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Author: uk365guy

{Customer Insights} Increase control when attaching to data in Dataverse customer insights data

Hello Everyone,

Today I am going to share my thoughts on the customer insights data to increase control when attaching to data in Dataverse customer insights data.

Let’s explore how you can enhance control and flexibility when attaching data from Microsoft Dataverse to Customer Insights – Data.

These improvements empower you to manage your data more effectively.

1. Improved Dataverse Connector:

The Dataverse connector has undergone significant enhancements.

Performance improvements now allow you to smoothly import large Dataverse tables into Customer Insights – Data, eliminating previous scale and performance limitations.

You can have full control over the tables you want to use in Customer Insights, without any read-only mandatory selections.

Select only the specific columns you need for processing and output in Customer Insights – Data.

Apply custom filters to exclude inactive records or include only those added or modified within a specific time frame (e.g., the past year).

These updates streamline your data management process, making it more efficient and precise.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Customer Insights} Use Automation to manage segments and measures

Hello Everyone,

Today I am going to share my thoughts on Customer Insights use automation to manage segments and measures.

Let’s get’s started.

Let’s delve into how to automation can enhance your management of segments and measures. Whether you’re dealing with customer insights, marketing campaigns or data driven strategies automation plays a pivotal role. Here are some insights:

1. Automation Segmentation:

Instead of manually creating, updating and managing multiple segments, you can leverage marketing automation software. This Powerful tool allows you to automate these tasks based on predefined rules and criteria.

For instance you can create segments based on various factors such as demographics behavior lead score purchase history, or any other data points collected from your contacts.

2. Benefits of Automation:

Efficiency: Automation streamlines the process, saving time and effort.

Precision: Predefined rules ensure consistent and accurate segment creation.

Scalability: As your customer insights usage grows and measures, you achieve faster system refresh times and quicker insights.

Performance: By managing active segments and measures you achieve faster system refresh times and quicker insights.

Remember, automation isn’t just about convenience, it’s strategic advantage that empower you to make data -driven decisions effectively.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Customer Insights} Personalize experiences without code using Optimizely customer insights data

Hello Everyone,

Today I am going to share my thoughts on preview feature on Customer Insights Data -Personalize experiences without code using Optimizely.

Let’s get’s started.

Let’s elevate customer experiences using Optimizely and Customer Insights Data without writing any code.

1. Real-Time Personalization with Optimizely:

Business Value: Deliver tailored experiences to your users based on their behavior, preferences and context.

How it works:

Adaptive Audiences: Dynamically target visitors in real time based on their interests. No need to write code – Simply set up keywords, and Optimizely will find your audience.

Adaptive Recommendations: Tailor experiences across your site using pre-built algorithms. Test different locations and logic to optimize engagement and business outcomes.

2. Integration with Customer Insights Data:

Data Harmonization: Combine data from various channels into a harmonized format, Resolve customer identities and gain actionable insights.

Persistent Profiles: Adapt to customer behavior in real time. Create flexible, personalized and data-driven marketing experience.

Predictive Analytics: Scale highly personalized multichannel campaigns without attribution headaches or guesswork.

3. Experimentation and Personalization:

World-Class Experimentation: Access Optimizely’s powerful experimentation capabilities. Apply them to tagrget campaigns and experimentation programs for optimal impact and learnings.

Test and Learn: Every personalization campaign is also an experiment. Use experimentation principles to refine your personalized experiences.

4. Maximize 1:1 Recommendations:

Individualized Content: Users expect relevant content, Adaptive Recommendations allow you to tailor experiences across your site for every user using pre-built algorithms.

Remember, with Optimizely and Customer Insights data, you can create winning experiences without diving into code.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Customer Insights} Elevate customer experiences in real time

Hellp Everyone,

Today I am going to share my thoughts on Customer Insights on elevating custoner experiences in real time.

Let’s elevate customer experiences in real time within the context of Dynamics 365 Customer Insights:

Normally customer engages with your website, navigate through the pages, added a product or servicemto the cart and checking the quote, signing for upcoming event or webnair etc…

So with the Customer Insights, we can ensure customer profiles and associated insights are updated in the real time based on these signals, allowing we to provide the most targeted and personalized experience as they engage with your website or App.

It will empowers you to foster loyality, increase engagement, enhance satisfaction and drive greater conversation rates.

New feature details

Customer Insights helps:

1. Real time web tracking

2. Real-time unknown profiles

3.Real-time unknown-to-known

4. Real-time web personalization

That’s it for today.

I hope this help.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Customer Insights} Accelerate time to insights with data in Delta Lake format

Hello Everyone,

Today I am going to share my thoughts on customer insights accelerate time to insights with data in Delta Lake format.

Let’s get’s started.

Let delve unto how Delta Lake format can accelerate time to insights with data in various contexts:

1. Dynamics 365 Customer Insights:

Business Value: Your customer data is constantly evolving, with signals like online activities and mobile interactions changing rapidly. Traditional data warehouses can lead to increased time to insights as the volume of unprocessed signals grows.

Solution: With native support for Delta Lake storage format in Customer Insights, you can:

Accelerate ingestion, unification, and insights processing using incremental updates from the Delta Lake.

Get customer profiles and associated insights updated more frequently, allowing you to react to customer engagements based on the most current information available.

Create relevant and personalized experiences for your customers and timely insights for business users.

Automatically benefit from incremental processing for unification, segments measures, activities and predictions.

Note: In this initial release, incremental unification requires that all source tables involved in the unification process use the Delta format.

2. Microsoft Dataverse:

Solution: Use Azure Synapse Link for Dataverse to export your Microsoft Dataverse data to Azure Synapse Analytics in Delta Lake format.

This enables you to explore your data and accelerate time to insight.

In summary, Delta Lake format allows you to track changes over time, process data incrementally, and ensure consistently up-to-date customer profiles and insights. It’s a powerful tool for staying agile in a dynamic data landscape.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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