Dec 11, 2020
Microsoft has developed new capabilities in Dynamics 365 to discover email messages, meetings, and
phone call activities related to an opportunity, and then to factor these signals into the score.
Capturing activities to determine opportunity health
A healthy opportunity will usually have activities happening in it like email messages, meetings, and phone
calls.
Many of our predictive opportunity scoring customers were gathering these signals manually to determine
opportunity health.
Microsoft has replaced the need for customers to manually track activities by using AI to gather activities,
approving prediction accuracy, and compensating for cases where sellers do not diligently update the
opportunity fields.
This can help the seller make more educated choices about what the best next action might be.
For example, a high level of activity may indicate that the opportunity is heating up and is worth attention.
Likewise, an opportunity with where the activity level is low may need immediate attention.
Here’s an example showing the opportunity score improving
Here's an example showing the opportunity score declining:
Connecting opportunities with activities
In addition to activities that are explicitly connected to opportunities, an algorithm is developed to infer
indirect connections between activities and opportunities, using Contact and Account activity timelines.
Since these are not trivial connections (for example, an account may have multiple opportunities), AI is
assigning them appropriate predictive weights.
How the predictive opportunity scoring model is trained
First, we make sure, automatically, that the data we have is meaningful and contributing to the prediction.
Then we look at each recent activity level of every opportunity and try to find a correlation between this
signal and the likelihood of winning the opportunity.
After the model is trained, we can view the open opportunities in the system and give them a score based
on past examples.
What the AI does is learn how recent activity level affects the likelihood to win an opportunity in your
organization.
Jun 22, 2016
Nowadays companies want to have an ERP solution but want to keep their data on their servers. However, they don’t have the expertise for managing these servers and they don’t want to pay a big investment upfront.
After signing the Microsoft SPLA, partner can provide a full Managed Services solution to the end customer while adding his cost to the type of license and differentiate the price based on license type and edition. Customer will have therefore a simple pay-as-you go monthly payment with no upfront cost.
What are the benefits for partner and end customer?
Benefits for Customer:
- Customer doesn’t have big upfront costs
- Customer will have a pay as you go payment method
- Customer always has access to the most current product versions
- Partner can deliver the solution customized based on customer’s requirements
Benefits for Partner:
- Partner now has an option B to capture all lost opportunities for customers who can’t afford big investments
- Partner can add to his offering his support and margin in order to increase his revenue
- No upfront commitment for partner
In addition to that, BPS Team is available round the clock to help assist you in:
- Advising in product selection, licensing, go to market, hosting projects bidding & platforms (Dynamics as a Service)
- Pre-sales advising: Assisting with all licensing questions and queries (by a group of licensing experts)
- Pricing for your end-customer projects based on a design sent per project
- Start now by joining the partner program
