Mallareddy Gurram | Microsoft Dynamics Crm/365 Blog

This blog aims to provide some technical tips about Microsoft Dynamics CRM 4.0/2011/2013/2015/2016,DYNAMICS 365,Power Platform.
  1. Hello Everyone,






    Today I am going to share my thoughts on preview feature on Customer Insights Data -Personalize experiences without code using Optimizely.









    Let's get's started.




    Let's elevate customer experiences using Optimizely and Customer Insights Data without writing any code.








    1. Real-Time Personalization with Optimizely:



    Business Value: Deliver tailored experiences to your users based on their behavior, preferences and context.



    How it works:


    Adaptive Audiences: Dynamically target visitors in real time based on their interests. No need to write code - Simply set up keywords, and Optimizely will find your audience.










    Adaptive Recommendations: Tailor experiences across your site using pre-built algorithms. Test different locations and logic to optimize engagement and business outcomes.





    2. Integration  with Customer Insights Data:




    Data Harmonization: Combine data from various channels into a harmonized format, Resolve customer identities and gain actionable insights.




    Persistent Profiles: Adapt to customer behavior in real time. Create flexible, personalized and data-driven marketing experience.




    Predictive Analytics: Scale highly personalized multichannel campaigns without attribution headaches or guesswork.








    3. Experimentation and Personalization:



    World-Class Experimentation: Access Optimizely's powerful experimentation capabilities. Apply them to tagrget campaigns and experimentation programs for optimal impact and learnings.



    Test and  Learn: Every personalization campaign is also an experiment. Use experimentation principles to refine your personalized experiences.





    4. Maximize 1:1 Recommendations:




    Individualized Content: Users expect relevant content, Adaptive Recommendations allow you to tailor experiences across your site for every user using pre-built algorithms.



    Remember, with Optimizely and Customer Insights data, you can create winning experiences without diving into code.






    That's it for today.


    I hope this helps.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days


  2. Hellp Everyone,




    Today I am going to share my thoughts on Customer Insights on elevating custoner experiences in real time.








    Let's elevate customer experiences in real time within the context of Dynamics 365 Customer Insights:







    Normally customer engages with your website, navigate through the pages, added a product or servicemto the cart and checking the quote, signing for upcoming event or webnair etc...



    So with the Customer Insights, we can ensure customer profiles and associated insights are updated in the real time based on these signals, allowing we to provide the most targeted and personalized experience as they engage with your website or App.




    It will empowers you to foster loyality, increase engagement, enhance satisfaction and drive greater conversation rates.



    New feature details


    Customer Insights helps:


    1. Real time web tracking 

    2. Real-time unknown profiles

    3.Real-time unknown-to-known

    4. Real-time web personalization




    That's it for today.


    I hope this help.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days
  3. Hello Everyone,




    Today I am going to share my thoughts on customer insights accelerate time to insights with data in Delta Lake format.







    Let's get's started.






    Let delve unto how Delta Lake format can accelerate time to insights with data in various contexts:






    1. Dynamics 365 Customer Insights:



    Business Value: Your customer data is constantly evolving, with signals like online activities and mobile interactions changing rapidly. Traditional data warehouses can lead to increased time to insights as the volume of unprocessed signals grows.




    Solution: With native support for Delta Lake storage format in Customer Insights, you can:



    Accelerate ingestion, unification, and insights processing using incremental updates from the Delta Lake.



    Get customer profiles and associated insights updated more frequently, allowing you to react to customer engagements based on the most current information available.




    Create relevant and personalized experiences for your customers and timely insights for business users.



    Automatically benefit from incremental processing for unification, segments measures, activities and predictions.



    Note: In this initial release, incremental unification requires that all source tables involved in the unification process use the Delta format.




    2. Microsoft Dataverse:



    Solution: Use Azure Synapse Link for Dataverse to export your Microsoft Dataverse data to Azure Synapse Analytics in Delta Lake format.



    This enables you to explore your data and accelerate time to insight.




    In summary, Delta Lake format allows you to track changes over time, process data incrementally, and ensure consistently up-to-date customer profiles and insights. It's a powerful tool for staying agile in a dynamic data landscape.




    That's it for today.


    I hope this helps.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days








































  4. Hello Everyone,





    Today I am going to share my thoughts on new preview feature using Copilot take campaigns from concept to launch.







    Let's get's started.






    Copilot in Customer Insights revolutionizes your workflow, enhancing productivity as you take campaigns from concept to launch. Here's how it works:










    1. Describe your Goals: Begin by providing a creative brief or describing the outcomes you want to achieve with your campaign.





    2. AI-Powered Generation: Copilot leverages the power of data and AI to automatically generate the following campaign components:









    Audiences: Based on Customer Insights data and your project description.

    Message: Crafted to resonate with your campaign objectives.

    Images: Relevant visuals aligned with your brand.

    Journeys: Designed to deliver your goals.


    3. Curate and Edit: You can further refine and curate these assets. Copilot ensures that you're always in control.


    4. Launch Efficiency: With Copilot, you'll save countless hours. It creates a connected solution that aligns with your defined goals. Rest assured, you can refine, approve, and complete the campaign before it reaches your customers.





    Key features:



    AI-First Interface: Boost Productivity and creativity.


    Brand Consistency: Automatically create a brand profile from your company's website to keep consent on-brand.


    Consent Suggestions: Copilot assists in creating engaging emails, adjusting tone, layout, and more.


    Image Recommendations: Get AI-generated image suggestions or refine existing ones.


    Journey Maps: Tailored Journeys designed to achieve your campaign objectives.


    Export Details:  Easily share essential campaign your goals, and Copilot generates tailored journey maps, segments and content.





    That's it for today.


    I hope this helps.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days




































  5. Hello Everyone,





    Today I am going to share my thoughts on reaching customers quickly with 10x increased throughput.









    Let's get's started.




    In an increasingly digital and interconnected world, businesses recognize that capturing customers attention during critical moments is key to success. To achieve this, delivering timely and tailored experiences is essential. With the latest release, Dynamics 365 Customer Insights empowers you to reach customers faster than ever before:






    1. Segment-Based Journeys:


    You can now deliver up to 20 million personalized interactions per hour using batched journey scenarios.

    This ensures that your marketing messages promptly reach your target audience, increasing the likelihood of quick responses and immediate customer engagement.




    2. Trigger -Based Journeys:


    React to customers behaviors in pivotal moments with up to 500,00 interactions per hour.


    By connecting with customers precisely when it matters, your outreach becomes more relevant and effective.



    This increased throughput is automatically enabled, allowing you to scale your customer interactions efficiently.







    That's it for today.



    I hope this helps.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days











  6. Hello Everyone,




    Today I am going to share my thoughts on collect extra customer information without creating custom attributes.










    Let's get's started.




    In Dynamics 365 Customer Insights, you can now easily gather additional information about your customers without creating new custom attributes. Here's how:









    1. Custom Form Fields:







    Within the form editor, you can create any kind of question directly.



    Drag and drop custom fields from the toolbox onto the form canvas.



    Edit the label and properties as needed.



    For instance, you can ask questions like, "what is your meal preference?" or create contest-related queries to enhance customer satifaction and retention.




    2. Data Storage:



    The answers provided are stored only as part of the form submission.



    This approach ensures that you can access the value anytime without polluting your data with unnecessary custom attributes.




    By using custom fields, you can efficiently collect extra customer information without cluttering your attribute schema.





    That's it for today.

    I hope this helps.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days












  7. Hello Everyone,




    Today I am going to share my thoughts on split your audiences into groups to deliver unique customer experiences on Dynamics 365 Customer Insights.









    Let's get's started.



    Certainly! When you want customers to have different experiences within a single journey, you need to divide them into groups. While this is already possible using attribute branches or segments, sometimes the number of customers in each branch is more important than what those customers have in common.










    Introducing the journey split tile! This powerful feature allows you to split your audience into branches, providing subsets of your audience with unique experiences. Whether it's sending out a survey, testing a new type of experience, or offering a first-come promotional deal, the journey split tile has you covered.





    Here's how it works:











    1. Split by Percentage:





    Randomly breaks the audience into percentages associated with each branch.

    Ideal for scenarios that require randomness, such as sending an experience survey to a subset of your customers.

    Works best for larger populations (more than 2000 participants).






    2. Split by Number:



    Fills up branches from left to right based in the configured number of participants.


    Perfect for scenarios that need specific participant counts, like offering a promotion to the first 1,000 customers who sign up for a newsletter.



    Remember, the journey split tile supports up to 25 branches, giving you flexibility and precision in tailoring experiences for your audiences.




    That's it for today.


    I hope this help.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days



























  8. Hello Everyone,




    Today I am going to share my thoughts on how to prevent duplicate emails to contacts that share an email address on Dynamics 365 Customer Insights.








    Let's get's started.





    Certainly! Email deduplication is a valuable feature that ensures efficient email management and maintains strong customer relationship. Here's how it works.






    1. Why Email Deduplication Matters:


    Higher Engagement: When multiple contacts share the same email address, enabling email deduplication ensures that your message is sent only once to each unique email address. This leads to better engagement rates.




    Improved Deliverability: By avoiding duplicates emails, you enhance your email deliverability reputation.
    Messages reach recipients who genuinely want to receive them, reducing the risk of being marked as spam.



    Preserving Brand Reputation: Keeping customer's inboxes clutter-free and preventing unnecessary duplicate emails preserves your brand's reputation.



    2. Feature Details:

    Enable or Disable: You can enable or disable email deduplication for real-time segment based journeys.

    Single Email per Unique Address: With this feature, each message is sent just once to each unique email address within your segments.


    Review Duplicated Email Addresses: Use Journey analytics to identify and review any duplicate emails and maintain a positive customer experience.






    That's it for today.



    I hope this helps.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days




































  9. Hello Everyone,




    Today I am going to share my thoughts on Improving engagement and compliance with double opt-in.










    Let's get's started.





    Double opt-in is a powerful strategy for enhancing both engagement and compliance in your email marketing efforts.









    Let's delve into the details:




    1. Why Double Opt-in Matters:










    Higher Engagement: When subscribers actively confirm their subscription, it indicates genuine interest. This leads to better engagement rates.




    Improved Deliverability: Double opt-in ensures that your emails reach recipients who genuinely want to receive them, reducing the chances of being marked as spam.




    Compliance: While not always legally required, double opt-in aligns with best practices and helpss you stay compliant with regulations like GDPR.






    2. Setting Up Double Opt-In:




    Existing Customer Base: If you have an existing customer base, assume they've already opted-in. Update their unsubscribed attribute to "false" and implement a Sunset Policy to remove non-engaged profiles regularly.





    New Subscribers:



    Sign-up Form: Include a sign-up form on relevant pages (homepage, sales, pages, checkout, etc). Collect not only email addresses but also other demographic data for personalization.



    Sign-up Confirmation Page: Clearly communicate that further action is needed after form submission.





    Double Opt-in Campaign and Email:




    Trigger  a campaign in your system (e.g., Customer.io) based on form completion.

    Send a confirmation email immediately, emphasizing the need to click the confirmation button.

    Upon confirmation, update the unsubscribed attribute to "false".





    Optinally, track confirmation status with a custom attribute.

    If no confirmtion within two days, send a reminder. After two attempts consider removing non-confirmed profiles.





    3. Best Practises:




    Transparency: Tell subscribers what to expect.

    Subject Line Clarity: Clearly state your purpose.

    Incentives: Encourage confirmation.

    Customization: Allow subscribers to customize preferences.




    Easy Opt-Out: Always provide easy opt-out options.





    Remember, double opt-in may require an extra step, but the benefits - engaged subscribers and compliance -are well worth it!.









    That's it for today.


    I hope this helps.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days






































  10. Hello Everyone,





    Today I am going to share my thoughts on Customer Insights get faster insights at scale with auto-management of segments, measures.










    Let's get's started.




    As your Dynamics 365 Customer Insights footprint grows, managing segments and measures becomes increasingly important. The sheer number of segments can impact system performance leading to longer refresh times for the entire environment. But fear not! Customer Insights now offers an intelligent solution: Automatic segment management.








    Here's how it works:


    1. Automatic Deactivtion:


    When you have  a large number of segments and measures, it's challenging to determine which ones are actively used and which are not.



    The system now automatically deactivates segments or measures that haven't been used after a specified retention period.


    By doing so, it reallocates compute resources to the active segments and measures, resulting in faster system refresh and quicker insights.




    2. Admin Control:


    As an admin, you can enable or disable this automatic management feature.

    Set the retention period that suits your organization's needs.

    If necessary, users can reactivate segments or measures.



    This enhancement ensures that you can scale confidently, maintain optimal performance and swiftly gain valuable insights.








    That's it for today.


    I hope this helps.

    Malla Reddy Gurram(@uk365guy)
    #365BlogPostsin365Days
  11. Hello Everyone,




    Today I am going to share my thoughts on easily manage customer consent from contact and lead forms.







    Let's get's started.




    The enhanced contact and lead forms in Dynamics 365 Customer Insights empower you to swiftly view and update a customer's consent. This streamlined approach helps you to effortlessly manage the types of message sent to your customers.  Here's how it works.










    1. Comprehensive Consent Management:







    Gain a Summary view of the consent provided by each contact or lead.


    Understand whether the customer is contactable at a glance.


    Modify consent for email addresses, phone numbers and custom channels directly from the contact or lead forms.



    This gives you precise control over the type of messages sent to the customer on each channel.



    2. Across Channels and Lines of Business:



    The enhanced forms allow you to manage consent across every channel and line of business of your organization.



    Quickly check if a customer has opted out of all commercial communication from your business.




    Explore which topics a contact has opted in or out of receiving across channels like email, text and custom channels.



    Get a complete understanding of each contact and lead's consent preferences in one easy-to-use screen.





    By seamlessly managing customer consent through these forms, you can enhance precision, compliance and overall customer satisfaction.




    That's it for today.


    I hope this help.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days





















  12. Hello Everyone,






    Today I am going to share my thoughts on Dynamics 365 Customer Insights build and test journeys before deploying to production.










    Let's get's started.





    In the ever-evloving landscape of customer experience transformation, marketers face the challenge of creating and testing experiences before deploying them to production environments.










    To address this, Power Platform Solutions now offer a robust Application Lifecycle Management(ALM) framework. Here's how it works:






    1. Build and Test in Preproduction:


    Marketers can create and test customer journeys in preproduction or testing environments.


    These environments allow fine-tuning and validation of triggers, segments and other assets.


    Ensuring that everything works as expected before moving to production is crucial.




    2.Seamless Deployment to Production:


    Once the journey is ready, marketers can move it to production in a published state.


    The ALM framwork ensures a predictable and seamless transition from development to production.


    This minimizes manual intervention and reduces the risk of unintended triggers or activities.





    3. Stay Up-to-Date:


    Marketers can upgrade their solutions with the latest version of journeys assets.

    Deploying the most recent assets in production ensures optimal customer experiences.






    By confidently building and testing journeys before deploying to production using ALM with Power Platform solutions, marketers can enhance efficiency, precision, and overall customer satisfaction.







    That's it for today.


    I hope this helps.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days

























    1
  13. Hello Everyone,




    Today I am going to share my thoughts on Scale your business with confidence with 300M maximum monthly interactions on Dynamics 365 Customer Insights.






    Let's get's started.



    Certainly! Dynamics 365 Customer Insights now offers an impressive capacity for businesses, You can reach million contacts or leads and send up to 300 million messages per month in real-time journeys.







    This expanded capability empowers you to deliver personalized experiences at scale, delighting customers in new ways. Whether you're expanding your customer base in new markets, reaching additional geographics, promoting new products, or aiming for higher targets these additional interactions will help you grow your business.



    Here are the key features:


    1. Increased Reach: You can now engage with up to 100 million marketing contacts, which is more than three times the previous limit of 300 million contacts. These marketing contacts include those you interact with through channels like emails, SMS, and push notifications.


    2. Enhanced Interaction Volume: Deliver up to 300 Million interactions through various channels, including email messages, SMS, push notifications and custom channels. This is a significant increase from the previous outbound interaction limit of 100 million.


    3. Segmentation: Create segments with up to 100 million marketing contacts, allowing you to target specific audiences effectively.


    4. Near Real-Time Engagement: Engage with customers in near real time, with a 30 second response time for single step customer journeys.(Please note that the actual message delivery time vary based on factors like the recipients email server and the chosen message sending channel).






    This enhanced capacity enables you to scale your business confidently, providing seamless experiences to your audience. 



    That's it for today.


    I hope this helps.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days















  14. Hello Everyone,





    Today I am going to share my thoughts on Optimizing engagement and increase conversation rates with email A/B testing.







    Let's get's started.



    Advanced bot protection in Customer Insights -  Journeys is a powerful feature that enhances the reliability of your insights and safeguards your business processes. Let's delve into the details:









    1. Enhanced Data Accuracy:


    Bot protection: Ensures that the data you collect is accurate and represents real human interactions.



    By preventing bot clicks on your emails, it avoids inflated engagement metrics, incorrectly triggered journeys and skewed analytics.









    It also protects web form visits, clicks and submissions ensuring that only legitimate form submissions are recorded and no false journeys are triggered.


    Additionally bot protection ensures accurate event attendance by filtering out any false check- ins caused by bots.





    2. Elevated Customer Experiecne:




    Minimize disruptions caused by mailcious bots, thereby enhancing the quality of your insights.

    with the confidence of reliable data, your business decisions become more informed and effective.




    Remember, bot protection is critical for marketing campaigns and it empowers your businesses to thrive by maintaining the integrity of your data and operations.


    Now, let's talk about email A/B testing.  This technique allows you to compare and test variations of your emails on different subsets of recipients to determine which version performs better, Here's how it works.




    1. Create Alternate Versions:

    In real-time journeys, you can easily create alternate email versions by changing elements such as the subject, body, or sender address directly in the Customer Insights - Journeys email editor.


    Optimize your content for your specific audience by tweaking these elements.



    2. Types of A/B Tests:


    Define different types of A/B tests by changing the subject, from email address or email body.


    For example, you can test different subject lines, wording variations or offers.



    3. Test and Analyze:




    Preview and test-send version  A and version B of your email.


    Easily identify a winner based on performance metrics (e.g open rates click through rates) and analyze the results in journey and email insights.



    By leveraging A/B testing, you can fine tune your email campaigns, optimize engagement and increase conversion rates. Remember data driven decisions lea d to better outcomes.






    That's it for today.








    I hope this helps.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days






















































  15. Hello Everyone,





    Today I am going to share my thoughts on improving reliavility of insights with advanced bot protection customer insights.








    Let's get's started.




    Advanced bot protection in Customer Insights - Journeys is a powerful feature that enhances the reliability of your insights and safeguards your business processes. Let's delve into the details:







    1. Enhanced Data Accurancy:



    Bot Protection ensures that the data you collect is accurate and represents real human interactions.




    By preventing bot clicks on your emails, it avoids inflated engagement metrics, incorrectly triggered journeys, and skewed analytics.





    It also protects web forms visits, clicks, and submissions, ensuring that only legitimate form submissions are recorded and no false journeys are triggered.




    Additionally, bot protection ensures accurate event attendance by filtering out any false check-ins caused by bots.





    2. Elevated Customer Experience:




    Minimize disruptions caused by malicious bots, thereby enhancing the quality of your insights.





    With the audience of reliable data, your business decisions become more informed and effective.




    Remember, bot protection is critical for marketing campaigns and its empowers your business to thrive by maintaining the integrity of your data and operations.







    That's it for today.



    I hope this helps.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days







  16. Hello Everyone,




    Today I am going to share my thoughts on configuring right email address of contact ensuring email message is delivered and opened.







    Let's get's started.





    In Dynamics 365 Customer Insights, ensuring that your messages reach the contact email address is crucial for effective communication. Let's dive into the details:








    Business Value: 



    Delivering messages to the correct email address enhances customer engagement and conversation rates.


    You can now choose which of a contact's email addresses to target in your journeys, tailoring messages appropriately.




    Login into Dynamics 365 Customer Insights



    Go to settings >  Audience Configuration: Set the fields.







    Feature Details:


    Multiple Email Recipient Fields: Administrators can add the multiple alternative email recipient fields to a contact's audience configuration.
    Additionally, you can set a default email recipient field.



    Personalization: Marketing professionals can select the specific email address field to use during journey creation. This allows you to target a contact's preferred email address.


    Consent Management: Choose whether consent is synced between contact point consent records and the contact's consent attributes. This give you control over how consent is checked for your emails in Customer Insights - Journeys.




    Remember, just like choosing the right banana for recipe, selecting the appropriate email address ensures your messages are delivered where they matter most!.



    That's it for today.


    I hope this helps,

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days








  17. Hello Everyone,





    Today I am going to share my thoughts on new feature of send scheduling to reach customers at the right moment on Dynamics 365 Customer Insights.







    Let's get's started.






    Send scheduling in Dynamics 365 Customer Insights allows you to deliver messages to your customers at the most opportunitic times. Here are the key details.









    How do set the time scheduling on Customer Insights globally for all Joruneys?


    Login into Dynamics 365 Customer Insights


    Change to Settings and Click on Quiet Time under Customer Engagement.







    1. Business Value:



    Delivering messages at the right moment can significantly enhance customer engagement, conversion rates and overall revenue.



    With send scheduling your messages reach customers precisely when they're most likely to take action.




    2. Feature Details:


    In real-time journeys, you can easily schedule messages to be sent during specific time windows in a day or on specific days of the week.


    Messages outside these send times are held until the next scheduled window.

    Send times respect quiet times and frequency caps.


    Align your communications with customers habits preferences and their most active hours to boost engagement.


    Additionally you can use send scheduling to ensure messages are delivered when your business is ready to respond(e.g., during call center hours or when sales representatives are available).




    Remember, delivering messages at the right time is like serving a perfectly ripe banana - it's all about timing!.




    That's it for today.


    I hope this helps.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days
  18. Hello Everyone,






    Today I am going to share my thoughts on sending personalized messages based on the website interactions to engage customers in Dynamics 365 Customer Insights.












    Let's get's started.




    Dynamics 365 Customer Insights empowers businesses to create personalized customer journeys by leveraging AI and real-time insights.








    Let's dive into the exciting features:



    1. Dialog with Data: To deeply understand your customers, it all starts with data. With Dialog with Data, you can explore your data across various sources using everyday language. Ask questions, receive answers, amd uncover new growth opportunities for your business. This feature is available in all geographies and support 23 languages.





    2. Real-Time Personalization: In the 2023 release wave 2, Dynamics 365 Customer Insights introduces real-time capabilities. Whether your customers are anonymous  or unknown, you can now personalize their experiences on web and mobile. Combine their latest interactions,profile data, segments and insights to deliver the most relevant offers, content or experiences in the moment.





    3. Connected Sales and Marketing: As customers engage across digital and human-assisted channels, sellers need comprehensive data and insights.




    Dynamics 365 Customer Insights ensures a seamless cross-channel experience, allowing you to engage customers in a personalized way and drive meaningful actions.





    Remember, understanding your customers and tailoring interactions based on their behavior is key to building lasting relationships and driving growth.







    Dynamics 365 Customer Insights  provides the tools you need to achieve just that!.





    That's it for today.



    I hope this helps.




    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days











































  19. 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 customer understanding and visibility into previously shared communication with your customers.








    Here's how you can access this functinality:









    1. Enable Viewing Emails on the contact timeline:


    Go to Settings and select Feature switches.

    Enable the show exact copy of sent emails feature toggle in the contact timeline section.



    2. View Previously Sent Emails:



    From the left navigation bar, select Contacts.


    Choose the specific contact for whom you want to view previously sent emails.



    On the Timeline(Located in the center tile on the Summary tab), you'll find all previous interactions, including exact copies of the sent emails.





    This enhancement not only helps you find more personalized experiences but also improve overall visibility, and auditing. 




    Feel free to explore this feature and enhance your customer insights.





    That's it for today.


    I hope this helps.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days



























  20. 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 better understand your audience, target them more accurately and follow up effectively.










    Here's how it works:


    1. Capture Form Submissions: You can collect form submissions from any external forms.

    2. Mapping Fields: Easily create Javascript with mapping of your form fields to existing entity attributes.

    3. Embed the Capture Script: Embed the capture script into mulitple pages containing the same form.




    The enhancements allows you to maximize the potential of your external custom - built forms without the need to recreate them in Customer Insights - Journeys.




    Happy Capturing!.




    That's it for today.



    I hope this helps.


    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days
  21. 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 data integration.











    Business Value: Data that is already prepared and stored in your Azure Data Lake in the Delta Lake format can be directly attached in Customer Insights. This elimates the need for additional data movement and formatting. Here are the key benefits:




    1. Faster Processing: By avoiding intermediate processing and data preparation, you accelerate the processing time, leading to more regular and current insights.









    2. Reduced Operations Management: With no additional transformation pipeline required, you save effort and cost associated with data conversion.




    3. Resilence and Fault Tolerance: Delta format is more resilient and fault- tolerant. For instance, simultaneous updates and reads to a data partition are handled effectively, resulting in fewer data ingestion errors.




    Features Details: With this features, you can:




    Attach Delta Lake Data: Easily attach your data stored in Delta Lake format as a data source in Customer Insights. No need for additional data movement or formatting.




    Native Readability: Delta-formatted data can be read natively within Customer Insights.



    Delta Lake Incremental Processing: Take advantage of incremental processing without any extra work. Data stored in Delta Lake format doesn't require separate full or upsets folders.





    To connect to data stored in Delta format from your Azure Data Lake Storage.





    Remember, this seamless integratiob allows organizations to gain more frequent  and up to date insights, empowering informed decisions and adaptability in dynamic business environments.





    That's it for today.


    I hope this helps.

    Malla Reddy Gurram(@UK365GUY)

    #365BlogPostsin365Days






























  22. 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




    The Dataverse Connector has undergone significant enhancements, providing you with more control and flexibility when importing data into Customer Insights - Data. Here are the key features:



    1. Performance Improvements: You can now smoothly import large Dataverse tables into Customer Insights - Data, eliminating previous scale and performance limitations. This mean faster data ingestion and processing.



    2.Selective Table Import: Say goodbye to read-only mandatory table selections! With the updated connector, you have full control over which Dataverse tables you want to use in Customer Insights. No more forced selections, pick only the ones relevant to your needs.



    3.Column-Level Customization: Choose the specific column you want to process and output in Customer Insights. Tailor your data import by selecting only the relevant fields from your Dataverse tables.


    4.Advanced Row Filters: Apply filters to exclude inactive records or include only those added or modified within a specific time frame (e.g., the last year). Fine tune your data selection based on your business requirements.





    How to connect to Dataverse in Customer Insights







    1. Navigate to Data > Data Sources.

    2. Click Add a data source.

    3. Select Microsoft Dataverse.

    4.Provide a Name and an optional Description for the data source.

    5. Enter the Server address for your Dataverse  organization and sign in.


    6. Choose the tables you want to import from the list.

    7. Save your selection to start syncing the chosen tables from Dataverse.





    Remember that Dataverse tables with change tracking enabled are visible, you can easily connect them to Customer Insights. If you encounter any issues, check the change tracking settings for your custom tables in Power Apps.





    By leveraging these improvements, you'll have a more efficient and customizable data integration experience.





    That's it for today.


    I hope this helps.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days



















































































  23. Hello Everyone,





    Today I am going to share my thoughts on Dataverse N:N vs Choice vs Manual N:N






    Let's get's started.




    Let's delve into the difference between Dataverse N:N, Choice and Manula N:N relationships:






    1. Dataverse N:N (Many to Many) Relationships:





    Definition: In Dataverse, N:N relationship allows for a many to many association between two tables.



    Hierarchy: Unlike 1:N (one to many) relationships, N:N relationships do not establish an explicit hierarchy between rows.






    Configuration:

    No Lookup columns or behaviors need to be configured.

    Rows created using N:N relationships are considered peers, and the relationship is reciporal.





    Storage:

    A relationship (or intersect) table stores the data that associates the two tables.

    This table has a one to many relationship with both related tables and only stores the necessary values to define relationship.

    Custom column cannot be added to the relationship table, and it is not visible in the user interface.




    Creation:

    Choose the two tables you want to participate in the relationship.

    Decide how you want the respective lists to be available within the navigation for each table.

    Note that not all tables can be used with N:N relationships.



    Designers:

    Power Apps Portal: Provides an easy streamlined experience but lacks some special settings.

    Solution explorer: Offers more flexibility for less common requirements.

    You can also create N:N relationships by importing a solution or using Metadata Services.



    Use Cases: Ideal for scenarios where multiple records from both tables need to be associated(e.g., Opportunities and competitors in Dynamics 365 Sales).






    2. Choice Relationships:

    Usage: Commonly used when dealing with a single table and static choices.

    Configuration: Choice are predefined and do not involve complex relationships.


    Example: If you have a dropdown field with fixed options(e.g., "High", "Medium", "Low"), you're using a choice relationship.







    3. Manual N:N Relationships:

    Definition: These are created manually without relying on the built in intersect entity.





    Configuration:


    You create your own intersect entity to establish the many to many relationship.

    Provide more control over the relationship behavior.



    Use Cases:Useful when you need custom logic or additional fields in the intersect entity.





    In Summary, choose the relationship type based on your specific requirements: Dataverse N:N for true many to many associations, choice for simple predefined options, and manual N:N when customizing the relationship behavior.









    That's it for today.


    I hope this helps.


    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days




































































  24. 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 offers deep integration with other Microsoft Products, providing a seamless flow of data across your business applications. Here's a guide to help you through the migration process.



    1. Evaluate Your Current Usage of SurveyMonkey




    Review your surveys: Assess all the surveys you have in SurveyMonkey, including active, inactive and templates, Understand the process  of each and how they are used in your organization.



    Analyze your data: Look at the types of data you collect, how it's analyzed, and how it integrates with other systems. This will help in understanding how to replicate or improve these processes in Dynamics 365 Customer Voice.




    2. Get Familiar with Dynamics 365 Customer Voice




    Learn the basic: Before making the switch, spend some time learning about Dynamics 365 Customer Voice. Microsoft offers a variety of documentation, tutorials and training sessions to help new users get acquainted with platform.




    3. Plan your migration: 



    Map your requirements: Based on your review of SurveyMonkey and understanding of Dynamics 365 Customer Voice, map out how your existing and needs translate to the new platform/




    Data migration strategy: Consider how you will migrate your existing survey data. This might involve exporting data from the SurveyMonkey and importing it into Dynamics 365 Customer Voice or another Dynamics 365 application, depending on your needs.




    Integration needs: Identify any integration with other systems(e.g., CRM ERP) and plan how you will achieve similar integrations with Dynamics 365 Customer Voice.





    4. Set Up Dynamics 365 Customer Voice




    Configure your environment: Set up your Dynamics 365 Customer Voice environment, including any necessary integrations with Dynamics 365 applications or external systems.



    Recreate your surveys:  Start creating your surveys in Dynamics 365 Customer Voice. Utilize its advanced features to improve your surveys, such as conditional logic, personalized questions based on respondent data, and integration points for triggering surveys based on certain actions in Dynamics 365.






    5. Test and Implement



    Pilot testing: Before going live, conduct pilot tests with a small group of users. Collect feedback on the surveys and the overall experience.



    Training: Provide training for your team on how to use Dynamics 365 Customer Voice effectively, focusing on creating surveys analyzing data and leveraging integration.



    Go live: Once testing is complete and you're confident in the setup, start depoloying your new surveys through Dynamics 365 Customer Voice.






    6. Monitor and Optimize



    Collect feedback: Continuously collect feedback from both respondents and internal users to understand what's working and what needs  improvement.



    Analyze and Optimize: Use the analytics tools in Dynamics 365 Customer Voice and Power BI to analyze survey data and make informed decisions to optimize your surveys and processes.




    Additional Considerations


    Compliance and security: Ensure that your use of Dynamics 365 Customer Voice complies with any relevant data protection regulations and that your data is handled securely.



    Cost analysis: Compare the costs between SurveyMonkey and Dynamics 365 Customer Voice, Considering not only subscriptions fees but also the potential savings from improved efficiencies and integrations.



    Migrating from SurveyMonkey to Dynamics 365 Customer Voice can significantly enhance your data collection and analysis capabilities, especially if you're already using other Dynamics 365 applications. Careful planning and execution are key to a smooth transition.







    That's it for today.


    I hope this helps.
    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days















































































































  25. 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 Testing?


    Email A/B testing, also known as split testing, allows you to compare and test variations of your emails on the different subsets of recipients. By analyzing how these variations perform, you can determine which version resonates better with your audience.



    2. How Does it work?


    In real time customer journeys, you can create alternate versions of your emails by changing elements such as:

    Subject lines

    Email body content


    From addresses


    These variations are labelled as Version A and Version B.



    3. Settings Up and A/B Test:


    Here's how you can set up an A/B test for your emails:


    Create your control design (Version A), Which represents the original email.

    Then create Version B, where you make a small change (e,g., altering the subject, body, or from address).

    Each A/B test focuses on a specific type of change.

    You can preview and test-send both versions.





    4. Identifying a Winner:

    After sending the A/B test emails, analyze the results:

    Open rates

    Click through rates

    Conversion rates


    Based on the performances, easily identify a winner.



    5. Benefits:

    By optimizing your email content, you can:


    Increase engagement

    Improve conversion rates

    Tailor messages to your audiences.






    Remember, A/B testing helps you fine-tune your email campaigns and deliver more effective messages.



    That's it for today.

    I hope this helps.

    Malla Reddy Gurram(@UK365GUY)
    #365BlogPostsin365Days





































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