This article is contributed. See the original author and article here.
We are thrilled to announce the public preview release of the Asset Management mobile app for Dynamics 365 Supply Chain Management. The app is available for all commonly used mobile platforms, devices, and form factors.
The app enables maintenance workers to review their assigned jobs, mark tasks as complete, enter notes, and log the time and materials consumed. Other staff can use the app to quickly file maintenance requests by scanning a barcode, entering notes, and submitting photos.
The Asset Management mobile app in action
Jody, a production manager at Contoso Inc., is preparing a presentation and notices that the monitor cable in the meeting room is broken. She immediately launches the Asset Management mobile app so she can report this incident. She scans the bar code on the monitor to identify it in the system. Then she fills out the required information, marks the issue as high severity, and takes some photos to document the damage. Finally, she selects Submit to file the report.
Roger, the maintenance supervisor, is working in Supply Chain Management and receives a notification about Jody’s maintenance request. He notices that it is high severity, so he immediately creates a work order from the request and assigns it to Peter, who is the maintenance worker responsible for that office.
Peter has just finished his previous assignment, so he opens the job list on his mobile app to see what his next job should be. Jody’s request appears right at the top of the list because it’s marked as high severity. When Peter selects the job, he can see the details, including Jody’s description and the pictures she took of the broken cable. Peter opens the job check list and goes through each step, marking them complete as he works. When the job is done, he logs the time it took and the materials he used. The monitor is now ready for use for Jody’s presentation.
Architecture and licensing
The Asset Management mobile app is built as a Canvas app in PowerApps, and doesn’t require any additional licenses to use. The app leverages the security roles already established in Supply Chain Management to grant the appropriate users access to the maintenance request and/or job management functions as needed.
System requirements
To run the Asset Management mobile app, you must be running Supply Chain Management version 10.0.32 or higher. The app is available for all commonly used mobile platforms, devices, and form factors.
This article is contributed. See the original author and article here.
The advent of next-generation Artificial Intelligence(AI) is ushering in a new era of heightened productivity and efficiency. This is spurring novel breakthroughs in the supply chain domain. With AI’s transformative influence, the conventional ways of operations managers collaborating with suppliers, vendors, and third-party service providers are being revamped to streamline the entire process.
By collaborating with suppliers and utilizing state-of-the-art AI, Supply Chain managers can enhance supply chain performance and avert logistics disruptions triggered by diverse external factors.
We’re excited to launch Copilot in Microsoft Supply Chain Center, which harnesses generative AI to assist Supply Chain managers in real-time communication with suppliers regarding specific news.
Copilot in Microsoft Supply Chain Center
Over the last few years, numerous companies have realized that their existing supply chain technologies are inadequate to cope with the current environment marked by frequent disruptions, limitations, and scarcities. By leveraging AI-powered supply chain management, businesses can gain unparalleled visibility and invaluable insights, enabling them to proactively address potential disruptions before they materialize.
Copilot in Microsoft Supply Chain Centerallows for proactive identification of external issues related to weather, finance, and geopolitics that could impact critical supply chain processes.
Predictive insights surface impacted orders, and Copilot helps take action on this insight with contextualized email drafts. This enables supply chain users to collaborate with impacted suppliers in real-time to quickly identify new estimated times of arrival and reroute purchase orders based on weather disruptions or geopolitical tensions.
Organizations can collaborate with their suppliers through customized and contextualized responses to fulfill high-priority customer orders via alternate distribution centers, which ultimately streamline operations and save time. By harnessing the power of generative AI and collaboration, Copilot in Microsoft Supply Chain Center helps Supply Chain managers maintain optimal supply chain performance while also mitigating potential disruptions.
Understanding the functionality of Copilot in Microsoft Supply Chain Center
At present, we are leveraging Copilot to streamline communication regarding supplier news. However, our plan is to expand its application to other areas of our product in the future.
Experience the capabilities of Copilot in Microsoft’s Supply Chain Center by viewing the demonstration video below
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The following four-step process outlines how supplier news communication is facilitated, as shown in the accompanying diagram:
Relevant AI-driven news articles that may impact suppliers are presented to operations managers through Bing Search and our custom Copilot AI model.
Customers initiate collaboration by selecting a supplier and the message type (ex, confirm impact on orders etc.) that they wish to send via email.
Copilot gathers relevant contextual data and calls Azure Open AI (GPT 3.5) for internal processing. As part of Microsoft’s commitment to Responsible AI, any generated response passes through a series of checks before being returned to a user. These checks include a series of relevance scores to ensure messages are on-topic and Content Moderation to detect any harmful, controversial, or sensitive content. Though they cannot fully replace human review, such guard rails help ensure the quality of communication via Copilot.
An email draft is prepared.
Next-generation AI that is ready for enterprises.
Azure OpenAI Service offers a range of privacy features, including data encryption and secure storage. It also allows users to control access to their data and provides detailed auditing and monitoring capabilities. Dynamics 365 is built on Azure OpenAI, so enterprises can rest assured that it offers the same level of data privacy and protection.
AI solutions built responsibly.
We are committed to creating responsible AI by design. Our work is guided by a core set of principles: fairness, reliability and safety, privacy and security, inclusiveness, transparency, and accountability. We are putting those principles into practice across the company to develop and deploy AI that will have a positive impact on society.
Try Copilot in Microsoft Supply Chain Center
Sign up for the limited preview of Copilot in Microsoft Supply Chain Center. This preview is available for instances in North America using the English US language.
Conclusion:
In conclusion, the use of generative AI in the form of Copilot in Microsoft Supply Chain Center can significantly optimize supply chain productivity and prevent disruptions caused by external factors. The tool’s ability to proactively identify issues and provide predictive insights allows for swift action and collaboration with suppliers, leading to more efficient and cost-effective supply chain management. Furthermore, the implementation of responsible AI practices ensures the quality of communication via Copilot. Through proactive supplier collaboration, organizations can achieve greater supply chain resilience, agility, and competitive advantage. Interested parties can learn more about Copilot by viewing the demonstration video or signing up for the waitlist.
This article is contributed. See the original author and article here.
Since first announcing new AI-powered experiences for Microsoft Viva Sales last month, we’ve given these capabilities a nameCopilot in Viva Salesand introduced new sales scenarios and updates.
All of this is happening in conjunction with the introduction of Dynamics 365 Copilotthe world’s-first AI copilot in both customer relationship management (CRM) platforms and finance applications enterprise resource planning (ERP). To date, tens of thousands of customers have used next-generation AI capabilities in Dynamics 365 Copilot and within Microsoft Power Platform.
Today’s debut of Microsoft 365 Copilot powers even more ways to unleash creativity, unlock productivity, and uplevel skills. For sellers, the seamless integration of Copilot across Microsoft 365 and Viva Sales (as well as AI-powered capabilities in Microsoft Dynamics 365 Sales) is a powerful combination. It’s a new way to engage prospects and customers, all while freeing up time previously tied up in “busy work”like composing every email from scratch.
As we move into a new era for customer experience, we want to ensure that salespeople feel empowered to focus on what matters, which is deeper engagements with customers. Let’s take a closer look at some of the Copilot capabilities in Viva Sales that make this possible.
Try Viva Sales Today
Use Viva Sales to help sellers be more efficient, productive, and effective.
Copilot in Viva Sales automated email replies is now generally available
With Copilot in Viva Sales, AI-generated email replies have now moved from preview into general availability, with more features and enhancements built into the generated response. Here are some of the new additions we’ve made:
Generate replies with proposed meeting times: Sellers can now generate email replies with proposed meeting times based on their calendar availability in Outlook, making it easier to schedule customer meetings and simplifying the process for finding a time that works for everyone.
Build upon generated replies by providing additional prompts: To make modifications to the generated reply, sellers can refine the results further by providing a new prompt that builds upon the previous suggestion. This allows sellers to more easily fine-tune their email replies according to their unique needs and preferences.
Understand the data sources behind generated replies: Sellers can now hover over any highlighted areas of text to view the data sources behind generated replies. This provides sellers with valuable context and transparency regarding where the embedded information comes from, such as any previous meetings or sales data from the CRM.
Improve future replies by providing feedback: Finally, a new feedback mechanism allows sellers to rate the AI-generated content with a thumbs-up or thumbs-down. This helps refine and improve future replies to ensure that Viva Sales continues to adapt to the unique needs of each seller.
Meeting summarization: Quickly and easily send follow-up emails after meetings
One of the best practices for sellers is to follow up on meetings and customer interactions with a clear summary, including the relevant action items or next steps. This takes time to compile, and in the busy world of a seller, manual tasks like this can take days to get to, or are sometimes forgotten. We want to increase the buyer-seller connection by providing quick seller responsiveness, demonstrating the priority of the relationship without needing to hunt out the information to create a personalized response.
With the help of Copilot in Viva Sales, alongside the insight from the call and CRM, we can automate to help jump-start the seller into action.
We use the existing conversation intelligence technology in Viva Sales to provide sellers with meeting insights, together with CRM data and the GPT copilot technology. This creates a super-simple way for sellers to generate meaningful meeting summaries:
Start composing an email and launch Viva Sales.
Confirm the relevant meeting to get follow-up content.
Receive the summary email recommendation that refers to topics you discussed and action items you both committed to, and puts all of this in a well-formed email for your review. It even includes relevant data from your CRM to enrich the reference points.
Simply add the recommendation to your email, edit to your liking, and send.
The major difference between this experience from our intelligent meeting recaps in Microsoft Teams is how the magic happens in the seller’s inbox, connected to CRM data, in the context and tone of a customer conversation. There is no need to switch screens, and minimal email composition is required. The seller can make minor edits, all from within Outlook.
Watch the Copilot in Viva Sales demo below:
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With a monthly release cycle, Viva Sales brings innovation to delight sellers. In addition to the above-mentioned features, we have some exciting updates due over the coming months.
Learn more about Viva Sales
Copilot in Viva Sales is a powerful AI-boosted application that can help sellers to be more efficient, productive, and effective. By providing personalized insights, automating routine tasks, and helping sellers to prioritize their efforts, the available solutions can help sellers to close more deals and grow their businesses. If you are a seller looking to take your sales game to the next level, consider giving Viva Sales a try.
If you are not yet a Viva Sales customer, check out our Viva Sales webpage where you can get a free 30-day trial.
Pricing and licensing can be found here, and note that all Microsoft Dynamics 365 Sales Enterprise and Premium licensed customers will have Viva Sales available at no additional cost.A great reason to get started today!
This article is contributed. See the original author and article here.
Today, we announced Microsoft 365 Copilot—your copilot for work. Copilot combines the power of large language models with your data in the Microsoft 365 apps and Microsoft Graph to turn your words into the most powerful productivity tool on the planet. And it does so within our existing commitments to data security and privacy in the enterprise.
This article is contributed. See the original author and article here.
It’s the dawn of a new era in customer experience where AI is transforming the way businesses connect with their audiences. Microsoft is proud to be at the forefront of this shift, using Azure OpenAI Service to empower marketers with new levels of efficiency and effectiveness. With Copilot in Microsoft Dynamics 365 Marketing and Dynamics 365 Customer Insights, marketers can now take advantage of the latest next-generation AI-powered tools to learn more about their customers, create targeted customer segments, and generate personalized content. These cutting-edge features increase productivity that could have taken hours or weeks to produce, empowering anyone on your team to uncover new data insights and create high-quality email content.
At Microsoft, we believe every business should have the ability to harness the power of next-generation AI. That’s why we’re excited about Copilot in Dynamics 365 and Azure OpenAI Service enabling our customers to do more with less by using these new technologies to be more productive. This is just the beginning, and we can’t wait to see where this technology will take us in the future. Here are just a few of the Copilot capabilities we will release in public preview in the coming weeks within Dynamics 365 Marketing and Customer Insights.
Discover more about your customers, faster
Today, customers expect hyper-personalization from the brands they interact with, which requires marketers to have a deep understanding of their customers. However, this knowledge is often locked away in data platforms and managed by data and analytics teams. Accessing this data and analyzing it using SQL queries can take weeks, delaying marketers from delivering the personalized experiences that customers demand.
The exciting new Copilot feature in Dynamics 365 Customer Insights allows data analysts and marketers to engage directly with customer data using 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 feature democratizes access to insights, allowing marketers to ask questions using everyday language and receive instant answers, without needing to have the knowledge of SQL programming. With simple prompts, marketers can explore, understand, and predict customer preferences and needs in near real time, reducing the reliance on the data and analytics team to provide them with the customer insights they need.
Copilot enables marketers to create targeted customer experiences and interactions that are informed by data-driven decision making. With access to the natural language data discovery feature in Customer Insights, they can build confidence by validating and discovering customer insights for their marketing strategies. For example, a marketer can ask Copilot how many of their customers fit the profile of currently residing in Washington, DC, who are over the age of 25, who have also attended a promotional event in the last six months. With just a few clicks, Copilot will present the results of their query, including the number of customers that match the attributes or behaviors, as well as other useful information such as the customer lifetime value, product preferences, or average purchase price. Copilot in Dynamics 365 Customer Insights removes the barrier of needing to craft queries in SQL to get a deeper understanding of customers, enabling marketers to speed and scale the delivery of hyper-personalized experiences that customers expect.
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But that’s not allthe work to target the right audience just got easier for marketers, as they can now bypass the time-consuming process of manually building customer segments. With query assist, a new Copilot feature in Dynamics 365 Marketing, marketers can take the guesswork out of targeting the right audience by simply describing the segment in their own words. From there, query assist builds the segment that meets the marketers’ request and enables them to quickly review and modify the list before their next email campaign.
Previously, marketers had to rely on that one person in the company who understands data models and queries to create the target segment. With generative AI targeting, marketers can now quickly go from planning to execution.
Craft captivating content with ease
Finally, we are excited to share the release of our other Copilot in Dynamics 365 Marketing capability, content ideas, which harnesses next-generation AI to offer unparalleled assistance to marketers in their content creation efforts. Content ideas uses AI to generate content, allowing marketers to save time while still providing engaging and relevant emails for their target audience.
To create this powerful capability, we spent more than 10 months working with hundreds of preview customers, gathering and analyzing marketing emails from the public domain to tune our AI model. The result is a highly accurate and reliable content idea engine that uses Azure OpenAI Service to generate content ideas that marketers can easily edit, personalize, and send to their customers. With the Copilot content ideas feature, marketers can spend less time on copywriting and more time on strategic marketing efforts.
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The benefits of using Copilot in Dynamics 365 Marketing and Customer Insights are clearreduced time spent on marketing tasks, improved efficiency, and higher quality content that connect marketing teams with their customers. And let’s not forget the excitement of working with cutting-edge technology that’s paving the way for a new era of marketing.
Join the waiting list for the Copilot in Dynamics 365 Customer Insights preview today. And visit Dynamics 365 Customer Insights to learn more about our customer data platform and sign up for a free trial.
Finally, to learn more about the depth and breadth of all the new Copilot features that are bringing next-generation AI to every line of business across Dynamics 365, please check out our announcement blog.
This article is contributed. See the original author and article here.
We’re entering the era of next-generation AI that is driving new levels of productivity and efficiency, unleashing new innovations in the customer service space. AI is profoundly changing how customers engage with businesses and how agents provide exceptional service to them.
From a service perspective, customers expect fast, accurate answers to their questions, and personalized help when they contact a business. Meanwhile, businesses are under pressure to provide exceptional customer service with fewer resources. Legacy ways of integrating multiple-point solutions for customer service do not work. The time to embark on a digital transformation journey is now. Choosing the right AI-powered customer service solution for that journey, empowering customer service agents with AI, and reducing costs has never been more important.
We’re excited to launch Copilot in Dynamics 365 Customer Service, which provides agents with real-time AI-powered assistance, developed in alignment with our responsible AI principles and standards. Copilot helps agents resolve issues faster, handle cases more efficiently, and automate time-consuming tasks so they can focus on delivering high-quality service to their customers. In a nutshell, Copilot can help every agent to become your best agent.
With just a click of a button, Copilot empowers any agent to obtain the most relevant answer to any complex question that a customer may have and deliver a tailored response to the customer in real time using chat messages and emails. Copilot is available to agents as part of their natural flow of solving problems using Customer Service workspace. It’s like having an expert at your fingertips, always ready to assist.
Let’s take a closer look at the ways Copilot revolutionizes customer service and enables agents to deliver fast and relevant resolutions to customer problems.
Make every customer service agent a superagent
Today, when agents get a question from a customer that they can’t answer immediately, they typically search multiple internal knowledge sources or try to find an internal expert to consult with. The amount of time it takes to read through search results, find the right solution, compose a response back to the customer, and resolve the case is often lengthy.
Now, agents can chat with the next-generation AI-powered Copilot in Dynamics 365 Customer Service right within Customer Service workspace. Copilot can diagnose customer problems, use the organization’s internal knowledge and vast amounts of data from trusted websites, and supply the agent with an appropriate solution to give to the customer.
Copilot analyzes customer data to identify patterns, anticipate customer needs, and make suggestions to the agent on how to best handle each interaction. With this powerful tool at their disposal, agents can handle more queries in less time, increasing efficiency and improving the overall customer experience. Since agents are always in the loop every step of the way, they are in full control of using AI to drive their productivity. Agents can verify the responses, check the resources, and personalize the message to match the customer’s specific needs to ensure their satisfaction and optimal experience.
Answer customer questions fast across channels
In today’s fragmented contact center solution space, agents are often inundated with multiple messages on different channels of engagement. They are overwhelmed by multitasking and context switching, often wondering how they can keep up with overflowing incoming requests.
With omnichannel capabilities in Dynamics 365 Customer Service, customer service agents get a streamlined view of incoming chats from a variety of channels (such as Apple Messages for Business, Google Business Messaging, text messages, and WhatsApp) integrated with case management. Agents can now use Copilot in Dynamics 365 Customer Service, which intelligently parses information from the conversation and contextualizes it with organizational and customer data. Furthermore, Copilot keeps track of historical interactions, and uses all of that information to recommend a tailored, helpful answer that agents can review before they respond. Customers get the best service, regardless of their choice of channel.
Send expertly crafted customer service emails
For agents who receive questions via email, Copilot in Dynamics 365 Customer Service can help create relevant and personalized email responses in seconds. Copilot provides agents with predefined prompts based on what the agent is trying to do, such as “suggest a call”, “request more information”, “empathize with feedback”, or “resolve the customer’s problem.” Agents can also provide their own custom prompt for more complex issues.
Normally, agents may spend many minutes or hours researching and composing a detailed email with all the necessary information. With Copilot, agents get a composed email response in an instant that they can review and send.This model drives unparalleled productivity for the agent and delivers personalized service for the customer.
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Enrich self-service with AI-powered conversational assistance
Dynamics 365 Customer Service now offers a powerful conversational experience with Power Virtual Agents, boosted by next-generation AI capabilities. Customers can get relevant answers to their questions immediately from intelligent conversational bots that use trusted websites and internal data. Enterprises also have the choice of using Nuance as an on-ramp for their digital transformation journey. Nuance announced new AI capabilities in Nuance Mix. Dynamics 365 Customer Service, together with Microsoft Teams, Microsoft Power Platform, Nuance, and Microsoft Azure, deliver truly transformative experiences for both agents and customers through the contact center.
Next-generation AI that is ready for enterprises
Azure OpenAI Service offers a range of privacy features, including data encryption and secure storage. It also allows users to control access to their data and provides detailed auditing and monitoring capabilities. Dynamics 365 is built on Azure OpenAI, so enterprises can rest assured that it offers the same level of data privacy and protection.
AI solutions built responsibly
We are committed to creating responsible AI by design. Our work is guided by a core set of principles: fairness, reliability and safety, privacy and security, inclusiveness, transparency, and accountability. We are putting those principles into practice across the company to develop and deploy AI that will have a positive impact on society.
Try Copilot in Dynamics 365 Customer Service
Sign up for the limited preview of Copilot in Dynamics 365 Customer Service. This preview is available for instances in North America using the English US language.
Microsoft Business Applications Launch Event
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