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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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UK365GUY

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

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{How to} Create Journeys by using Copilot to describe them in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on create a journey by using Copilot to describe them in Dynamics 365 Customer Insights.

Let’s get’s started.

Creating Journeys using Copilot in Dynamics 365 Customer Insights – Journeys simplifies the process by leveraging AI to generate journey description and structure them efficiently. Here’s how you can do it.

Steps to Create Journeys with Copilot in Dynamics 365 Customer Insights – Journeys:

1. Navigate to the Journeys Module

Open Dynamics 365 Customer Insights – Journeys.
Go to the Journeys section.

2. Start a New Journey

Click on + New Journey.
Choose the type of journey you want to create, such as Customer -led or Business-led.

3. Use Copilot to Describe the Journey.

In the journey editor, look for Copilot AI Assistance (it may be labeled as “Describe your journey”).

Provide a short prompt or key objective for your journey (e.g., “Welcome new customers with an onboarding email series’).

Copilot will generate a suggested journey based on best practices.

4. Review & Customize the AI- Generated Journey

Review the suggested journey, which may include emails, triggers, conditions, and actions.

Edit any step as needed.

Modify emails.
Adjust triggers(e.g., event-based, time-based).
Add additional steps or conditions.

5. Finalize & Activate the Journey

After making adjustments, Save and Validate the journey.

Once validated, click Go live to activate it.

Key Benefits of Using Copilot for Journeys

Save Time – AI generates structured journeys quickly.
Best Practices Applied – Copilot ensures that workflows follow marketing and engagement best practices.
Easy Customization – You can tweak the AI – generated flow to suit specific business needs.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Allow individuals to reenter a one-time dynamic segment journey in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on allowing individuals to reenter a one-time dynamic segment journey in Dynamics 365 Customer Insights.

Let’s get’s started.

In Dynamics 365 Customer Insights – Journeys, a one-time dynamic segment journey typically processes contacts only once. However, you can configure it to allow individuals to reenter the journey if they meet the criteria again.

A retail business runs a ‘Win-Back Campaign” for inactive customers who haven’t made a purchase in the last 90 days. If a customer makes a purchase and later becomes inactive again after another 90 days, they should reenter the journey and receive a new promotional email.

How to set up:

1. Create a Dynamic Segment:

Define criteria such as “Last Purchase Date is more than 90 days ago”.

The segment dynamically updates as customers meet the criteria.

2. Enable Reentry in the Journey.

In the Journey Settings, enable “Allow Reentry”.

Specify a cool down period (e.g., 90 days) before the same contact can reenter.

3. Journey Execution:

When a customer meets the criteria, they receive the email.

If they later become inactive again, they automatically reenter and go through the journey again.

Benefits:

Increase Engagement – Customers get repeated opportunities to respond.

Automates Follow – Ups – No manual intervention is needed.

Enhances Personalization – Ensures timely re-engagement based on real -time behavior.

This setup ensures that individuals continue to receiev relevant messages whenever they qualify for the journey again.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Generate leads that link to an existing contact in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on generating leads that is linked with an existing contact in Dynamics 365 Customer Insights.

Let’s get’s started.

In Dynamics 365 Customer Insights – Journeys, businesses can generate leads while ensuring they are linked to an existing contact, preventing duplicate records and maintaining a unified customer view.

How it works?

1. Lead Capture:

Lead are generated through web forms, event registration, email interactions, or manual entry.
Capture lead data includes name, email, phone number, or company details.

2. Matching with Existing Contacts:

Dynamics 365 automatically checks for existing contacts in the system based on predefined criteria (e.g., email or phone number).
If a match is found, the lead is linked to the existing contact, ensuring continuity in engagement history.

3. Lead Processing & Qualification:

The lead is nutured through marketing campaigns, tracked interactions, and sales follow-ups.
Once qualified, it can be converted into an opportunity for sales teams.

Benefits:

Prevents Duplicate Date – Ensure a single customer record with linked interactions.
Enhanced Lead Tracking – Sales and Marketing teams get a 360-degree customer view.
Streamlins Sales Handoff – Leads are linked to contacts, enabling personalized follow -ups.

By automating lead-contact linking, organizations improve data accuracy, optimize lead nuturing, and enhance customer engagement within Dynamics 365.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Set up and execute pre and post event communications in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on setting up and execute pre and post event communications in Dynamics 365 Customer Insights.

Let’s get’s started.

Dynamics 365 Customer Insights – Journeys allows businesses to automate event communications before and after an event to maximize engagement and improve attendee experience. This process is managed through Real-Time Journeys, Segmentation and Automated Messaging.

1. Pre-Event Communications (Before the Event)

Objective: Increase registration rates, reduce dropouts, and ensure attendees are well-informed.

Steps to Set Up Pre-Event Communications:

1. Create a Customer Journey for Event Attendees

Go to Real-Time Journeys in Dynamics 365

Select New Journey and define the event audience (e.g registered attendees, VIP guests).

2. Automate Confirmation Emails & Calendars Invites

After registration, an automated emails is sent with:

Event details (date, time, location, virtual link).

A calendar invite for easy scheduling.

3. Schedule Reminder Emails or SMS

1 week before: Send an email with the event agenda and speaker details.

1 day before: A reminder email or SMS notification to minimize no-slow.

4. Send Pre-Event Surveys(Optional)

Collect attendee preferences via Microsoft Forms integration.

Segment responses to personalize the event experience.

2. Post Event Communications (After the Event)

Objective: Gather feedback, nuture leads, and continue engagement after the event.

Steps to Execute Post-Event Communications:

1. Send a Thank-You Email

Immediately after the event, an email is sent to thank attendees.
Include event highlights, key takeaways, or special offers.

2. Distribute Event Recordings & Materials

Provide recorded sessions, presentation slides and other resources via a link.

3. Collect Feedback with Post -Event Surveys

Automate a survey email asking attendees for feedback on the event.
Use Power Automate to store survey results in Dataverse for future analysis.

4. Nuture Leads Based on Event Engagement

Segment attendees based on participation levels (e.g., active participants vs passive viewers).
Enroll engaged attendees into a follow-up nuture journey, offering product demos or next steps.

3. Execution & Automation Using Dynamics 365

Use Pre Built Event Templates: Simplify the setup process with templates for common event journeys.
Trigger – Based Automation: Emails and messages are sent automatically based on attendee actions.
Real-Time Analytics & Reports: Track open rates, attendees trends and engagement insights in Power BI.

Benefits of Automated Pre & Post -Event Communications

High Attendance & Engagement – Reminders and pre-event content keep attendees informed.

Seamless Experience – Automation ensures no manual follow-ups are needed.

Improved Event ROI – Follow – ups convert attendees into leads, maximizing post-event opportunities.

By setting up pre-event and post-event communications in Dynamics 365 Customer Insights, businesses can create a fully automated, personalized event experience that drives better engagement and long-term relationships.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{How to}Maximize event capactiy with waitlist registrations in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on maximizing the event capacity with waitlist registration in Dynamics 365 Customer Insights.

Let’s get’s started.

The Waitlist Registration feature in Dynamics 365 Customer Insights – Journeys helps organizations manage event capacity efficiently by allowing attendees to join a waitlist when an event reaches full capacity. If a spot becomes available, waitlist attendees can be automatically registered.

Key Features:

Automatic Waitlist Management: Attendees who try to register for a full event can be added to a waitlist.

Real-Time Availability Updates: If a registered attendees cancels, the system automatically moves the next person from the waitlist into the event.

Capacity Control: Helps prevent overbooking while ensuring maximum attendance.

Custom Notifications: Sends automated emails to waitlisted participants when they are moved to confirmed registration.

Benefits:

Optimized Event Attendance: Ensures events are always at full capacity.

Improved Attendee Experience: Keep interested attendees engaged with updates on availability.

Automation & Efficiency – Reduces manual tracking of cancellations and open spots.

This feature streamlines event management, ensuring that all available slots are utilized effectively whil maintaining a seamless registration experience for attendees.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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