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Tag: #uk365guy

{Do you know} Automate seamless handoffs between marketing and sales in dynamics 365 customer insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Automating seamless handoffs between marketing and sales.

Let’s get’s started.

To automate seamless handoffs between marketing and sales in Dynamics 365 Customer Insights, you can:

Create sales-related activties and records directly from customer insights – journeys, such as phone calls, tasks, leads or opportunities.This feature is in preview.

Respond quickly to incoming leads by routing them directly to sales agents.

Both marketers and salespeople can have access to the same contact, lead, and account data, allowing for collaboration throughout the Customer Insights – Journeys and sales funnels.

New feature details:

You can create sales related activities and records directly from Customer Insights – Journeys.

1. Add sales activities such as phone calls or tasks, or complete lead or opportunities in your journeys.

2. Respond quickly to incoming leads by routing them directly to sales agents.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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How to give permissions to Power BI reports to view from Dynamics 365 Customer Service

uk365guy

Hello Everyone,

Today I am going to show how to manage access to Power BI Reports which are published on the Dynamics 365 Customer Service.

Let’s get’s started.

Recently i had experienced this real time issue that a user is unable to access Power BI Report which is published on the Dynamics 365 Customer Service.

How do i resolved it?

You can manage access to reports from Dynamics 365 Customer Service Security Roles management by allowing to view the dashboard.

Second way of managing access is to give access to the Workspace on Power BI.

Anyone with Admin Access to the Workspace can give permissions to the workspace content list page.

1. Go to the WORKSPACE and click on Access.

2. Add security groups, distribution lists, M365 groups or individuals to these workspaces as admins, members, contributors or viewers.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Use segments to decide which path a customer should take on Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today i am going to share my thoughts on using segments to decide which path a customer should take on Dynamics 365 Customer Insights.

Let’s get’s started.

To decide which path a customer should take on Dynamics 365 Customer Insights using segments, you can follow these steps:

1. Create segments: Choose how to create a segment based on your target audience. You can use demographic, transcational, or behavioral attributes to group your customers.

2. Manage existing segments: Go to the Insights > Segments page to view and manage your created segments.

3. View segment details: If needed, you can export segments for further analysis or use in other applications.

4. Export segments: If needed you can export segments for further analysis or use in other applications.

New feature details:

Create journeys that wait until a customer becomes part of a segment continuing to the next steps in the journeys.

1. Choose a segment as the condition for an if/then branching step.

2. Set the amount of time you want to wait for the customer to become a member of the sgement before continuing.

3. Choose which actions to take if the customer is or is not a member of the segment.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@uk365guy)
#365blogpostsin365days

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{Do you know} Orchestrate journeys using any marketing interaction in dynamics 365 customer insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Orchestrate Journeys using any marketing interaction in dynamics 365 customer insights.

Let’s get’s started.

In Dynamics 365 Customer Insights, you can now orchestrate customer journeys based on marketing interactions. Here’s how it works:

1. Marketing Interaction Triggers: Leverage triggers like “email link clicked” or “email blocked” to identify customer interactions with your marketing messages.

2. Real-Time Adaption: Instantly adapt your strategies based on customers’ real-time interactions. This ensures that every message you send hits the right note.

3. Personalization: By engaging customers based on their interactions, you significantly increase conversion chances through greater personalization.

This feature allow you to engage customers effectively and make informed business decisions.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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{Do you know} Configure list view in the new mobile experience in Dynamics 365 Field Service

uk365guy

Hello Everyone,

Today I am going to share my thoughts configure list view in the new mobile experience in Dynamics 365 Field Service.

Let’s get’s started.

In the new Field Service Mobile experience, you can configure list views to display relevant columns for tables such as assets, work orders, or customer accouns . Here are the details.

1. Choose Columns: Makers can select up to five columns per table to display in the mobile list view.

2. Icon Removal: The icon in the list view is removed, saving valuable mobile screen space.

3. Performance Improvements: The new list view offers smoother scrolling and better performance with in-built lazy load.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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