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Azure ml and dynamics 365

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Azure ml and dynamics 365

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Azure ml and dynamics 365

  1. 1. Microsoft Showcase Jivtesh Singh Microsoft Business Solution MVP Azure ML and Dynamics 365
  2. 2. 2 SPEAKER INFO Headshot And/Or Company Logo 2 Jivtesh Singh Rabobank Australia CRM Business/Technical Analyst Microsoft Business Solutions MVP Over 8 Years with Microsoft Dynamics (GP, AX and CRM) 2 Patents with Azure ML Jivtesh@gmail.com BLOG: jivtesh.com @jivtesh
  3. 3. • How many of you are Dynamics End Users ? • How many of you are Partner Employees / Consultants ? • How many of you have tried out Azure ML ? • How many call yourself technical ? QUICK POLL 3
  4. 4. • Machine Learning and AI Concepts • How they Apply to Dynamics 365 • Azure ML – Introduction • How you can use Machine Learning with Dynamics 365 Today • Resources AGENDA 4
  5. 5. MACHINE LEARNING AND AI CONCEPTS
  6. 6. Machine Learning & Predictive Analytics- $153 BILLION ESTIMATED MARKET FOR AI SOLUTIONS BY 2020 — BANK OF AMERICA MERRILL LYNCH
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  10. 10. Qualify Develop Propose Close Predictive Lead Score with External Data Recommend product Predictive Opportunity Score Automatically create Lead from Post 2 - The lead will be routed to telemarketing. Telemarketer contacts John only 2 minutes after his post and adds further information to the lead based on the phoneconversation with John. 3 - Based on the updated lead information CRM performs predictive lead scoring with both internal and external (bing) data. 4 - As the predictive lead score is > 80 (hot lead) the lead is automatically classified as sales qualified lead and routed to sales rep. Furthermore CRM automatically creates opportunity record. Sales rep performscustomer call and is adding further information (budget, timeline, role of contact, other signals) 5 - Based on the updated opportunity information CRM performspredictive opportunity scoring. Sales rep opensthe opportunity and understandscurrent score, probability to close. 7 - Based on the opportunity information CRM system provides upselling information.Product recommendation to sell e.g. outsourcingservice 6 - CRM is displaying reasoning (signals identified). Sales rep receives information through which step probability to win can be increased (suggest referencecall with specific customer) 8 - Sales rep picks up the information and is closing the now bigger deal faster. Intelligent Customer Engagement with CRM, Azure ML & IoT 1 - John (CIO at 123 Health) is tweeting in regard to a Contoso product(medical measurement device). Through MSE we automatically determine intent and create lead from twitter post
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  13. 13. WHATS NEW IN THE LAST FEW MONTHS 15
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  15. 15. TodayFirst thing in the morning, open the CRM App to be welcomed with the new Landing Space. Relationship Assistant
  16. 16. Scrolling up we can see it’s a feed of actionable cards. Looks like Maria recently asked me to set up a meeting via email. Relationship Assistant
  17. 17. Relationship Analytics Automatically capture rich signals from Exchange* and CRM to determine relationship health, risk and best next action Find who are the top contacts for Accounts & Opportunities and who in your team can best help Determine if you are spending your time on the right opportunities, stakeholders and activities Coach and guide your sales team based on accurate activity data
  18. 18. USING AZURE MACHINE LEARNING
  19. 19. Data Science is far too complex today • Access to quality ML algorithms, cost is high. • Must learn multiple tools to go end2end, from data acquisition, cleaning and prep, machine learning, and experimentation. • Ability to put a model into production. This must get simpler, it simply won’t scale! Data Science Complexity
  20. 20. Reduce complexity to broaden participation Microsoft Azure Machine Learning Features and Benefits • Accessible through a web browser, no software to install; • Collaborative work with anyone, anywhere via Azure workspace • Visual composition with end2end support for data science workflow; • Best in class ML algorithms; • Extensible, support for R OSS.
  21. 21. Microsoft Azure Machine Learning Features and Benefits Rapid experimentation to create a better model Immutable library of models, search discover and reuse; Rapidly try a range of features, ML algorithms and modeling strategies; Quickly deploy model as Azure web service to our ML API service.
  22. 22. Steps to build a Machine Learning Solution
  23. 23. QUICK LOOK
  24. 24. DYNAMICS CRM MACHINE LEARNING OPTIONS RIGHT NOW 29
  25. 25. • Option 1 – Azure ML Previews* • Option 2 – Opportunity Model • Option 3 – Build your Own ML Integration CURRENT OPTIONS 30 *Azure Machine Learning integration with CRM Online is only available for instances in the North America (NA) region.
  26. 26. • Preview feature: Create and manage models to make product recommendations PRODUCT RECOMMENDATIONS 31
  27. 27. • Preview feature: Automatically suggest knowledge articles AUTOMATICALLY SUGGEST KNOWLEDGE ARTICLES 32
  28. 28. TOPIC ANALYSIS 33 Preview feature: Topic analysis
  29. 29. Preview Feature : Suggest similar cases for a case SUGGEST SIMILAR CASES 34
  30. 30. OPPORTUNITY MACHINE SCORING MODEL FOR DYNAMICS CRM 36
  31. 31. • Available at opportunity.codeplex.com • Opportunity Scoring uses a machine learning model trained on past sales data to predict the eventual probability that the sale will be won. • Template architecture and End to End Reference Solution WHAT IS THE OPPORTUNITY MODEL 37
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  37. 37. Resources • Dynamics CRM: USE MACHINE LEARNING TO CALCULATE HAPPINESS INDEX – Manny Grewal • Predictions in Dynamics CRM with custom Azure Machine Learning integrations - Lucas Alexander OPTION #3 – BUILD YOUR OWN AZURE ML INTEGRATION 44
  38. 38. • Machine Learning Concepts • Azure ML CRM Preview Features • Azure ML with and End to End Solution • Resources OVERALL SUMMARY 45
  39. 39. 1. Sign up for Azure ML Trial and play 2. Download Opportunity Scoring Model, and test it opportunity.codeplex.com 3. Review Scenarios NEXT STEPS 46
  40. 40. MORE RESOURCES ! 47 OPPORTUNITY SCORING MODEL FROM MICROSOFT • http://opportunity.codeplex.com/ • https://opportunity.codeplex.com/wikipage?title=Machine%20Learning%20Model&version=10 • https://opportunity.codeplex.com/wikipage?title=Installer%20features&IsNewlyCreatedPage=true CORTANA INTELLIGENCE WITH SQL SERVER • https://gallery.cortanaintelligence.com/Tutorial/Operationalize-Azure-ML-solution-with-On-premise-SQL-Server-using-Azure-data-factory-2 GARTNER ON AI AND MACHINE LEARNING • http://www.gartner.com/smarterwithgartner/gartner-2016-hype-cycles-reveal-4-megatrends/
  41. 41. Complete your session evaluation on MyIgnite for your chance to WIN one of many daily prizes. (image of prizes tbc) Session evaluation
  42. 42. Visit Channel 9 to access a wide range of Microsoft training and event recordings https://channel9.msdn.com/ Head to the TechNet Eval Centre to download trials of the latest Microsoft products http://Microsoft.com/en-us/evalcenter/ Visit Microsoft Virtual Academy for free online training visit https://www.microsoftvirtualacademy.com Continue your Ignite learning path
  43. 43. Microsoft Ignite

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