Demo - How to use Machine Learning on sales pipeline

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Description

 Steps to install

  • Download zip file
  • Extract content
  • Double click on exe - CRMInstaller.exe
  • Provide CRM Credentials
  • Provide Azure credentials

 Installer will deploy e2e solution in your Azure subscription.  It takes 8 minute to deploy.  Installation is 1 time activity.

 How to see results

To use opportunity score go to Dynamics CRM and load opportunity entity form.

  1. Open an opportunity.
  2. On this form you will see a score field. Score field is coming from Machine Learning model. Score tells likelihood of winning an opportunity
  3. Click on score field. You will see explanation and insight why a given opportunity has this score. It will provide insight what should be done to improve the score.

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