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Tag: #mallareddygurram

{How to} Personalize omnichannel experiences with no code using Optimizely on Dynamics 365 Customer Insights

Hello Everyone,

Today I am going to show what are the benefits of personalize omnichannel experiences with no code using Optimizely.

Let’s get’s started.

Personalize omnichannel experiences with no code using Optimizely on Dynamics 365 Customer Insights involves leveraging the capabilities of both platforms to deliver tailored experiences to your customers,Here’s how you can achieve this:

Here is a graphical representation of a user interface showing the integration of Optimizely with Dynamics 365 Customer Insights. This image illustrates a dashboard that combines elements from both platforms, including customer segments from Dynamics 365 and personalization options from Optimizely. The design showcases a modern and user-friendly interface with distinct branding elements from both services.

1. Integrate Dynamics 365 Customer Insights with Optimizely:

Start by integrating Dynamics 365 Customer Insights with Optimizely. This integration allows you to access and use the Customer data stored in Dynamics 365 for personalization efforts in Optimizely.

2. Customer Data Unification:

Use Dynamics 365 Customer Insights to unify and centralize customer data from various sources, including CRM, transcation, history, website interactions and more. This creates a single customer view that can be leveraged in Optimizely.

3. Audience Segmentation:

Segment your customer base using Dynamics 365 Customer Insights based on demographics, behavior, Purchase history and other relevant attributes. These segments will serve as the foundation for personalization in Optimizely.

4. Content Personalization in Optimizely:

Use Optimizely’s no-code features to personalize content across various channels:

Website Personalization: Customize website content based on customer segments. For example, show different product recommendations or promotions to different segments.

Email Personalization: Create Personalized email campaigns using Optimizely, tailoring the email content, subject lines and timing based on customer insights from Dynamics 365 Customer Insights.

Mobile App Personalization: Customize in-app experiences, notifications, and offer for different customer segements.

Social Media Advertising: Optimize social media and campaigns by targeting specific customer segments with personalized content.

5. A/B Testing and Optimization:

Use Optimizely’s A/B testing capabilities to test different variations of personalized content and experiences. This helps you determine what resonates best with each segement and refine your strategies accordingly.

6. Real time Data Sync:

Ensure that data from Dynamics 365 Customer Insights is continuously synchronized with Optimizely to keep customer profiles up to date. This allows you to respond to changes in Customer behavior and preferences in real time.

7. Automation and Triggered Campaigns:

Set up automated triggers and workflows in Optimizely based on Customer Interactions and data from Dynamics 365 Customer Insights. For Instance, send automated follow-up messages or offer when customers take specific actions.

8. Analytics and Reporting:

Monitor the performance of your personalized omnichannel experiences through Optimizely’s analytics and reporting tools. Evaluate how different segments are responding to your campaigns and make data driven decisions for improvements.

9. Complaince and Privacy:

Ensure that your personalization efforts comply with data privacy regulations like GDPR or CCPA by using built -in compliance features in both Dynamics 365 Customer Insights and Optimizely.

By combining the capabilities of Dynamics 365 Customer Insights and Optimizely, you can deliver personalized omnichannel experiences to your customers without extensive coding, leading to improved engagement, conversions and customer satisfaction.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Add Customer Insights Data for your trial or licensed environments

Hello Everyone,

Today I am going to show how to add Customer Insights data on your trial or licensed environments.

Let’s get’s started.

1. Login into Dynamics 365 Customer Insights.

2. On home page screen click on the ADD Customer Insights – Data

3. New window will be opened and load the data into the Customer Insights.

Where you can analyse the data.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Do you know} Interact with your data using Copilot for Customer Insights

Hello Everyone,

Today I am going to show new feature which is available for Jan 2024 preview.

Let’s get’s started.

Copilot for Dynamics 365 Customer Insights is powered by AI to provide answers to your queries.

What you do is “you will interact with your data” via Copilot as an interface between you and Customer Insights data. Copilot will retrieve the data by analysing according to the asked question and prompts the answers in fraction of seconds.

So this Copilot for Customer Insights will give insights for analyts, marketers and sellers to ask questions using natural and conversational language and receive instant message from it.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{New} Export-import segments and assignment rules between environments

Hello Everyone,

Today I am going to show how you can export import segments and assignment rules between environments.

Let’s get’s started.

With the new features: Sales Managers and an Administrator need to set up assigment rules in multiple environments like sandbox, dev, test or production.

This increases the time taken to transfer rules from one environment to another and is prone to errors.

With this feature we can export your segments and assignment rules from one environment and import them into another environment easily.

1. Export segments and assigment rules from a source environment

2. Import segments and assigment rules to any target environment.

3. Update any environment specific data – for example User ID.

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{How to} Complete work orders based on status on Dynamics 365 Field Service

Hello Everyone,

Today I am going to show how to turn on the Status Completes Work Order = ON then Complete the work orders based on status on Dynamics 365 Field Service.

Let’s get’s started.

This new feature allows status driven approach to enhance flexibility in work order management.

Save time to duplicate work orders that require follow up by returning them to an unscheduled state after completing a booking.

Suppose a work order is completed and sub status of it will be “Completed”, then the work order will be in inactive state, So if there is a need to follow up then the frontline workers can make the work order to unscheduled state.

Then with the booking workflow ensures accurate work order statuses and simplifies the booking process.

It will be greater flexibility into the work order lifecycle, helping your booking data accurately reflect the work order status.

How to enable it?

1. Login into Dynamics 365 Field Service App

2. Then Resources > Booking Settings> Booking Status > Status Completes Work Order = ON

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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