Summary
This document is a technical report detailing the development of the Dynamic Context service, an analytical tool designed for integration with Microsoft Dynamics CRM. The service utilizes artificial intelligence to automate the process of gathering client information, which traditionally required extensive manual searches. The report outlines the business problem faced by a large international financial company, where consultants spent significant time searching for client-related information, impacting their efficiency. The Dynamic Context tool addresses this issue by providing relevant insights directly within the CRM interface, allowing consultants to prepare for meetings more effectively. It highlights the service's capabilities, including keyword-based searches and real-time updates, which enhance decision-making processes. The report also discusses the technology stack used in the solution, including Azure AI and .Net, and presents the benefits achieved, such as reduced transaction processing time and improved work quality. The service is positioned as beneficial for various sectors, including law firms and financial institutions.
