AI for Dynamics 365 Agent

Where AI Meets Enterprise CRM

Transform Microsoft Dynamics 365 into a natural language-driven, intelligent CRM. Remove complexity, reduce costs, and accelerate decision-making with AI-powered automation.

“Show me the complete experience history of customer ABC”
“Generate a competitive quote for customer XYZ”
“Summarize customer profile for tomorrow's meeting”

Primary Value Drivers

Measurable impact across your organization

Operational Efficiency

80% faster data retrieval

Minutes vs. hours

User Experience

Zero-training interface

95% adoption

Data Accuracy

AI validation & error prevention

99.7% accuracy

Process Automation

End-to-end automation

75% cost reduction

Customer Satisfaction

Real-time responses

40% faster resolution

Experience SmartAI in Action

Click on any scenario to see how SmartAI transforms your workflow

Sales Agent

Smart quotes, pipeline insights, upsell recommendations

Customer Service Agent

Faster resolution, SLA monitoring, sentiment analysis

Marketing Agent

Campaign intelligence, customer segmentation, engagement insights

Key Benefits & Features

Everything you need for intelligent CRM automation

Intuitive Interface

No technical expertise needed

Empower All Users

Sales, service, marketing, management

No Developer Dependency

Built-in LLM support

Native Language Interaction

No SQL, FetchXML, or coding

AI-Powered Insights

Churn prediction, opportunity scoring

Multi-Entity Queries

Unified, consolidated views

Real-Time Reporting

Beyond static dashboards

Reduced IT Dependency

Lower costs, faster operations

Scalable & Adaptable

Across industries and modules

Enhanced Productivity

Instant, personalized insights

Data-Driven Decisions

Accurate, real-time reports

Security & Compliance

RBAC, GDPR, Microsoft cloud trust

Measurable Outcomes & ROI

Proven results across key business processes

Process Improvements

Quote Generation70-85% faster
Case Resolution40-70% faster
Information Search50-80% reduction
User Onboarding60-85% faster

Sources: McKinsey Global Institute, Salesforce State of Sales Report (2023), Microsoft Dynamics 365 Customer Success Stories

Return on Investment

Positive ROI typically achieved within 6-12 months

Based on Forrester Research: “The Total Economic Impact of AI in CRM” (2022)

Industry Applications

Transforming CRM across diverse sectors

Manufacturing

Predictive maintenance, defect detection, supply chain optimization

Healthcare

Patient case tracking, compliance reporting, treatment recommendations

Finance

Automated KYC, risk analysis, fraud detection

Retail

Personalized experiences, demand forecasting, inventory management

Ready to Revolutionize Your Dynamics 365 Experience?

Join leading enterprises who are transforming their CRM with AI

Proof of Value

  • 30-day pilot with your Dynamics data
  • ROI assessment with your metrics
  • Dedicated success manager

Success Guarantee

  • Improved efficiency
  • Faster decision-making
  • Measurable ROI within 60 days