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Inogic Launches AI-Powered Solutions for Dynamics 365 CRM: Predictive Analytics, AI Document Search & Next Best Action

INOGIC

Inogic, a Microsoft Gold ISV Partner specializing in Microsoft Dynamics 365 and Azure AI, today announced the launch of three AI-powered solutions designed to enhance decision-making within Dynamics 365 CRM: Predict4Dynamics, SharePoint Knowledge AI Search, and Next Best Action.

Built on Azure Machine Learning and Azure OpenAI, the new solutions bring predictive analytics, AI-powered document intelligence, and real-time recommendations directly into CRM workflows helping sales, service, marketing, and finance teams act faster and more intelligently.

We built these apps to answer 3 key business questions: what will happen, what information matters & what action to take next. Together, they transform Dynamics 365 into an AI-driven decision engine”

— Vaibhav Ghorpade, VP of Technology, Inogic

“We built these solutions to answer three critical business questions – what will happen, what information matters, and what action to take next. Together, they transform Dynamics 365 into an AI-driven decision engine,” said Vaibhav Ghorpade, VP of Technology, Inogic

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1. Predict4Dynamics — AI Predictive Analytics for Dynamics 365
Predict4Dynamics delivers explainable AI forecasting in Dynamics 365 CRM, giving teams transparent predictions for lead conversion, revenue, churn, and service escalations. Unlike black-box models, its Explainable AI (XAI) framework reveals why each prediction is made, building trust and enabling confident, compliance-ready decisions.
• Lead conversion prediction and opportunity scoring
• Revenue forecasting and sales prediction insights
• AI predictive analytics for customer churn and risk analysis
• Explainable AI models for transparent decision-making

2. SharePoint Knowledge AI Search —AI-Powered Document Intelligence
SharePoint Knowledge AI Search bridges Dynamics 365 CRM and SharePoint with an AI-powered Copilot Agent that surfaces the right document at the right moment. Users can search contracts, proposals, and knowledge articles using natural language, directly inside the CRM record they are working on. Organizations can now unlock the true value of their documents with secure Dynamics 365 document access powered by AI.
• Intelligent document search across SharePoint-integrated CRM data
• Context-aware retrieval of relevant files within Dynamics 365
• Enterprise-grade security with permission-based access
• AI-powered knowledge discovery for faster decision-making

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3. Next Best Action — Context-Aware AI Recommendations & Workflow Automation
Next Best Action for Dynamics 365 CRM is an AI-powered recommendation engine that analyzes CRM data, activity history, and context to suggest the highest-impact action for every user, at every moment. From automated task suggestions in Dynamics 365 to full AI workflow automation, it eliminates guesswork and drives consistent, outcome-focused CRM behavior.
• Context-aware recommendations in Dynamics 365
• AI-driven task suggestions based on CRM data and user behavior
• Automated task suggestions to improve productivity
• AI-driven workflows to streamline operations

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MTS Staff Writerhttps://martechseries.com/
MarTech Series (MTS) is a business publication dedicated to helping marketers get more from marketing technology through in-depth journalism, expert author blogs and research reports.

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