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{How to} Capture responses from external third party forms dynamics 365 customer insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on capture responses from external third party forms dynamics 365 customer insights.

Let’s get’s started.

Certainly! In Dynamics 365 Customer Insights – Journeys, you can now capture form submissions from any external forms and use them to create new leads or contacts.

Here’s how it works:

1.Maximize Potential: If you have custom-built forms on your website, you can leverage them to generate more leads and contacts for your business.

The best part? You don’t need to recreate these forms within Customer Insights – Journeys.

2. Automatic Creation: When users submit forms on your website(whether they’re third-party forms), the system will automatically create new leads or contacts in Customer Insights – Journeys.

3. Mapping Fields: You can easily create JavaScript with mapping of your form fields to existing entity attributes. This ensures that the captured data aligns correctly with your existing records.

4. Embed the script: To implement this, embed the capture script into multiple pages containing the same form. This way, you can seamlessly collect data from various parts of your website.

By capturing responses from external forms, you empower yourself to better understand your audience, target them more accurately, and follow up effectively. It’s a powerful feature that seamlines your lead generation process!.

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} Enable or Disable a frequency cap for your Journey Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to show how to enable or disable a frequency cap for your Journey.

Let’s get’s started.

The frequency settings is enabled by default for all journeys. So once the frequency cap settings are enabled globally, the message will be capped.

So the users who are editing rights in the Journey will be able to decide if the cap should be bypassed for a specific Journey.

How to bypass the frequency cap:

Login into Customer Insights

Go to the Journey and edit it and then click on the gear icon and you will see two options:

1. Apply frequency cap to this journey – skip commercial message if cap is reached.

2. Don’t apply frequency cap to this journey.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Set Maximum frequency cap of email text messages push notifications on Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to show how to set maximum frequency of Email, Text Message, Push Notification on Dynamics 365 Customer Insights.

Let’s get’s started.

Generally we don’t set how many emails, text message, push notifications that we can deliver to the targetted customers.

Now with the Frequency Cap from the Customer Insights settings that will be set.

Lets see how we can set the CAP.

Login into Dynamics 365 Customer Insights.

Change to the Settings.

Then Click on Frequency Cap from Customer Engagement.

Maximum frequency per contact point.

You can define the maximum number of commercial messages your customers can receive per channel in Real-time Journeys. The recommended number varies greatly by brand and vertical.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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Analyze aggregated sales activities using Copilot for Sales

uk365guy

Hello Everyone,

Today I am going to share my thoughts on analyze aggregrated sales activities on Copilot for Sales.

Let’s get’s started.

Certainly! Microsoft Copilot for Sales provides valuables insights and analysis for sales activities. Here are the key details:

1. Business Value:

This capability empowers sellers and sales managers by offering analysis and access to customer conversation and email data.

It enables informed decision-making, optimization of sales processes, efficient coaching of team members, and effective pipelines management.

Benefits include enhanced customer relationship management, competitive edge, performance tracking, resource allocation optimization, compliance assurance, and fostering a data – driven culture, ultimately driving revenue growth and customer satifaction.

2. Feature Details:

Integration: Seamlessly integrated into Microsoft 365 Chat, the Copilot for Sales add-in in Outlook, and the Copilot for Sales app in Teams.

Functionality: Addresses users, inquiries arising from customer conversations, including trending topics, areas with negative sentiment and comprehensive overviews of budget discussions from past interactions.

Insights: Elevate customer engagement by gaining valuable insights and fostering informed decision- making.

To leverage this functionality, ensure that Copilot for Sales and Copilot for Microsoft 365 are enabled. If you’re interested, you can explore the Microsoft Copilot for Sales Dashboard(Preview), which provides an aggregated view of sales conversations, insights for coaching and quick access sales communication with AI-driven insights, content and recommendations.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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