User Review
( votes)In today’s fast-paced business world, web forms are essential tools for generating leads and staying connected with customers. As many Dynamics 365 users have discovered, web forms can also attract unwanted attention from spambots, flooding a company’s CRM with fake leads. This overload not only clogs the system, but also wastes a sales team’s valuable time.
One of our clients in the consumer goods industry recently faced this exact challenge. Their web form, designed to capture genuine inquiries about bulk product sales, was being overrun by spam leads which made it harder for their sales team to focus on real opportunities. By leveraging Microsoft’s Copilot and Power Automate, we were able to help them implement an AI-driven spam detection system.
The solution began with creating a Category Classification Custom Model using Microsoft’s Copilot AI Builder. We trained the artificial intelligence on historical data by tagging examples of legitimate leads as well as spam. While the model learned, it became more proficient in accurately classifying leads.
Once it was deployed, the model filtered web form submissions, marking spam for further review and sending qualified leads directly to the sales team. This process significantly reduced the time spent sifting through junk entries while allowing the team to focus on high-value opportunities.
Artificial intelligence is not just about filtering spam, it is also about transforming the way businesses operate. Copilot AI learns from patterns in an organization’s data, becoming smarter and more effective over time. This adaptability makes it an invaluable tool for modern businesses seeking to optimize workflows and make data-driven decisions.
By integrating Copilot AI into lead management, businesses can save countless hours of manual effort, improve data quality in their CRM systems, and create a more efficient and responsive sales processes.
When implemented thoughtfully, AI solutions can enhance human decision-making, turning a tedious problem into an opportunity for growth.
Imagine everything a team could achieve by effortlessly handling spam and streamlining lead qualifications with the power of Copilot AI.
By Brian Kretchman – Senior Consultant
Working with New Dynamic
New Dynamic is a Microsoft Solutions Partner focused on the Dynamics 365 Customer Engagement and Power Platforms. Our team of dedicated professionals strives to provide first-class experiences incorporating integrity, teamwork, and a relentless commitment to our client’s success.
Contact Us today to transform your sales productivity and customer buying experiences.
The post How To Control Span In Microsoft Dynamics 365 With Copilot AI appeared first on CRM Software Blog | Dynamics 365.
