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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Hello Everyone, Today I am going to show how to export the Dynamics 365 CE table columns and its data types. Let’s get’s started. Suppose you have a request from business to export the dynamics 365 CE data along with its data types. How do you do that? Certainly! To export Dynamics 365 CE table…
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Hello Everyone, Today I am going to show how to lock and unlock customizations for other user roles other than Administrators. Let’s get’s started. Login into Dynamics 365 Sales Hub. Click on Sales Accelerator. Settings new work item appearance window will be displayed. You can switch the admin mode to YES and a check box…
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Hello Everyone, Today I am going to share my thoughts on the improvements on Microsoft Dataverse Connector to import large dataverse tables into Customer Insights – Data. Let’s get’s started. Certainly! The Microsoft Dataverse Connector has undergone significant enhancements, enabling seamless import of large dataverse tables into Customer Insights – Data. Here are the key…
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Hello Everyone, Today I am going to share my thoughts on how to create lead scoring on Dynamics 365 Marketing. Let’s get’s started. Suppose you have a requirement to create a brand new lead scoring matrix on Dynamics 365 Marketing. How do you do that? In Dynamics 365 Marketing, Lead scoring helps you prioritize and…
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Hello Everyone, Today I am going to share my thoughts on event registration, When a customer register for an event and where do they actually store customer information on Dynamics 365 Marketing. Let’s get’s started. When a customer registers for an event on Dynamics 365 Marketing, the records are stored in the Event Registration section. …
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