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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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 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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