Tag: #uk365guy

Dynamics 365 and Power Apps

{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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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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{How to} Migrate to Dynamics 365 Customer Voice instead of Survey Monkey

Hello Everyone, Today I am going to share my thoughts on how to migrate Survey Monkey to Dynamics 365 Customer Voice. Let’s get’s started. Migrating from Survey Monkey to Dynamics 365 Customer Voice involves several steps, focusing on planning, data migration and learning the new platform to leverage its capabilities effectively. Dynamics 365 Customer Voice…
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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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{Do you know} Show records enabled for unified routing in inbox Dynamics 365 Omnichannel

Hello Everyone, Today I am going to share my thoughts  on how to show records enabled for unified routing on Dynamics 365 Omnichannel. Let’s get’s started. Certainly! In Dynamics 365 Omnichannel, you can now view records enabled for unified routing directly in the inbox. This new feature allows agents to manage their workload more efficiently…
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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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