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Tag: #365blogpostsin365days

{Do you know} Business impact of Copilot Studio Agents in Viva Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on analysing the business impact of Copilot Studio Agents in Viva Insights.

Let’s get started.

Copilot Studio Agents integrated within Microsoft Viva Insights help organisations enhance employee productivity, well-being, and collaboration by providing AI-driven personalised recommendations and automated assistance.

Analysing their business impact involves measuring key performance indicators such as time saved on routine tasks, improvements in employee engagement, and quality of decision making support.

Viva Insights leverages data from collaboration tools like Microsoft Teams and Outlook, enabling copilot agents to deliver actionable insights that reduce cognitive load and foster healthier work habits.

The analysis focuses on how these agents continue to increased efficiency, reduced burnout, and improve work-life balance.

Organizations can track metrics such as adoption rates, user feedback, and productivity improvements to assess the effectiveness of Copilot agents. Additionally, integrating feedback loops and sentiment analysis helps refine the AI’s assistance quality over time.

Overall evaluating Copilot Agents in Viva Insights provides a comprehensive understanding of their role in driving digital transformation, enhancing employee experience, and positively impacting organizational performance.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(aka `@uk365guy)

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{Do you know} Analyze quality of responses that use generative AI in Copilot Studio

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Copilot Studio’s new feature, the quality of responses that use generative AI.

Let’s get started.

Microsoft’s Copilot Studio introduced a new feature on June 17, 2025, enabling administrators, makers, marketers, and analysts to automatically analyse the quality of responses generated by AI copilots. This feature aims to provide actionable insights to enhance agent performance.

The evaluation framework for generative AI (GenAI) systems has been evolving to address the limitations of traditional lab-based assessments.

A comprehensive evaluation framework was proposed to assess GenAI systems in real-world scenarios, emphasising the need for dynamic and ongoing assessments that consider user intent, social dynamics, and emergent behaviours.

Additionally, Google Cloud introduced the GenAI evaluation service within Vertex AI, allowing users to evaluate generative models against predefined or custom criteria. This service supports various metrics, including accuracy, relevance, and user satisfaction, facilitating a more nuanced understanding of AI performance.

These developments reflect a broader trend towards more sophisticated and context-aware evaluations of generative AI systems, moving beyond traditional benchmarks to emcompass real-world performance and user experience.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@aka UK365GUY)

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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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{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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