Anyone using Azure AI Foundry inside CRM?

Manny Alonso
Manny Alonso
First Anniversary Name Dropper Participant Facilitator 1
edited February 7 in Blackbaud CRM Developer Discussions

We’ve been experimenting with Azure AI Foundry inside our CRM at Georgia Tech Foundation and recently built out AI-generated summaries at a few different levels:
– summaries for individual interactions
– roll-up summaries across all interactions
– profile-level summaries that evolve over time

All of this is integrated natively so context carries forward instead of living in isolated notes.

Curious if anyone else is doing something similar with Azure AI Foundry (or evaluating it) — especially around interaction history, relationship context, or profile intelligence. What approaches have you taken so far?

Answers

  • Manny Alonso
    Manny Alonso
    First Anniversary Name Dropper Participant Facilitator 1

    We’ve been experimenting with Azure AI Foundry inside our CRM at Georgia Tech Foundation and recently built out AI-generated summaries at a few different levels:
    – summaries for individual interactions
    – roll-up summaries across all interactions
    – profile-level summaries that evolve over time

    All of this is integrated natively so context carries forward instead of living in isolated notes.

    Curious if anyone else is doing something similar with Azure AI Foundry (or evaluating it) — especially around interaction history, relationship context, or profile intelligence. What approaches have you taken so far?

  • Steven Finnell
    Steven Finnell
    Seventh Anniversary Kudos 1 Name Dropper Facilitator 1

    Hey Manny,

    At the University of South Carolina we recently developed a process by which we grab files from a third party service (PaperSave in this case) and then run it through Azure Foundry to OCR the pdfs and subsequently save a copy of the PDF to an Azure OpenAI vector store that's then used by an assistant to answer questions regarding the PDF. The questions themselves are stored and managed in CRM. We had to use web requests over packages given that we are remotely hosted and the package did not play well with some of our environments.

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