MicrosoftThis was a brilliantly structured breakdown of how Azure OpenAI and Promptflow can transform CRM automation using RAG-based architecture. The way you tied together Dataverse, Azure AI Search, and Document Intelligence really shows how mature the Azure ecosystem is in handling real-world CRM workflows at scale.
At CRM Automates (https://crmautomates.com/), we’ve been actively implementing AI-assisted CRM automation for service-based businesses, and this article offered fresh insights, especially the batch processing with Logic Apps and the model evaluation metrics in Prompt Flow.
Quick question: Have you seen any challenges with grounding accuracy when the source CRM data includes a mix of structured and semi-structured formats (like notes or attachments)? Would love to hear your take on improving relevance in such hybrid scenarios.
Thanks again for the insightful read!
