Utilize Text Analytics to calculate student sentiments

Technology is evolving every day and people are wondering about the next “big thing”. Business Intelligence is one of those areas which has been under constant evolution and machine learning algorithms is being closely worked upon in BI segment to move from analytical applications to intelligent solutions.

Recent preview release of Microsoft Cognitive Services and exiting Azure Machine learning platform has improved the accessibility of building such capabilities into the application.

Microsoft Dynamics CRM is especially good candidates for using such services so as to improve the way customer’s run their businesses.

Read this great blog about Microsoft Cognitive Services. It basically provides a collection of intelligent APIs that allow solutions to see, hear, speak, understand and interpret our needs using natural methods of communication. One such API  is Text Analytics.

We decided to test and put this to a real world use case for one of our customers in education space.

Our customer is an education institute with thousands of students and use SolzRBM a Dynamics CRM based solution as to manage their core business and students.

One of the most common way of communication between people are emails and day to day email can best reflect the sentiment of the person. Hence we selected email as our main source of data for this analysis. Although the solution is generic and can be extended to include other communications such as text messages, tweets etc.

• So, whenever a student sends an email that email flows in Dynamics CRM as an email activity.
•  As soon as an email arrives in CRM, the text of email is read and sent to text analytics sentiment API in Azure.
• This API then returns a sentiment score based on the email content analysis. Scores are between 0 and 1 (0 representing a bad score and towards 1 is a happy score).
  

•  An average sentiment index is generated for the student (contact) based on individual email scores. If the overall average is

• less than 0.3 then contact is un-happy
• between 0.3 to 0.75 then average
• above 0.75 then happy

See the gauge dial chart at the student level indicating sentiment index.

This can help and give indications on which students are unhappy and institute can intervene to address the issues. This may not be 100 % accurate but can give great indication. You can even find overall organization level sentiment index with this.

Will keep posted on how the results are and how is the organization getting impacted with this.

Till then happy CRMing…

Soluzione IT services releases SolzEditor a new Rich HTML Email Template Editor for Microsoft Dynamics CRM

Dynamics CRM has tons of great features and capabilities but have you ever wondered how to create HTML rich content e-mails for sending to your customers?

Let’s admit it that creating and editing rich HTML based emails templates within the Dynamics CRM is quite a chore. Users will have to do some pretty manual stuff.  One has to first create HTML documents via tool of their choice example, notepad, Microsoft Word etc. then has to copy and paste from a browser and edit. Nothing wrong with the method but not the most efficient or desired way of creating email from business user perspective. Yet they may not get a clean usable template that one often requires to develop and release a quick email campaign. Matter gets worse if you need to package images or videos in the email.

After having understood this pain area exists and users are asking for this capability within the CRM interface, Soluzione a leading Dynamics CRM partner has developed a simple to use intuitive HTML template editor. This HTML editor can be launched from within Dynamics CRM and the templates can be edited, text reformatted and media inserted cleanly to get the email template one wants within minutes. This way one can launch the email campaigns in a fast and intuitive manner.

“Our customers are beginning to see the value of this utility and is making their Dynamics CRM experience reach a better state as far as the readiness for email activity and usage for campaigns”. One often needs simple tools and utilities within a system to quickly complete routine tasks and add to productivity.

SolzEditor includes a gallery of simple html templates to give a quick start on the email creation activity so that the business users do not necessarily have to start from a clean slate.

Adding and using the solution can be completed in some few simple steps.

1. Install the SolzEditor solution in Dynamics CRM by importing the managed solution. After it is successfully installed you should have SolzEditor in your solutions as below.

2. Refresh the page so that the latest changes can take effect. Go to Settings area and you should see HTML Email Editor and HTML Email Templates under Solz Editor tab.

3. Clicking on the HTML Email Editor loads the rich html editor pane.

The top left dropdown has the “CRM Email Templates” that you already have in the system. At the right “template gallery” stores sample HTML that can be used to quickly create HTML based email templates. We have couple of templates that we provide with the solution that you can use.

4. Select the template that you need to edit from the CRM Email Template box and click load. This loads the existing template into the rich editor with a tool bar for editing. You can now start from scratch and do further customization of the template to create HTML rich emails or you could load a sample HTML email from the template gallery. This will replace the content in the editor with html email from template gallery. Once edited the template can be saved to back into Dynamics CRM using the “Save” button.

Little text on the left bottom tells you which template is being currently edited.

5. “Open Template” button will open the saved template in Dynamics CRM where you can add Dynamics CRM fields such as Contact Name, Account Name etc.

The tool is now released and additional versions of the same will be available from time to time. If you are interested in integrating the same in your Dynamics CRM solution, please do get in touch with us at info@solzit.com.

Happy CRMing…