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Tag: #365blogpostsin365days

{Customer Insights} How to protect customer data by controlling who can see it

uk365guy

Hello Everyone,

Today I am going to share my thoughts on how to protect customer data by controlling who can see it.

Let’s get’s started.

Customers face the difficulties in maintaining data privacy while still empowering their employees with the insights they need to serve those customers better.

With Customer Insights you can now do both confidently. You can protect customer’s personal data by restricting access and visibilty of certain data fields in the customer profiles, while still ensuring that data can be used for generating insights needed across sales, marketing.

It enables everyone in your organisation to safely use the most important insights, while ensuring that your customers can trust you with data you can then use to better personalize their experience.

1. Restrict visibilty of customer profile fields for Dataverse roles.

2. Customer Insights follows the field level restrictions setup in Dataverse, so you don’t have to manage these for every Dynamics 365 app separately.

3. Marketing contributors can continue to build segements in Customer Insights based on the restricted fields without seeing the data of the field, such as the email address, in Dataverse and in Customer Insights.

4. Users can continue to use the fields to generate segments, measures and other insights or create personalized journeys and contents. However they will not see any data in those fields.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Customer Insights} Use Microsoft Onelake as a data source

uk365guy

Hello Everyone,

Today I am going to share my thoughts on preview feature using Microsoft Onelake as a data source.

Let’s get’s started.

In Dynamics 365 Customer Insights, you can leverage Microsoft OneLake as a powerful data source. Let’s dive into the details:

1. Business Value of OneLake:

Customer Insights helps generate insights from all your customer data stored in your data lake.

Whether your data lake is built using Azure Delta Lake or the new OneLake, Customer Insights seamlessly integrates with it.

By coming Customer Insights with Microsoft Fabric, you can:

Focus on generating the insights you need.

Cuts costs and reduce effort and time needed to move, integrate and transform customer data from any source.

Increase agility in decision making by accessing up to date insights across various Dynamics 365 applications, data warehousing, data sharing and advanced analytics/machine learning scenarios directly through Fabric.

All this without the need for extensive data movement or ETL.

2. Using OneLake with Customer Insights:

If you’re already using Customer Insights as your customer data platform:

Attach your data in OneLake to Customer Insights.

Explore and select data stored in OneLake to be included in Customer Insights workflows.

Benefits from the OneLake Delta format, which eliminates the need for separate data formatting in full or upserts folders.

Customer Insights seamlessly harness Delta Lake capabilities for OneLake interactions ensuring efficient data processing and integration

Remember, OneLake empowers you to build a robust customer data platform, enhance agility in decision-making and extract valuable insights-all while minimizing data movements efforts.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Customer Insights} Role based access control data access governance

uk365guy

Hi Everyone,

Today I am going to share my thoughts on preview feature on Dynamics 365 Customer Insights.

Let’s get’s started.

In Dynamics 365 Customer Insights, you can govern data access using role-based access control (RBAC).
Let me break it down for you:

1. What is Role based access control(RBAC)?

RBAC allows adminstrators to regulate access to customer profiles, segments and measures based on business units.

These controls are applied to the data in Microsoft Dataverse (formerly known as Common Data Service).

The integrity of these controls propagates automatically to all other Dynamics 365 and Power Platform applications.

2. Business Value:

Implementing data access controls is crucial, especially involving multigeo and multi brand contexts.

RBAC enables admins to:

Define access rules based on business units.

Manage the global data estate of an organization.

Configure business units within the Power Platform admin center.

Assign ownership based on identifiers like associated brand or geographic location.

Control accesss to segments and measures across global and business unit contexts.

This functionality not only saves time during implementation but also enhances security and control over data.

3. Features Details:

Data access defintions are established in Dataverse and extend to other applications built on top of it(such as Dynamics 365 apps).

Different permissions and access rights apply based on user roles:

Administrators:

Own and manage the global data estate.

Configure business units.

Define data mappings.

Access segments and measures globally and within business units.

Business users:

Access records within their business units.

Cannot access or share data from other business units.

Control Dynamics 365 Customer Insights segements and measures within their unit.

Can activate segments for use in other Dynamics 365 and Power Platform applications.

Remember, this RBAC functionality ensures that data is available only to the intended users, enhancing both security and data management efficiency.

That’s it for today.

I hope this helps.

Malla Reddy Gurram
#365BlogPostsin365Days

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{Customer Insights} Generate insights from marketing interactions

uk365guy

Hello Everyone,

Today I am going to share my thoughts on preview feature generate insights from marketing interactions on customer insights.

Let’s get’s started.

To generate insights from marketing interactions in Dynamics 365 Customer Insights, you can follow these steps:

1. Integrate Marketing Interaction Data: Seamlessly integrate data from Customer Insights – Journeys into Customer Insights – Data without the need for manual pipelines. This allows for a unified view of customer profiles and their engagement with marketing campaigns.

2. Create Segments Based on Engagement: Utilize the integrated data to create segments based on customer data and their marketing engagement rates. This helps in identifying loyal customers or those with high purchase intent.

3. Analyze Email Engagement Patterns: Predict customer churn by analyzing patterns in email engagement, this can help in strategizing proactive retention campaigns.

4. Ad Retargeting Strategies: Identify customers who are not engaging with emails and create ad retargeting strategies to increase conversion rates.

5. Unified Customer View: Use the interactions timeline in Dynamics 365 Customer Insights – Journeys to get a complete understanding of your customer’s historical interactions with your business across various channels.

6. Personalize Customer Experiences: Leverage the unified view to create personalized experiences through both digital and non-digital channels, enhancing customer engagement and loyality.

By following these steps, you can generate actionable insights from marketing interactions, enabling you to deliver personalization and drive loyality with increased precision of insights.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Enable Chatbot on Power Pages

uk365guy

Hello Everyone,

Today I am going to show how to enable chatbot on Power Pages.

Let’s get’s started.

Once you provision your Power Pages Website, click on the SET UP on the left hand side of the screen.

Integrations: Chatbot (Preview) enable the Create and test chatbot and Publish chatbot on site ON, THEN Click on Sync.

Your chatbot is ready to be used on your website.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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