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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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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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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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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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 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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