Hello Everyone, Today I am going to show what are the benefits of personalize omnichannel experiences with no code using Optimizely. Let’s get’s started. Personalize omnichannel experiences with no code using Optimizely on Dynamics 365 Customer Insights involves leveraging the capabilities of both platforms to deliver tailored experiences to your customers,Here’s how you can achieve…
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Hello Everyone, Today I am going to show how to add Customer Insights data on your trial or licensed environments. Let’s get’s started. 1. Login into Dynamics 365 Customer Insights. 2. On home page screen click on the ADD Customer Insights – Data 3. New window will be opened and load the data into the…
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Hello Everyone, Today I am going to show new feature which is available for Jan 2024 preview. Let’s get’s started. Copilot for Dynamics 365 Customer Insights is powered by AI to provide answers to your queries. What you do is “you will interact with your data” via Copilot as an interface between you and Customer…
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Hello Everyone, Today I am going to show how you can export import segments and assignment rules between environments. Let’s get’s started. With the new features: Sales Managers and an Administrator need to set up assigment rules in multiple environments like sandbox, dev, test or production. This increases the time taken to transfer rules from…
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Hello Everyone, Today I am going to show how to configure the Assignment rules for lead qualifications criteria to increase the lead conversions by routing to the correct sales rep. Let’s get’s started. As an Organisation want to win more deals and focus more on lead conversions and its all manual process in Dynamics 365…
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Hello Everyone, Today I am going to show how to add style to your brand profiles and create reusable themes on Dynamics 365 Marketing. Let’s get’s started. On Dynamics 365 Marketing you can create email templates but maintaining a consistent brand identity is key for building customer experience and increasing brand recognition. However replicating brand…
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Hello Everyone, Today iam going to show how to enable advanced settings redirection in Dynamics 365 Model Driven App Environment. Let’s get’s started. Login into Power Platform Admin Center. Choose the environment and Settings and Features, turn ON Advanced Settings Redirection. When enabled the advanced settings toolbar links within product experiences will be redirected to…
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Hello Everyone, Today i am going to show single table search option in Dynamics 365 CE Apps from Power Platform Admin Center. Let’s get’s started. When we enable Dataverse Search in your environment it will be supported in Model Driven Apps will also receive search improvements. Also you can enable Share Search analytics with Microsoft…
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Hello Everyone, Today I am going to show how to create Mobile Offline Profiles for Dynamics 365 Mobile App Users. Let’s get’s started. For Dynamics 365 Model Driven App Mobile App Users – to control the amount of data being downloaded to user’s device for offline access. Dynamics 365 Mobile App users access to the…
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Hello Everyone, Today I am going to show to prevent social data into Dynamics 365 CE. Let’s get’s started. Now you can prevent Social media data entering into Dynamics 365 CE. How do you do that ? Login into Power Platform Admin Center. Select the environment you want to enable this feature. Then click on…
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