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Tag: #mallareddygurram

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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{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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{How to} Trigger email based on the customer behavior on Dynamics 365 Customer Insights Journey

uk365guy

Hello Everyone,

Today I am going to show how to trigger email to the Account Manager when an email is clicked by the customer using Power Automate Flow which will trigger based on the customer action on the email sent.

Let’s gets started.

Suppose there is a requirement to track the customer behavior on the marketing email sent to the potential customer and you want to get some customer insights on the behavior then continue reading this blog post.

“Trigger Power Automate” its based on the Journey

When an action is performed, based on the category of particular action.

Follow the above steps and add this Flow in your Customer Insights Journey.

Email will be sent each time customer clicks on it, notification email will be sent along with who have clicked on the email then Account Managers can follow up with customer to nuture to qualify them into sales pipeline.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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