How to Prepare Dynamics 365 CE Data for Agents

This episode is sponsored by Plauti. The tech world's focus on AI and agents has helped illuminate a longstanding question for Dynamics 365 CE customers - how strong is the data underlying your CRM? As the pressure to embrace AI and agents grows, customers have a range of concerns about their data. In this conversation, we look at how CRM teams are meeting core goals around sales efficiency and the overall value of their D365 tools while also considering the implications of AI in the near term. Our guests on this episode are Plauti's Nico Miedema and Rob Griffin, as well as Microsoft MVP Heidi Neuhauser. They tell us how new AI readiness pressure is forcing leaders to ask new questions, especially in situations in which no one may have actually measured data health before. Heidi, Rob, and Nico tell us about some of the ways they help customers approach this challenge, whether the organization has been living with Dynamics 365 solutions long term or they are moving from another CRM. Customers can and should start by knowing the tools that D365 gives them to manage and control their data, the guests agreed, but that is often not enough when it comes to duplicates, inaccuracies, and old information that could reduce the value of reporting, automation, and of course, AI and agents. More from Plauti: Meet the Plauti team at the Nashville Community Summit. We will have chocolate and more giveaways, and we're happy to continue the conversation on AI readiness. 📍 Booth #1934 We will also host a session that expands on the podcast topic, so don't miss it. 🎤 AI Doesn't Fix Dirty Data. It Multiplies It. An inside look at how to make Dynamics 365 CE data actually ready for Copilot and agents. → https://www.summitna.com/browse-sessions/?q=AI+doesn%27t+fix+dirty+data&sessionid=2371 And lastly, feel free to visit the Marketplace to explore the new Monitor features in our Data Management app. 🛠️ Plauti Data Management on Microsoft Marketplace → https://marketplace.microsoft.com/en-us/product/DynamicsCE/plautibv1633354680268.duplicatecheck If you can't make it to Nashville, feel free to connect with us by viewing our other content on the MSDW page or connecting with us on LinkedIn. · Plauti on MSDW: https://msdynamicsworld.com/vendor/plauti · Rob Griffin: https://www.linkedin.com/in/robgriffinct/ · Nico Miedema: https://www.linkedin.com/in/nico-miedema-a6a976129/