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Streamline Business Processes with AIClassify Dataverse Plugin
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Microsoft Dataverse
Apr 20, 2024 11:09 AM

Streamline Business Processes with AIClassify Dataverse Plugin

by HubSite 365 about Temmy Wahyu Raharjo

Citizen DeveloperMicrosoft DataverseLearning Selection

Simplify Business with Dataverse Plugin & AIClassify: Streamline Operations Now!

Key insights




  • Integration of AI in Dataverse simplifies business processes such as case or feedback creation by minimizing user input requirements.
  • Users need only to provide “Title”, “Description”, and “Customer” information for the AI to assist in routing the case to the appropriate department.
  • The plugin, developed using Dataverse Rest Builder and AIClassify, classifies and routes cases based on provided categories or defaults to a general case if no match is found.
  • Plugin customization options include adjusting it for Pre-Create or Post-Operation Async based on processing time preferences.
  • The demonstration showcases the plugin’s capability to set billing categorization through AI classification, enhancing CRM management.

The Increasing Impact of AI on Business Process Automation

Integrating artificial intelligence (AI) into business tools and platforms, such as Microsoft Dataverse, is revolutionizing how businesses manage their operations. By simplifying complex tasks, AI-enabled plugins can minimize manual data entry and improve accuracy in categorizing and routing cases or feedback. This not only accelerates the decision-making process but also optimizes resource allocation by ensuring that cases are directed to the most relevant departments. 

Building a Microsoft Dataverse Plugin and utilizing AIClassify can significantly streamline business operations. This approach allows users to input minimal details like "Title", "Description", and "Customer" for case, feedback, or incident creation. The AI then assists in setting the appropriate subject for routing.

In this process, various subjects like "Problem", "Billing", "How To", and "Licensing" can be assigned. If the subject does not fit any category, it is routed to a "Default Case" by the team for further clarification.

To implement this, one uses the Dataverse Rest Builder and specifies three main parameters: AllowMultipleCategories, Categories, and Text. The response yields a "Classification" based on the input provided.

The plugin creation involves fetching all subjects for classification, then determining the case's title and description. The AIClassify action is called to set the subject; if AI does not find a suitable subject, it's set as "Default Case".

This plugin signifies an advancement in handling cases by simplifying the classification process through AI. It’s a demonstration of how one can automate the routing of cases to the appropriate department efficiently.

  • Streamlines business processes
  • Automates case routing
  • Reduces manual input requirements

Read the full article Build a Dataverse Plugin and use AIClassify to simplify business process

Microsoft Dataverse - Streamline Business Processes with AIClassify Dataverse Plugin




People also ask

What is a Dataverse plugin?

A plugin functions as a tailored event handler, executing in the wake of a specified event that occurs while a data operation is being processed within Microsoft Dataverse. This plugin is crafted as a custom class, which is then compiled into a .NET Framework assembly. Once compiled, it can be uploaded to and registered within Dataverse for use.

What are the limitations of Dataverse in Powerapps?

According to Microsoft, when looking into Dataverse's utility within Power Apps, one encounters a default storage capacity standing at 10GB. However, a more granular limitation reveals itself, with only 50MB being allocated per individual app.

How do I create a Power Platform plugin?

To forge a plugin for the Power Platform, initiate by constructing a solution that contains a plugin library.

What are the benefits of using Dataverse together with model driven apps?

Utilizing Dataverse in conjunction with model-driven apps provides "citizen developers" with the opportunity to craft components effortlessly using data sourced from Microsoft Dataverse, a cloud-hosted database designed to support business applications robustly. This integration allows for the creation of forms, views, charts, and dashboards, which can then be seamlessly incorporated into your model-driven app through an intuitive, built-in app editor, thus enhancing application development and customization.



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