Job Code: MT/ISA/20240807 Location: Kochi Looking for an Inside Sales Associate role in Kochi? Metadata Technologies is looking for candidates willing to do what it takes to leave an impression in a sales and business development role. A great opportunity to learn sales skills and promote enterprise-class technologies. Be a part of an award-winning Microsoft Partner Company for CRM Solutions.
Comments Off on Dynamics 365 CRM Technical Consultant in Kochi
Job Code: MT/TC/20240322 Location: Kochi We are looking for an experienced Dynamics 365 CRM Technical Consultant in Kochi to join our team. The ideal candidate should possess strong expertise in customizing and configuring Microsoft Dynamics 365 CRM solutions for diverse business needs.
Comments Off on Dynamics 365 CE Functional Consultant in Kochi
Job Code: MT/FC/20240802 Location: Kochi We are looking for an experienced Dynamics 365 CE Functional Consultant in Kochi to join our team. The ideal candidate should possess strong expertise to design, implement, and optimize CRM solutions for diverse business needs. The role comes with an opportunity to relocate to Dubai after successful completion of probation.
Comments Off on Dynamics 365 CE Functional Consultant in Dubai
Job Code: MT/FC/20240726 Location: Dubai We are seeking an experienced Dynamics 365 CE Functional Consultant in Dubai to join our team. The ideal candidate should possess strong expertise to design, implement, and optimize CRM solutions for diverse business needs. The consultant will play a critical role in translating business requirements into effective solutions within the Dynamics 365 CE platform.
Job Code: MT/BDE/20240802 Location: Dubai We are looking for a smart business development executive in Dubai to collaborate with us to build solid pipelines & boost sales for Property-xRM.
We are looking for dynamic professionals who have proven experience as an office admin, office assistant, Accounts cum Admin in Dubai, or any similar role.
Comments Off on Exploring Microsoft Dynamics 365 2024 Releases
Microsoft Dynamics 365 2024 releases will be available from April through September in wave 1.
The release wave 1 brings strong new features to Dynamics 365 Sales, Customer Service, and Field Services, utilizing the strength of Microsoft’s cloud infrastructure and AI capabilities. These changes will redefine consumer interaction, streamline business processes, and boost productivity.
In this blog, we will delve into the key innovations in Microsoft Dynamics 365 2024 releases.
Sales and Customer Insights
Microsoft’s next-gen AI can change the way sales, marketing, and customer service teams work together. Let’s see how the latest releases in Copilot can transform business processes:
1. Marketing Campaigns Made Easy
Now with Copilot, marketers can tell the system what outcome they want to achieve. For instance, type into the Copilot to create a campaign to generate 200 leads from the existing customers list. In minutes, they receive a new project board. The project board provides a central location to manage these key elements of a campaign like the audience, mail content, and customer journey.
Project board suggesting Audiences, Emails, and Journeys.
2. Custom Image Generation
The integration of Typeface in Microsoft Copilot allows for the creation of personalized images for your brand, tailored to different audiences. With this feature, you can isolate branded elements from images and generate or edit around them. You can easily edit images using prompts within Copilot, requiring no special photo editing skills.
You can easily create and edit images using prompts within Copilot.
3.Personalized Customer Engagement
Copilot combines data from customer insights, with experiences from Teams, Outlook, and Word. With the help of Copilot the seller has all the info in one place including pipeline, suggested actions, deals and progresses, real-time insights on key accounts, and so on. This helps the salesperson to personalize customer engagement.
View pipeline, suggested actions, deals, progress, and real-time insights.
4.Retrieve Lead Summary
Using natural language, the seller can ask Copilot to find the leads with a high probability of making a purchase. It then shows the list of leads that had some kind of recent activity with the company. From there, the seller can select a lead by clicking on it and Copilot automatically presents to the seller the lead summary.
5.Schedule a meeting with Copilot
With the help of Copilot, the seller drafts a personalized invitation email and can attach documents from the same screen without the need to exit the application. Once the receiver accepts the invitation, the seller receives a recommended action to qualify the lead and book the meeting.
6. Create meeting recaps and summaries
Users can utilize Copilot to automate the creation of meeting recaps and summaries. It uses AI to highlight key sales action items and update opportunities with insights captured from the meeting directly from the summary page.
Watch the latest releases in Dynamics 365 Sales and Customer Insights linked below:
Dynamics 365 Field Service
With this release, the new additions are as follows:
1. Optimize Field Agent Placement with AI Recommendations
Use field service within the Teams app to manage incoming work orders. Instead of manually assigning the work to a technician, Copilot can recommend one by looking at the right combination of skill location and availability.
Copilot suggests the list of available technicians.
2.Copilot capabilities within the Mobile App
The technician can now receive the work order through his mobile app. It includes details like service address, customer contracts, and other info about the job. Rather than reading through everything, he can ask Copilot to generate a summary of the work to be done. The summary gives technician key account information like equipment needs, operating hours, additional service opportunities, and so on.
3.Add and manage external contractors
The Microsoft Dynamics 365 2024 release offers the feature of adding external contractors as frontline workers. Field Service now enables businesses to integrate and manage external contractors alongside their internal frontline workers within the platform. This allows for streamlined coordination and allocation of tasks to both internal staff and external contractors.
This feature uses AI to draft knowledge articles more efficiently. For instance, customers frequently ask a customer service agent about setting up a new product. Instead of writing a knowledge article from scratch, the agent can use Copilot to draft the article. The agent simply describes the setup process in natural language, and Copilot generates a well-structured draft, which the agent can then refine and publish.
2. Proactive Copilot Suggested Prompts
If this feature is enabled in the Customer Service admin center, automatic prompts provide contextual suggestions to agents. For instance, agents can use Copilot to draft emails by selecting from predefined prompts that include common support activities such as “suggest a call,” “request more information,” “empathize with feedback,” or “resolve the customer’s problem”.
Automatic prompts provide contextual suggestions to agents.
3.Extend Copilot’s Functionality with Plugins
You can now use Microsoft Copilot for Service with your external CRM. Connect to external data sources, and you can use them across Copilot to ensure agents have a consistent experience anywhere they ask for a service-related question.
4.Unified Routing Capabilities
This feature facilitates matching the customer with an agent based on factors like sentiments, skills, language, workload, and real-time availability.
Microsoft Dynamics 365 with Metadata Technologies
Microsoft Dynamics 365 2024 releases have brought to the forefront the transformative role of Copilot in empowering employees across various business functions. A significant 68% of Copilot users have reported that it helps them jumpstart their creative process. 70% of users have acknowledged that Copilot has boosted their productivity.
This release wave has also seen the expansion of Copilot into specific business functions, providing tailored assistance for different roles. This includes the introduction of Microsoft Copilot for Sales, Microsoft Copilot for Customer Service, and Field Service.
To implement the latest features in Dynamics 365 across Sales, Customer Service, and Field Service, connect with us.
Comments Off on Dynamics 365 Finance & Operations Consultant
Job Code: MT/F&O/20230822 Location: Kochi, Kerala We are seeking an experienced Dynamics 365 Finance & Operations (F&O) Consultant to join our team. The ideal candidate should possess strong technical expertise in Dynamics 365 F&O implementation, customization, and integration. The consultant will play a critical role in translating business requirements into effective solutions within the Dynamics 365 F&O platform.
Location: Doha, Qatar We are looking for smart business development professionals to collaborate with us to build solid pipelines & boost sales for Property-xRM in Doha.
Comments Off on Embracing Innovation and Empowering a Connected Tech World
Driving technology and AI Excellence: Unveiling at Microsoft Inspire
Microsoft Inspire, the tech giant’s annual partner conference, never fails to unveil fascinating announcements and present new perspectives concerning how business and technology will collaborate in the future. The event gained new heights with the launch of innovative tools in 2023, uniting executives from businesses, peers, and innovators from all over the world to explore an intense focus on technology and AI cutting-edge solutions, business partnerships, and the revolutionary possibilities. Let’s explore the key highlights that left a lasting impact on attendees and set the stage for a brighter and more connected future.
Microsoft Cloud – Empower every person and organization to achieve more with technology and AI:
At the heart of Microsoft’s mission lies a commitment to empower every person and every organization on the planet to achieve more.
Support inclusive economic growth
Protect fundamental rights
Create sustainable future
Earn trust in technology
Bing Chat Enterprise – Elevating team communications
Bing Chat Enterprise gives your organization AI-powered chat for work and helps to elevate team communications with commercial data protection. With Bing Chat Enterprise, user and business data are protected and will not leak outside the organization. What goes in — and comes out — remains protected. It’s a collaborative platform that offers seamless integration with Microsoft 365 plans and Microsoft 365 Co-pilot adds a whole new way of working. Additionally, the availability of Microsoft Sales Copilot and Power Automate Process Mining aimed to enhance sales productivity and process optimization.
Microsoft Sales Copilot – Technology and AI to boost front-end productivity
Microsoft Sales Copilot is a seller experience application that uses Microsoft 365 and Microsoft Teams to automatically capture, access, and register data into any customer relationship management (CRM) system. It eliminates manual data entry and gives sellers more time to focus on selling.
Microsoft and OpenAI Extend Partnership
Microsoft and OpenAI deepen their collaboration, expanding the Azure OpenAI Service’s availability, and unlocking new horizons in AI accessibility and innovation. Increased availability in North America and Western Europe and in Asia for the first time.
Meta’s Llama 2: Transforming content safety on Azure and Windows
Meta’s Llama 2 takes a transformative step forward as it integrates with Azure and Windows ecosystems. This collaboration promises to elevate content safety by leveraging the power of these platforms. Through this synergy, Meta’s Llama 2 aims to create a safer digital environment for users across the globe.
Microsoft AI Cloud Partner Program: AI Excellence Unleashed for Innovators
The Microsoft AI Cloud Partner Program offers an unparalleled opportunity to build upon the robust Azure AI platform and the cutting-edge Copilot stack. Through this program, partners can gain a competitive edge by obtaining AI certifications and comprehensive enablement resources. Leveraging substantial investments and incentives, participants can confidently scale their AI solutions and go-to-market strategies.
Microsoft Inspire extended a partnership with Epic
At Microsoft Inspire, a significant partnership extension with Epic was announced, reflecting a commitment to transformative collaboration. The integration of Azure OpenAI Service into Epic Workflows stands as a testament to advancing technological capabilities. Additionally, the introduction of DAX Express for Epic amplifies ambient documentation, streamlining workflows. This partnership also promises a highly scalable public cloud, catering to the evolving needs of Epic’s customer base, ushering in a new era of efficiency and innovation.
Example: DAX Listening, it’s an AI application that is used to listen to the conversation between a doctor and a patient and then create a summary according to it. And also highlighting the issues of the patient.
Industrial Metaverse offering: Transforming Sectors with Innovation
The Industrial Metaverse offering unveiled an immense significance as AI takes center stage in the minds of business leaders. It promises to revolutionize sectors by enhancing productivity, driving efficiency, and lowering costs. Microsoft’s platform accelerates AI transformation across IP, Services, Value-added services, and Edge, injecting AI into diverse areas like Business applications, Data & AI, Digital & app innovation, Cloud infrastructure, Modern work, and Security. Microsoft’s commitment to AI is further evidenced by its support for AI platform start-ups, offering a transformative vision for a future marked by innovation and intelligence.
Guiding AI Security: Advisory Council Insights
The Security Co-pilot Design Advisory Council plays a pivotal role in the realm of AI security. It delivers a range of AI services, from moderation and development to integration, migration, automation, and unification. By building novel AI value-added services, the council enhances AI-infused experiences across diverse platforms, amplifying application capabilities, enriching user interactions, and providing actionable insights for a more secure digital landscape.
Conclusion:
Microsoft Inspire keynotes were a testimonial to the company’s dedication to empowering partners and customers with AI-driven solutions and innovation. By fostering strategic partnerships, investing in sustainability, and offering advanced tools like the Copilot Stack, Microsoft continues to shape a connected world, driven by technology that places people and organizations at the forefront.
For more details on how Microsoft Dynamics 365 can help your organization with the right technology and AI, feel free to reach out to us.
To know how the latest technology and AI for Real Estate is used in Property-xRM: CRM software for Property Management, click here.
As a Gold Microsoft Partner, Metadata Technologies is a 100% CRM-focused company with 20 years of experience providing Customer Relationship Management solutions for business enterprises across the globe. Metadata has been the recipient of the Best Industry Partner Award in 2014 by Microsoft and is committed to delivering quality solutions to ensure peak customer satisfaction.