Azure AI and CRM database; who is exploring these opportunities?

Which orgs and teams are exploring Azure AI functionality with a focus on integration with your CRM database? I've got some neat ideas for chatbots, reporting, prospect segmentation, interaction/constituent history/profiles, possibly natural language querying of the database but I'm stuck trying to determine how to vectorize (create embeddings) for a highly normalized database. Are folks looking at BBDW or some type of ETL that will convert highly normalized data into a more aggregated, verbose format for vectorization? I'd love to hear from others and determine who is making moves in this direction. I am also really curious how folks who are in Blackbaud Azure are managing an Azure adjacent posture (where your CRM database is in BB managed services and you'd like to build using Azure AI services outside BB managed services).

Comments

  • @John Dynamics Hi John! Happy Monday. Circling back around on this to see if you received any private message from community members or anyone to connect with?

  • Hey @John Dynamics, at the Georgia Tech Foundation, we’ve implemented native support for interaction summaries and profile summaries using Azure Foundry API.

    Have you made any progress on this front, or are you evaluating alternative approaches?

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