Giugno 19, 2021

Dynamics 365 and Cortana

Cortana, the most well-known artificial intelligence from Halo game series is by far the coolest development of Microsoft Team. Although they call it, “Intelligent Virtual & Personal Assistant.” Doesn’t matter, it still has the same name –Cortana, (my most favorite feature on windows 10) and the game-changing fact is, Cortana is now integrated with Microsoft Dynamics 365. We all know that Dynamics 365 is already a major player in the game of business solution field which contains the whole bunch of excellent features that can put your business ahead of the competition in multiple areas. And, with the new updates on 5th January, they introduced Cortana as an AI integration of Dynamic applications to use your data smartly, and efficiently. Throughout the year, Microsoft planned to introduce multiple integrations between Microsoft Dynamics 365 and Cortana.
So, let’s see what Cortana is, what her capability is and what does it bring for us to the table:
What is Cortana?
Like Google assistant on your android smartphone and Siri on your iPhone, Cortana is a virtual assistant introduce by Microsoft to smartly manage your Windows Operating system. It first appeared on Windows Phone, later Windows 10 and not it’s on Microsoft Dynamics 365. The last couple of years, Cortana has changed and enormously improved to be an ideal artificial intelligent virtual assistant for your system. It can understand most of the voice and written command and comes up with the smartest solutions. It can even understand the natural conversational commands to tell/show you what you need.
How Cortana is going to change Dynamics 365:
• Time to be more creative and do things with voice: You heard me right! You can activate Cortana on you Microsoft Dynamics 365 and it will allow you to view, create, update and delete entry records directly from Cortana. You don’t need to open the web application, just ask what you need, Cortana will do it for you. Here are some of the example commands you may try:
o Search for an entry record,
o Create a new entry record,
o Create an appointment,
o Delete the phone call activity,
o Create a task list, or
o Open a task list and so on.

• Forecasting:

o Sales Forecasting: Activating Cortana on you Dynamics 365 allows it to go through your records and interest on Dynamics 365 activity and intelligently make a forecast for your business directly on the Cortana search panel. It analyzes all the past data to wisely generate future sales predictions. This sales forecast can give you some extra benefits which you didn’t think about before, such as:
 Eliminate times to analyze sales data,
 Cortana AI can target the best leads which can reduce lost opportunities, and
 As it gives you better predictions about future sales, you can focus on future business potential.

o Inventory Forecasting: As far as I know, Microsoft Dynamics 365 has the excellent inventory management system. Cortana made this system smarter than ever. It allows inventory forecast to predict when you need to order or how many products are left. So, technically it’s saving your effort to find out items to avoid stock-outs. Here are some other benefits using Cortana AI for inventory forecast:
 Avoids stock out which could lead to missed sales,
 Eliminates time to analyze the inventory data,
 Automate the creation of purchase orders for clients, and
 Minimizes the working capital.
Although Cortana is on its preview state on Dynamics 365 and Microsoft announced a short about the discontinuation of Cortana on Dynamics 365, it has a lot of potential to the users who users Dynamics 365 for their business solution. Let’s have a bigger hope that Microsoft integrates Cortana with Dynamics 365 to make it more professional and smart.

About The Author

Founder & CEO of Logol AG Microsoft MVP Business Solutions Active member of Scrum Alliance with the certifications CSM and CSP I got Microsoft MCP, MCPD, MCTS certifications as well.Logol, pioneering specialist in the field of cloud-enabled digital transformation, is the first operator specifically created to implement modular programs designed to unleash breakthrough innovation and rationalize business processes. Founded and directed by an award-winning expert tapping directly into the vision of leading IT companies and spearheading forward-thinking digitalization projects, Logol addresses the needs of enterprises in all sectors as they embrace new technologies and organizational change in the era big data and artificial intelligence. Logol helps organizations leverage the power of the most advanced cloud technologies, offering end-to-end consultancy for total digital transformation and business process automation, employing agile methodologies and change management techniques for smooth transitions towards new business paradigms. Digital transformation programs are a milestone in a company’s business evolution and can be the basis of their success. Accompanying clients as they transform their business processes, Logol assists them in rethinking not only the scope of their technologies, but also the strategy, mindset and company culture that make digital transformation viable and effective. As digital transformation programs are successful only if approached with the highest professional competence, Logol selects and employs brilliant professionals who demonstrate outstanding technical expertise in the most advanced information technologies, in depth strategic knowledge of business processes and innovation, and refined soft skills to better support people and organizations facing change. Logol is headquartered in Switzerland and addresses the needs of both public and private sector players by promoting a comprehensive and proactive approach to digital transformation as a necessary step for inclusion and competitiveness in today’s digital economy.

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