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Smart Service Desk
with Machine Learning
Stefano Tempesta
TODAY’S
AGENDA
Dynamics 365 for Customer Service
Unified Service Desk
Customer Service Hub
Microsoft AI Platform
Knowledge articles suggestion
Similar help desk cases
Related document recommendation
Stefano Tempesta
CRMUG Switzerland Chapter Leader
Dynamics 365 for Customer Service
Entities: Cases, Queues, Knowledge Articles
Collaterals: Articles, Contracts, Products, Services
Goals: Goal, Goal Metric, Rollup Queries
Service
Customer Service
Hub
Unified Service
Desk
Customer Service Hub
Dashboards
Activities: Email, Task, Appointment, Phone Call, Social Activity
Accounts and Contacts
Social Profiles
Cases and Queues of Cases
Knowledge Articles
Unified Service Desk
Windows desktop application
Container for a special “Dynamics 365 USD” solution
• No coding required
UII Framework for system integration at UI level
• Some (ehm…) coding required
Microsoft AI
Microsoft AI
www.microsoft.com/ai
Machine Learning
Demand Estimation Recommendations
Outcome Prediction Sentiment Analysis
MODEL SERVICE
DATASET
EXPERIMENT
Microsoft Cognitive Services
Cognitive Services leverage the power of Machine Learning.
AI-powered Customer Service
Dynamics 365 integrates with Cognitive Services to provide AI
capability to Customer Service.
Use the Text Analytics API to detect key phrases, topics, and
language from text.
• Automatically suggest knowledge articles
• Suggest similar cases for a case
• Enable document suggestions to recommend related documents
Disclaimer
Cognitive Services integration is only available in the United
States.
It is in Preview mode and not available in the Government
Cloud.
Preview features are not meant for production use.
Microsoft does not provide support for preview features.
Roadmap
http://roadmap.dynamics.com
Smart Service Desk
Text Analytics Service
Detect sentiment, key phrases, topics, and language.
Keyword matching for related documents, similar cases, and
knowledge article suggestions.
Settings > Administration > System Settings > Previews
Similar record suggestions
Setup a record-matching rule
Source Entity: Entity for which similar records are suggested
Field: Field to use in creating a text search rule
Criteria: Exact Match | Text Match
Settings > Data Management > Similar Records Suggestions Settings
Related cases
Automatic Case Relationships
Services > Similar Cases > Find
Related document recommendation
Text Analytics not required
Built-in keyword matching logic
Searches other like-entities to determine similarities found in
documents
SharePoint site, OneDrive, or external location
Text Analytics recommended when using an external site
19 Apr – CRMUG Switzerland Chapter
23-25 Apr – Summit EMEA Dublin
Discount Code: CHCRMSWI
THANK YOU
FOR ATTENDING!
@stefanotempesta /in/stefanotempesta

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