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Tag: #mallareddygurram

What is the impact of Business Unit scoping on Dynamics 365 Customer Insights

Hello Everyone,

Today I am going to share what is the impact of Business Unit Scoping when you turn on Business Unit Scoping.

Let’s get’s started.

Login into Dynamics 365 Customer Insights.

Change to settings on the bottom left hand cornor.

Click on Feature Settings:

Business unit scoping turn ON.

Enabling Business Unit Scoping for Real Time Journeys:

This feature enables all marketing processes in RTM Journeys to be business unit scoped by default. You cannot turn it off once again.

Strongly recommend that you test this feature on a sandbox environment that has a copy of the production data before doing this on a production environment.

By enabling this feature, you consent to having understood the impact this feature has on your environment.

That’s it for today.

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

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Turn on UTM Tracking on Dynamics 365 Customer Insights

Hello Everyone,

Today i am going to show what will be added to your emails when you Turn On UTM Codes in Dynamics 365 Customer Insights.

Let’s get’s started.

When you turn ON – Feature Settings.

UTM Tracking:

Once UTM Tracking is TURN ON:

The UTM Values will be automatically added to every link in your messages.

UTM parameters and values:

UTM Source : Dynamics 365 Customer Insights – Journeys
UTM Campaign – Journey name.
UTM Medium – Channel(e.g email, sms, etc)
UTM content: Message name.
UTM term: N/A

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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Features switches Settings on Dynamics 365 Customer Insights

Hello Everyone,

Today I am going to show what are the settings on features switches included on Dynamics 365 Customer Insights.

Let’s get’s started.

Login into Dynamics 365 Customer insights.

Change to settings on left hand side cornor of the screen.

Click on Feature Switches.

Let’s look at each of the settings what they does in terms of functionality in Dynamics 365 Customer Insights.

Analytics:

1. Marketing effectiveness analytics(Preview) turning ON this will give information about the contribution of your marketing activities towards key milestones in your buyer’s journey.

Tracking:

UTM tracking: Turn ON this settings will enable UTM Values to be automatically added to every link in your messages. This allows source tracking within 3rd party tools like Google Analytics.

Email editor:

Copilot(Preview) Turn ON this settings will enable to use of an AI service to generate text suggestions based on your organizations existing emails and a wide range of internet sources. Content ideas is only available outside the United States if you also enable copilot data movement across geographies.

Easy email creation experience – Turn ON enable easy content creation with in place editing and an improved template gallery.

Send Now – Turn ON -enable SEND NOW to send emails without having to build a journey.

Configurable Compliance settings in email editor – Turn ON – enable configurable compliance settings in email editor.

Data Sharing Program:

Turn ON this settings helps to get most out of our AI features suites, we manually access(HUMAN REVIEW) Customer data to build, improve, and validate the feature’s AI models.

Business Units:

Business unit scoping (real-time journeys) Turn ON enable business unit scoping for marketing processes in real time journeys.

Customer Journeys:

CC recipients for emails: Turn ON enable adding email CC recipients, Their interactions with sent emails (Open, farward, unsubscribe) will be counted as a primary recipient interaction against quota and will affect your insights an analytics.

Email Sending:

Email deduplication – Turn ON – Disallows sending the same email more than once to an email address. This is a general setting that applies to all segment – based Journeys.

Journeys:

Lead and Opportunity creation(Preview) – Turn ON will enables the creation of leads and opportunity within journeys using built-in journeys activities.

Integrations:

Customer Voice Integration: Turn ON – will enable Dynamics 365 Customer Voice Integrations with Marketing.

Compliance:

Multi brand consent and customizable preference centers – Turn ON – will create customizable branded preference centers in real -time journeys that manage consent separately for each line of business.

Note: You can not disable this feature once it is enabled.

Lead Management:

Lead Scoring – Turn ON will create scoring model to identify the best leads.

That’s it for today.

I hope this helps,

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Turn on Features on Dynamics 365 Customer Insights

Hello Everyone,

Today i am going to show how to turn on new features and existing features on Dynamics 365 Customer Insights.

Let’s get’s started.

Login into Dynamics 365 Customer Insights.

Change to Settings on the bottom left hand cornor.

Then click on Version and you will see turn on features, click on it.

Then after few minutes new feature settings will be displayed, then the settings will be displayed.

I will show more about these settings in next blog post.

Until then KEEP READING my other blog posts.

Thank you for your all support.

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} check Dynamics 365 Customer Insights Version status

Hello Everyone,

Today i am going to show how to check version of Dynamics 365 Customer Insights.

Let’s get’s started.

1. Login into Dynamics 365 Customer Insights.

2. Change to Settings.

3. Click on the Version.

Then you can see the version and its status.

You can check the status of the version from power platform admin center too.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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