{"id":25909,"date":"2026-10-12T00:14:13","date_gmt":"2026-10-11T22:14:13","guid":{"rendered":"https:\/\/kcpdynamics.com\/context-iq-more-intelligence-for-dynamics-365-and-microsoft-365\/"},"modified":"2026-10-12T00:14:13","modified_gmt":"2026-10-11T22:14:13","slug":"context-iq-more-intelligence-for-dynamics-365-and-microsoft-365","status":"publish","type":"post","link":"https:\/\/kcpdynamics.com\/en\/context-iq-more-intelligence-for-dynamics-365-and-microsoft-365\/","title":{"rendered":"Context IQ, more intelligence for Dynamics 365 and Microsoft 365"},"content":{"rendered":"

Possibly you, who are reading this article from your desk, a tablet at home or a smartphone while commuting on the subway to work, have already implemented the possibility of remote working for your business employees.<\/p>\n

And believe me, if you haven’t done so, you will need to reconsider it shortly.<\/p>\n

Not because your own employees are requesting it, nor because production costs will be reduced by cutting down on necessary assets, but because your customers will demand it.<\/p>\n

Aware of this, Microsoft announced Context IQ at Ignite 21<\/a>.<\/p>\n

Context IQ brings together functionality embedded in Microsoft Dynamics 365 and Microsoft 365 that increases and optimizes collaboration capabilities by applying Artificial Intelligence (AI) to collaborative tasks.<\/p>\n

Context IQ helps with quick access to records, colleagues across the organization and conversations, from any of the Dynamics 365 and Microsoft 365 applications.<\/p>\n

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[\/su_note]<\/p>\n

Context IQ and Dynamics 365<\/h2>\n

Our daily work involves collaboration with people in our organization and people from external organizations.<\/p>\n

Until now, many of the collaboration elements were found in different applications, requiring us to navigate between them, configure settings and share data.<\/p>\n

Context IQ appears to integrate, within Dynamics 365, collaboration functionalities that were, until now, only available in Microsoft Teams.<\/p>\n

Chat integration in Dynamics 365<\/h3>\n

One example of this is the inclusion of the Teams chat in Dynamics 365<\/a>.<\/p>\n

This way we can not only use the chat to communicate with internal or external collaborators, but also link these conversations to records so that they are available to the rest of the professionals in the sales departments (business opportunity) or service departments (case resolution).<\/p>\n

Locating key people for sales and service cases<\/h3>\n

Going further, Context IQ helps locate colleagues in the organization who can help us resolve a case more quickly and reliably. This functionality is available for Dynamics 365 Sales, Dynamics 365 Customer Service and Dynamics 365 Field Service.<\/p>\n

Context IQ and Teams<\/h3>\n

Not only does Context IQ integrate Teams capabilities into Dynamics, but it also works in the opposite direction.<\/p>\n

During a Teams meeting, participants can easily and quickly access information located in Dynamics 365, streamlining the meeting. Participants’ notes will be recorded in the record (sales opportunity, service case, etc\u2026).<\/p>\n<\/p>\n

Dynamics 365 Sales includes digital voice and conversation intelligence<\/h3>\n

All organization staff who spend a large part of their time in conversations with customers will be able to make and answer calls, join online meetings and receive and reply to emails from Dynamics 365 with a single click.<\/p>\n

Conversation intelligence<\/strong><\/p>\n

The integration of telephony in Dynamics will allow the conversation intelligence functionality, included in Context IQ, to transcribe the phone conversation and integrate it into the record we are working on.<\/p>\n

Conversation intelligence not only incorporates this functionality but also analyzes the content of the conversation, the sentiment and the behavioral style of the participants. Examples of this include the mention of competitors and the use of key words mentioned by the potential customer.<\/p>\n

In this way, as the conversation progresses, the AI makes comments about its development and suggests relevant content and actions. This functionality is integrated into Dynamics 365 Sales.<\/p>\n

Collaboration from Dynamics 365<\/h3>\n

Context IQ makes it possible to know which people in the organization are making changes to an element in Dynamics 365, making it easier to chat, make a video call and collaborate with them when carrying out joint work.<\/p>\n

It is already available for preview in Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service and Dynamics 365 Field Service.<\/p>\n

Finding available time slots in the calendar<\/h3>\n

Microsoft Editor with Context IQ recognizes when a user wants to schedule a meeting and will leverage Microsoft Graph to recommend times when all participants are available, saving the need to switch applications and search the calendar.<\/p>\n

More accessible and shareable business data<\/h3>\n

Switching applications to search for and share data, documents and records can hinder workflow, slowing progress on activities ranging from sales deals to customer service cases. Context IQ more closely integrates the capabilities of Microsoft Search, Dynamics 365 and Microsoft 365, accelerating access to the people and information needed to drive innovation and solve problems.<\/p>\n

These capabilities expand the ability for anyone in an organization to view and collaborate on Dynamics 365 records from the Teams workflow.<\/p>\n

Unifying searches through the use of Dataverse<\/h3>\n

Being able to access a search for the same information from various applications facilitates workflow, avoiding interruptions as we move from application to application looking for information.<\/p>\n

Context IQ facilitates the appearance of results from your files, documents, customer records and people in Microsoft Search.<\/p>\n

Any Microsoft Dataverse record can be searched and displayed. You can locate the same Dynamics 365 customer record from Bing and the search bar in Teams, SharePoint and Office.<\/p>\n

And all of this using the Dynamics 365 role and permission configuration, which ensures that users only see the records they have access to.<\/p>\n

Attaching, inserting or sharing a file<\/h3>\n

Microsoft Editor with Context IQ, using artificial intelligence, suggests a relevant file or document that a user may want to include based on similar topics or because they have created or worked on it before.<\/p>\n

Mentions<\/h3>\n

Context IQ allows you to mention not only a person in Outlook or Teams but also a Dynamics 365 record in the same applications, so that access to the record is much faster and the workflow more efficient.<\/p>\n

To do this, when you share a link to any Dynamics 365 record, you can choose not only to place a link that takes the reader to the Dynamics 365 record, but also to display an information card that shows a preview of the shared Dynamics 365 record.<\/p>\n

Recipients can view and act on the information in the workflow, editing the information from the box within a chat, an email or a document.<\/p>\n

Whether in Outlook, Teams or an Office document, by typing the “@” character followed by a keyword, a document title or a person’s name, Context IQ will offer you suggestions for contact cards, documents or Dynamics 365 records.<\/p><\/p>\n","protected":false},"excerpt":{"rendered":"

Context IQ brings embedded functionality in Microsoft Dynamics 365 and Microsoft 365 to boost collaboration capabilities using Artificial Intelligence.<\/p>\n","protected":false},"author":2,"featured_media":13287,"comment_status":"","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":"","rank_math_description":"Context IQ brings embedded functionality in Microsoft Dynamics 365 and Microsoft 365 to boost collaboration capabilities using Artificial Intelligence."},"categories":[1],"tags":[],"class_list":["post-25909","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sin-categorizar"],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/kcpdynamics.com\/en\/wp-json\/wp\/v2\/posts\/25909","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kcpdynamics.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kcpdynamics.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kcpdynamics.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/kcpdynamics.com\/en\/wp-json\/wp\/v2\/comments?post=25909"}],"version-history":[{"count":0,"href":"https:\/\/kcpdynamics.com\/en\/wp-json\/wp\/v2\/posts\/25909\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kcpdynamics.com\/en\/wp-json\/wp\/v2\/media\/13287"}],"wp:attachment":[{"href":"https:\/\/kcpdynamics.com\/en\/wp-json\/wp\/v2\/media?parent=25909"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kcpdynamics.com\/en\/wp-json\/wp\/v2\/categories?post=25909"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kcpdynamics.com\/en\/wp-json\/wp\/v2\/tags?post=25909"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}