Microsoft Dynamics 365 AI Opportunity Lab

About This Solution

Turn AI Possibilities into Practical Outcomes for D365 CE/CRM

Microsoft Dynamics 365 CE/CRM contains rich business data, and the Power Platform allows you to configure Agents that can access a custom know edge base to control both sources and responses. The challenge for most organizations is not whether AI can help, but where to start, what is realistic, and how to move forward.

New Dynamic’s AI Opportunity Lab is a structured workshop designed to help explore where AI can create value, understand the level of effort involved, and develop a clear roadmap for leveraging AI within your Dynamics 365 environment.

Navigate Through AI Uncertainty

Today’s leaders exploring AI in Dynamics 365 CE/CRM are
typically asking these questions:

• How can we leverage AI to experience real results?
• What opportunities are realistic for my organization?
• What is required to start and support an AI initiative?
• What are the data, security, or governance risks?
• How do we start with something practical?

This workshop is designed to answer these questions and provide a clear path to becoming an agentic sales organization.

What Takes Place During the Dynamics 365 AI Opportunity Lab

During the one-two day workshop, New Dynamic will collaborate with your key stakeholders to:

• Align priorities and brainstorm AI use cases
• Evaluate data readiness and governance risks
• Identify a safe, high-impact AI use case pilot
• Expose any data issues and governance gaps
• Prioritize AI use cases

What You Receive and How To Leverage It

An understanding of where AI can help, what it will take to get there, and how to go forward including:

• A prioritized list of your top D365 AI use cases
• Data and risk summary
• Governance and security considerations
• Recommended AI pilot
• Executive-ready D365 AI roadmap