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Tag: #mallareddygurram

{Do you know} Optimize email content based on customer behavior across devices on Dynamics 365 Customer Insights

Hello Everyone,

Today I am going to share my thoughts on Optimize email content based on customer behavior across devices on Dynamics 365 Customer Insights.

Let’s get’s started.

In real time journeys email insights within Dynamics 365 Customer Insights, you can delve into comprehensive device data, including operating systems, browsers, device types, and session details. Here’s how you can optimize your email content based on customer behavior across devices.

1. Get Insights: Understand the type of applications and platforms your customers use to engage with your emails. This includes device type, email client, operating system, and browser type.

2. Filter Data: Filter data based on the customer journeys version and date to analyze specific segments.

3. Customize Date Range: Tailor your email content by customizing the date range for your messages.

4. Download Reports: Download detailed reports to inform your marketing strategy.

Remember, personalized content and dynamic fields(like recipient names) can enhance engagement. If you’re comfortable with code, you can create custom logic for even more tailored emails.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Control how fast customers can enter a journey on Dynamics 365 Customer Insights

Hello Everyone,

Today I am going to share my thoughts on control how fast customers can enter a journey on Dynamics 365 Customer Insights.

Let’s get’s started.

In Dynamics 365 Customer Insights. You can now control how quickly customers enter a journeys using journey rate limiting.

Here’s how it works:

1. Rate Limits: Set a rate limit to spread out the number of customers who begin your journey over time. You can configure rate limits per day or per hour.

2.Days of the Week: Choose specific days of the week when customers can enter the journey.

3. Segment-Based Journeys: Note that rate limits apply only to segment-based journeys, not trigger-bases ones.

For example: If you’re sending messages to your entire customer base with a call to action, You can avoid overwhelminf downstream operations by slowing down how fast customers enter the journey. This prevents thousands of simultaneous phone calls to your help desk, ensuring a better customer experience.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Use Microsoft Copilot Studio to extend Copilot for Sales

Hello Everyone,

Today I am going to share my thoughts on use of Microsoft Copilot Studio to extend Copilot for Sales.

Let’s get’s started.

To extend Copilot for Sales with Partner Applications, you can leverage Microsoft Copilot Studio.
This powerful tool allows you to create custom connector plugins that integrate data and insights from your sales applications directly into Copilot for Sales.

Here’s how you can do it:

1. Create an Extension: Start by creating an extension using Microsoft Copilot Studio. This extension will empower your sales teams by bringing in data and insights from any in-house or partner application into both chat and non-chat experiences within Copilot for Sales.

2. Build Custom Comnnector Plugins:Use your application APIs to build custom connector plugins. These plugins can be developed within your enterprise or sourced from Microsoft and other partners. By connecting your application APIs, you enrich Copilot for Sales with additional insights beyond what’s available out of the box.

3. Publish Your Action: Once you’ve created the custom connector, publish it as an action in Microsoft Copilot Studio. This action will seamlessly integrate your applications data and insights into the Copilot for Sales experiences, enhancing the seller’s daily workflow in Teams and Outlook.

Remember, this extensibility feature is a production ready preview, subject to supplemental terms of use. If you’re partner application developer, take advantage of this opportunity to enhance Copilot for Sales and provide valuable contextual insights to sales teams.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Use Copilot Studio to enable partner application Integrations

Hello Everyone,

Today I am going to share my thoughts on use of the Copilot Studio to enable partner application integrations.

Let’s get’s started.

To enable partner application integrations in Copilot for Sales, you can use Microsoft Copilot Studio.

This feature allows you to connect Copilot to other data sources, Including pre-built or custom plugins and GPTs. By doing so, you can tap into any system of record, such as SAP,Workday, ServiceNow, and even your own proprietary business solutions.

Specifically, as a Copilot for Sales admin, you can:

1. Enable Connector Plugins: These can be in -house or third party connectors plugins that users of Copilot for Sales can use when connecting to specific CRMs. This ensures seamless integration with additonal applications beyond the default CRM platforms like Dynamics 365 and Salesforce.

2. Disable Existing Connector Plugins: If needed, you can also disable connector plugins that are already enabled.

Remember, if you’re a partner application developer, you can integrate your application with Copilot for Sales to provide contextual insights and recommendations within the seller’s daily workflow in Teams and Outlook.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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