Demonstrating Microsoft Dynamics 365 Customer Insights

Demonstrating Microsoft Dynamics 365 Customer Insights - Journeys (Real-Time Marketing)

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Күн бұрын

Unlock real-time customer engagement with Dynamics 365 Customer Insights - Journeys. Powered by unified data and Copilot AI productivity features, see examples of how this module will help you create personalised, effective customer journeys.
Watch this comprehensive walkthrough covering everything from email customisation and segment creation to the use of triggers and marketing analytics.
Discover how D365 Customer Insights simplifies data management by storing marketing interactions within Dataverse for seamless integration across all Microsoft business apps to effectively personalise messages.
🕒 Timestamps:
0:00 Introduction
0:30 Working with the email designer
3:04 Customer Insights and the Power Platform
3:43 Dynamic message personalisation
6:13 SMS and push notifications
6:28 Creating segments
11:00 Segment-based journeys
14:32 Triggers
17:05 Trigger-based journeys
20:08 Marketing Analytics
22:45 Marketing forms
If you want to learn more about Microsoft Dynamics 365 Customer Insights - Journeys (previously Dynamics 365 Marketing), contact ServerSys today. We'll answer your questions and help you explore how Customer Insights can benefit your organisations with further innovation and efficiency.
Learn more at: www.serversys.com/microsoft-d...
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Пікірлер: 8

@JenoneC 2 ай бұрын

Thank you for this video. This clearly explains the intro of Dynamics 365 Customer Insights - Journey.

@tomnordlie1467 3 ай бұрын

Thank you for this excellent demonstration. I needed to quickly understand what Custom Insights Jouneys is and now i know 🙂

@serversys 3 ай бұрын

You're very welcome!

@haripriyavasireddy7728 12 күн бұрын

Great overview! How can tags be added to contacts and accounts to help with creating segments?

@serversys 12 күн бұрын

Thank you. This will depend on the implementation of tags as a column/field in your Dataverse. If you use system-defined tag labels using multiple choice data types, this can be added like any other column to your segment criteria. If you have user-defined tags using a custom solution, this will depend on how it was implemented.

@MinhoNguyensaggitarius Ай бұрын

Thanks for the demo. I wonder whether it might look like Mailchimp or some email marketing apps

@NiteshSingh-lv7dx 4 ай бұрын

Is there any way to do social media posting and monitoring KPIs in customer insights journeys like in the previous marketing app?

@serversys 4 ай бұрын

Hello. Microsoft hasn't added functionality that enables social posts to be scheduled. This has been part of the Dynamics 365 outbound marketing, but it's not current available in this real-time marketing module within Customer Insights. The app can be used to monitor KPIs, for example using the flows through each journey stages, using marketing goals and the embedded Power BI visuals.