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Tag: #uk365guy

{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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{Speaking} Let’s gets started with Copilot Global Power Platform Bootcamp Aba – Nigeria

uk365guy

Hello Everyone,

Today I am going share my upcoming speaking session at Global Power Platform Bootcamp Aba – Nigeria.

Let’s gets started.

Today I will be speaking at Global Power Platform Bootcamp Aba – Nigeria.

If you are interested join us at: link

My session at 4:15pm UK time.

All about Microsoft Copilot how it can be used in Dynamics 365 & Power Platform.

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365Blogpostsin365days

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{How to} Trigger email based on the customer behavior on Dynamics 365 Customer Insights Journey

uk365guy

Hello Everyone,

Today I am going to show how to trigger email to the Account Manager when an email is clicked by the customer using Power Automate Flow which will trigger based on the customer action on the email sent.

Let’s gets started.

Suppose there is a requirement to track the customer behavior on the marketing email sent to the potential customer and you want to get some customer insights on the behavior then continue reading this blog post.

“Trigger Power Automate” its based on the Journey

When an action is performed, based on the category of particular action.

Follow the above steps and add this Flow in your Customer Insights Journey.

Email will be sent each time customer clicks on it, notification email will be sent along with who have clicked on the email then Account Managers can follow up with customer to nuture to qualify them into sales pipeline.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Do you know} Dynamics 365 Customer Insights would consider business days five or seven days

uk365guy

Hello Everyone,

Today I am going to share my thoughts on the Dynamics 365 Customer Insights working days as five or seven days.

Let’s get’s started.

In Dynamics 365 Marketing, the concept of business days typically aligns with Standard working days, which are Monday through Friday. Let’s break it down:

1. Entity -Level Calendars:

When you open an entity like events, customers journeys or the main marketing calendar, you’ll see a list view where you can switch between the calendar view and list view.

Relevant records (such as events or sessions) are plotted on the calendar based on their scheduled dates.

This types of calendar provides a system view selector for filtering the record shown.

2. Room-Level Calendars:

These calendars appear while viewing a specific record(e.g., a specific event).

They are integrated into the form view and might appear in their own tab or as a section alongside other settings.

Form-level calendars can only show and create records of one type of entity and are often related to the specific record where they appear.

3. Room-Reservation Calendar:

Specifically for event records, the room reservation calendar shows all room reservations assigned to the displayed event and its sessions.

Unreserved rooms are not shown, and the calendar is read-only( no session or reservation creation here).

4. Speaking Engagement Calendar:

For speakers records, this form-level calendar displays all speaking engagements associated with the currently displayed speaker.

5. Custom Calendars:

System customizers can add custom calendars to nearly any entity or form.

These custom calendars can extend the funtionality beyond the basic types described above.

Now, regarding processing times, most requests within Dynamics 365 Customer Insights are typically handled in about three business days once all necessary information is available.

So, whether it’s configuring marketing calendars or handling other tasks, keep those business days in mind!.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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