Azure Cognitive Services and Dynamics 365 - Part 2

In part 1, we looked at how we could integrate Azure Cognitive Services with Dynamics 365 to provide keyword search suggestions for Knowledge Based articles.

In this second part we discuss the Similar Records Suggestions Feature

Important

At the time of writing, the integration of Cognitive Services with Dynamics 365 is in preview mode and the preview is only available for North American instances.


In order to configure the integration, see sections 1 to 3 of part 1


1A. Add Advanced Similarity Rules

1. Navigate to Settings | Data Management | Similar Records Suggestions
2. Click New
3. Fill in details, ensuring that Use Text Analytics for Target Match is set to Yes and entity is set to Case
4. Click Save

1B. Add Match Fields

On the same record as section 1A, we click the plus sign as shown below and we add some Match Fields.

We set the same fields as in part 1, namely Subject of any regarding activity, title of any regarding note and description field.

Once this has been done, the similarity rule can be activated.

2. Testing It

We create a few cases with similar description and/or subject for tasks, title for notes.

When we click on Similar Cases: Find

This appears to have picked up the word fault on the description and used it to suggest it, not exactly what we were after but it highlights the posibilities

These are a complement to the duplicate detection rules although I have to admit that I've not managed to get them to trigger but the API in Azure is being invoked ...