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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} 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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{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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{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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