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Tag: #copilot

{Customer Insights} Take campaigns from concept to launch using Copilot

uk365guy

Hello Everyone,

Today I am going to share my thoughts on new preview feature using Copilot take campaigns from concept to launch.

Let’s get’s started.

Copilot in Customer Insights revolutionizes your workflow, enhancing productivity as you take campaigns from concept to launch. Here’s how it works:

1. Describe your Goals: Begin by providing a creative brief or describing the outcomes you want to achieve with your campaign.

2. AI-Powered Generation: Copilot leverages the power of data and AI to automatically generate the following campaign components:

Audiences: Based on Customer Insights data and your project description.

Message: Crafted to resonate with your campaign objectives.

Images: Relevant visuals aligned with your brand.

Journeys: Designed to deliver your goals.

3. Curate and Edit: You can further refine and curate these assets. Copilot ensures that you’re always in control.

4. Launch Efficiency: With Copilot, you’ll save countless hours. It creates a connected solution that aligns with your defined goals. Rest assured, you can refine, approve, and complete the campaign before it reaches your customers.

Key features:

AI-First Interface: Boost Productivity and creativity.

Brand Consistency: Automatically create a brand profile from your company’s website to keep consent on-brand.

Consent Suggestions: Copilot assists in creating engaging emails, adjusting tone, layout, and more.

Image Recommendations: Get AI-generated image suggestions or refine existing ones.

Journey Maps: Tailored Journeys designed to achieve your campaign objectives.

Export Details: Easily share essential campaign your goals, and Copilot generates tailored journey maps, segments and content.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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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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Extend Copilot using AI Plugins to perform specific actions

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Extending Copilot using AI Plugin to perform specific actions.

Let’s get’s started.

Extending a Copilot system with AI plugins to perform specific actions involves integrating specialized AI models or functionalities that enhance its core capabilities.

These Plugins can be tailored to execute distinct tasks, such as language translation, sentiment analysis, image recognition, or even domain-specific actions like financial forecasting or medical diagnostics.

By incorporating these plugins, the Copilot becomes more versatile, capable of handling a broader range of queries and providing more sophisticated responses.

The process typically requires identifying the additional functionalities needed, selecting appropriate AI models or services that fulfill these requirements, and integrating them into the Copilot ‘s existing framework.

This integration must ensure seamless interaction between the core AI and the plugins, maintaining consistency in user experience.

Additionally it’s crucial to regularly update and fine-tune these plugins to adapt to evolving data patterns and user needs. This approach significantly enhances the utiltiy and adaptability of the Copilot. making it a more powerful tool in various scenarios and applications.

Note: To start using AI Plugin discovery and authoring, you can access all of your plugins from a central repository.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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What is the significance of sending proactive messages in Microsoft Teams

uk365guy

Hello Everyone,

Today I am going to share my thoughts on sending the significance of sending proactive messages in Microsoft Teams.

Let’s get’s started.

Sending proactive messages in Microsoft Teams involves automating communications to initiate interactions without a user’s immediate prompt, enhancing engagement and efficiency.

To do this, you can use Microsoft Power Automate or a custom bot developed with the Microsoft Bot Framework.

With Power Automate, you can set up flows triggered by specific events or conditions, sending automated messages to Teams channels or users.

For a more advanced approach, a custom bot can use the Bot Framework to send messages based on complex logic or interactions.

This feature is particularly useful for notifications, reminders or updates ensuring that important information is communicated promptly and automatically.

However, it’s crucial to balance the frequency and content of proactive messages to avoid over whelming users, and to adhere to Team’s policies and best practises for bot interactions.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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