Month: March 2024

Dynamics 365 and Power Apps

{Customer Insights} Role based access control data access governance

Hi Everyone, Today I am going to share my thoughts on preview feature on Dynamics 365 Customer Insights. Let’s get’s started. In Dynamics 365 Customer Insights, you can govern data access using role-based access control (RBAC).  Let me break it down for you: 1. What is Role based access control(RBAC)? RBAC allows adminstrators to regulate…
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{Customer Insights} Generate insights from marketing interactions

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…
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{Customer Insights} Increase control when attaching to data in Dataverse customer insights data

Hello Everyone, Today I am going to share my thoughts on the customer insights data to increase control when attaching to data in Dataverse customer insights data. Let’s explore how you can enhance control and flexibility when attaching data from Microsoft Dataverse to Customer Insights – Data. These improvements empower you to manage your data…
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{Customer Insights} Use Automation to manage segments and measures

Hello Everyone, Today I am going to share my thoughts on Customer Insights use automation to manage segments and measures. Let’s get’s started. Let’s delve into how to automation can enhance your management of segments and measures. Whether you’re dealing with customer insights, marketing campaigns or data driven strategies automation plays a pivotal role. Here…
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{How to} Enable Chatbot on Power Pages

Hello Everyone, Today I am going to show how to enable chatbot on Power Pages. Let’s get’s started. Once you provision your Power Pages Website, click on the SET UP on the left hand side of the screen. Integrations: Chatbot (Preview)  enable the Create and test chatbot and Publish chatbot on site ON, THEN Click…
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{Customer Insights} Personalize experiences without code using Optimizely customer insights data

Hello Everyone, Today I am going to share my thoughts on preview feature on Customer Insights Data -Personalize experiences without code using Optimizely. Let’s get’s started. Let’s elevate customer experiences using Optimizely and Customer Insights Data without writing any code. 1. Real-Time Personalization with Optimizely: Business Value: Deliver tailored experiences to your users based on…
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{Customer Insights} Elevate customer experiences in real time

Hellp Everyone, Today I am going to share my thoughts on Customer Insights on elevating custoner experiences in real time. Let’s elevate customer experiences in real time within the context of Dynamics 365 Customer Insights: Normally customer engages with your website, navigate through the pages, added a product or servicemto the cart and checking the…
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{Customer Insights} Reach customers quickly with 10x increased throughput

Hello Everyone, Today I am going to share my thoughts on reaching customers quickly with 10x increased throughput. Let’s get’s started. In an increasingly digital and interconnected world, businesses recognize that capturing customers attention during critical moments is key to success. To achieve this, delivering timely and tailored experiences is essential. With the latest release,…
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{Customer Insights} Collect extra customer information without creating custom attributes

Hello Everyone, Today I am going to share my thoughts on collect extra customer information without creating custom attributes. Let’s get’s started. In Dynamics 365 Customer Insights, you can now easily gather additional information about your customers without creating new custom attributes. Here’s how: 1. Custom Form Fields: Within the form editor, you can create…
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{Customer Insights} Prevent duplicate emails to contacts that share an email address

Hello Everyone, Today I am going to share my thoughts on how to prevent duplicate emails to contacts that share an email address on Dynamics 365 Customer Insights. Let’s get’s started. Certainly! Email deduplication is a valuable feature that ensures efficient email management and maintains strong customer relationship. Here’s how it works. 1. Why Email…
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