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{Do you know} Use segments to decide which path a customer should take on Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today i am going to share my thoughts on using segments to decide which path a customer should take on Dynamics 365 Customer Insights.

Let’s get’s started.

To decide which path a customer should take on Dynamics 365 Customer Insights using segments, you can follow these steps:

1. Create segments: Choose how to create a segment based on your target audience. You can use demographic, transcational, or behavioral attributes to group your customers.

2. Manage existing segments: Go to the Insights > Segments page to view and manage your created segments.

3. View segment details: If needed, you can export segments for further analysis or use in other applications.

4. Export segments: If needed you can export segments for further analysis or use in other applications.

New feature details:

Create journeys that wait until a customer becomes part of a segment continuing to the next steps in the journeys.

1. Choose a segment as the condition for an if/then branching step.

2. Set the amount of time you want to wait for the customer to become a member of the sgement before continuing.

3. Choose which actions to take if the customer is or is not a member of the segment.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@uk365guy)
#365blogpostsin365days

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{Do you know} Orchestrate journeys using any marketing interaction in dynamics 365 customer insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Orchestrate Journeys using any marketing interaction in dynamics 365 customer insights.

Let’s get’s started.

In Dynamics 365 Customer Insights, you can now orchestrate customer journeys based on marketing interactions. Here’s how it works:

1. Marketing Interaction Triggers: Leverage triggers like “email link clicked” or “email blocked” to identify customer interactions with your marketing messages.

2. Real-Time Adaption: Instantly adapt your strategies based on customers’ real-time interactions. This ensures that every message you send hits the right note.

3. Personalization: By engaging customers based on their interactions, you significantly increase conversion chances through greater personalization.

This feature allow you to engage customers effectively and make informed business decisions.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Configure list view in the new mobile experience in Dynamics 365 Field Service

uk365guy

Hello Everyone,

Today I am going to share my thoughts configure list view in the new mobile experience in Dynamics 365 Field Service.

Let’s get’s started.

In the new Field Service Mobile experience, you can configure list views to display relevant columns for tables such as assets, work orders, or customer accouns . Here are the details.

1. Choose Columns: Makers can select up to five columns per table to display in the mobile list view.

2. Icon Removal: The icon in the list view is removed, saving valuable mobile screen space.

3. Performance Improvements: The new list view offers smoother scrolling and better performance with in-built lazy load.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Upcoming feature Improve reliability of insights with advanced bot protection

uk365guy

Hello Everyone,

Today I am going to share my thoughts on the upcoming new feature improving reliability of insights with advanced bot protection.

Let’s get’s started.

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.

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

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{How to} Improve engagement by editing emails in live journeys in Dynamics 365 Customer Insights – Journeys

uk365guy

Hello Everyone,

Today I am going to share my thoughts on the preview feature: improve engagement by editing emails in live Journeys on Dynamics 365 Customer Insights.

Let’s get’s started.

To improve engagement by editing emails in live journeys, follow these steps in Dynamics 365 Csutomer Insights – Journeys:

1. In your journeys, select the email tile, then go to properties and choose the email title.

2. Click the edit button in the email editor, then select continue.

3. Make the desired changes to the email components that can be edited in a live journey.

4. Select finish editing to apply the changes.

This feature allows you to easily modify email content and design without disrupting the customer experience.

You can adapt to changing customer needs and preferences while optimizing engagement and conversion rates.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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