Data Connector
Building AI Apps with Microsoft Dynamics 365 Crm Data

Building AI Apps with
Microsoft Dynamics 365 Crm Data: Vector Search
for Smarter Insights

Making Microsoft Dynamics 365 Crm data AI-ready and accessible for smarter apps by seamlessly connecting Microsoft Dynamics 365 Crm, Zilliz Cloud, and fivetran.

What is Microsoft Dynamics 365 Crm and What's Its Data Like?

Microsoft Dynamics 365 CRM is a customer relationship management solution that integrates data-driven business processes to improve customer interactions. It processes structured data like sales data, customer interactions, and marketing automation results, along with unstructured data such as customer emails and support tickets. Dynamics 365 CRM provides comprehensive tools for sales, marketing, and service operations, enhancing customer engagement and operational efficiency.

Challenges for Building AI Apps with Microsoft Dynamics 365 Crm Data

Unstructured Data
Much of Microsoft Dynamics 365 Crm’s data is unstructured and multimodal. Standard database queries struggle with such text-heavy information, making it difficult to unlock its full potential.
Data Silos
Microsoft Dynamics 365 Crm data often exists in isolation, making it challenging to integrate with other enterprise systems or data sources.
Scalability
Massive amounts of user interactions are logged daily, and processing and querying this data in real time requires robust infrastructure, especially when building AI-driven applications.
Personalization
AI apps require deep insights into customer behavior to offer personalized experiences. However, standard searches and SQL queries don’t adequately surface the relationships and similarities hidden in Microsoft Dynamics 365 Crm data.

Fueling Microsoft Dynamics 365 Crm AI Apps with Vector Search for Smarter Insights

Making Unstructured Data Searchable
Vector search enables AI to explore unstructured Microsoft Dynamics 365 Crm data like text and images by comparing the meaning and context of each data point. This allows your AI apps to uncover actionable insights that were previously buried in complex records.
Going Beyond Keywords with Semantic Search
With vector similarity search, your AI apps are no longer limited to basic keyword matching. Vector search solutions like Zilliz Cloud perform deep, context-aware searches, identifying patterns and similarities across Microsoft Dynamics 365 Crm data that traditional methods can’t reach.
Uncovering Hidden Relationships
Vector search finds subtle trends and connections within unstructured data. By identifying these hidden patterns, your AI apps generate more accurate predictions, smarter recommendations, and better overall results.
Scalability for Real-Time AI
Designed for speed and scale, vector search engines like Zilliz Cloud can process massive Microsoft Dynamics 365 Crm datasets in real-time. Whether it’s handling billions of records or delivering instantaneous insights, vector search ensures your AI applications can perform at peak efficiency.

Connect Microsoft Dynamics 365 Crm, Zilliz Cloud, and fivetran to Unlock Instant, AI-Ready Insights

The seamless integration of fivetran and Zilliz Cloud takes the complexity out of building AI-powered apps using unstructured data from Microsoft Dynamics 365 Crm and any other sources. With just a few clicks, you can deploy fast, efficient, and scalable search solutions, empowering your AI applications to deliver smarter insights.

Fuel your GenAI workloads with Fivetran and Zilliz Cloud

1.
Unstructured data from Microsoft Dynamics 365 Crm flows to fivetran.
2.
fivetran pre-processes and transforms the data into vector embeddings using OpenAI embedding services.
3.
The Zilliz Cloud connector channels the processed vector data into the Zilliz Cloud vector database in real time, ensuring instant availability for AI-powered tasks.
4.
Zilliz Cloud performs vector similarity searches to find relevant information to user queries.
5.
LLMs leverage the provided contextual information to generate meaningful, context-driven insights.

How to Build AI-powered Search for Every Data Source with Fivetran and Zilliz Cloud

4 min watch

Try This Integration for Free

Make your data AI-ready by connecting Microsoft Dynamics 365 Crm, fivetran, and Zilliz Cloud.

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Frequently Asked Questions

New to Zilliz Cloud integrations? You're not alone. Here are some answers to common questions about how Zilliz Cloud works with Microsoft Dynamics 365 Crm and fivetran.

What is a vector database?
A vector database stores, indexes, and searches through large collections of vector embeddings—numeric representations of data points, particularly unstructured data like text, images, and videos. These vectors, often generated by machine learning or deep learning models, capture the features, patterns, and relationships within your unstructured data. Vector databases are widely used for various AI-powered tasks such as Retrieval Augmented Generation (RAG), semantic search, natural language processing (NLP), recommendation systems, and chatbots.
Why integrating Microsoft Dynamics 365 Crm, fivetran, and Zilliz Cloud for your GenAI apps?
Integrating Microsoft Dynamics 365 Crm, fivetran, and and Zilliz Cloud streamlines the flow of Microsoft Dynamics 365 Crm data into Zilliz Cloud, a vector database optimized for similarity search. With fivetran automating the data extraction and loading process, you can easily sync Microsoft Dynamics 365 Crm data into Zilliz Cloud for AI-driven analysis, such as customer segmentation, recommendation systems, and trend detection.
What types of Microsoft Dynamics 365 Crm data can I store and search in Zilliz Cloud?
You can store and search any kind of structured, semi-structured, or unstructured Microsoft Dynamics 365 Crm data that can be converted into vector embeddings. This includes customer profiles, sales opportunities, interactions, and product details. Once transformed into vectors, this data can be used for similarity search and other AI-driven tasks like recommendations or customer behavior analysis.
What is Zilliz Cloud?
Zilliz Cloud is a fully managed, high-performance vector database powered by Milvus designed to deliver exceptional scalability at an affordable price. It features AI-powered search with optimal strategies and no manual tuning, simplifying complex search tasks for seamless integration. Built with a cloud-native, distributed architecture, Zilliz Cloud ensures on-demand scalability and cost-efficient growth. This platform is also enterprise-ready, offering reliable performance and robust security, making it the perfect solution for businesses looking to build and scale their AI applications with confidence.
What is Fivetran?
Fivetran is a data integration platform that helps businesses automate the process of extracting, loading, and transforming data (ELT) from various sources into data warehouses, lakes, or other data destinations. Fivetran has integrated with Milvus, offering a destination connector for seamless data ingestion from 500+ data sources to the Milvus vector database.

Sync your data from any sources to Zilliz Cloud

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Building AI Apps with Microsoft Dynamics 365 Crm Data: Vector Search for Smarter Insights

What is Microsoft Dynamics 365 Crm and What's Its Data Like?

Challenges for Building AI Apps with Microsoft Dynamics 365 Crm Data

Unstructured Data

Data Silos

Scalability

Personalization

Fueling Microsoft Dynamics 365 Crm AI Apps with Vector Search for Smarter Insights

Making Unstructured Data Searchable

Going Beyond Keywords with Semantic Search

Uncovering Hidden Relationships