Category: Dynamics 365 Customer Insights

Dynamics 365 and Power Apps

{Do you know} Orchestrate journeys using any marketing interaction in dynamics 365 customer insights

Hello Everyone, Today I am going to share my thoughts on Orchestrate Journeys using any marketing interaction in dynamics 365 customer insights. Let’s get’s started. In Dynamics 365 Customer Insights, you can now orchestrate customer journeys based on marketing interactions. Here’s how it works: 1. Marketing Interaction Triggers: Leverage triggers like “email link clicked” or…
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{How to} Improve engagement by editing emails in live journeys in Dynamics 365 Customer Insights – Journeys

Hello Everyone, Today I am going to share my thoughts on the preview feature: improve engagement by editing emails in live Journeys on Dynamics 365 Customer Insights. Let’s get’s started. To improve engagement by editing emails in live journeys, follow these steps in Dynamics 365 Csutomer Insights  – Journeys: 1. In your journeys, select the…
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How to restrict deletion of Address Records in Dynamics 365 Apps

Hello Everyone, Today I am going to show how to restrict the users from deleting the Address records in Dynamics 365 Apps. Let’s get’s started. There will be situations where users can bulk delete the records from UI, in order to  restrict the users from deleting the Address records, we can turn OFF the Deletion…
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{How to} Enable record ownership across Business Units in Dynamics 365

Hello Everyone, Today I am going to show how to enable record ownership across Business Units in Dynamics 365. Let’s get’s started. Normally User A from Business Unit A with Role Y – All contacts of the Business Unit A. User B from Business unit B with Role Y – access – All contacts of…
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{How to} Turn on release feature to monthly channel for Power Platform environments

Hello Everyone, Today I am going to show how to turn on the monthly channel(preview feature) for model driven app. Let’s get’s started. Login into www.make.powerapps.com Click on the Apps and Open the Dynamics 365 Customer Service Hub and then settings. So model  driven apps running in Power Platform environments with the app release channel value…
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{How to} Use the Power Platform Settings app

Hello Everyone, Today I am going to share my thoughts on the preview feature use of power platform environment settings app. Let’s get’s started. Certainly! The Power Platform Environment Settings app is a powerful tool that replaces the legacy web client experience. It provides a modern, performant, accessible, secure and extensible settings management experience for…
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{How to} Increase control when attaching to data in Dataverse on Customer Insights – Data

Hello Everyone, Today  I am going to share my thoughts on how to increase control when attaching to data in dataverse. Let’s get’s started. Certainly! The Microsoft Dataverse connector has undergone significant improvements, granting you more control and flexibility when importing data into customer insights -data. Here are the key enhancements. 1. Performance Improvements: You…
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Set privacy preference on Dynamics 365 CE Environment

Hello Everyone, Today I am going to show how to set the privacy preference on Dynamics 365 CE environment. Let’s get’s started. Suppose when you are accessing the Dynamics 365 CE environment and you may get errors popped up on the screen and there are some options available to the user like: 1. Ask the…
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{Customer Insights} Use Microsoft Onelake as a data source

Hello Everyone, Today I am going to share my thoughts on preview feature using Microsoft Onelake as a data source. Let’s get’s started. In Dynamics 365 Customer Insights, you can leverage Microsoft OneLake as a powerful data source. Let’s dive into the details: 1. Business  Value of OneLake: Customer Insights helps generate insights from all…
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{Customer Insights} How to protect customer data by controlling who can see it

Hello Everyone, Today I am going to share my thoughts on how to protect customer data by controlling who can see it. Let’s get’s started. Customers face the difficulties in maintaining data privacy while still empowering their employees with the insights they need to serve those customers better. With Customer Insights you can now do…
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