Seamless Prediction Automation & Triggers

Predict4Dynamics’ Automatic Prediction Triggers transform how Dynamics 365 CRM users access predictive insights by eliminating the need for manual model execution.

Unlike traditional prediction workflows, where users must actively run AI models or refresh dashboards, this intelligent feature automatically generates predictions whenever a record is created or updated.

Whether it’s a new lead entering the system or an opportunity being modified, Predict4Dynamics ensures that your team always has the latest, actionable insights at their fingertips, without any manual intervention.

For example, when a new lead is added, the system can instantly forecast conversion probability and potential revenue.

Enables automatic generation of predictions when a record is created or updated for the selected entity.

Once the model is successfully trained and its status is marked as Ready, the system triggers predictions based on the actions selected in the Prediction Trigger dropdown (e.g., Create or Update).

If Human Explanation is set to Yes, users receive AI-generated, easy-to-understand reasoning along with the prediction.

Administrators can also add Custom Instructions to define how the AI explanation should be presented in a preferred tone or format.

Similarly, updates to opportunity records immediately trigger predictions on deal-closure likelihood, enabling sales teams to prioritize efforts and make data-driven decisions in real time.

By leveraging real-time automation, this predictive functionality reduces lag between data entry and actionable insight, ensuring your team can respond proactively rather than reactively. It not only accelerates decision-making but also enhances operational efficiency, improves forecasting accuracy, and maximizes business outcomes.

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