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Author: uk365guy

{Customer Insights} Send all communications at particular time interval to reach customers with send scheduling feature

uk365guy

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

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{Customer Insights} Send Personalized messages based on the website interactions to engage customers

uk365guy

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

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{Customer Insights} Refer to copies of emails on the timeline easily

uk365guy

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

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Customer Insights – capture responses from external, third-party forms

uk365guy

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

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Dynamics 365 Customer Insights Seamlessly onboard customer data from your Delta Lake with no data integration

uk365guy

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

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