Saturday, 8 March 2025

{How to } Hide the legacy app for admins on Power Platform Admin Center

Hello Everyone,





Today I am going to show how to hide the legacy app for admins on Power Platform Admin Center.








Let's get's started.



To hide the legacy "Dynamics 365 - custom" app for administrators in Power Apps, follow these steps:



1. Access the Power Platform Admin Center:





2. Select Your Environment:


In the Environments section, choose the environment where you want to modify the app visibility.



3. Modify Environment Settings:


Click on Settings > Product > Behavior.


4. Adjust Legacy App Visibility:

Locate the Show legacy app for admins option.


Set this option to Off to hide the legacy app for administrators.



By performing these steps, the legacy "Dynamics 365 - Custom" app will be hidden from administrators, ensuring that all users, including admins, utilize the modern model-driven apps.



Note: This setting was introduced to facilitate the transition from the legacy web client to the Unified Interface, promoting a consistent user experience across the platform.



That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days



























Friday, 7 March 2025

{Do you know} Allow users to resize side panes on Power Apps

Hello Everyone,



Today I am going to share my thoughts about allowing users to resize the side panes on Power Apps.







Let's get's started.


The " Allow Users to Resize Side Panes" feature in Power Apps introduces the ability for users to adjust the width of side panes dynamically.


This enhancement improves usability by providing greater flexibility in how users interact with Copilot, Teams chat, and productivity tools within the Power Apps interface.



How it works:





1. Adjustable Width: Users can drag the edges of side panes to resize them according to their preference.

2. Real-Time Updates: The content inside the pane automatically adjusts to fit the new size, ensuring a smooth experience.

3. Persistent Settings: Resized panes retain their adjusted size across sessions for a personalized experience.



Key Benefits:


Increased Productivity: Users can expand panes for better visibility or reduce them to maximize workspace.

Improved Customization: Allows users to tailor their interface for multitasking and efficient navigation.

Enhanced User Experience: Provides a responsive, adaptive UI that aligns with modern web application standards.


That's it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

Thursday, 6 March 2025

{How to} Act on your data efficiently with new grid features in Power Apps

Hello Everyone,




Today I am going to share my thoughts on how to act on your data efficiently with new grid features in Power Apps.







Let's get's started.


In the 2024 Release Wave 2 for Power Apps, Microsoft introduced new grid features designed to enhance data interaction and efficiency within model driven apps,





Key Enhancements:





Column Management: User can now reorder columns through drag and drop actions and set specific column widths, allowing for personalized data views.



Data Grouping and Aggregation: The new grid features enable grouping of data and performing aggregate calculations directly within the grid, facilitating quick data analysis.



Improved List Mode Styling: Updates to the list mode align with Fluent design principles, enhancing readability and user experience.



Enhanced Sorting in List Mode: A new header row with sorting options allows users to define sort columns and directions, streaming data organization.


Command Bar for Nested Grids: Nested grids now display the appropriate command bar when a row is selected, improving navigation and functionality.


Select All with Infinite Scroll: The 'select all' option is available by default on modern grids, supporting selection of up to 1000 records even with infinite scrolling enabled.




These enhancements empower users to interact with their data more effectively, leading to improved productivity and a more intuitive experience within Power Apps.




That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days






















Wednesday, 5 March 2025

{Do you know} Select columns downloaded on mobile devices on Power Apps

Hello Everyone,





Today I am going to share my thoughts on selecting the columns downloaded on mobile devices on Power Apps.







Let's get's started.


In Power Apps, when using a mobile device to download data (e.g., from a gallery or table), selecting specific columns for downloaded depends on how the data is structured and exported. Here's how you can do it:



Option 1: Use Export Control (Excel or CSV)


If you are exporting data for download, follow these steps:


1. Use the Export Control (for Dataverse tables)
  • Add the Export Control in Power Apps.
  • Connect it to the data source (e.g., a Dataverse table or collection).
  • Configure the columns by pre-filtering the dataset using the ShowColumns() function.


2. Use ShowColumns() to Select Specific Columns

In your Power Apps formula, filter the dataset before exporting:

ClearCollect(

   ExportData, 
   ShowColumns(
       MyDataSource,
       "Column1", "Column2", "Column3"
    )

)


This ensures that only the specified clumns are included in the download.




Option 2: Use Collections for Custom Export


If you want more control over which columns appear in a downloaded file:


1. Create a Collectio with Specific Columns



ClearCollect (

    FilteredData,
    ShowColumns(
              MyTable,
              "Name", "Email",  "Phone"


        )

)



2. Export the Collection Data


 Use SaveData(FilteredData, "MyData") to score it locally.

For CSV export, use Power Automate to convert it into a downloadable file.






Option 3: Customize Gallery for Column Selection


If the user needs to choose columns dynamically:

1. Create a Checknox List for Column Selection

Add checkboxes with column names.

Store selections in a variable (e.g., SelectedColumns).


2. Filter Data Based on Selection


ClearCollect(

    DynamicExport,
    ShowColumns(
            MyDataSource,
            If(Checkbox1.Value, "Column1", ""),
             If(Checkbox2.Value, "Column2", ""),
             If(Checkbox3.Value, "Column3", ""),
       )


)


This dynamically selects columns before exporting.



Best Practices for Mobile Downloading



Use ShowColumns() to limit unnecessary data.

Optimize performance by using collections instead of querying large datasets.

For CSV or Excel exports, integrate Power Automate for structured file creation.




Steps to Create a Power Automate Flow for Exporting Selected Columns


This method will allow users to select specific columns in Power Apps and download the data as a CSV file.



1. Create  a Flow in Power Automate


  • 1. Open Power Automate https://make.powerautomate.com)
  • 2.Click + Create --> Select Instant Cloud Flow.
  • 3. Choose Power Apps as the trigger  --> Name the flow --> Click Create.




Add an HTTP Response for Power Apps

1. Click  + New Step --> Search for "Initialize Variable".


  • Name SelectedColumns
  • Type Array
  • Value: Leave empty (will be passed from Power Apps).


2. Add " List Rows" action to fetch data from your Dataverse table (or SharePoint, SQL, etc.)

 Select your Table Name.

Under Filter Query, use:
  • ShowColumns (DataverseTable, "Column1", "Column2", "Column3")
  • Alternatively, use OData Queries to select specific fields dynamically.


3. Add "Create CSV Table" action.


From: Select output from the previous "List Rows" action.
This convert the selected data into a CSV format.


4. Add " Compose" action.

Input: Select output from "Create CSV Table".


5. Add "Respond to a PowerApp or flow" action.

Add an Output --> Choose File --> Set Value to output from "Compose".

This sends the CSV file back to Power Apps.







3. Call the Flow from Power Apps
  • 1. In Power Apps, create a button labeled "Export Data".
  • 2. Connect the Power Automate Flow to Power Apps:

In Power Apps, select the button.
In the OnSelect property, add:


Set(

    ExportFile,
     'YourPowerAutomateFlow'.Run(
                ShowColumns(MyTable, "Name", "Email", "Phone")
         )

);
Download(ExportFile)



This runs the Power Automate Flow, downloads the CSVfile, and allows the user to save it.




That's it for today.


I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days





Tuesday, 4 March 2025

{How to} Create Journeys by using Copilot to describe them in Dynamics 365 Customer Insights

Hello Everyone,



Today I am going to share my thoughts on create a journey by using Copilot to describe them in Dynamics 365 Customer Insights.







Let's get's started.



Creating Journeys using Copilot in Dynamics 365 Customer Insights - Journeys simplifies the process by leveraging AI to generate journey description and structure them efficiently. Here's how you can do it.



Steps to Create Journeys with Copilot in Dynamics 365 Customer Insights - Journeys:




1. Navigate to the Journeys Module



Open Dynamics 365 Customer Insights  - Journeys.
Go to the Journeys section.



2. Start a New Journey


Click on + New Journey.
Choose the type of journey you want to create, such as Customer -led or Business-led.


3. Use Copilot to Describe the Journey.


In the journey editor, look for Copilot AI Assistance (it may be labeled as "Describe your journey").


Provide a short prompt or key objective for your journey (e.g., "Welcome new customers with an onboarding email series').

Copilot will generate a suggested journey based on best practices.



4. Review & Customize the AI- Generated Journey


Review the suggested journey, which may include emails, triggers, conditions, and actions.

Edit any step as needed.

Modify emails.
Adjust triggers(e.g., event-based, time-based).
Add additional steps or conditions.


5. Finalize & Activate the Journey


After making adjustments, Save and Validate the journey.

Once validated, click Go live to activate it.






Key Benefits of Using Copilot for Journeys


Save Time - AI generates structured journeys quickly.
Best Practices Applied - Copilot ensures that workflows follow marketing and engagement best practices.
Easy Customization - You can tweak the AI - generated flow to suit specific business needs.



That's it for today.


I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days











































Monday, 3 March 2025

{Do you know} Allow individuals to reenter a one-time dynamic segment journey in Dynamics 365 Customer Insights

Hello Everyone,



Today I am going to share my thoughts on allowing individuals to reenter a one-time dynamic segment journey in Dynamics 365 Customer Insights.






Let's get's started.



In Dynamics 365 Customer Insights - Journeys, a one-time dynamic segment journey typically processes contacts only once. However, you can configure it to allow individuals to reenter the journey if they meet the criteria again.



A retail business runs a 'Win-Back Campaign" for inactive customers who haven't made a purchase in the last 90 days. If a customer makes a purchase and later becomes inactive again after another 90 days, they should reenter the journey and receive a new promotional email.



How to set up:


1. Create a Dynamic Segment:

Define criteria such as "Last Purchase Date is more than 90 days ago".

The segment dynamically updates as customers meet the criteria.


2. Enable Reentry in the Journey.

In the Journey Settings, enable  "Allow Reentry".

Specify a cool down period (e.g., 90 days) before the same contact can reenter.


3. Journey Execution:

When a customer meets the criteria, they receive the email.

If they later become inactive again, they automatically reenter and go through the journey again.




Benefits:

Increase Engagement - Customers get repeated opportunities to respond.

Automates Follow - Ups - No manual intervention is needed.

Enhances Personalization - Ensures timely re-engagement based on real -time behavior.


This setup ensures that individuals continue to receiev relevant messages whenever they qualify for the journey again.


That's it for today.


I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

















Sunday, 2 March 2025

{Do you know} Generate leads that link to an existing contact in Dynamics 365 Customer Insights

Hello Everyone,




Today I am going to share my thoughts on generating leads that is linked with an existing contact in Dynamics 365 Customer Insights.






Let's get's started.



In Dynamics 365 Customer Insights - Journeys, businesses can generate leads while ensuring they are linked to an existing contact, preventing duplicate records and maintaining a unified customer view.



How it works?



1. Lead Capture:





Lead are generated through web forms, event registration, email interactions, or manual entry.
Capture lead data includes name, email, phone number, or company details.



2. Matching with Existing Contacts:

  • Dynamics 365 automatically checks for existing contacts in the system based on predefined criteria (e.g., email or phone number).
  • If a match is found, the lead is linked to the existing contact, ensuring continuity in engagement history.

3. Lead Processing & Qualification:

  • The lead is nutured through marketing campaigns, tracked interactions, and sales follow-ups.
  • Once qualified, it can be converted into an opportunity for sales teams.




Benefits:



  • Prevents Duplicate Date - Ensure a single customer record with linked interactions.
  • Enhanced Lead Tracking - Sales and Marketing teams get a 360-degree customer view.
  • Streamlins Sales Handoff - Leads are linked to contacts, enabling personalized follow -ups.

By automating lead-contact linking, organizations improve data accuracy, optimize lead nuturing, and enhance customer engagement within Dynamics 365.


That's it for today.


I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days


Saturday, 1 March 2025

{Do you know} Set up and execute pre and post event communications in Dynamics 365 Customer Insights

Hello Everyone,



Today  I am going to share my thoughts on setting up and execute pre and post event communications in Dynamics 365 Customer Insights.








Let's get's started.


Dynamics 365 Customer Insights - Journeys allows businesses to automate event communications before and after an event to maximize engagement and improve attendee experience. This process is managed through Real-Time Journeys, Segmentation and Automated Messaging.








1. Pre-Event Communications (Before the Event)



Objective: Increase registration rates, reduce dropouts, and ensure attendees are well-informed.


Steps to Set Up Pre-Event Communications:


1. Create a Customer Journey for Event Attendees

Go to Real-Time Journeys in Dynamics 365

Select New Journey and define the event audience (e.g registered attendees,  VIP guests).


2. Automate Confirmation Emails & Calendars Invites

After registration, an automated emails is sent with:


Event details (date, time, location, virtual link).

A calendar invite for easy scheduling.


3. Schedule Reminder Emails or SMS


1 week before: Send an email with the event agenda and speaker details.

1 day before: A reminder email or SMS notification to minimize no-slow.


4. Send Pre-Event Surveys(Optional)

Collect attendee preferences via Microsoft Forms integration.

Segment responses to personalize the event experience.



2. Post Event Communications (After the Event)


Objective: Gather feedback, nuture leads, and continue engagement after the event.


Steps to Execute Post-Event Communications:

1. Send a Thank-You Email


  • Immediately after the event, an email is sent to thank attendees.
  • Include event highlights, key takeaways, or special offers.


2. Distribute Event Recordings & Materials

  • Provide recorded sessions, presentation slides and other resources via a link.


3. Collect Feedback with Post -Event Surveys

  • Automate a survey email asking attendees for feedback on the event.
  • Use Power Automate to store survey results in Dataverse for future analysis.


4. Nuture Leads Based on Event Engagement

  • Segment attendees based on participation levels (e.g., active participants vs passive viewers).
  • Enroll engaged attendees into a follow-up nuture journey, offering product demos or next steps.


3. Execution & Automation Using Dynamics 365


  • Use Pre Built Event Templates: Simplify the setup process with templates for common event journeys.
  • Trigger - Based Automation:  Emails and messages are sent automatically based on attendee actions.
  • Real-Time Analytics & Reports: Track open rates, attendees trends and engagement insights in Power BI.






Benefits of Automated Pre & Post -Event Communications



High Attendance & Engagement - Reminders and pre-event content keep attendees informed.


Seamless Experience - Automation ensures no manual follow-ups are needed.


Improved Event ROI - Follow - ups convert attendees into leads, maximizing post-event opportunities.



By setting up pre-event and post-event communications in Dynamics 365 Customer Insights, businesses can create a fully automated, personalized event experience that drives better engagement and long-term relationships.



That's it for today.


I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

Friday, 28 February 2025

{How to}Maximize event capactiy with waitlist registrations in Dynamics 365 Customer Insights

Hello Everyone,




Today I am going to share my thoughts on maximizing the event capacity with waitlist registration in Dynamics 365 Customer Insights.





Let's get's started.


The Waitlist Registration  feature in Dynamics 365 Customer Insights  - Journeys helps organizations manage event capacity efficiently by allowing attendees to join a waitlist when an event reaches full capacity. If a spot becomes available, waitlist attendees can be automatically registered.



Key Features:





Automatic Waitlist Management: Attendees who try to register for a full event can be added to a waitlist.


Real-Time Availability Updates: If a registered attendees cancels, the system automatically moves the next person from the waitlist into the event.



Capacity Control: Helps prevent overbooking while ensuring maximum attendance.


Custom Notifications: Sends automated emails to waitlisted participants when they are moved to confirmed registration.


Benefits:

Optimized Event Attendance: Ensures events are always at full capacity.

Improved  Attendee Experience: Keep interested attendees engaged with updates on availability.

Automation & Efficiency - Reduces manual tracking of cancellations and open spots.


This feature streamlines event management, ensuring that all available slots are utilized effectively whil maintaining a seamless registration experience for attendees.


That's it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

{Do you know} Create event portals with event and registration details using Power Pages in Dynamics 365 Customer Insights

Hello Everyone,




Today I am going to share my thoughts on creating the event portals with event and registration details using Power Pages in Dynamics 365 Customer Insights.








Let's get's started.




With Power Pages in Dynamics 365 Customer Insights  - Journeys, organizations can create custom event portals to manage event information, session details, speaker profiles and attendee registrations in a seamless and branded experience.




Key Feature:






1. Event Management Integration:


Display event details, Schedules, and session information dynamically from Dynamics 365 Customer Insights - Journeys.

Automatically sync updates to ensure attendees have the latest event information.



2. Seamless Registration & Attendees Management:


Embed registration forms directly into the event portal to allow easy sign-ups/

Enable attendees to manage their profiles, session selections, and event preferences.


3. Customization & Branding:


Use Power Pages Studio to customize the look and feel of the event portal to align with your organization's brand.

Host the portal on your domain or integrate it with existing web properties.



4. Real - Time Insights & Engagement:


Track attendee sign -ups and engagement in real-time through event dashboards.

Use analytics to optimize event planning and follow -up engagement.




How to Set Up an Event Portal:

Enable Power Pages for Events in Dynamics 365 Customer Insights.

Customize the event website by adding event details, session listings and registration forms.

Publish the portal and share the link with potential attendees.

Monitor registrations and engagement via event dashboards.





Benefits:



Enhanced Attendee Experience - Easy event registration and personalized session selection.

Efficient Event Planning: Automated event updates and real-time tracking.


Custom Branding: Fully customizable portal to match your organization's theme.


This feature allows organizations to deliver professional, scalable event experiences while simplifying registration and event management workflows in Dynamics 365 Customer Insights.



That's it for today.


I hope this helps.

Malla Reddy Gurram(aka @UK365GUY)
#365blogpostsin365days
































Wednesday, 26 February 2025

{Do you know} Create an event portal on your own website in Dynamics 365 Customer Insights

Hello Everyone,





Today I am going to share my thoughts on creating an event portal on your own website in Dynamics 365 Customer Insights.









Let's get's started.



Creating an event portal on your website using Dynamics 365 Customer Insights - Journeys allows you to effectively manage and promote events, providing attendees with seamless access to event details and registration forms. Here's a concise guide to setting up your event portal.



1. Deploy the Event Portal Using Power Pages:


Utilize Power Pages Templates: Leverage out-of-the-box templates to swiftly create a centralized hb where customers can view event details, session specifics, and speaker information.






Customization: Use Power Pages Studio to align the portal's design with your brand identity, ensuring a cohesive user experience.



2. Integrate Event Information:


Dynamic Content Fetching: Configure the portal to automatically retreive event data, including schedules and speaker bios. directly from Dynamics 365 Customer Insights - Journeys.


Real-Time Updates: Any changes made to event details within Dynamics 365 are instantly reflected on the portal, keeping attendees informed.



3. Enable Seamless Registration:


Embedded Registration Forms: Incorporate registration forms directly into your event pages, allowing attendees to sign up without leaving the site.


Account Management: Provide options for attendees to create accounts, manage their profiles and view their event schedules.




4. Customize and Host the Portal:


Flexible Hosting Options: Choose to host the portal on Power Pages or deploy it on your own server, depending on your organization's needs.


Brand Consistency: Customize the portal's appearance, including logos, color schemes and layouts to ensure it reflects your brand's aesthetics.


By integrating an event portal with Dynamics 365 Customer Insights - Journeys, you enhance attendee engagement and streamline event management, all while maintaining control over your brand's presentation.






That's it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days


Tuesday, 25 February 2025

{Do you know} Accelerate journey creation using journey templates on Dynamics 365 Customer Insights

Hello Everyone,





Today I am going to share my thoughts on the accelerate journey creation using journey templates on Dynamics 365 Customer Insights.










Let's get's started.




In Dynamics 365 Customer Insights - Journeys, you can use journey templates to streamline and accelerate the creation of customer journeys for common use cases like lead nurturing, onboarding, or product promotions.





Templates provide a pre-configured framework that you can customize, saving you time and effort when creating new journeys.







How it works:


1. Accelerate Journey Templates:

Go to Customer Insights. > Journeys in the application.

Choose from a variety of pre-built templates(e.g "welcome email series", "lead nurturing", or "abandoned cart recovery").




2. Customize the Template:

Modify Step: Each template includes predefined steps like email sends, wait conditons, and decision points. You can easily adjust these steps to suit your specific business requirements.


Add Segments: Customize the template's audience by adding or modifying customer segements based on target market or campaign.


Edit Emails and Content: Replace the default content in email sends with your own branding, copy and links.


3. Save and Deploy:

After customization, you can save the journey template as a new unique journey and launch it to your audience. The system automatically sets up the flow, triggers and actions.



Example: Lead Nurturing Journey Template:


Start with a Lead Nuturing template where the first step is an email introduction to your product.

Add a wait step for 3 days, followed by a follow-up email to re-engage the lead.

Include a decision point that checks if the lead clicked on the email link. If yes, send a thank you email, if no, send a discount offer.



Benefits:

Faster Setup: Templates provide a predefined structure, cutting down the time to create new journeys.


Consistency: Templates ensure your marketing efforts are consistent and follow best practices.

Customization: Easy to tweak steps, emails and audience criteria to fit specific campaign goals.




In essence, journey templates in Dynamics 365 Customer Insights help you quickly design and implement customer journeys while maintaining the flexibility to customize them for different business needs.



That's it for today.

I hope this helps.
Malla Reddy Gurram(aka @UK365GUY)
#365blogpostsin365days































 

Monday, 24 February 2025

{Do you know} Boost participation simplify planning with session based registrations in dynamics 365 customer insights

Hello Everyone,






Today I am going to share my thoughts on boosting participation simplify planning with session based registrations in dynamics 365 customer insights.










Let's get's started.



The boost participation & simplify planning with session-based registrations feature in Dynamics 365 Customer Insights - Journeys enables event organizers to offer attendees the flexibility to select sessions within an event. This approach enhances user engagement and streamlines event management.




Key features:



Session - Level Registration: Attendees can choose from multiple sessions within a single event, such as different time slots or topics. This customization allows for a more personalized experience.



Enhanced User Experience: By allowing attendees to select sessions that fit their schedules, the likelihood of higher registration numbers and attendance rates increases. Personalized communications can be sent to users based on the session they've chosen, ensuring relevant reminders and engagement.



Simplified Event Planning: Organizers can better anticipate the number of attendees for each session, allowing for effective resource allocation and logistics planning, This leads to more efficient event execution.






Setting Up Session - Based Registrations:


1. Enable Session -Level Registration:

Navigate to Settings > Feature switches.

Activate the "Enable session level registration in Real -Time Journeys".



2. Configure Event Sessions:


Create a new event or edit an existing one.

Go to the Agenda tab and add sessions using the calendar or grid view.


For each session, set details such as title, description, date, time and capacity.


3. Customize Registration Form:

In the Website and Form tab, enable " Allow attendees to register for sessions".

Decide if attendees can select multiple sessions or just one.

Ensure the registration form includes the Sessions element to display available sessions.


4. Publish and Monitor:

Publish the event and monitor registrations.

View and manage session registrations through the Registration and attendance tab.


By implementing session-based registrations, organizations can offer a more flexible and engaging experience for attendees, leading to increased participation and more efficient event management,


That's it for today.

I hope this helps.
Malla Reddy Gurram(aka @UK365GUY)
#365blogpostsin365days


Sunday, 23 February 2025

{Do you know} Controlling how fast customers can enter a journeys in dynamics 365 customer insights

Hello Everyone,



Today i am going to share my thoughts on controlling how fast customers can enter a journeys in dynamics 365 customer insights.









Let's get's started.


In Dynamics 365 Customer Insights - Journeys, a journey rate limiting feature has been introduced to help marketers to help marketers control the flow of customer entering a journey.


This functionality is particularly useful when engaging large audiences, as it prevents overwhelming resources like call centers or websites by spacing out customer entries over time.




Key features of Journey Rate Limiting:


Set Entry Limits: Define the maximum number of customers allowed to enter a journey per hour pr per day. This ensures a steady and manageable flow of participants.


Schedule Entry Days: Specify which days of the week customers can enter the journey, allowing for strategic planning aligned with operational capacities.










How to Configure Rate Limiting:


Navigate to your Journey within the journey designer interface.


Select the Entry Tile:

Click on the entry point of your journey to highlight it.


Adjust Settings:

In the toolbar, select the Settings tab.


Here, you can configure the rate limit by specifying the number of customers permitted to enter per hour or per day.

Choose the days of the week when entries are allowed.


Import Considerations:


Applicability: This feature is currently available only for one-time segment- based journeys. It does not apply to recurring, ongoing segment-based or trigger based journeys.


Entry Behavior: When a rate limit is set, the initial batch of eligible customers enters the journeys upon activation. Subsequent batches enter at the defined intervals(hourly or daily) until all have been included.


Burst Entries: The rate limit controls the number of customers entering per interval but does not distribute them evenly within that period. For example, if 60 customers are allowed per hour, all 60 may simultaneously rather than one per minute.

Quiet Times Impact: If the journey includes quiet periods during which messages are not sent, customers may still enter the journey and have their messages queued. Once the quiet period ends, all queued messages are sent immediately, which can temporarily exceed the configured rate limit.



By utilizing journey rate limiting, organizations can effectively manage customer engagement, ensuring that support services and infrastructure are not overwhelmed by sudden influxes of customer interactions.




That's it for today.


I hope this helps.
Malla Reddy Gurram( aka UK365GUY)
#365blogpostsin365days

Thursday, 20 February 2025

[How to] Deliver common experience to multiple audiences with single journey in Dynamics 365 Customer Insights

Hello Everyone,




Today I am going to share my thoughts on delivering common experience to multiple audiences with single journey.






Let's get's started.



To deliver a common experience to multiple audiences within a single journey using Dynamics 3675 Cusotmer Insights - Journeys, you can now include multiple sgements in a sing;e journey. Here's how:





1. Create Multiple Segments: Define distinct audience segments based on criteria such as demographics, behaviors or engagement levels.






2. Design a Unified Customer Journey: Within Dynamics 365, navigate to Engagement > Journeys and create a new journey.


3. Add multiple Segments to the Journey: In the Journeys Entry settings, select and add the previously created segements. This allows members from all chosen segments to enter the same journey flow.


4. Cusomize Shared Experiences: Design the journeys steps - such as emails, messages and events. that all segment members will experience, ensuring consistent messaging across audiences.


By considering multiple segments into a single journey, you streamline management and ensure a cohesive experience for diverse audiences



That's  it for today.



I hope this helps.

Malla Reddy Gurram(aka UK365GUY)
#365blogpostsin365days

Wednesday, 19 February 2025

{How to} Personalize messages and make journey decisions based on web interactions

Hello Everyone,



Today i am going to share my thoughts on how to personalize messages and make journey decisions based on web interactions.







Let's get's started.



Let's see an example of how you can personalize messages and make journey decisions based on web interactions in a customer engagement scenario using Microsoft Dynamics 365 Customer Insights - Journeys.






Scenario: An E-commerce Business Promoting a New Product

You run an online store and want to personalize customer engagement based on their web interactions with a new product page.








1. Web Interactions Tracking Setup:
 
  • Use D365 Real - Time Journeys to track user interactions on the website.
  • Implement a tracking script on the product pages to capture visits and egagement.
  • Store interaction data in Customer Insights profiles.



2. Customer Journey with Decision Points


Trigger Customer visits a product page

When a customer visits the page, they enter a journey.


Decision Point: Customer Interaction Type

a. If the customer clicks " Add to cart" but doesn't purchase -> Send a follow - up email.


Personalized Message Example:



Hey [Malla} , you left something in your cart! Complete your purchase today and enjoy free shipping.
[Complete Your Purchase].


b. If the customer scrolls through the page but doesn't take action -> Send a product education email.


Personalized Message Example:

Hi [MALLA REDDY] Wondering if [ IPHONE 16] is right for you? Here's how it can help![Read more]




c. If the customer abandons checkout -> Send a discount offer


Personalized Message Example:


Hey[Malla Reddy], we noticed you were about to checkout but didnt complete your order. Here's  a 10% off coupn just for you.
[Use Code: Save10]


d.  If the customer purchases  -> Send a thank - you email + future upsell

Personalized Message Example:

Thank you for your purchase,  [Malla Reddy] We appreciate your support. Here's a special offer on related products.
[Shop more]




3. Automating in Dynamics 365

Use Customer Journeys to automate these messages

Leverages real - time marketing triggers for website visits, cart abandonment and purchases.

Personalize message using Dynamic Content Tokens (e.g.[Malla Reddy], [IPHONE 18]





Outcome:

Increased engagement with tailored messages.
Higher conversations with timely follow-ups.
Better customer experience through relevant interactions/





That's it for today.

I hope this helps.

Malla Reddy Gurram(aka UK365GUY)
#365blogpostsin365days


Friday, 31 January 2025

{How to } Smart Paste(Preview) Option on Model Driven App

Hello Everyone,





Today I am going to show how to enable and use the smart paste option on Model Driven App.








Let's get's started.





Choose the environment where you want to enable the smart paste option on your model driven apps.


Go to settings and features then turn on smart paste (preview)






Then Save the changes.




Next open the Dynamics 365 Sales Hub and open lead record then you will see the little paste icon on the navigation bar.







When you click on the button it will paste the auto suggestions based on your previous activity.


That's it for today.


I hope this helps.

Malla Reddy Gurram(@UK365GUY)

Thursday, 30 January 2025

{How to} Understand customer inflows and exits at every journey step in Microsoft Dynamics 365 Customer Insights

Hello Everyone,



Today I am going to share my thoughts on Microsoft Dynamics 365 Customer Insights customer inflows and exits at every journey step.







Let's get's started.


Microsoft Dynamics 365 Customer Insights - Journeys helps organizations track how customers progress or drop off at different stages of their engagement. Here's how you can analyze and leverage these insights effectively.





1. Understanding Customer Inflows and Exits in Journeys:

Every Customer Journeys consists of touchpoints where customer either move forward, drop off, or loop back. Dynamics 365 Customer Insights - Journeys (formerly Dynamics 365 Marketing) provides real-time and historical inisights into these movements.




Key Concepts:

  • Inflows:  The number of new customers entering a specific journeys step.
  • Exits: The number of customers leaving the journeys (due to completion, disinterest, or another trigger).
  • Drop-offs: Customers who do not complete a journeys step.
  • Engagement Metrics: Open rates, click-through rates, and response rates help understand movement,




2. How to Track Inflows and Exits in Customer Insights - Journeys

A. Use Journeys Orchestration Analytics

1. Go to Customer Insights - Journeys -> Journeys.

2. Open a specific Journeys and navigate to the Insights tab.

3. Monitor the flow of customers at each stage:


  • View entry counts at each step.
  • Analyze drop off points (where customers are leaving)
  • Identify the exit reasons (e.g, no response, opt-outs, goal achieved).



B. Use Cutomer Journeys Analytics Dashboard

  • Audience Analytics: Tracks where customers enter the journeys from (email, social, website, etc).
  • Conversion Analytics: Measures how many customers complete each step.
  • Drop off Analytics: Identifies at which step customers leave.
  • Time-Based Trends: Shows peak engagement times and seasonal patterns.



C. Use Segmentatation to Understand Exits


  • Create a segment of customers who exited early.
  • Analyze behavior patterns (e.g., did they open emails but not click? Did they interact with the chatbot but not proceed?).
  • Adjust Journeys triggers based on behavior (e.g., re-engagement emails for drop-offs).




3. Reducing Exits and Improving Customer Flow

A. Optimize Touchpoints

  • Ensure each step provides clear next actions.
  • Personalize messages based on Customer preferences.

B. Automate Follow-Ups

  • Use Power Automate to trigger reminders or alternative engagement routes.
  • Example: If a customer drops off, send an SMS or push notifications instead of an email.

C. Use AI-Driven Predictions

  • Leverage Customer Insights AI to predict which customers are likely to exit.
  • Practively adjust content and timing to retain engagement.



4. Visualizing Customer Flows:

You can use Power BI Dashboards integrated with Customer Insights to:


  • Map inflows and exits for each journeys step.
  • Analyze trends over time to refine customer engagement strategies


That's it for today.

Malla Reddy Gurram (aka @UK365GUY)