Add AI Memory to Microsoft Dynamics CRM

Enhance Microsoft Dynamics CRM with long-term AI memory for improved customer relationship insights and efficiency.

Try it free

How does Pieces enhance CRM?

Pieces adds a powerful memory layer to Microsoft Dynamics CRM, capturing crucial interaction details, customer history, and relevant documents. This allows users to quickly recall past conversations, access essential information, and maintain a consistent, informed approach to customer management, ultimately boosting productivity and strengthening customer relationships within the platform.

What information does Pieces store?

1

Install & launch PiecesOS

Install and run Pieces OS on your device.

2

Enable Long-Term Memory

Open the PiecesOS menu from your tray and enable Long-Term Memory.

3

Start using memory

Pieces captures contact details, notes, communications, and related documents from CRM.

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Capture customer interactions effortlessly

Pieces captures every interaction within Microsoft Dynamics CRM, securely storing it in your personal Pieces memory. You maintain complete control, with the ability to review, edit, and delete any saved information. You also have the flexibility to opt-out of capturing any specific interaction, ensuring your privacy and data preferences are always respected.

Recall past customer interactions quickly

Pieces stores your Microsoft Dynamics CRM memories securely for up to nine months, enabling you to search and filter by date, key words, or customer names. Instantly access previous conversations, support tickets, or sales data, empowering you to provide personalized service and make data-driven decisions, ensuring customer satisfaction and fostering long-term loyalty.

Seamlessly navigate historical context

Pieces enhances your workflow within Microsoft Dynamics CRM by providing instant access to relevant historical data directly within your CRM interface. Effortlessly navigate through past interactions, support requests, and customer feedback, enabling you to deliver tailored solutions and build stronger customer relationships with ease.

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Show me all the Dynamics CRM interactions I had with John Doe in the last month.
What were the key talking points in my last call with Acme Corp stored from Dynamics CRM?
Find the email template I used for the last successful lead conversion in Dynamics CRM.
What were the steps I took to resolve the "Opportunity Update" error in Dynamics CRM last week?
Create a code snippet from the JavaScript I used to automate lead assignment in Dynamics CRM.
Show me all the Dynamics CRM records I accessed related to the "Project Phoenix" deal.
Summarize the notes I took during the Dynamics CRM training session last Tuesday.
What were the search queries I ran in Dynamics CRM yesterday while researching competitor pricing?
Find the document I attached to the "Contoso Proposal" record in Dynamics CRM two weeks ago.
What were the steps I outlined for following up with cold leads in Dynamics CRM?
Show me all the tasks I created in Dynamics CRM related to the "Northwind Traders" account.
What were the criteria I used to segment customers for the last email campaign in Dynamics CRM?
Find the report I generated in Dynamics CRM showing sales performance by region.
What were the changes I made to the "Sales Pipeline" dashboard in Dynamics CRM?
Show me the records in Dynamics CRM that I tagged with "High Priority".
What were the questions I asked during the discovery call with the "Global Solutions" lead in Dynamics CRM?
Find the quote I created for the "Alpha Technologies" opportunity in Dynamics CRM.
Show me all the Dynamics CRM activities I completed related to the "Customer Onboarding" project.
What were the steps I took to troubleshoot the integration between Dynamics CRM and Mailchimp?
Find the knowledge base articles I consulted while working on the "Return Request" case in Dynamics CRM.
Show me the Dynamics CRM records that mention the keyword "budget".
What were the reasons I noted for losing the "Beta Corp" deal in Dynamics CRM?
Find the presentation I used to demo Dynamics CRM to the "Gamma Industries" team.
Show me all the Dynamics CRM customizations I made to the "Contact Form".
What were the steps I documented for creating a new workflow in Dynamics CRM?
Find the email I sent to the support team regarding the Dynamics CRM performance issues.
Show me the Dynamics CRM records that have a status of "Pending Approval".
What were the key performance indicators (KPIs) I tracked in Dynamics CRM for the last quarter?
Find the training materials I used to onboard new sales reps to Dynamics CRM.
Show me all the Dynamics CRM reports I exported to Excel in the last month.
What were the filters I applied to the "Opportunities" view in Dynamics CRM?
Find the solution I imported into Dynamics CRM to enable the "Lead Scoring" feature.
Show me the Dynamics CRM records that are associated with the campaign "Summer Promotion".
What were the steps I took to resolve the "Duplicate Contact" error in Dynamics CRM?
Find the documentation I created for the Dynamics CRM integration with Power BI.
Show me all the Dynamics CRM activities I scheduled for the "Account Management" team.
What were the custom fields I added to the "Account" entity in Dynamics CRM?
Find the code snippet I used to validate email addresses in Dynamics CRM forms.
Show me the Dynamics CRM records that have been updated in the last 24 hours.
What were the steps I followed to migrate data from Salesforce to Dynamics CRM?
Find the meeting minutes I recorded during the Dynamics CRM project planning meeting.
Show me all the Dynamics CRM dashboards that I have access to.
What were the steps I took to configure the security roles in Dynamics CRM?
Find the documentation I used to learn about the Dynamics CRM API.
Show me the Dynamics CRM records that are related to the product "Software X".
What were the steps I took to customize the Dynamics CRM mobile app?
Find the documentation I created for the Dynamics CRM user training program.
Show me all the Dynamics CRM workflows that are currently active.
What were the steps I took to implement the "GDPR Compliance" features in Dynamics CRM?
Find the documentation I used to troubleshoot the Dynamics CRM server.

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Never lose track of your work again. Try AI Memory

Talk to us

Try it free

DOWNLOAD FOR FREE

Never lose track of your work again. Try AI Memory

Talk to us

Get started

DOWNLOAD FOR FREE

Never lose track of your work again. Try AI Memory

Talk to us

Get started