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{Do you know} Understand customer inflows and exits at every journeys step on Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Understanding customer inflows and exits at every journeys step on Dynamics 365 Customer Insights.

Let’s get’s started.

In Dynamics 365 Customer Insights, understanding customer inflows and exits at each journey step is crucial.

With improved journeys analytics, you’ll gain confidence in the processing of every step in your journey.

For instance, if your journey uses exit or exclusion segments, you’ll be able to see why fewer customers started your journey than were in the entry segment.

Additionally, you can now view lists of customers who entered and exited each step, allowing for further analysis.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Build custom reports using Microsoft Fabric integration on Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on building custom reports using Microsoft Fabric Integration on Dynamics 365 Customer Insights.

Let’s get’s started.

In Dynamics 365 Customer Insights, you can effortlessly create custom Power BI reports tailored to your business needs by leveraging Microsoft Fabric capabilities.

Here’s how it works:

1. Seamless Data Access: The integration of Dynamics 365 Customer Insights – Journeys with Microsoft Fabric automatically makes all your Customer Insights – Journeys data available for analysis in Microsoft Fabric. No need to copy data, build ETL pipelines, or use third-party tools.

2. Real-Time Reporting: With your premium Power BI license, you can directly access your marketing data storage and create custom reports without exporting the data.

This real-time access enables you to gain a complete understanding of your campaigns, lead management, market performance, and customer engagement, helping you identify new opportunities.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Employ user authentication and parameters in plugins in Microsoft Copilot Studio

uk365guy

Hello Everyone,

Today I am going to share my thoughts on employ authentication and parameters in plugins in Microsoft Copilot Studio.

Let’s get’s started.

When building plugins, employing user authentication and parameters is crucial for ensuring secure and personalized interactions. Here’s a brief overview of how you can implement these features:

User Authentication:

User authentication ensures that only authorized users can access the plugin’s functionalities. In the context of Microsoft Copilot, this is typically handled using Entra ID(formerly Azure AD). The user’s authentication token is used to invoke the plugin, allowing it to access corporate resources on behalf of the user.

Parameters

Parameters allow you to tailor the plugin’s behavior based on user input or specific scenarios. You can define a set of parameters that Microsoft Copilot collects before calling the plugin. These parameters can be used internally to call external functions, execute business logic, or perform other tasks as needed.

Steps to Implement:

Define Parameters: Use Copilot Studio to define the parameters your plugin needs. Provide descriptions so Copilot can prompt users for the necessary information.

Authentication Setup: Ensure your plugin uses Entra ID for authentication. This involves configuring the plugin to accept and validate the user’s authentication token.

Invoke Plugin: When the plugin is called, it uses the provided parameters and the authenticated user’s token to perform its tasks.

Example:

Imagine a plugin that accesses a user’s SharePoint documents. The parameters might include the document ID and the action to perform (e.g ., read, update). The plugin would validate the user’s token to ensure they have the necessary permissions before proceeding.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Refine email content in running journeys on Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today i am going to share my thoughts on the Dynamics 365 Customer Insights -refine email content in running journeys.

Let’s get’s started.

Refine email content in running journeys within Dynamics 365 Customer Insights can greatly enhance your marketing efforts.

Here are some key strategies and features to consider:

1. Seamless editing: You can easily edit the content, layout, links, buttons or dynamic elements in your email messages while the journeys is running. This means you don’t need to create a new version or interrupt the customer experience.

2. Dynamic Content: Utilize dynamic content to personalize your emails based on user behavior and preferences. this can include merging information from the recipient’s contact record, such as their name or placing special links and images.

3. Performance Tracking: Monitor the performance of your edited links and compare them to the original ones. This helps you understand what changes are driving better engagemenr and conversions.

4. Content Settings: Set up repositories of standard and required values for email messages, such as subscription-center links, social media links, and your postal address. These can be placed into the message as dynamic values using the personalization future.

5. Responsive Design:n Ensure your emails are mobile-friendly. A significant portion of users will open emails on their mobile devices, so a responsive design is crucial for maintaining engagement.

6. A/B Testing: Continuously test different versions of your emails to see which ones perform better. This can include testing subject lines, call to action buttons images and content layout.

By implementing these strategies, you can keep your email marketing campaigns dynamic and responsive to changing business or customer needs, utlimately driving better results.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Reach customers with greater throughput for trigger based journeys in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share reaching customers with greater throughput for trigger based journeys in Dynamics 365 Customer Insights.

Let’s get’s started.

In the Dynamics 365 Customer Insights, you can now reach customers faster by reacting to their behavior in critical moments.

With a 10x increase throughput for trigger based journeys, you can deliver up to 500,000 interactions per hour.

This means you’ll connect with customers at pivotal moments, making your outreach more timely and relevant.

If you’re interested in learning how to create triggers and leverage them in your journeys.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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