{Do you know} How to refine email content in running journeys on dynamics 365 customer insights

Hello Everyone,

I hope everyone is well.

I took a month break after continous 365 days blog posts  for a year.  

Starting again:

Today I am going to share my thoughts on how to refine email content in running journeys on dynamics 365 customer insights.

Let's get's started.

You can refine email content in running journeys on Dynamics 365 Customer Insights without interrupting the customer experience or creating a new version.

Here are some key features and steps to help you:

1. Seamless Editing: You can easily edit the content, layout. links, buttons or dynamic elements in your email messages while the journeys is running.

2. Personalization: Use the email editor to add personalized data dynamically. This can include information unique to each recipient, enhancing engagement.

3. Link Management: Track the performance of your edited links and compare them to the original to optimize engagement and conversion rates.

4. Rich Media: Add feature rich links to documents, videos, surveys events and more directly from the asset library.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Use workflows on Calendar events in Teams and Outlook.

Hello Everyone,

Today I am going to share my thoughts on use workflows on calendar events in Teams and Outlook.

Let's get's started.

Certainly! You can use workflows on calendar events in Microsoft Teams and Outlook to automate repetitive tasks and processes. This feature which is part of the Microsoft Power Automate platform, allows you to create flows that can be triggered at the start or end of a meeting.

For example:

Here's how you can set up and use the workflows:

1. Select Apps from the left side of the Teams.

2. Scroll and select Workflows from the navigation on the left.

3. Choose a workflow that fits your needs.

4. Follow the prompts to set it up.

Once added, the workflow will run automatically based on the triggers you've configured. For instance, you could have a workflow that notifies a channel when a Planner task changes status or starts an approval process when a SharePoint list is modified.

This functionality is expected to be generally available in August 2024. It is designed to boost productivity by automating tasks related to calendar events, saving you time and effort.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Select instead of type email addresses in Outlook and Teams.

Hello Everyone,

Today I am going to share my thoughts on select instead of type email addresses in Outlook and Teams.

Let's get's started.

Microsoft is introducing a new feature that allows you to select instead of type email addresses in Outlook and Teams.

This feature will enable you to choose from email suggestions as you type in the "To" field, making the process more efficient and user-friendly. It's set to reach general availability on August 5th, 2024.

If you're experiencing issues with the teams add-in for Outlook not using your preferred email address for sending invites, you might want to check the default email settings in both Outlook and Teams.

Ensure that your work emails it set as the default in Outlook and that it's also selected as the default scheduling account in Teams settings.

If the probelm persists, it could be beneficial to contact Microsoft Support for further assistance.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Receive intelligent license recommendations for admins related to Power Automate

Hello Everyone,

Today I am going to share my thoughts on Receive intelligent license recommendations for admins.

Let's get's started.

Microsoft has introduced a feature that simplifies the license assignment process for amdinistrators, providing a governed self-serve mechanism for premium feature process.

This feature is particularly useful for Power Automate admins who need to understand which users are utilizing Power Automate and require a premium license. The intelligent license recommendations will provide admins with a list of users who would benefits from having a premium license, based on various criteria such as license requests by users, seeded users without a premium license, and active users without a premium license.

The feature is set to be enabled for general availability in August 2024. It will allow admins to receive intelligent license recommendations and automatically assign licenses to selected users directly or through a security group.

This feature is now available in public preview and can be accessed from the Power Platform Admin Center.

Recommendations will be refreshed every 30 days and will include users with Basic Power Apps Licenses, active trials, or those who have already requested a license.

Admins will also have the option to filter the list of recommendations by recommendation type and remove users from the list if necessary.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Create and edit expressions with Copilot

Hello Everyone,

Today I am going to share my thoughts on Create and edit expressions with Copilot.

Let's get's started.

Certainly! Copilot in Power Automate allows you to streamline your workflow by creating and editing automation through natural language expressions. Here's how you can use it.

1. Cloud Flows: 

Describe what you need in natural language, and Copilot will guide you through creating a flow step by step.

Access the cloud flows designer with Copilot by selecting your flow and clicking "Edit" from the flow Details page.

Get contextual help from the Microsoft Copilot Studio bot.

Use flows as plugins in Copilot for Microsoft 365(preview).

2. Process Mining:

Copilot assists with ingestion and process analytics in Process Mining.

Navigate the ingestion experience with Copoilt.

Generate process insights through natural language.

Summarize findings quantitatively and qualitatively.

3. Desktop Flows:

Analyze desktop flow activity using Copilot.

Ask activit-specific questions in natural language.

Democratize access to insights.

4. Automation Center:

Retrieve information about the past flow runs, work queue performance and product features.

Ask questions in natural language.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{How to} Connect Copilot Studio Voice IVR from Dynamics 365 Omnichannel

Hello Everyone,

Today I am going to share my thoughts on the Copilot Studio Voice IVR connect to Dynamics 365 Omnichannel.

Let's get's started.

Suppose you have a requirement for a call center to use Dynamics 365 Customer Service Omnichannel and organisation receive phone calls through toll free number and you would like to route those calls from Copilot Studio IVR and further transfer those calls into Omnichannel to answer the calls by customer service agents.

Prerequisites:

You will need:

1. Office 365 - License

2. Dynamics 365 Customer Service - License

3. Dynamics 365 Customer Service Digital Messaging and Voice Add-in

4. Copilot Studio - License 

5. Azure Communication Services - Subscription and Phone number 

6. Copilot Studio and Dynamics 365 Omnichannel should be in same Microsoft 365 Tenant

To connect Copilot Studio's Voice IVR to Dynamics 365 Omnichannel, follow these steps:

1. Configure the BOT:

• In the Copilot Studio, open the bot you want to integrate.
• Navigate to settings > Customer Engagement Hub > Omnichannel.
• Select Connect to link your bot with Omnichannel.

2. Enable Voice:

• In the Omnichannel section, ensure the Enable voice option is selected.
• Configure the bot to handle voice interactions, including speech recognition and DTMF inputs.

3. Agent Transfers:

• Go to Manage > Agent Transfers in Copilot Studio.
• Select Omnichannel and enable it to allow seamless handoff to live agents.

4. Test and Deploy:

• Test the integration to ensure everything works as expected.
• Deploy the bot to handle customer calls through the voice IVR.

For detailed information visit Microsoft Docs: here

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days

{Do you know} Use Azure Key Vault credentials in flow connections

Hello Everyone,

Today  I am going to share my thoughts on Use Azure Key Vault credentials in flow connections.

Let's get's started.

You can use Azure Key Vault Credentials in your flow connections to enhance security and streamline credentials management. Here's a brief overview of how it works:

1. Credentials Storage: Store your credentials as secrets in Azure Key Vault. This centralizes your credentials management and ensures they are securely stored.

2. Integration with Power Automate: Use the new Credentials page in Power Automate to create, edit, and share login credentials. These credentials can be used in desktop flow connections, allowing your flows to run on windows machines using the latest credentials retrieved at runtime.

3. Password Rotation: When the credentials in Azure Key Vault are updated, the connections using them are automatically updated as well. This means your desktop flows will continue to run smoothly even if the administrator changes the password.

To get started, you'll need to configure Azure Key Vault and set up the credentials in Power Automate.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days