Hello Everyone, Today I am going to share my thoughts on improving engagement and compliance with double opt-in. Let’s get’s started. Double opt-in adds great value to the email marketing, so ensuring a high quality, engaged subscribers base by requiring users to confirm their subscription through a follow-up email. This process not only reduces spam…
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Hello Everyone, Today I am going to share my thoughts on Automating seamless handoffs between marketing and sales. Let’s get’s started. To automate seamless handoffs between marketing and sales in Dynamics 365 Customer Insights, you can: Create sales-related activties and records directly from customer insights – journeys, such as phone calls, tasks, leads or opportunities.This…
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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…
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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…
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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…
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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…
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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…
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Hello Everyone, Today I am going share my thoughts on managing crew membership on daily basis on Dynamics 365 Field Service. Let’s get’s started. In Dynamics 365 Field Service, you can efficiently manage crew membership on a daily basis. Here’s how: 1. Create a Crew: A crew is a bookable resource that acts as a…
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Hello Everyone, Today I am going to share my thoughts on integrating the financial and inventory management from Dynamics 365 Field Service. Let’s get’s started. Integrating financial and inventory management can significantly enhance operational efficiency. Here are some ways to achieve this: 1. Dynamics 365 Integration: Dynamics 365 Field Service can seamlessly integrate with Dynamics…
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Hello Everyone, Today I am going to share my thoughts on Integration of Dynamics 365 Field Service with Dynamics 365 Business Central. Let’s get’s started. To integrate Dynamics 365 Field Service with Business Central, follow these steps: 1. In Business Central, go to the Assisted Setup page. 2. Choose Set up integration to Dynamics 365…
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