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Tag: #365blogpostin365days

{Do you know} Collaborate with sales teams using AI-powered planner tasks in Microsoft Copilot for Sales.

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Collaborae with sales teams using AI-powered planner tasks in Microsoft Copilot for Sales.

Let’s get’s started.

AI-powered planner tasks can significantly enhance collaboration within sales teams. Here’s how it works:

1. Automated Prompting: The Copilot for Sales bot in Microsoft Teams channels automatically scans conversations for relevant discussions and action items. When it identifies potential tasks, it prompts you and other sales team members with a notification, seeking your agreement to create the tasks.

2. Task Creation and Assignment: Once you agree, the solution automatically creates Teams tasks (planner tasks) based on the identified action items. A preview of the tasks is shown to you, the user creating the tasks. These tasks are then assigned to relevant users, ensuring accountability.

3. Planner App Integration in Teams: Sales team members get a centralized view of all the tasks by pinning the planner app to the Teams channel. These tasks can also be accessed directly from the planner app.

This solution streamlines task management, improves collaboration, and enhances productivity for sales teams .

It works for Dynamics 365 Apps.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Improve engagement and compliance with double opt-in in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on improving engagement and compliance with double opt-in.

Let’s get’s started.

Double opt-in adds great value to the email marketing, so ensuring a high quality, engaged subscribers base by requiring users to confirm their subscription through a follow-up email.

This process not only reduces spam complaints and bounces rates but also enhances sender reputation and supports compliance with data protection regulations,

By implementing double opt-in, marketers can cultivate a more effective email marketing strategy, leading to increased open and click-through rates and a better overall brand experience for subscribers.

New feature details:

Administrator can enable double opt-in at a compliance profile level and easily enforce double opt-in flow for all the forms using the compliance profile.

Use familiar concepts like triggers and journeys to orchestrate the double opt-in process, allowing you to customize the process to meet your business needs.

New contacts (or leads) won’t be created until the customer has confirmed their opt-in keeping your contact and lead lists free of bad data.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Manage crew membership on daily basis on Dynamics 365 Field Service.

uk365guy

Hello Everyone,

Today I am going share my thoughts on managing crew membership on daily basis on Dynamics 365 Field Service.

Let’s get’s started.

In Dynamics 365 Field Service, you can efficiently manage crew membership on a daily basis. Here’s how:

1. Create a Crew:

A crew is a bookable resource that acts as a container for child resources (member of the crew).

Open the Resources area, select ” Resources,” and create a new resource with the type “Crew”

Provide a name, time zone and crew strategy (e.g., Crew Leader Management, Crew Member Self-Management, or Cascade and Accept Cascade Completely).

Set start and end locations for the crew.

Save the crew configuration.

2. Add/Remove Members:

You can quickly make membership changes for crew resources by adjusting the crew allocation.

Swap a resource from one crew to another, add an unassigned resources to a crew, or remove a resource from a crew.

These changes apply for a single day in the crew’s time zone, and future bookings reflect the updated membership.

3. Morning Shuffle Control:

To manage crew membership for a specific day, use the morning shuffle control.

Add or remove resources from a crew or swap resources between crews to efficiently fill any gaps.

Existing bookings are adjusted to reflect the changes.

Remember, crew strategies allow you to tailor how crews manage their work based on your specific needs.

Whether it’s crew leader management or self-management, Dynamics 365 Field Service provides flexibility to streamline crew scheduling and collaboration.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{How to} Increase control when attaching to data in Dataverse on Customer Insights – Data

uk365guy

Hello Everyone,

Today I am going to share my thoughts on how to increase control when attaching to data in dataverse.

Let’s get’s started.

Certainly! The Microsoft Dataverse connector has undergone significant improvements, granting you more control and flexibility when importing data into customer insights -data. Here are the key enhancements.

1. Performance Improvements:

You can now smoothly import large dataverse tables into Customer Insights – Data, eliminating previous scale and performance limitations.

The connector has been optimized to handle substantial data volumes efficiently.

2. Selective Table Import:

Say goodbye to mandatory read-only table selections. with the updated connector, you decide which dataverse tables you want to use in Customer Insights.

3. Column-Level Customization:

You have full control over column selection. Choose the specific columns you want to process and output in Customer Insights.

In summary, the Microsoft Dataverse connector is now the fastest and easiest way to bring data from Dataverse into Customer Insights – Data.

Enjoy the newfound flexibility.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Customer Insights} Advanced bot protection for integrity of data

uk365guy

Hello Everyone,

Today i am going to share my thoughts on the advanced bot protection for integrity of data on customer insights.

Let’s get’s started.

Advanced bot protection is a crucial aspect of ensuring the integrity of data and operational efficiency. Let’s delve into how it enhances reliability and safeguard your business processes.

1. Enhanced Data Accuracy:

By implementing advanced bot protection, you can improve the quality of your insights. The data you collect will be more accurate, representing genuine human interactions.

This reliability extends to your decision making processes, allowing you to make informed choices based on trustworthy information.

2. Minimized Disruptions:

Malicious bots can wreak havoc by inflating engagement metrics, triggering journeys incorrectly and skewing analytics.

With bot protection, you can elevate the customer experience by minimizing disruptions caused by these nefarious bots.

3. Specific Features:

Prevent Bot Clicks on Emails: Avoid inflated engagement metrics, incorrectly triggered journeys and skewed analytics by ensuring that only legitimate clicks are recorded.

Protect Web form submissions: Web forms are often targeted by bots submitting spam or malicious content. Bot protection ensures that only valid form submissions are recorded.

Accurate Event Attendance: Prevent false inflation of event attendance metrics by ensuring that only real attendances are recorded.

Remember, this advanced bot protection not only bolsters your insights but also contributes to a smoother customer experience.

That’s it for today.

I hope this helps.

Malla Reddy Gurram
#365blogpostsin365days

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