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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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{Do you know} Create an event portal on your own website in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on creating an event portal on your own website in Dynamics 365 Customer Insights.

Let’s get’s started.

Creating an event portal on your website using Dynamics 365 Customer Insights – Journeys allows you to effectively manage and promote events, providing attendees with seamless access to event details and registration forms. Here’s a concise guide to setting up your event portal.

1. Deploy the Event Portal Using Power Pages:

Utilize Power Pages Templates: Leverage out-of-the-box templates to swiftly create a centralized hb where customers can view event details, session specifics, and speaker information.

Customization: Use Power Pages Studio to align the portal’s design with your brand identity, ensuring a cohesive user experience.

2. Integrate Event Information:

Dynamic Content Fetching: Configure the portal to automatically retreive event data, including schedules and speaker bios. directly from Dynamics 365 Customer Insights – Journeys.

Real-Time Updates: Any changes made to event details within Dynamics 365 are instantly reflected on the portal, keeping attendees informed.

3. Enable Seamless Registration:

Embedded Registration Forms: Incorporate registration forms directly into your event pages, allowing attendees to sign up without leaving the site.

Account Management: Provide options for attendees to create accounts, manage their profiles and view their event schedules.

4. Customize and Host the Portal:

Flexible Hosting Options: Choose to host the portal on Power Pages or deploy it on your own server, depending on your organization’s needs.

Brand Consistency: Customize the portal’s appearance, including logos, color schemes and layouts to ensure it reflects your brand’s aesthetics.

By integrating an event portal with Dynamics 365 Customer Insights – Journeys, you enhance attendee engagement and streamline event management, all while maintaining control over your brand’s presentation.

That’s it for today.

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

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{Do you know} Accelerate journey creation using journey templates on Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on the accelerate journey creation using journey templates on Dynamics 365 Customer Insights.

Let’s get’s started.

In Dynamics 365 Customer Insights – Journeys, you can use journey templates to streamline and accelerate the creation of customer journeys for common use cases like lead nurturing, onboarding, or product promotions.

Templates provide a pre-configured framework that you can customize, saving you time and effort when creating new journeys.

How it works:

1. Accelerate Journey Templates:

Go to Customer Insights. > Journeys in the application.

Choose from a variety of pre-built templates(e.g “welcome email series”, “lead nurturing”, or “abandoned cart recovery”).

2. Customize the Template:

Modify Step: Each template includes predefined steps like email sends, wait conditons, and decision points. You can easily adjust these steps to suit your specific business requirements.

Add Segments: Customize the template’s audience by adding or modifying customer segements based on target market or campaign.

Edit Emails and Content: Replace the default content in email sends with your own branding, copy and links.

3. Save and Deploy:

After customization, you can save the journey template as a new unique journey and launch it to your audience. The system automatically sets up the flow, triggers and actions.

Example: Lead Nurturing Journey Template:

Start with a Lead Nuturing template where the first step is an email introduction to your product.

Add a wait step for 3 days, followed by a follow-up email to re-engage the lead.

Include a decision point that checks if the lead clicked on the email link. If yes, send a thank you email, if no, send a discount offer.

Benefits:

Faster Setup: Templates provide a predefined structure, cutting down the time to create new journeys.

Consistency: Templates ensure your marketing efforts are consistent and follow best practices.

Customization: Easy to tweak steps, emails and audience criteria to fit specific campaign goals.

In essence, journey templates in Dynamics 365 Customer Insights help you quickly design and implement customer journeys while maintaining the flexibility to customize them for different business needs.

That’s it for today.

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

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{Do you know} Boost participation simplify planning with session based registrations in dynamics 365 customer insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on boosting participation simplify planning with session based registrations in dynamics 365 customer insights.

Let’s get’s started.

The boost participation & simplify planning with session-based registrations feature in Dynamics 365 Customer Insights – Journeys enables event organizers to offer attendees the flexibility to select sessions within an event. This approach enhances user engagement and streamlines event management.

Key features:

Session – Level Registration: Attendees can choose from multiple sessions within a single event, such as different time slots or topics. This customization allows for a more personalized experience.

Enhanced User Experience: By allowing attendees to select sessions that fit their schedules, the likelihood of higher registration numbers and attendance rates increases. Personalized communications can be sent to users based on the session they’ve chosen, ensuring relevant reminders and engagement.

Simplified Event Planning: Organizers can better anticipate the number of attendees for each session, allowing for effective resource allocation and logistics planning, This leads to more efficient event execution.

Setting Up Session – Based Registrations:

1. Enable Session -Level Registration:

Navigate to Settings > Feature switches.

Activate the “Enable session level registration in Real -Time Journeys”.

2. Configure Event Sessions:

Create a new event or edit an existing one.

Go to the Agenda tab and add sessions using the calendar or grid view.

For each session, set details such as title, description, date, time and capacity.

3. Customize Registration Form:

In the Website and Form tab, enable ” Allow attendees to register for sessions”.

Decide if attendees can select multiple sessions or just one.

Ensure the registration form includes the Sessions element to display available sessions.

4. Publish and Monitor:

Publish the event and monitor registrations.

View and manage session registrations through the Registration and attendance tab.

By implementing session-based registrations, organizations can offer a more flexible and engaging experience for attendees, leading to increased participation and more efficient event management,

That’s it for today.

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

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{Do you know} Controlling how fast customers can enter a journeys in dynamics 365 customer insights

uk365guy

Hello Everyone,

Today i am going to share my thoughts on controlling how fast customers can enter a journeys in dynamics 365 customer insights.

Let’s get’s started.

In Dynamics 365 Customer Insights – Journeys, a journey rate limiting feature has been introduced to help marketers to help marketers control the flow of customer entering a journey.

This functionality is particularly useful when engaging large audiences, as it prevents overwhelming resources like call centers or websites by spacing out customer entries over time.

Key features of Journey Rate Limiting:

Set Entry Limits: Define the maximum number of customers allowed to enter a journey per hour pr per day. This ensures a steady and manageable flow of participants.

Schedule Entry Days: Specify which days of the week customers can enter the journey, allowing for strategic planning aligned with operational capacities.

How to Configure Rate Limiting:

Navigate to your Journey within the journey designer interface.

Select the Entry Tile:

Click on the entry point of your journey to highlight it.

Adjust Settings:

In the toolbar, select the Settings tab.

Here, you can configure the rate limit by specifying the number of customers permitted to enter per hour or per day.

Choose the days of the week when entries are allowed.

Import Considerations:

Applicability: This feature is currently available only for one-time segment- based journeys. It does not apply to recurring, ongoing segment-based or trigger based journeys.

Entry Behavior: When a rate limit is set, the initial batch of eligible customers enters the journeys upon activation. Subsequent batches enter at the defined intervals(hourly or daily) until all have been included.

Burst Entries: The rate limit controls the number of customers entering per interval but does not distribute them evenly within that period. For example, if 60 customers are allowed per hour, all 60 may simultaneously rather than one per minute.

Quiet Times Impact: If the journey includes quiet periods during which messages are not sent, customers may still enter the journey and have their messages queued. Once the quiet period ends, all queued messages are sent immediately, which can temporarily exceed the configured rate limit.

By utilizing journey rate limiting, organizations can effectively manage customer engagement, ensuring that support services and infrastructure are not overwhelmed by sudden influxes of customer interactions.

That’s it for today.

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

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[How to] Deliver common experience to multiple audiences with single journey in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on delivering common experience to multiple audiences with single journey.

Let’s get’s started.

To deliver a common experience to multiple audiences within a single journey using Dynamics 3675 Cusotmer Insights – Journeys, you can now include multiple sgements in a sing;e journey. Here’s how:

1. Create Multiple Segments: Define distinct audience segments based on criteria such as demographics, behaviors or engagement levels.

2. Design a Unified Customer Journey: Within Dynamics 365, navigate to Engagement > Journeys and create a new journey.

3. Add multiple Segments to the Journey: In the Journeys Entry settings, select and add the previously created segements. This allows members from all chosen segments to enter the same journey flow.

4. Cusomize Shared Experiences: Design the journeys steps – such as emails, messages and events. that all segment members will experience, ensuring consistent messaging across audiences.

By considering multiple segments into a single journey, you streamline management and ensure a cohesive experience for diverse audiences

That’s it for today.

I hope this helps.

Malla Reddy Gurram(aka UK365GUY)
#365blogpostsin365days

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