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
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.
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.
