Next Best Action

Next Best Action is an AI-driven assistant built within Microsoft Dynamics 365 that analyzes historical CRM data, activity patterns, engagement signals, and defined success outcomes to recommend the most impactful next step for leads, opportunities, cases, and custom entities. Whether it is scheduling a call, sending a follow-up email, escalating a case, offering special pricing, or re-engaging a stalled opportunity, the system learns from past wins, detects real-time signals, and delivers contextual, explainable guidance directly inside CRM forms and grids. Built on Microsoft Azure, the solution ensures enterprise-grade security, GDPR compliance, and scalable, secure data processing. COMING SOON!