Project Description
​At Consulting Services 365, we developed an advanced solution leveraging Dynamics 365 Sales, Microsoft Forms, Power Automate, and Copilot to optimize the reservation management process. This integration connects multiple tools to automate key tasks and enhance the customer experience, all managed from a single system.
Key Features
Custom Reservation Flow in Dynamics 365 Sales
Agents can trigger a comprehensive workflow directly from a button within the Sales application, streamlining the reservation process.
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Agents can trigger a flow directly from a button in the Sales application, located within the case record in the CRM.
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This flow generates a customized reservation form using Microsoft Forms, which is automatically sent to the customer in their preferred language.
Automatic CRM Updates
Seamless data synchronization ensures real-time updates to customer records without manual intervention.
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Once the customer completes the reservation form, Power Automate seamlessly synchronizes the data with Dynamics 365 Sales, updating the case information in real-time.
Intelligent Email Generation with Copilot
AI-powered email generation creates personalized communications based on reservation data and customer context.
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In the Sales app, agents can utilize Copilot to automatically generate emails based on the reservation data.
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With simple commands like 'Create email' or by selecting options from the Prompt menu, the system quickly drafts an email.
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If the agent needs modifications, Copilot interacts to adjust the email content according to specific instructions before finalizing it.
Email Record Creation in the CRM
Complete communication history tracking maintains organized records of all customer interactions.
Once the email is finalized and approved, the system automatically logs it as an email record in Dynamics 365 Sales, maintaining a well-organized and accessible communication history.
Project Description
Category: Sales
Date: Aug 2024
Technologies Used
Copilot
Dynamics 365 Sales
Power Automate
Process Automation
Microsoft Forms
Intelligent Emails
Reservation Management
Project Results
85% Process Efficiency
95% User Adoption
Decrease in manual tasks through Power Automate integration
Elimination of manual data entry errors through automation