Category: Dynamics 365 Customer Insights

Dynamics 365 and Power Apps

{How to} Understand customer inflows and exits at every journey step in Microsoft Dynamics 365 Customer Insights

Hello Everyone, Today I am going to share my thoughts on Microsoft Dynamics 365 Customer Insights customer inflows and exits at every journey step. Let’s get’s started. Microsoft Dynamics 365 Customer Insights – Journeys helps organizations track how customers progress or drop off at different stages of their engagement. Here’s how you can analyze and…
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{How to} become MCT Microsoft Certified Trainer on Microsoft Dynamics 365 Customer Engagement step by step instructions

Hello Everyone, Today i am going to share guidelines on becoming Microsoft Certified Trainer on Microsoft Dynamics 365 Customer Engagement or Power Platform. Let’s get’s started. Step 1: Earn a Qualifying Certification. To qualify as an MCT, you must first hold at least one Microsoft Certification related to Dynamics 365 Customer Engagement. The most relevant…
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{Do you know} How to refine email content in running journeys on dynamics 365 customer insights

Hello Everyone, I hope everyone is well. I took a month break after continous 365 days blog posts  for a year.   Starting again: Today I am going to share my thoughts on how to refine email content in running journeys on dynamics 365 customer insights. Let’s get’s started. You can refine email content in running…
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{Do you know} Refine email content in running journeys on Dynamics 365 Customer Insights

Hello Everyone, Today i am going to share my thoughts on the Dynamics 365 Customer Insights -refine email content in running journeys. Let’s get’s started. Refine email content in running journeys within Dynamics 365 Customer Insights can greatly enhance your marketing efforts. Here are some key strategies and features to consider: 1. Seamless editing: You…
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{Do you know} Control how fast customers can enter a journey on Dynamics 365 Customer Insights

Hello Everyone, Today I am going to share my thoughts on control how fast customers can enter a journey on Dynamics 365 Customer Insights. Let’s get’s started. In Dynamics 365 Customer Insights. You can now control how quickly customers enter a journeys using journey rate limiting. Here’s how it works: 1. Rate Limits: Set a…
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{How to} Unlimited application installs now in Customer Insights

Hello Everyone, Today I am going to share my thoughts on unlimited application installs now in Customer Insights. Let’s get’s started. As of June 30, 2024, Microsoft has removed application installation limits for Dynamics 365 Customer Insights. Previously, there were restrictions on the number of installations per base license, but now you have  unlimited application…
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{How to} Keep facebook audiences in sync with single connection export customer insights data.

Hello Everyone, Today I am going to share my thoughts on keeping facebook audiences in sync with single connection export customer insights data. Let’s get’s started. With the recent release, managing your Facebook Ads exports in Dynamics 365 Customer Insights has become easier. Now you can manage all your Facebook Ads exports using a single…
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{Do you know} Improve engagement and compliance with double opt-in in Dynamics 365 Customer Insights

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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{Do you know} Automate seamless handoffs between marketing and sales in dynamics 365 customer insights

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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{Do you know} Use segments to decide which path a customer should take on Dynamics 365 Customer Insights

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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