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{How to} enable Power BI Components in Power Platform Solution

uk365guy

Hello Everyone,

Today i am going to show how to enable Power BI Components in Power Platflorm(preview).

Let’s get’s started.

Login into Power Platform Admin Center.

Select the environment and then Go to settings.

Then Features.

Create and use Power BI Components in Power Platform and assign Workspace permissions. This feature works when the environment, Power BI tenant, and datasets are all in the same region.

Allow creation and usage of Power BI Components = ON

Automatically assign permissions to Power BI workspaces = ON

Allow information sharing between this environment and Power BI workspaces in other geographics regions = ON

For more information about the Power BI content management in Power Apps Solutions(Preview) click here

That’s it for today.]

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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What is the purpose of Dynamics 365 Marketing Events

uk365guy

Hello Everyone,

Today i am going to my view on Dynamics 365 Marketing Events.

As we know Dynamics 365 Marketing is a comprehensive marketing automation platform offered by Microsoft. It includes features for event management, allowing businesses to plan, promote, execute and analyze various types of events.

Here are some key aspects of managing events in Dynamics 365 Marketing.

1. Event Creation:

Dynamics 365 Marketing enables you to create different types of events, including webinars, conferences seminars, trade shows and more.

You can set up events details such as the event name, date, location and description.

2.Event Registration:

You can create registration pages for your events, which participants can use to sign up for attendance.

Dynamics 365 Marketing provides customizable registration templates, making it easy to design attractive and informative registration pages.

3. Custom Registration Forms:

Businesses can design custom registration forms to gather specific information from attendees such as contact details, preferences, dietary restrictions, or any other relevant data.

This data is collected and stored within Dynamics 365 for future use.

4.Email Campaigns:

The Platform allows you to create and send email campaigns to promote events to your target audience.

You can segment your contact lists and personalize email content to increase event attendance.

5.Automated Event Communications:

Dynamics 365 Marketing supports automated communication throughout the event lifecycle, inc,uding confirmation emails, reminders, and post-event follow-ups.

You can send event related communications at specific intervals to keep attendees engaged.

6. Ticketing and Pricing:

You can set up ticketing options, including free and paid tickets, and define pricing structures for events.

The platform can handle tickets sales and payments, making it easier to manage revenue and attendee records.

7. Event Check-in and Badges:

Dynamics 365 Marketing offers features for efficient event check-in. You can use QR codes and badges to streamline the registration process.

This ensures a smooth experience for attendees and minimizes wait times.

8. Event Analytics:

The platform provides detailed analytics and reporting tools to measure the success of your events.

You can track registration numbers attendee demographics and engagement metrics to evaluate the events impact.

9. Integrate with Other Dynamics365 Apps:

Dynamics 365 Marketing can integrate with other Dynamics 365 application, such as Dynamics 365 Sales and Dynamics 365 Customer Service allowing for seamless lead and customer management throughout the event lifecycle.

10. Event Surveys and Feedback:

After the event, you can collect feedback from attendees to understand their satisfaction and gather insights for future improvements.

Dynamics 365 Marketing can automate the disribution of post-event surveys.

11. Event Management Workflows:

You can design event management workflows to automate tasks and communications related to event planning and execution.

These workflows help streamline event operations and reduce manual effort.

Overall Dynamics 365 Marketing’s event management capabilities empower businesses to efficiently organize and execute events, engage with attendees and analyze the outcomes.

This integrated approach helps organizations deliver exceptional event experiences and drive marketing success.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Enable Microsoft Teams for Dynamics 365 Customer Insights Events

uk365guy

Hello Everyone,

Today I am going to show how to enable Microsoft Teams for Dynamics 365 Marketing Event.

Let’s get’s started.

1. Login into Dynamics 365 Marketing.

2. Change the settings to Event Planning.

3. Click on Events, a list of all existing Events will be displayed and select one Event

Do you want to stream this event = Toggle to YES

Then the Microsoft Teams will be enabled as streaming provider.

You can change meeting options, also some users can bypass the lobby and directly join the teams event.

Always let callers bypass the lobby, announce when callers join or leave, allow attendees to unmute, record automatically, allow meeting chat, allow reactions, allow camera for attendees

Note:

Assign the people presenting a Speaker role in Dynamics so they’ll have the same privileges in teams, they will be able to share their screen, chat, join as an attendee and more.

Webinar attendees are muted by default but can be unmuted by the speaker or organizer.

Meetings attendees can mute and unmute themselves, Participants can be muted by the speaker or organizer.

Your Dynamics 365 Customer Insights – Journeys data related to this webinar will be transferred to Microsoft Teams and then the related post- webinar data will be transferred back to Dynamics 365 Customer Insights – Journeys.

That’s it for today.

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

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Understand how Dynamics 365 Marketing activities contribute to defined milestones using Copilot

uk365guy

Hello Everyone,

Today i am going to share my views on dynamics 365 marketing activities contribute to defined milestone.

Dynamics 365 Marketing is a powerful platform that helps businesses manage and automate their marketing activities. When combined with Copilot, it can contribute significantly to achieve marketing milestones and objectives. Here’s how Dynamics 365 Marketing activities along with Copilot can help you reach your marketing goals.

Lead Generation:

Dynamics 365 Marketing can segment your leads and prospects based on various criteria. Copilot can assist in generating code to create custom lead scoring models to prioritize and nuture the most promising leads.

Copilot can provide content suggestions and email templates for lead generation campaigns, making it easier to engage potential customers.

Email Marketing:

Dynamics 365 Marketing allows for advanced email automation and personalization. Copilot can help design complex email workflows, create dynamic content and suggest email subject lines and copy.

It can also assist in setting up automated triggers, such as email responses to specific customer behaviors, which can improve email engagement and lead conversion rates.

Customer Engagement and Segmentation:

Dynamics 365 Marketing provides tools for customer profiling and segmentation.
Copilot can assist in generating queries and code for advanced segmentation based on various attributes and behaviors.

It can help create personalized customer journeys and automate follow up communication for different customer segments.

Event Management:

Dynamics 365 Marketing enables you to plan, execute and analyze events, Copilot can provide code snippets for event registration pages, attendee tracking and post-event follow ups.

It can help automate event-related tasks, such as sending event reminders, surveys and feedback requests.

Social Media Integration:

Copilot can suggesr content ideas for social media posts and help automate the scheduling of posts on different social platforms through integrations with Dynamics 365 Marketing.

It can also provide code for tracking and analyzing social media performance to refine your social media strategy.

Analytics and Reporting:

Copilot can assist in creating custom reports and dashboards within Dynamics 365 Marketing to monitor campaign performance, track KPI’s and generate insights.

It can help automate data extraction and analysis, ensuring that you have a real time insights into your marketing activities and can make data-driven decisions.

Marketing Automation:

Dynamics 365 Marketing offers powerful automation capabilities. Copilot can help design and implement complex marketing automation workflows for lead nuturing, customer onboarding, and more.

It can suggest code for creating custom connectors or integrations with other tools to streamline marketing processes.

Content Creation:

Copilot can assist in generating content ideas for marketing materials, such as blog posts, whitepapers, and videos. it can also provide code for creating and publishing content on your website or other platforms.

It can help with content optimization for SEO and suggest improvements to enhance content performance.

By combining Dynamics 365 Marketing with Copilot, you can streamline your marketing operations, improve the effectiveness of your campaigns, and reach your defined milestones more efficiently.

The Integration of these tools allows for a seamless workflow, enabling you to engage nurture, and convert leads while tracking and analyzing the performance of your marketing efforts.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Design Email template in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to show how to design email in Dynamics 365 Customer Insights.

Let’s get’s started.

You want to design an email template and send invitation about a Radio Station.

Let’s see how do we do that?

Login into Dynamics 365 Customer Insights.

Click on Email under Channel.

Then you click on new.

Email Templates:

You can select the built in templates or can select the Custom Templates or Favorites.

I have chosen the built in email template Layouts 1 column centered template.

Then i have added the logo and Image for the email template and then added the email body and buttons and the QR code.

You can also design the footer on the template with your company address and unsubscribe links.

Also you can set from name and from where the email is coming from, subject and any preview text.

Is that easy to quickly configiure the email template on the Dynamics 365 Customer Insights.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days.

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