Client Overview
A large multi-location enterprise using Microsoft Dynamics 365 needed AI-powered reporting, predictive alerts, and automated workflows.
Challenge
- Data locked inside Dynamics
- Slow report generation
- No predictive analytics
- Manual alerts
- Limited visibility across departments
Solution: AI Layer Integrated Directly With Microsoft Dynamics
1. AI Data Sync
AI pulls data from Dynamics modules:
- Sales
- Inventory
- Supply chain
- Field service
- Finance
- Marketing
2. AI Dashboard With Predictive Alerts
The dashboard shows:
- Sales performance
- Inventory health
- Customer churn prediction
- Revenue projections
- Account risk
- Supply chain delays
- Technician workload
- Status of open opportunities
3. Alert Engine
AI detects patterns and alerts teams when:
- A customer is likely to churn
- A shipment is predicted to be late
- A deal is falling behind
- A product is trending
- Inventory is dropping too fast
4. AI Voice + Chat Layer
Teams ask:
“Show me accounts at risk.”
“Predict revenue next quarter.”
“Summarize the last 30 days of sales.”
“Which regions are underperforming?”
5. Automations
AI triggers:
- Email follow-ups
- Task assignments
- Pipeline updates
- Risk scoring
- SLA reminders
Results
- Real-time actionable insights
- 60% faster reporting cycles
- Proactive business decisions
- Massive reduction in churn & operational risk
Contact Implement AI to streamline your business processes and grow your business.
