Category: Copilot

Dynamics 365 and Power Apps

{Customer Insights} Advanced bot protection for integrity of data

Hello Everyone, Today i am going to share my thoughts on the advanced bot protection for integrity of data on customer insights. Let’s get’s started. Advanced bot protection is a crucial aspect of ensuring the integrity of data and operational efficiency. Let’s delve into how it enhances reliability and safeguard your business processes. 1. Enhanced…
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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} Take campaigns from concept to launch using Copilot

Hello Everyone, Today I am going to share my thoughts on new preview feature using Copilot take campaigns from concept to launch. Let’s get’s started. Copilot in Customer Insights revolutionizes your workflow, enhancing productivity as you take campaigns from concept to launch. Here’s how it works: 1. Describe your Goals: Begin by providing a creative…
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{Customer Insights} Accelerate time to insights with data in Delta Lake format

Hello Everyone, Today I am going to share my thoughts on customer insights accelerate time to insights with data in Delta Lake format. Let’s get’s started. Let delve unto how Delta Lake format can accelerate time to insights with data in various contexts: 1. Dynamics 365 Customer Insights: Business Value: Your customer data is constantly…
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Customer Insights – capture responses from external, third-party forms

Hello Everyone, Today I am going to share my thoughts on capturing responses from external third party forms in customer insights. Let’s get’s started. You can now capture submissions from any third party forms on your website and automatically create new leads or contacts in Customer Insights – Journeys. This new feature empowers you to…
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{Do you know} Dynamics 365 Customer Insights Increase control and flexibility when attaching to data in Microsoft Dataverse

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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{How to} Enable or Disable a frequency cap for your Journey Dynamics 365 Customer Insights

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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{How to} Set Maximum frequency cap of email text messages push notifications on Dynamics 365 Customer Insights

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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Analyze aggregated sales activities using Copilot for Sales

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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{How to} Create Journey with Copilot Dynamics 365 Customer Insights

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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