Category: Dynamics 365 Customer Insights

Dynamics 365 and Power Apps

Dynamics 365 Customer Insights Seamlessly onboard customer data from your Delta Lake with no data integration

Hello Everyone, Today I am going to share my thoughts on preview feature related to the onboard customer data from your delta lake with no data integration on Dynamics 365 Customer Insights. Let’s get’s started. Let’s explore how you can seamlessly  onboard customer data from your Delta Lake to Customer Insights without the need for…
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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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Engagement Optimization and increase conversion rates with email A/B testing

Hello Everyone, Today I am going to share my thoughts on Dynamics 365 Customer Insights A/B testing to improve conversion rate and increase optimize engagement. Let’s get’s started. Certainly! Let’s dive into how you can optimize engagement and boost conversion rates using email A/B testing in Dynamics 365 customer insights. 1. What is Email A/B…
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{How to} Double Opt in to improve engagement and compliance in Dynamics 365 Customer Insights

Hello Everyone, Today I am going to share my thoughts on Improve engagement and compliance with double opt in Dynamics 365 Customer Insights. Let’s get’s started. Double Opt-in is a valuable too for email marketing within Dynamics 365 Customer Insights. Let’s dive into the details. 1. Business Value; Double opt-in ensures a high-quality, engaged subcribers…
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{How to} Capture responses from external third party forms dynamics 365 customer insights

Hello Everyone, Today I am going to share my thoughts on capture responses from external third party forms dynamics 365 customer insights. Let’s get’s started. Certainly! In Dynamics 365 Customer Insights – Journeys, you can now capture form submissions from any external forms and use them to create new leads or contacts. Here’s how it…
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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} 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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{How to } Manage client consent from leads and contacts forms in Dynamics 365 Customer Insights

Hello Everyone, Today I am going to share my thoughts on manage client consents from leads and contacts forms(preview) in Dynamics 365 Customer Insights. Let’s get’s started. The enhanced contacts and lead forms empower you to swiftly view and update a customer’s consent, streamlinig  the management of message types sent to your customers. The comprehensive…
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{How to} Trigger email based on the customer behavior on Dynamics 365 Customer Insights Journey

Hello Everyone, Today I am going to show how to trigger email to the Account Manager when an email is clicked by the customer using  Power Automate Flow which will trigger based on the customer action on the email sent.   Let’s  gets started. Suppose there is a requirement to track the customer behavior on…
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{Do you know} Dynamics 365 Customer Insights would consider business days five or seven days

Hello Everyone, Today I am going to share my thoughts on the Dynamics 365 Customer Insights working days as five or seven days. Let’s get’s started. In Dynamics 365 Marketing, the concept of business days typically aligns with Standard working days, which are Monday through Friday. Let’s break it down: 1. Entity -Level Calendars: When…
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