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Analyze aggregated sales activities using Copilot for Sales

uk365guy

Hello Everyone,

Today I am going to share my thoughts on analyze aggregrated sales activities on Copilot for Sales.

Let’s get’s started.

Certainly! Microsoft Copilot for Sales provides valuables insights and analysis for sales activities. Here are the key details:

1. Business Value:

This capability empowers sellers and sales managers by offering analysis and access to customer conversation and email data.

It enables informed decision-making, optimization of sales processes, efficient coaching of team members, and effective pipelines management.

Benefits include enhanced customer relationship management, competitive edge, performance tracking, resource allocation optimization, compliance assurance, and fostering a data – driven culture, ultimately driving revenue growth and customer satifaction.

2. Feature Details:

Integration: Seamlessly integrated into Microsoft 365 Chat, the Copilot for Sales add-in in Outlook, and the Copilot for Sales app in Teams.

Functionality: Addresses users, inquiries arising from customer conversations, including trending topics, areas with negative sentiment and comprehensive overviews of budget discussions from past interactions.

Insights: Elevate customer engagement by gaining valuable insights and fostering informed decision- making.

To leverage this functionality, ensure that Copilot for Sales and Copilot for Microsoft 365 are enabled. If you’re interested, you can explore the Microsoft Copilot for Sales Dashboard(Preview), which provides an aggregated view of sales conversations, insights for coaching and quick access sales communication with AI-driven insights, content and recommendations.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Create Journey with Copilot Dynamics 365 Customer Insights

uk365guy

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 then Copilot will provide you with the Pre Journey created for you.

Lets say i have asked Copilot:

Send an Email to Account Manager when a customer clicks on Marketing Email.

Then it will asks for choose a trigger and Multiple types of audience found, choose one for the journey.

Choose trigger and types of audiences from the lookup and drop down.

Then click on Submit button.

Then preview will be displayed see below screenshot:

Once you are satisfied then click on the Create Journey.

Choose your criteria from the left of the screen:

If you want to exclude by segements you can do so by lookup on the Exclude by segements lookup.

Repeat: You can set when journey should trigger when someone triggers this journey set like:

Immediately
Never
After

Schedule:

You can time zone.

Start date and end date.

Once you done your configuration you can click on SAVE AND PUBLISH the Journey.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to } Manage client consent from leads and contacts forms in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on manage client consents from leads and contacts forms(preview) in Dynamics 365 Customer Insights.

Let’s get’s started.

The enhanced contacts and lead forms empower you to swiftly view and update a customer’s consent, streamlinig the management of message types sent to your customers.

The comprehensive view provides a centralized location for handling consent across all channels and lines of business within your organisation.

Here are the key features:

1. Summary View: Quickly assess the consent provided by each contact or lead to determine if the customer is reachable at a glance.

2. Easy Modification: Modify consent for email addresses, phone numbers, and custom channels directly from the contact or lead forms. This control allows you to tailor the type of messages sent to the customer on each channel.

3. Granular Insights: Dive into the consent provided for each compliance profile configured for your organization. Understand customer consent preferences for each line of business.

Effortlessly manage customer consent and stay compliant with ease!.

That’s it for today.

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

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{How to} Export Dynamics 3765 CE table columns along its data types

uk365guy

Hello Everyone,

Today I am going to show how to export the Dynamics 365 CE table columns and its data types.

Let’s get’s started.

Suppose you have a request from business to export the dynamics 365 CE data along with its data types.

How do you do that?

Certainly! To export Dynamics 365 CE table columns along with their data types, follow these stepss:

1. Open the Dynamics 365 CE Environment.

2. Navigate to the specific table you want to export.

3. Click on the Data tab.

4. From the submenu, select “Export data”.

5. Wait a few moments for the process to complete.

6. Click the link that says “Download exported data” on the left side.

7. Extract the downloaded zip file to a folder.

8. Inside the folder, you’ll find a CSV file. Each column in the CSV corresponds to a table column, including its name and data type.

Alternatively, you can use third-party tools like XrmToolBox with free plugins(such as Metadata related ones) to achieve similar results. However, the built-in method described above is provided by Microsoft and is straightforward. Happy exporting!.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Speaking} Let’s gets started with Copilot Global Power Platform Bootcamp Aba – Nigeria

uk365guy

Hello Everyone,

Today I am going share my upcoming speaking session at Global Power Platform Bootcamp Aba – Nigeria.

Let’s gets started.

Today I will be speaking at Global Power Platform Bootcamp Aba – Nigeria.

If you are interested join us at: link

My session at 4:15pm UK time.

All about Microsoft Copilot how it can be used in Dynamics 365 & Power Platform.

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365Blogpostsin365days

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