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More than AI buzzwords - From Scattered Data to Actionable Customer Intelligence
01. April 2026
Our approach to AI is simple and straightforward: define a use case that is clear, delivers immediate benefits, and has an objective that can be easily translated into concrete steps and milestones.
Artificial intelligence is currently one of the most debated topics in the technology sector. Most of us use AI every day. Not just in business environments: training plans, recipe ideas, health tips. AI, and particularly LLMs, have become our daily companions.
At the same time, many AI initiatives within companies remain theoretical or require major transformation programmes before delivering tangible added value. So why is this the case, and what can be done differently?
Our approach to AI is simple and straightforward: define a use case that is clear, delivers immediate benefits, and has an objective that can easily be translated into concrete steps and milestones.
A common challenge in B2B sales
In many companies, customer information is spread across multiple systems. This can include CRM systems such as Dynamics 365, ERP platforms, SharePoint, external websites, stock exchange information, and Excel files.
To be effective in B2B sales, an account manager must know their customers, identify potential needs, and offer solutions before they become urgent and pressing.
In reality, sales employees often spend a lot of time searching for relevant information before contacting customers. Preparing for a customer meeting frequently involves manually gathering information from multiple systems and external sources. This process is not only time-consuming but also increases the risk of overlooking important insights.
What if all this information could be automatically summarised and consolidated in seconds?
The solution: An AI-powered 360° one-pager
With our solutions based on Microsoft Copilot Studio and Dynamics 365, companies can create AI-powered 360° one-pagers. This combines data from multiple systems and provides a clear, structured overview of a customer.
Collects
... relevant data from multiple systems
Unified
... the information into a unified context
Generated
... a concise summary using generative AI
Presented
... the result directly in Dynamics 365
The result is a Customer Intelligence One-Pager, generated with a single click.
The benefits
The most immediate advantage is faster preparation for direct customer contact. Sales and service teams no longer need to manually gather information from multiple systems. Instead, they receive a complete and structured overview within seconds.
This also improves the quality of customer conversations. Sales professionals enter meetings with a better understanding of the customer’s situation, supported by information that is consistent, transparent, concise, and relevant.
But the added value goes beyond meeting preparation.
Our one-pager enhances account planning and the involvement of key account managers, providing C-level executives with real-time insights that help them make informed decisions.
The future of AI-driven CRM
The combination of Dynamics 365, Copilot Studio and generative AI opens up new possibilities for customer intelligence. Instead of simply storing customer data, companies can now automatically convert it into practically actionable insights.
AI agents are increasingly taking on tasks such as:
- Identifying risks or upsell opportunities
- Summarising account health
- Creating session briefings
- Identifying the best actions
The AI-generated 360° one-pager is thus only the beginning of a new generation of AI-powered CRM systems
More importantly, this is neither a long-term innovation project nor a complex AI transformation programme. It is a practical and immediately usable solution that can be implemented within days using existing Microsoft platform features.
If you want to discover more exciting use cases, read on here.
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