Article

Sales Effectiveness in Microsoft Dynamics CRM with Azure IoT and Machine Learning, Part I

by Stefano Tempesta
CTO, Microsoft Regional Director & MVP, Connecting Software

How can an organization optimize its sales channels and product targeting by building a 365-degree view of its customers in Dynamics CRM? The answer, and topic of this article, is with the help of Azure IoT and Azure Machine Learning services.

Sales effectiveness

The use case described in this article is the promotion of best-fit products to consumers, in this instance, active cosmetics. The objective is to optimize stock availability among street distributors according to predicted demand, using detailed profiles of consumers. 

To do so, we classify those consumers based upon such criteria as:

  • common patterns of actions
  • age
  • gender
  • and skin type

Augmenting this data is data from wearable and mobile devices connected to the Azure IoT Hub, such as:

  • location
  • commuting patterns
  • and weather conditions

All this information is then scored and evaluated in Azure Machine Learning to predict the best matching products. Data about sales conversion and customer loyalty is also captured and analyzed with Power BI.

CRM Integration Flow with Azure IoT and Machine LearningCRM Integration Flow with Azure IoT and Machine Learning

All of the data described above is collected by the Azure IoT platform and stored in the CRM system, providing an analysis dataset for applying a "demand prediction" Machine Learning algorithm that determines:

  • Churn rate, or measure of customer attrition, defined as the number of customers who discontinue ...

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Azure IoT Suite Azure Machine Learning Business Central Configuration & Development Consumer Goods Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Finance and Operations Inventory Management Marketing Marketing Automation Power Automate Sales Sales & Marketing
About Stefano Tempesta
Stefano Tempesta is CTO at SXiQ, a Microsoft Regional Director, MVP on Azure, AI and Business Applications, and co-founder of 365 Community, a non-profit organization whose mission is to empower communities around the world with better ICT processes for customer relationship management (CRM) and customer service, using modern technology. A technology manager with 20 years of international experience, entrepreneur CTO and advisor for start-ups in Australia, Singapore and Switzerland, Stefano is an author, a public speaker, a blogger, an event organizer and an ambassador of beautiful software. His interests extend to microservice architectures, blockchain, IoT and A.I. related technologies.
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