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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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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Hello Everyone, Today I am going to share my thoughts on how to build lead scoring model in Dynamics 365 Customer Insights. Let’s get’s started. To create a lead scoring model in Dynamics 365 Customer Insights, follow these steps: 1. Navigate to Outbound marketing > Lead management > Scoring models. This will take you to…
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Hello Everyone, Today I am going to share my thoughts on how to send email notifications to the account manager based on the customers behavior. Let’s get’s started. To set up real-time email notifications for the manager based on customer clicks in Dynamics 365 Marketing, follow these steps: 1. Create a Trigger-Based Journey: Navigate to…
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Hello Everyone, Today I am going share my thoughts on the Elastic vs Standard Table in Dynamics 365. Let’s get’s started. Certainly! In Dynamics 365, let’s explore the difference between Elastic tables and Standard tables in Dataverse. 1. Standard Tables: Included with Power Platform: Standard tables, also known as out of box tables, come pre-defined…
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Hello Everyone, Today I am going to show how to export the Dynamics 365 CE table columns and its data types. Let’s get’s started. Suppose you have a request from business to export the dynamics 365 CE data along with its data types. How do you do that? Certainly! To export Dynamics 365 CE table…
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Hello Everyone, Today I am going to share my thoughts on the improvements on Microsoft Dataverse Connector to import large dataverse tables into Customer Insights – Data. Let’s get’s started. Certainly! The Microsoft Dataverse Connector has undergone significant enhancements, enabling seamless import of large dataverse tables into Customer Insights – Data. Here are the key…
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Hello Everyone, Today I am going to share my thoughts on how to create lead scoring on Dynamics 365 Marketing. Let’s get’s started. Suppose you have a requirement to create a brand new lead scoring matrix on Dynamics 365 Marketing. How do you do that? In Dynamics 365 Marketing, Lead scoring helps you prioritize and…
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Hello Everyone, Today I am going to share my thoughts on event registration, When a customer register for an event and where do they actually store customer information on Dynamics 365 Marketing. Let’s get’s started. When a customer registers for an event on Dynamics 365 Marketing, the records are stored in the Event Registration section. …
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Hello Everyone, Today I am going to show how to change the model driven app appearance. Let’s get’s started. Login into Dynamics 365 Customer Service Hub. Select the ” Focused View” from Account Table List view. Then account records will be on the focused view. Click on three dots on focused view and then click…
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