Category: Dynamics 365 Customer Insights

Dynamics 365 and Power Apps

{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} Improve engagement and compliance with double opt-in

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 is a powerful strategy for enhancing both engagement and compliance in your email marketing efforts. Let’s delve into the details: 1. Why Double Opt-in Matters: Higher Engagement: When subscribers actively confirm their…
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{Customer Insights} Get faster insights at scale with auto-management of segments measures

Hello Everyone, Today I am going to share my thoughts on Customer Insights get faster insights at scale with auto-management of segments, measures. Let’s get’s started. As your Dynamics 365 Customer Insights footprint grows, managing segments and measures becomes increasingly important. The sheer number of segments can impact system performance leading to longer refresh times…
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{Customer Insights} Easily manage customer consent from contact and lead forms

Hello Everyone, Today I am going to share my thoughts on easily manage customer consent from contact and lead forms. Let’s get’s started. The enhanced contact and lead forms in Dynamics 365 Customer Insights empower you to swiftly view and update a customer’s consent. This streamlined approach helps you to effortlessly manage the types of…
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{Customer Insights} Configure email messages to the right contact email address

Hello Everyone, Today I am going to share my thoughts on configuring right email address of contact ensuring email message is delivered and opened. Let’s get’s started. In Dynamics 365 Customer Insights, ensuring that your messages reach the contact email address is crucial for effective communication. Let’s dive into the details: Business Value:  Delivering messages…
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{Customer Insights} Send all communications at particular time interval to reach customers with send scheduling feature

Hello Everyone, Today I am going to share my thoughts on new feature of send scheduling to reach customers at the right moment on Dynamics 365 Customer Insights. Let’s get’s started. Send scheduling in Dynamics 365 Customer Insights allows you to deliver messages to your customers at the most opportunitic times. Here are the key…
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[Customer Insights] Enhance reliability of insights with advanced preview features of bot protection

Hello Everyone, Today I am going to share my thoughts on improving reliavility of insights with advanced bot protection customer insights. Let’s get’s started. Advanced bot protection in Customer Insights – Journeys is a powerful feature that enhances the reliability of your insights and safeguards your business processes. Let’s delve into the details: 1. Enhanced…
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{Customer Insights} Refer to copies of emails on the timeline easily

Hello Everyone, Today I am going to share my thoughts on how we can share copies of emails on the timeline easily on Customer Insights new feature. Let’s get’s started. In Dynamics 365 Customer Insights, you can now easily reference copies of sent emails in the interaction timelines. This feature allows you to gain deeper…
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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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