Menu Close

Tag: #365blogpostsin365days

{How to} Migrate to Dynamics 365 Customer Voice instead of Survey Monkey

uk365guy

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

Share this:

Engagement Optimization and increase conversion rates with email A/B testing

uk365guy

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

Share this:

{How to} Double Opt in to improve engagement and compliance in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Improve engagement and compliance with double opt in Dynamics 365 Customer Insights.

Let’s get’s started.

Double Opt-in is a valuable too for email marketing within Dynamics 365 Customer Insights. Let’s dive into the details.

1. Business Value;

Double opt-in ensures a high-quality, engaged subcribers base by requiring users to confirm their subscription through a follow-up emial.

It reduces spam complaints, bounce rates and enhances sender reputation.

Compliance with data protection regulations is supported.

2. Feature Details:

Administrators can enable double opt-in at a compliance profile level.

Easily enforce double opt-in flow for all forms using the compliance profile.

Use familiar concepts like triggers and journeys to orchestrate the double opt-in process, customizing it to meet your business needs.

New contacts(or leads) won’t be created until the customer confirms their opt-in keeping your lists free of bad data.

Stay compliant with privacy and data protection laws by using this functionality/

Remember, implementing double opt-in can lead to increased open and click through rates, ultimately enhancing the overall brand experience for subscribers.

That’s it for today.

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

Share this:

{Do you know} Show records enabled for unified routing in inbox Dynamics 365 Omnichannel

uk365guy

Hello Everyone,

Today I am going to share my thoughts on how to show records enabled for unified routing on Dynamics 365 Omnichannel.

Let’s get’s started.

Certainly! In Dynamics 365 Omnichannel, you can now view records enabled for unified routing directly in the inbox. This new feature allows agents to manage their workload more efficiently by having a centralized view of various types of records alongside other customer interactions.

Here are the key details:

1. Business Value:

Help your agents increase productivity by allowing them to work on unified routing-enabled records within the same inbox where they handle cases, emails, voicemails asynchronous chats, live chats, and voice calls.

2. Feature Details:

The inbox now displays records enabled for routing, such as leads, appointments, or tasks.

Administrators can configure inbox views specifically for these routing-enabled records.

Agents can seamlessley manage their workload without switching between different interfaces.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{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

Share this: