Category: CRM



This video will walk through how to set up your Intelligent Recommendations account using sample data from the Quick Start guide. We will walk through the quick start guide, highlighting storage setup, account creation, and modeling/serving instances. Quick start guide: Set up and run Intelligent Recommendations with sample data – https://docs.microsoft.com/en-us/industry/retail/intelligent-recommendations/quickstart For support, please visit: https://docs.microsoft.com/en-us/industry/retail/intelligent-recommendations/support #intelligentrecommendations #recommendations #quickstart #tutorial #ai #microsoftcloud #machinelearning #datascience #accountsetup #azure 0:00 Chapters Introduction 0:37 Set up Data Lake Storage Account 1:42 Upload the sample data set 2:52 Set up data lake permissions 4:30 Create Intelligent Recommendations account 5:27 Add a modeling resource 6:15 Add a Service Endpoint resource 6:37 Set up Service Endpoint Permissions https://intelligent-recommendations.microsoft.com/ #Microsoft #MicrosoftDynamics365 https://www.youtube.com/watch?v=7Nm1rEoGrvM



This video will provide a general overview about the Intelligent Recommendations service. For more information, be sure to check out our Microsoft Docs pages: https://docs.microsoft.com/en-us/industry/retail/intelligent-recommendations/overview To get started, visit our quick start guide page – https://docs.microsoft.com/en-us/industry/retail/intelligent-recommendations/quickstart Be sure to watch the other videos in our series to learn how to set up and use Intelligent Recommendations. https://intelligent-recommendations.microsoft.com/ #Microsoft #MicrosoftDynamics365 https://www.youtube.com/watch?v=zYkeNu9K01w



The delivery of sales-related technology solutions never stops evolving, and our guest, Chuck Ingram of CongruentX, believes advances in conversation intelligence are poised to become a critical piece of the puzzle for sellers. One of the things that makes conversation intelligence so interesting, Chuck explains, is how quickly the segment has emerged and impacted organizations, with specialist vendors taking market share while the CRM behemoths like Microsoft also step up their offerings. Chuck explains why his team sees promise across the conversation intelligence landscape, including with Viva Sales, Gong, and in Microsoft's vision around applying Nuance's tools in contact centers and beyond. Momentum in this area has also influenced how CongruentX delivers its services, including an evolving subscription model and new thinking on relationship management thanks to the addition of CRM thought leader JC Quintana. Show Notes: 1:30 – What the CongruentX team is working with clients on today, including refining their subscription model 3:45 – The evolution of service delivery in the Microsoft channel with better monitoring of key metrics and outcomes 6:45 – What excites Chuck about conversation intelligence tech in sales scenarios, both from Microsoft and other vendors 10:00 – How buyers should evaluate their technology options for conversation intelligence 13:00 – The importance of bringing JC Quintana to the CongruentX team and the influence of his expertise in building better relationships 15:45 – How will Viva Sales fit into the conversation intelligence landscape 18:30 – Microsoft's efforts to integrate Nuance into CRM scenarios 21:00 – CongruentX's framework on getting started with conversation intelligence More from CongruentX: CongruentX – https://congruentx.com/ Dialogue Prime for Viva Sales – https://resources.congruentx.com/dialogueprimeforvivasales What DialoguePrime for Viva Sales Does: Collect unstructured data such as emails and conversations via Microsoft Viva Sales. Identify relationship elements of your conversations that need attention, no matter the channel you use to interact with them. Conversational analysis identifies keywords that represent potential relationship deterioration that often leads to customer churn. Evaluate the sentiment of customer conversations and suggest next action to manage customer expectations and build stronger relationships. https://www.youtube.com/watch?v=eiSlxFvdF0M