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Tag: #customerinsights

Customer Insights – capture responses from external, third-party forms

uk365guy

Hello Everyone,

Today I am going to share my thoughts on capturing responses from external third party forms in customer insights.

Let’s get’s started.

You can now capture submissions from any third party forms on your website and automatically create new leads or contacts in Customer Insights – Journeys.

This new feature empowers you to better understand your audience, target them more accurately and follow up effectively.

Here’s how it works:

1. Capture Form Submissions: You can collect form submissions from any external forms.

2. Mapping Fields: Easily create Javascript with mapping of your form fields to existing entity attributes.

3. Embed the Capture Script: Embed the capture script into mulitple pages containing the same form.

The enhancements allows you to maximize the potential of your external custom – built forms without the need to recreate them in Customer Insights – Journeys.

Happy Capturing!.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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Dynamics 365 Customer Insights Seamlessly onboard customer data from your Delta Lake with no data integration

uk365guy

Hello Everyone,

Today I am going to share my thoughts on preview feature related to the onboard customer data from your delta lake with no data integration on Dynamics 365 Customer Insights.

Let’s get’s started.

Let’s explore how you can seamlessly onboard customer data from your Delta Lake to Customer Insights without the need for data integration.

Business Value: Data that is already prepared and stored in your Azure Data Lake in the Delta Lake format can be directly attached in Customer Insights. This elimates the need for additional data movement and formatting. Here are the key benefits:

1. Faster Processing: By avoiding intermediate processing and data preparation, you accelerate the processing time, leading to more regular and current insights.

2. Reduced Operations Management: With no additional transformation pipeline required, you save effort and cost associated with data conversion.

3. Resilence and Fault Tolerance: Delta format is more resilient and fault- tolerant. For instance, simultaneous updates and reads to a data partition are handled effectively, resulting in fewer data ingestion errors.

Features Details: With this features, you can:

Attach Delta Lake Data: Easily attach your data stored in Delta Lake format as a data source in Customer Insights. No need for additional data movement or formatting.

Native Readability: Delta-formatted data can be read natively within Customer Insights.

Delta Lake Incremental Processing: Take advantage of incremental processing without any extra work. Data stored in Delta Lake format doesn’t require separate full or upsets folders.

To connect to data stored in Delta format from your Azure Data Lake Storage.

Remember, this seamless integratiob allows organizations to gain more frequent and up to date insights, empowering informed decisions and adaptability in dynamic business environments.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

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{Customer Insights} Generate insights from marketing interactions

uk365guy

Hello Everyone,

Today I am going to share my thoughts on preview feature generate insights from marketing interactions on customer insights.

Let’s get’s started.

To generate insights from marketing interactions in Dynamics 365 Customer Insights, you can follow these steps:

1. Integrate Marketing Interaction Data: Seamlessly integrate data from Customer Insights – Journeys into Customer Insights – Data without the need for manual pipelines. This allows for a unified view of customer profiles and their engagement with marketing campaigns.

2. Create Segments Based on Engagement: Utilize the integrated data to create segments based on customer data and their marketing engagement rates. This helps in identifying loyal customers or those with high purchase intent.

3. Analyze Email Engagement Patterns: Predict customer churn by analyzing patterns in email engagement, this can help in strategizing proactive retention campaigns.

4. Ad Retargeting Strategies: Identify customers who are not engaging with emails and create ad retargeting strategies to increase conversion rates.

5. Unified Customer View: Use the interactions timeline in Dynamics 365 Customer Insights – Journeys to get a complete understanding of your customer’s historical interactions with your business across various channels.

6. Personalize Customer Experiences: Leverage the unified view to create personalized experiences through both digital and non-digital channels, enhancing customer engagement and loyality.

By following these steps, you can generate actionable insights from marketing interactions, enabling you to deliver personalization and drive loyality with increased precision of insights.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Create Journey with Copilot Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to show how to use Copilot to create a Journey in Dynamics 365 Customer Insights.

Let’s get’s started.

When you login into Dynamics 365 Customer Insights and try to create a Journey then a popup will appear on the screen.

You can ask Copilot with simple statement and send then Copilot will provide you with the Pre Journey created for you.

Lets say i have asked Copilot:

Send an Email to Account Manager when a customer clicks on Marketing Email.

Then it will asks for choose a trigger and Multiple types of audience found, choose one for the journey.

Choose trigger and types of audiences from the lookup and drop down.

Then click on Submit button.

Then preview will be displayed see below screenshot:

Once you are satisfied then click on the Create Journey.

Choose your criteria from the left of the screen:

If you want to exclude by segements you can do so by lookup on the Exclude by segements lookup.

Repeat: You can set when journey should trigger when someone triggers this journey set like:

Immediately
Never
After

Schedule:

You can time zone.

Start date and end date.

Once you done your configuration you can click on SAVE AND PUBLISH the Journey.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to } Manage client consent from leads and contacts forms in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on manage client consents from leads and contacts forms(preview) in Dynamics 365 Customer Insights.

Let’s get’s started.

The enhanced contacts and lead forms empower you to swiftly view and update a customer’s consent, streamlinig the management of message types sent to your customers.

The comprehensive view provides a centralized location for handling consent across all channels and lines of business within your organisation.

Here are the key features:

1. Summary View: Quickly assess the consent provided by each contact or lead to determine if the customer is reachable at a glance.

2. Easy Modification: Modify consent for email addresses, phone numbers, and custom channels directly from the contact or lead forms. This control allows you to tailor the type of messages sent to the customer on each channel.

3. Granular Insights: Dive into the consent provided for each compliance profile configured for your organization. Understand customer consent preferences for each line of business.

Effortlessly manage customer consent and stay compliant with ease!.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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