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…
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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…
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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…
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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…
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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…
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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…
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Hello Everyone, Today I am going to share my thoughts on how to build lead scoring model in Dynamics 365 Customer Insights. Let’s get’s started. To create a lead scoring model in Dynamics 365 Customer Insights, follow these steps: 1. Navigate to Outbound marketing > Lead management > Scoring models. This will take you to…
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Hello Everyone, Today I am going to share my thoughts on how to send email notifications to the account manager based on the customers behavior. Let’s get’s started. To set up real-time email notifications for the manager based on customer clicks in Dynamics 365 Marketing, follow these steps: 1. Create a Trigger-Based Journey: Navigate to…
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Hello Everyone, Today I am going share my thoughts on the Elastic vs Standard Table in Dynamics 365. Let’s get’s started. Certainly! In Dynamics 365, let’s explore the difference between Elastic tables and Standard tables in Dataverse. 1. Standard Tables: Included with Power Platform: Standard tables, also known as out of box tables, come pre-defined…
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Hello Everyone, Today I am going to share my thoughts on new feature “Block Unmanaged Customizatios in Dynamics 365 CE(Preview)”. Let’s get’s started. The Block unmanaged customizations feature in Dynamics 365 allows system administrators to control unmanaged customizations within Dataverse environments. When this setting is enabled, the following operations are blocked for the environment: You…
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