"addressType": "Residence",
"address1": "537 N St. Francis",
"address2": null,
"address3": null,
"city": "Wichita",
"stateOrProvince": "KS",
"postalCode": "67214",
"phoneNumber": null,
"country": "US"
},
"lineItems": [
{
"lineId": "d5670621-910d-486b-90ca-61d739e9a92e",
"itemId": "1000",
"quantity": 2,
"freeShipping": "No"
},
{
"lineId": "5c8b423b-c9fe-4ff1-a16e-a75a35d7c424",
"itemId": "T0001",
"quantity": 2,
"freeShipping": "Yes",
"dimensions": {
"sizeId": "10"
}
},
{
"lineId": "a359a0ec-cded-4eda-b7b0-d7478dff48b9",
"itemId": "T0004",
"quantity": 2,
"freeShipping": "Yes",
"dimensions": {
"colorId": "black"
}
}
]
}

Watch Intelligent Order Management orchestrate an e-commerce order fulfilled by Dynamics 365 Commerce

Here’s a sample flow that illustrates the journey:

  • Call the DOM API from the e-commerce checkout flow to get shipping and fulfillment options powered by the real-time inventory visibility service and the FedEx carrier.
  • Create a sales order by building a custom order intake provider and orchestrate the order.
  • Synchronize the sales order through a custom Dynamics 365 cloud scale unit (CSU) provider.
  • Fulfil the sales order through Dynamics 365 point of sale.
  • View the order’s status through the Intelligent Order Management state framework in real-time as the retail store processes the order.
  • Call the shipping label API from the point of sale to print a FedEx shipping label at the store.
  • Trigger notifications to the customer as the order ships from the store through the Narvar provider in Intelligent Order Management.
  • View the last mile status of the shipment in the Intelligent Order Management fulfilment tracking entity as FedEx delivers the package.

Sample Illustration of a flow

Learn more

Read how one customer is partnering with Microsoft to transform their e-commerce experience, providing shorter lead times and reducing shipping costs.

Read the documentation:

Not a Dynamics 365 Intelligent Order Management customer yet?

Take a tour and get a free trial.

The post New API for Distributed Order Management fulfillment optimization appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Improve operations with real-time analytics in Dynamics 365 Customer Service

Improve operations with real-time analytics in Dynamics 365 Customer Service

This article is contributed. See the original author and article here.

In today’s fast-paced business environment, contact centers need real-time analytics to provide top-notch customer support under pressure. One of the biggest challenges contact center managers face is the ability to react quickly to unexpected events. These events may include spikes in the volume of incoming customer interactions, longer call lengths, and agent absences.

To address these challenges, we are excited to introduce Dynamics 365 Customer Service real-time analytics for omnichannel. This powerful tool provides contact center managers with real-time visibility into overall support performance. They can monitor key operational metrics, make course corrections at the right time, and keep service levels high. 

Monitor customer interactions with real-time analytics

Contact centers need to manage multiple channels, including voice, chat, and social media. With real-time analytics, supervisors can monitor the volume of interactions and wait times across all channels in real-time, providing them with the information they need to make informed decisions. The auto-refresh capability ensures that supervisors have up-to-date information at their fingertips.

Summary of real-time omnichannel analytics in Customer Service workspace

Maximize agent utilization

Agent allocation is crucial in managing customer interactions efficiently. With real-time analytics, supervisors can track the current available capacity of agents and monitor what each agent is currently working on. Supervisors can drill down and see detailed metrics for each agent. As a result, this capability helps supervisors make informed decisions about how to allocate resources, ensuring that the right agents are handling the right interactions at the right time.

Agent tab of omnichannel real-time analytics in Customer Service workspace

Proactively monitor customer-agent interactions

Customer sentiment is a crucial factor in providing high-quality service. With the ongoing conversation report, supervisors can proactively monitor customer-agent interactions using real-time sentiment signals. This allows them to identify any issues in real time and provide immediate guidance to agents. Contact center supervisors can ensure that agents are providing the best possible service, resulting in improved customer satisfaction.

Ongoing conversation tab of real-time omnichannel analytics in Customer Service workspace

Take immediate actions

Contact center managers often need to perform actions such as overriding agent status or assigning customer interactions to agents when they experience sudden spike in volume. With real-time analytics, supervisors can do the following:

  • Assign, transfer and force close actions directly from ongoing conversation report. 
  • Override agent status to route the customer conversation to the agents. 

Agent status drop down menu with agent set to available

Customize Reports

Analyzing data is essential in identifying areas for improvement. With Dynamics 365 Customer Service real-time analytics for omnichannel, supervisors can pause and resume data refresh to analyze the data at their own pace. Additionally, they can personalize out-of-the-box reports by saving filters, allowing them to focus on the data that is most relevant to them, and gain actionable insights.

Try real-time analytics for omnichannel today

Dynamics 365 Customer Service real-time analytics for omnichannel empowers contact center managers with real-time visibility into support performance, so they can make data-driven decisions and ensure high-quality customer service. With its powerful features such as real-time monitoring, agent utilization tracking, proactive monitoring of customer-agent interactions and customizable reporting, contact centers can effectively address unexpected events, optimize resources, and enhance overall customer experience. Enable Dynamics 365 Customer Service real-time analytics for omnichannel and stay ahead of the game in today’s fast-paced business environment.  

Learn more

Watch a quick video introduction.

To find out more about real-time analytics for omnichannel, read the documentation:

The post Improve operations with real-time analytics in Dynamics 365 Customer Service appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Windows client roadmap update

Windows client roadmap update

This article is contributed. See the original author and article here.

We realize that a clear Windows client roadmap update helps consumers and organizations with planning their Windows release activities.


Today we’ll provide a brief update on the latest version of Windows 10, as well as share more on the time frame for the next Long-Term Servicing Channel (LTSC) release of Windows 11.


Windows 10 support lifecycle


As documented on the Windows 10 Enterprise and Education and Windows 10 Home and Pro lifecycle pages, Windows 10 will reach end of support on October 14, 2025. The current version, 22H2, will be the final version of Windows 10, and all editions will remain in support with monthly security update releases though that date. Existing LTSC releases will continue to receive updates beyond that date based on their specific lifecycles.


Recommendation



  • We highly encourage you to transition to Windows 11 now as there won’t be any additional Windows 10 feature updates.

  • If you and/or your organization must remain on Windows 10 for now, please update to Windows 10, version 22H2 to continue receiving monthly security update releases through October 14, 2025. See how you can quickly do this via a servicing enablement package in How to get the Windows 10 2022 Update.


The final end of support date for Windows 10 does not change with this announcement; these dates can be found on the Windows 10 Lifecycle page.


Windows 11 LTSC


It’s important for organizations to have adequate time to plan for adopting Windows 11. Today we’re announcing that the next Windows LTSC releases will be available in the second half of 2024:



  • Windows 11 Enterprise LTSC

  • Windows 11 IoT Enterprise LTSC


We’ll provide more details as we get closer to availability.


Recommendation


If you’re waiting for a Windows 11 LTSC release, you can begin planning and testing your applications and hardware on the current GA channel release, Windows 11, version 22H2. Check out App confidence: Optimize app validation with Test Base for more tips on how to test your applications.


Stay informed


In the future, we will add more information here and to the Windows release health page, which offers information about the General Availability Channel and LTSC under release information for appropriate versions.


The Windows release health page lists release information for different versions of Windows.The Windows release health page lists release information for different versions of Windows.




Continue the conversation. Find best practices. Bookmark the Windows Tech Community and follow us @MSWindowsITPro on Twitter. Looking for support? Visit Windows on Microsoft Q&A.

Microsoft Designer expands preview with new AI design features

Microsoft Designer expands preview with new AI design features

This article is contributed. See the original author and article here.

Today, we’re excited to announce we’re removing the waitlist and adding an expanded set of features to the Microsoft Designer preview. With new AI technology at the core, Microsoft Designer simplifies the creative journey by helping you get started quickly, augment creative workflows, and overcome creative roadblocks.

The post Microsoft Designer expands preview with new AI design features appeared first on Microsoft 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Optimize experiences for sellers and marketers with Dynamics 365

Optimize experiences for sellers and marketers with Dynamics 365

This article is contributed. See the original author and article here.

Discover how Dynamics 365 helps customer experience leaders do more with less

Leaders of organizations in every region and industry are cautiously navigating business decisions of 2023. The recent economic turbulence has forced companies to evaluate their internal processes, tools, and enterprise software to optimize for efficiency. Conversely, customer experience (CX) leaders see 2023 as the year of opportunity. By strengthening their customer experience strategy with technology, CX leaders can retain their most valuable customers, acquire new customers, and look to surpass their competitors. The good news is that you don’t need more to do this. You can do more with less, utilizing the power of AI to optimize experiences for your sellers, marketers, and data analysts so they can deliver better experiences for your customers.

Dynamics 365

Drive demand and close deals faster

Understand your customer

CX leaders know that the first step to any great customer experience is understanding your customer. They need a customer data platform that can do more for them, making sense of their data, offering recommendations, and serving up valuable insights. Microsoft Dynamics 365 Customer Insights unifies and enriches first-party and third-party data to truly understand your customer and predict their intent. It does this while maintaining privacy and compliance with customer consent. Out-of-the-box AI guides data wranglers with the next best action and also can provide predictions for customer lifetime value, so you can determine how to best invest in your customers.

Business Finland utilized Dynamics 365 Customer Insights to gain greater data insights, resulting in the ability to support thousands of Finnish companies through the COVID-19 pandemic, increasing its export sales by 20 percent, and allowing the Finnish government to fund topics and initiatives that align with its strategic goals.

With the latest Copilot in Dynamics 365 Customer Insights, data analysts and marketers can engage directly with customer data using simple, natural language. This saves time for data analysts, allowing them to type the query in their own words instead of identifying the query in SQL. This capability democratizes access to insights, allowing marketers to use their customer data platform (CDP) to ask questions using everyday language and receive answers fast, without needing to know SQL programming. With simple prompts, marketers can explore, understand, and predict customer preferences and needs in near real time, reducing the reliance on the analytics team to provide them with the customer insights they need.

Engage your customer

Customers today expect personalized experiences, but your marketers don’t have the time or resources to tailor every interaction with every customer. Microsoft Dynamics 365 Marketing can do more with less by using AI to orchestrate personalized journeys across every customer touchpoint. In addition to customer journeys, Dynamics 365 offers email marketing, lead scoring, marketing pages, and social posting, allowing you to seamlessly connect your marketing and sales processes. Mid-Continent Instruments and Avionics, an aviation parts supplier, is using Dynamics 365 Marketing to automate the follow-up process for completed repairs, tying this activity into product campaigns, and communicating more effectively with customers.

With Copilot in Dynamics 365 Marketing, marketers can eliminate the time-consuming process of manually building customer segments for email campaigns, utilizing the query assist feature that allows them to describe their targeted segment in natural language. When they are ready to craft their email content, marketers can harness the Copilot feature, content ideas, to generate content by providing a few prompts. They can also tailor the tone to meet the needs of their audience. With Copilot in Dynamics 365 Marketing, marketers can spend less time on copywriting and audience segmentation, and more time on strategic marketing efforts.

Deliver for your customer

You’ve moved your customer down the funnel, understanding and predicting their intent, personalizing experiences with communications and offers, and now they’re ready to purchase. Microsoft Dynamics 365 Sales enables salespeople to build strong relationships with your customers, take actions based on insights, and close deals faster. You can use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. Sales managers can use AI to make their sales teams stronger by monitoring conversations with customers using conversation intelligence and providing coaching and feedback to sellers, or by creating step-by-step guidance for next best steps with sequences.

DP World shortened sales cycles enabling five times more proactive sales and two times greater retention with Dynamics 365 Sales.

With Copilot in Microsoft Viva Sales, part of Dynamics 365 Sales, sellers can save time with generated email content suggestions, which includes data that is relevant to the customer, such as pricing, promotions, and deadlines. In addition, they can generate an email response that proposes a meeting date and time based on availability of their Outlook calendar. These new capabilities help sellers automate and expedite administrative work so they can focus on what matters mostmaking meaningful connections and building trust with their customers and prospects.

Learn how to do more with less

With Dynamics 365 Customer Insights, Marketing, and Sales, you can connect your teams across all business processes to ensure your customer is always at the center. This ensures they have a personalized, seamless experience, from consideration to purchase. To learn more or take a guided tour, please visit our connected sales and marketing solution page. To learn more about Dynamics 365 Copilot, read the announcement blog from Microsoft Corporate Vice President, Business Applications, Emily He.

The post Optimize experiences for sellers and marketers with Dynamics 365 appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Azure Database for MySQL – Flexible Server failover across regions without connection string changes

Azure Database for MySQL – Flexible Server failover across regions without connection string changes

This article is contributed. See the original author and article here.

With Azure Database for MySQL – Flexible Server, you can configure high availability with automatic failover within a region. The high availability solution is designed to ensure that committed data is never lost because of failures and that the database won’t be a single point of failure in your software architecture.


 


Note: For more information, see Azure Database for MySQL – Flexible Server – High Availability Concepts.


 


Within a region, there are three potential options to consider, as shown in the following table:


 






















Option (Mode)



Committed SLA



Non-HA



99.9%



Same Zone HA



99.95%



Zone Redundant HA (ZHRA)*



99.99%



*ZRHA is only available in regions that support availability zones. For the latest list of Azure regions, in the Azure Database for MySQL documentation, see Azure regions.


 


In addition to the ‘in-region’ modes listed above, there’s also an option to design for protection of database services across Azure regions. One common pattern we’ve seen with several customers is the need for maximum in-region availability along with a cross region disaster recovery capability. This manifests itself as ZRHA in the primary region and a Read Replica in another region, preferably the paired region, as illustrated in the following diagram:


 


Azure Database for MySQL - Flexible Server1 .PNG


 


With ZRHA, failover between the Primary and Standby servers is automatically managed by the Azure platform, and importantly, the service endpoint name does not change. On the other hand, the manual process associated with a regional failover does introduce a change to the service endpoint name. Some customers have expressed an interest in being able to perform a regional failover without later having to update the associated application connection strings.


 


In this post, I’ll explain how to address this requirement and provide a regional failover that requires no application connection string changes.


 


For our purposes, we’ll use the following simplified architecture diagram as a starting point:


 


Azure Database for MySQL - Flexible Server2a.png


 


In this illustration, there’s a single Primary server located in Australia East and a Replica is hosted in Australia Southeast. With this setup, it’s important to understand some implementation details, especially around networking and guidance:



  • Each server is deployed using the Private Access option.

  • Each server is registered to the same Azure Private DNS Zone, in this case, myflex.private.mysql.database.azure.com.

  • Each server is on separate a VNet, and the two VNets are peered with each other.

  • Each VNet is linked to the Private DNS zone.


The server name, IP address, server type, and region for the two servers I created are shown in the following table:


 
























Server / Service name



IP address



Role



Region



primary01.mysql.database.azure.com



10.0.2.4



Primary



Australia East



replica01.mysql.database.azure.com



192.168.100.4



Replica



Australia Southeast



 


Note: For more information about Azure Database for MySQL connectivity and networking, see the article Connectivity and networking concepts for Azure Database for MySQL – Flexible Server.


 


When configured properly, the Private DNS Zone (should appear as shown in the following image:


 


bmckerrMSFT_2-1682460495762.png


 


It’s possible to resolve these DNS names from within either VNet. For example, the Linux shell shows the following detail for a Linux VM, which happens to be on the Australia East VNet, and it can resolve the both the service name and the private DNS zone name of each of the servers.


 


Note: This Linux VM is being used simply to host the ‘nslookup’ and ‘mysql’ binaries that we are using in this article:


 


bmckerrMSFT_3-1682460495767.png


 


In addition to name resolution and courtesy of our VNet peering, I can also connect to both databases using either the service name or the private DNS name. Running the command-line application ‘mysql’, I’ll connect to the primary server using both DNS names as shown in the following image:


 


bmckerrMSFT_4-1682460495792.png


 


And next, I’ll use ‘mysql’ again to connect to both DNS names for the replica server:


 


bmckerrMSFT_5-1682460495813.png


 


To recap, we have set up a primary server in one region and replica service in another region using the Private Access networking, standard VNET peering, and Private DNS Zone features. I then verified that I could connect to both databases using the service name, or the name allocated by the Private DNS zone. The remaining question, however, is how to failover to the replica database, for example in a DR drill, and allow my application to connect to the promoted replica without making any changes to the application configuration? The answer, it turns out, is pretty simple…


 


In addition to typical DNS record types of ‘A’ Address and ‘PTR’ Pointer, ‘CNAME’ is another useful record type that I can use as an “alias” to effectively point to another DNS entry. Next, I’ll demonstrate how to configure a ‘CNAME’ record to point to either of the databases in our set up.


 


For this example, I’ll create a CNAME record with value ‘prod’ that points at the ‘A’ record for the Primary server. Inside the Private DNS Zone you can add a new record by choosing ‘+ Record Set’. Then you can add a CNAME record like so:


 


bmckerrMSFT_6-1682460495816.png


 


While the default TTL is 1 hour, I’ve reduced this to 30 seconds to limit DNS clients and applications from caching an answer for too long, which can have a significant impart during or after a failover. After I’ve added the CNAME record, the DNS zone looks like this:


 


bmckerrMSFT_7-1682460495821.png


 


Notice that the new ‘prod’ name points to the ‘A’ record for the primary server.


 


Now, I’ll verify that I can use the CNAME record to connect to the primary database:


 


bmckerrMSFT_8-1682460495833.png


 


Cool! That’s just DNS doing its thing with the CNAME record type.


 


It is also possible to edit the CNAME DNS record to point it to the replica:


 


bmckerrMSFT_9-1682460495838.png


 


After saving the updated CNAME, when I connect to ‘prod’, it is now connecting to the replica, which is in READ-ONLY mode. I can verify this by trying a write operation, such as creating a table:


 


bmckerrMSFT_10-1682460495849.png


 


Sure enough, the CNAME ‘prod’ now points to the replica, as expected.


 


Given what I’ve shown so far, it’s clear the using the flexibility of Azure Private DNS and CNAME records is ideal for this use case.


 


The last step in this process is to perform the failover and complete the testing.


 


In the Azure portal, navigate to the Replication blade of either the Replica server or the Standby server, and then ‘Promote’ the Replica:


 


bmckerrMSFT_11-1682460495852.png


 


After selecting Promote, the following window appears:


 


bmckerrMSFT_12-1682460495859.png


 


When the newly promoted Replica server is available, I want to verify two things, that the:



  • CNAME record points to the Replica (now Primary)

  • Database is writeable


 


bmckerrMSFT_13-1682460495889.png


 


From an application perspective (the application is the mysql client in this article), we haven’t had to make any changes to connect to our database regardless of which region is hosting the workload. This method can be easily integrated within DR procedures or failover testing.  Making use of the Azure CLI to semi-automate these changes is also possible and could possibly reduce the likelihood of human errors associated with changing DNS records. However, DNS changes are, in general, less risky than making application configuration changes.


 


If you have any feedback or questions about the information provided above, please leave a comment below or email us at AskAzureDBforMySQL@service.microsoft.com. Thank you!

Microsoft Designer expands preview with new AI design features

From Copilot in Microsoft Viva to the new Intune Suite—here’s what’s new in Microsoft 365

This article is contributed. See the original author and article here.

Discover the latest in Microsoft 365, including Copilot in Microsoft Viva, Microsoft Viva Glint, Windows 365 Frontline, and Microsoft Intune Suite.

The post From Copilot in Microsoft Viva to the new Intune Suite—here’s what’s new in Microsoft 365 appeared first on Microsoft 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

What’s new in SynapseML v0.11

What’s new in SynapseML v0.11

This article is contributed. See the original author and article here.

Announcing SynapseML v0.11. The new version contains many new features to help you build scalable machine learning pipelines.Announcing SynapseML v0.11. The new version contains many new features to help you build scalable machine learning pipelines.


 


 


We are pleased to announce SynapseML v0.11, a new version of our open-source distributed machine learning library that simplifies and accelerates the development of scalable AI. In this release, we are excited to introduce many new features from the past year of developments well as many bug fixes and improvements. Though this post will give a high-level overview of the most salient new additions, curious readers can check out the full release notes for all of the new additions.


 


OpenAI Language Models and Embeddings


A new release wouldn’t be complete without joining the large language model (LLM) hype train and SynapseML v0.11 features a variety of new features that make large-scale LLM usage simple and easy. In particular, SynapseML v0.11 introduces three new APIs for working with foundation models: `OpenAIPrompt`, ` OpenAIEmbedding`, and `OpenAIChatCompletion`. The `OpenAIPrompt` API makes it easy to construct complex LLM prompts from columns of your dataframe. Here’s a quick example of translating a dataframe column called “Description” into emojis.


 

from synapse.ml.cognitive.openai import OpenAIPrompt

emoji_template = """
  Translate the following into emojis
  Word: {Description}
  Emoji: """

results = (OpenAIPrompt()
    .setPromptTemplate(emoji_template)
    .setErrorCol("error")
    .setOutputCol("Emoji")
    .transform(inputs))

 


 


This code will automatically look for a database column called “Description” and prompt your LLM (ChatGPT, GPT-3, GPT-4) with the created prompts. Our new OpenAI embedding classes make it easy to embed large tables of sentences quickly and easily from your Apache Spark clusters.  To learn more, see our docs on using OpenAI embeddings API and the SynapseML KNN model to create an LLM-based vector search engine directly on your spark cluster. Finally, the new OpenAIChatCompletion transformer allows users to submit large quantities of chat-based prompts to ChatGPT, enabling parallel inference of thousands of conversations at a time. We hope you find the new OpenAI integrations useful for building your next intelligent application.


 


Simple Deep Learning


SynapseML v0.11 introduces a new Simple deep learning package that allows for the training of custom text and deep vision classifiers with only a few lines of code. This package integrates the power of distributed deep network training with PytorchLightning with the simple and easy APIs of SynapseML. The new API allows users to fine-tune visual foundation models from torchvision as well as a variety of state-of-the-art text backbones from HuggingFace.


 


Here’s a quick example showing how to fine-tune custom vision networks:


 

from synapse.ml.dl import DeepVisionClassifier

train_df = spark.createDataframe([
    ("PATH_TO_IMAGE_1.jpg", 1),
    ("PATH_TO_IMAGE_2.jpg", 2)
], ["image", "label"])

deep_vision_classifier = DeepVisionClassifier(
    backbone="resnet50",
    num_classes=2,
    batch_size=16,
    epochs=2,
)

deep_vision_model = deep_vision_classifier.fit(train_df)

 


 


Keep an eye out with upcoming new releases of SynapseML featuring additional simple deep-learning algorithms that will make it easier than ever to train and deploy models at scale.


 


LightGBM v2


LightGBM is one of the most used features of SynapseML and we heard your feedback on better performance! SynapseML v0.11 introduces a completely refactored integration between LightGBM and Spark, called LightGBM v2. This integration aims for high performance by introducing a variety of new streaming APIs in the core LightGBM library to enable fast and memory-efficient data sharing between spark and LightGBM. In particular, the new “Streaming execution mode” has a >10x lower memory footprint than earlier versions of SynapseML yielding fewer memory issues and faster training. Best of all, you can use the new mode by just passing a single extra flag to your existing LightGBM models in SynapseML.


 


ONNX Model Hub


SynapseML supports a variety of new deep learning integrations with the ONNX runtime for fast, hardware-accelerated inference in all of the SynapseML languages (Scala, Java, Python, R, and .NET).  In version 0.11 we add support for the new ONNX model hub, which is an open collection of state-of-the-art pre-trained ONNX models that can be quickly downloaded and embedded into spark pipelines. This allowed us to completely deprecate and remove our old dependence on the CNTK deep learning library.  


 


To learn more about how you can embed deep networks into Spark pipelines, check out our ONNX episode in the new SynapseML video series:


 


 


Causal Learning


SynapseML v0.11 introduces a new package for causal learning that can help businesses and policymakers make more informed decisions. When trying to understand the impact of a “treatment” or intervention on an outcome, traditional approaches like correlation analysis or prediction models fall short as they do not necessarily establish causation. Causal inference aims to overcome these shortcomings by bridging the gap between prediction and decision-making. SynapseML’s causal learning package implements a technique called “Double machine learning”, which allows us to estimate treatment effects without data from controlled experiments. Unlike regression-based approaches, this approach can model non-linear relationships between confounders, treatment, and outcome. Users can run the DoubleMLEstimator using a simple code snippet like the one below:


 

from pyspark.ml.classification import LogisticRegression
from synapse.ml.causal import DoubleMLEstimator

dml = (DoubleMLEstimator()
      .setTreatmentCol("Treatment")
      .setTreatmentModel(LogisticRegression())
      .setOutcomeCol("Outcome")
      .setOutcomeModel(LogisticRegression())
      .setMaxIter(20))

dmlModel = dml.fit(dataset)

 


 


For more information, be sure to check out Dylan Wang’s guided tour of the DoubleMLEstimator on the SynapseML video series:


 


Vowpal Wabbit v2


Finally, SynapseML v0.11 introduces Vowpal Wabbit v2, the second-generation integration between the Vowpal Wabbit (VW) online optimization library and Apache Spark. With this update, users can work with Vowpal wabbit data directly using the new “VowpalWabbitGeneric” model. This makes working with Spark easier for existing VW users. This more direct integration also adds support for new cost functions and use cases including “multi-class” and “cost-sensitive one against all” problems. The update also introduces a new progressive validation strategy and a new Contextual Bandit Offline policy evaluation notebook to demonstrate how to evaluate VW models on large datasets.


 


Conclusion


In conclusion, we are thrilled to share the new SynapseML library with you with you and hope you will find that it simplifies your distributed machine learning pipelines.  This blog only covered the highlights, so be sure to check out the full release notes for all the updates and new features. Whether you are working with large language models, training custom classifiers, or performing causal inference, SynapseML makes it easier and faster to develop and deploy machine learning models at scale.


 


Learn more


Field Service Palm Springs: Modernize service operations

Field Service Palm Springs: Modernize service operations

This article is contributed. See the original author and article here.

We’re excited to return to Field Service Palm Springs from April 25 through April 27, 2023, at the JW Marriott Desert Springs Resort & Spa.

We will showcase how Connected Field Service helps leaders:

  • Move beyond the costly break/fix model to a proactive, predictive model.
  • Unlock the power of data and use Internet of Things (IoT), machine learning, and AI.
  • Transform their field operations and improve customer experience.

This year, we are hosting a thought leadership luncheon with our partner Hitachi Solutions to discuss the benefits of a connected field service and how to use data to remain competitive, and continuously improve business performance and customer experiences in an increasingly challenging environment.

Field service organizations manage hundreds of technicians with varying expertise, experiences, and skills. With 80 percent of consumers more likely to make a purchase from a brand that provides personalized experiences, organizations have come to realize how important quality service is to remain resilient despite uncertainty.1 Employees are working from remote or distributed locations, reducing the amount of personalized interaction. Meanwhile, remote monitoring of IoT devices continues to transform service from a cost center to a revenue generator.

Connected Field Service is the ability to add connected devices, powered by the Internet of Things (IoT), and uses cloud capabilities to augment your existing field service operations. It enables organizations to transform the way they provide service from a costly, reactive break-fix model to a proactive, and in some cases, even predictive service model through the holistic combination of IoT diagnostics, scheduling, asset maintenance, and inventory on the same platform.

IoT has brought a new level of efficiency to the field service industry, helping service professionals address issues more proactively and minimize downtime. As McKinsey researchers predict, IoT applications could generate a value of over $470 billion annually by 2025 by enhancing operations across various industries.2

By integrating IoT signals across the enterprise, a connected field service helps organizations predict and resolve customer issues before the customer is aware, thereby ensuring consistent and dependable customer operations through hassle-free and preemptive field service.

Four Connected Field Service solutions

Connected Field Service combines four innovative Microsoft solutions that enable service leaders to digitally transform service organizations:

1. Microsoft Dynamics 365 Field Service: Optimizes service operations and inventory management

  • Reduces downtime by enabling service organizations to rapidly dispatch technicians
  • Helps service teams ensure a first-time fix by selecting the right technicians and parts for each call
  • Increases service efficiency by optimizing service call assignments, routes, and scheduling
  • Increases customer satisfaction by ensuring technicians are aware of service preferences

2. Azure IoT Remote Monitoring: Gathers data from connected assets

  • Helps technicians identify and repair malfunctioning assets before damage occurs
  • Reduces the need for service calls by enabling technicians to remotely diagnose equipment issues
  • Arms technicians with the diagnostic information they need to ensure a first-time fix
  • Enables service organizations to analyze equipment failure patterns to improve maintenance strategies

3. Microsoft Azure IoT Predictive Maintenance: Transforms asset data into insights

  • Reduces downtime by enabling technicians to anticipate and preempt equipment failures
  • Limits unnecessary maintenance by aligning equipment service strategies to observed patterns
  • Increases efficiency by enabling teams to service assets when the right parts and people are available
  • Enables organizations to explore new business models using insights from service data

4. Microsoft Dynamics 365 Sales: Identifies upsell and cross-sell opportunities

  • Provides service technicians with upsell and cross-sell recommendations
  • Enables team members in non-sales roles to advance deals with step-by-step guidance
  • Enables sales teams and service technicians to access customer information and sales resources in non-office environments
  • Drives visibility into product and parts usage across the organization

Connected Field Service becomes a reality with Microsoft. Service leaders can better manage costs, enhance service delivery, and increase customer satisfaction (CSAT) by proactively resolving customer issues before the customer is aware. Take advantage of smart, internet-ready devices that can detect and diagnose issues, integrating with field service management (FSM) software like Dynamics 365 Field Service to automatically initiate troubleshooting and, when needed, create work orders to dispatch technicians for onsite service. Learn how you can use technology to schedule preventative maintenance based on consumption rather than rely on a regimented schedule. Best of all, enjoy the flexibility of implementing the solution in stages so your team can ramp up via a natural progression. Learn more about the latest Dynamics 365 Field Service features.

Engage with Microsoft at Field Service Palm Springs 2023

We invite you to join us, along with our partners, to discover how Connected Field Service using Dynamics 365 Field Service and IoT can help create a seamless service experience that enhances customer experiences, increases cost savings, and improves efficiency.

Register for Field Service Palm Springs and visit the Microsoft booth (101/103) where you can meet with Dynamics 365 Field Service experts to discuss how connected data enables better experiences across your organization.

About Field Service Palm Springs

For 20 years, Field Service Palm Springs has become the must-attend conference for service executives. From early IoT concepts to AI, Field Service is where innovative ideas spread, and future strategies are created. Today, Field Service is a global event, with major conferences in Palm Springs, Amelia Island, San Diego, Amsterdam, and Singapore.

Since 2003, the top service and support minds have gathered in Palm Springs in April for the flagship Field Service conference. With forward-looking content and unique session formats that ensure you learn and network most effectively, Field Service is designed to help you achieve service excellence and drive profitability.

Close-up of two hands holding a tablet

Microsoft Dynamics 365 Field Service

Optimize service operations and inventory management.


Sources

1 Forbes, 50 Stats Showing The Power of Personalization, 2020

2 FieldCircle, How To Utilize IoT in The Field Service Industry?

The post Field Service Palm Springs: Modernize service operations appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.