Hello Everyone, Today I am going to share my thoughts on preview feature Dynamics 365 Customer Insights Increase control and flexibility when attaching to data in Microsoft Dataverse. Let’s get’s started. Certainly! Let’s explore how you can enhance your data management in Microsoft Dataverse within Dynamics 365 Customer Insights. Improved Dataverse Connector for Customer Insights…
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Hello Everyone, Today I am going to share my thoughts on how to migrate Survey Monkey to Dynamics 365 Customer Voice. Let’s get’s started. Migrating from Survey Monkey to Dynamics 365 Customer Voice involves several steps, focusing on planning, data migration and learning the new platform to leverage its capabilities effectively. Dynamics 365 Customer Voice…
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Hello Everyone, Today I am going to share my thoughts on Dynamics 365 Customer Insights A/B testing to improve conversion rate and increase optimize engagement. Let’s get’s started. Certainly! Let’s dive into how you can optimize engagement and boost conversion rates using email A/B testing in Dynamics 365 customer insights. 1. What is Email A/B…
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Hello Everyone, Today I am going to share my thoughts on Improve engagement and compliance with double opt in Dynamics 365 Customer Insights. Let’s get’s started. Double Opt-in is a valuable too for email marketing within Dynamics 365 Customer Insights. Let’s dive into the details. 1. Business Value; Double opt-in ensures a high-quality, engaged subcribers…
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Hello Everyone, Today I am going to share my thoughts on how to show records enabled for unified routing on Dynamics 365 Omnichannel. Let’s get’s started. Certainly! In Dynamics 365 Omnichannel, you can now view records enabled for unified routing directly in the inbox. This new feature allows agents to manage their workload more efficiently…
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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…
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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…
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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…
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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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