Integrate with Microsoft Dataverse

Bring structure and insight together. Analyze customer records, feedback logs, and support interactions stored in Microsoft Dataverse using Clootrack’s unsupervised AI. Uncover what’s driving loyalty and retention, automatically.

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Why integrate Clootrack with Microsoft Dataverse?

Dataverse centralizes data across your Dynamics 365 applications from sales and service to marketing and custom apps. However, structured tables and entity relationships alone don’t explain the “why” behind behavioral shifts, rising churn, or drops in satisfaction.

With Clootrack integration, you can analyze open-ended feedback, support tickets, CRM notes, and interaction logs stored in Dataverse to decode sentiment, urgency, and emerging themes at scale. No manual tagging. No SQL scripts. Just actionable consumer insights.

Use this integration to:

Analyze qualitative data embedded in Dataverse tables alongside customer attributes.
Uncover dissatisfaction drivers from service records, product feedback, or agent logs.
Detect urgency signals and sentiment shifts across customer cohorts or lifecycle stages.
Tie structured metrics like churn or resolution rate to qualitative context in real time.

What Clootrack adds to your Microsoft Dataverse data

Capability

Value

Unsupervised theme detection

Identify recurring themes, complaints, or suggestions without predefined tags.

Urgency and churn signal detection

Spot at-risk cohorts early using language patterns, intensity, and feedback frequency.

Sentiment trend monitoring

Track evolving sentiment trends in real time across regions and segments.

Ad-hoc exploration with Genie

Analyze feedback instantly with Clootrack Genie, our multi-agent reasoning engine.

Insights with source traceability

Tie each insight back to its original record, supporting audits and decisions.

Cross-source feedback unification

Merge survey data, CRM notes, tickets, and reviews into one cohesive narrative.

Applications across CX, product, and strategy

☑️ Improve resolution rates with emotion detection

Prioritize cases where urgency or frustration runs high, even if sentiment isn’t explicitly recorded.

☑️ Break silos between structured and unstructured data

Combine Dataverse’s structured backend with Clootrack’s AI to unlock deeper operational intelligence.

☑️ Fuel better product releases

See what customers want (and what’s not working) from release feedback, feature requests, and usage logs.

☑️ Bridge CX and operations

Enrich CSAT/NPS scores with context-rich feedback themes for faster actionability.

Measurable business impact

5x faster identification of root causes across structured and unstructured records.
7.5x faster generation of decision-ready customer insights.
Improved retention prediction and support prioritization with AI-driven urgency detection.
98% accurate identification of themes and sentiment from feedback sources.

1. Clootrack data manager