Azure Machine Learning for Dynamics 365 Products recommendations

One of the new exciting features in Dynamics 365 is the intelligent product recommendation features in Microsoft Dynamics 365 CRM.

Currently, Dynamics 365 product catalog includes some basic modeling ability to link various products for cross-sell / upsell and also accessory recommendations. This is a great feature which several businesses have found extremely useful. However, the limitation here is that these links are hare coded and require someone in your organisation to constantly maintain them and update links between various products on regular basis. At some point, these hard links will expire and will need to be removed and updated, etc. The other challenge is that it is base don assumption that customers who bought product x are also interested in product y. These will be business assumptions and not intelligently calculated linkage between various products.  Maintaining these hard links require the constant overhead and complexity of analysing recommendations ranking and imagining all possible combinations of products that can be sold together.

Now Microsoft is offering a much more advanced and intelligent solution that is quite unique amongst CRM system. Microsoft Dynamics 365 can now build the product links based on recommendations which use real-world transactions as a basis for their calculations and links that can evolve over time based on current customers buying trends and without requiring any maintenance overhead.

By connecting your Dynamics 365 Solution to Microsoft Cognitive Services (called Cognitive Services recommendations services – which is based on Microsoft Azure Machine Learning), you will have recommendation modeling techniques making recommendations without any manual intervention. Using real-world transactions or interactions to find products that are sold or viewed together, Microsoft Cognitive services will push through product recommendations into your Dynamics 365 solution.

Once you add the product recommendation feature in Dynamics 365 a capability is added to the product catalog to generate automatic recommendations. You can set up the product catalog and synchronisation to build a “machine learning based recommendation model” that makes recommendations in a ranked list at various places in Dynamics 365, such as at the account, opportunity or order level.

Please note that, Microsoft Dynamics 365 product recommendations feature supports existing line item entities (OpportunityProduct, QuoteDetail, SalesOrderDetail, and InvoiceDetail) and custom line item entities, as well as standard and custom product relationships.

Source for this information and more details can be found here:

https://technet.microsoft.com/en-us/library/mt703320.aspx

and here is a step by step guide on how to enable Cognitive Services for Dynamics 365 product recommendation:

https://technet.microsoft.com/en-us/library/mt703320.aspx#BKMK_ConnectLearnRec

Hope this helps!

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