Tuesday, 22 July 2025

{Do you know} Business impact of Copilot Studio Agents in Viva Insights

Hello Everyone,


Today I am going to share my thoughts on analysing the business impact of Copilot Studio Agents in Viva Insights.






Let's get started.


Copilot Studio Agents integrated within Microsoft Viva Insights help organisations enhance employee productivity, well-being, and collaboration by providing AI-driven personalised recommendations and automated assistance.





Analysing their business impact involves measuring key performance indicators such as time saved on routine tasks, improvements in employee engagement, and quality of decision making support.



Viva Insights leverages data from collaboration tools like Microsoft Teams and Outlook, enabling copilot agents to deliver actionable insights that reduce cognitive load and foster healthier work habits.


The analysis focuses on how these agents continue to increased efficiency, reduced burnout, and improve work-life balance.


Organizations can track metrics such as adoption rates, user feedback, and productivity improvements to assess the effectiveness of Copilot agents. Additionally, integrating feedback loops and sentiment analysis helps refine the AI's assistance quality over time.


Overall evaluating Copilot Agents in Viva Insights provides a comprehensive understanding of their role in driving digital transformation, enhancing employee experience, and positively impacting organizational performance.



That's it for today.


I hope this helps.

Malla Reddy Gurram(aka `@uk365guy)



Monday, 21 July 2025

{How to} Collect thumbs up or down feedback and comments for your Copilot agents.

Hello Everyone,


Today I am going to share my thoughts on how to collect thumbs up or down feedback and comments for your Copilot Studio Agents.





Let's get started.






To collect thumbs up or down feedback and comments for your Copilot agents, you typically follow these steps (especially in platforms like Microsoft Copilot Studio):



1. Enable feedback collection in your Copilot Setup: Make sure your copilot agent is configured to prompt users for feedback after delivering a response.

This usually includes UI elements like thumbs up or thumbs down buttons.


2. Prompt Users to Provide Feedback: After a response, display options for users to submit a thumbs up or down.
Optionally, allow users to add a text comment explaining their choice for richer insights.


3. Capture and store feedback data: Set up backend processes or integrations that log feedback and comments securely.
This data can be stored in databases or analytics platforms tied to your Copilot environment.


4. Analyse Feedback: Use dashboards or analytic tools to review thumbs-up/down ratios and read user comments.
Identify patterns where the Copilot performs well or needs improvement.

5. Iterate and improve: Use the collected feedback to retain or adjust the Copilot agent responses.
Implement changes based on common user concerns or praise.



Specific for Microsoft Copilot Studio:

Microsoft Copilot Studio provides built-in support for feedback collection:

Turn on user feedback: Enable the feedback feature from the Copilot Studio settings:

Feedback UI: Automatically shows thumbs up/down buttons after agent responses.

Feedback Comments: Users can add optional comments after rating.

View feedback: Admins can view aggregated feedback and comments in the analytics dashboard for continuous improvements.






That's it for today.

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







Sunday, 20 July 2025

{How to} Get smart actionable insights to improve your copilot agent performance

Hello Everyone,




Today I am going to share my thoughts on getting the actionable insights to improve copilot agent performance.




Let's get started.






1. Enhanced Analytics Dashboard: The Analytics page now offers comprehensive insights into agent performance, including key metrics such as answer rate, usage, and error rates. This allows for a deeper understanding of how agents are performing and where improvements can be made.


2. Autonomous Agent Performance Metrics: For agents utilising autonomous capabilities, new analytics features provide visibility into how knowledge sources are used during each run. This helps in assessing relevance, adjusting content, and improving performance over time.


3. Unanswered Questions Analysis: Copilot Studio now categorises and highlights unanswered user questions, grouping them by themes and conversation contexts. This feature aids in identifying content gaps and refining agent responses.

4. Action Usage Insights: Enhanced visibility into how users utilise actions within an agent is now available. Metrics such as answer rate, action usage rate, and error rate provide a comprehensive view of user interactions, helping to identify areas for improvements.


5. Customer Satisfaction Feedback: The Customer Satisfaction tab offers detailed insights into user feedback, including average CAST Scores and satisfaction levels based on user queries. This data helps in understanding user sentiment and areas needing attention.


6. Evaluation Test Workflows: Copilot Studio Introduces structured, Automated testing workflows that simulate real user interactions; Makers can evaluate agents before going live, identifying weak spots and ensuring reliability.

7. Billing and Consumption Analysis: New billing analysis features allow makers to assess agent efficiency and cost breakdowns by event types. This helps in optimising operations and understanding the financial impact of agents.


That's it for today.


I hope this helps.

Malla Reddy Gurram (aka @UK365GUY)

Friday, 18 July 2025

{Do you know} Analyze quality of responses that use generative AI in Copilot Studio

Hello Everyone,



Today I am going to share my thoughts on Copilot Studio's new feature, the quality of responses that use generative AI.


Let's get started.





Microsoft's Copilot Studio introduced a new feature on June 17, 2025, enabling administrators, makers, marketers, and analysts to automatically analyse the quality of responses generated by AI copilots. This feature aims to provide actionable insights to enhance agent performance.


The evaluation framework for generative AI (GenAI) systems has been evolving to address the limitations of traditional lab-based assessments.


A comprehensive evaluation framework was proposed to assess GenAI systems in real-world scenarios, emphasising the need for dynamic and ongoing assessments that consider user intent, social dynamics, and emergent behaviours.



Additionally, Google Cloud introduced the GenAI evaluation service within Vertex AI, allowing users to evaluate generative models against predefined or custom criteria. This service supports various metrics, including accuracy, relevance, and user satisfaction, facilitating a more nuanced understanding of AI performance.



These developments reflect a broader trend towards more sophisticated and context-aware evaluations of generative AI systems, moving beyond traditional benchmarks to emcompass  real-world performance and user experience.


That's it for today.


I hope this helps.

Malla Reddy Gurram(@aka UK365GUY) 

Thursday, 26 June 2025

{How to} Use your own model when generating responses in copilot studio.

Hello Everyone,



Today i am going to share my thoughts on how to use your own model when generating responses in copilot studio.





Let's get's started.



In Copilot Studio, you can enhance AI behavior and responses by integrating your own custom model instead of relying on the default GPT based assistant. This is particularly useful for organizations that have domain specific data, proprietary language models, or unique use cases that require tailored AI responses. By using own model, you gain greater control over responses logic, accuracy and compliance with general standards or regulations.



To use your own model in Copilot Studio, you typically configure it through plugin actions or APIs.

This involves settings up an external endpoint where your model is hosted(e.g., Azure ML, AWS SageMaker, or a self-hosted REST API). Then you create a plugin in Copilot Studio that calls your model's API, passing in user input and returning the model's responses.


You can then use this plugin as a custom action in topics, ensuring your bot routes user queries through your specific model when needed.


+---------------------+
|    User Message     |
+---------------------+
           |
           v
+--------------------------+
|   Copilot Studio Topic   |
+--------------------------+
           |
           v
+--------------------------+
|   Custom Plugin Action   | <-- Calls your model
+--------------------------+
           |
           v
+--------------------------+
| Your Custom Model (API)  |
+--------------------------+
           |
           v
+--------------------------+
|  Response to Copilot     |
+--------------------------+
           |
           v
+--------------------------+
|     User Receives        |
|   Model's Response       |
+--------------------------+




This setup allows you to combine Copilot's powerful orchestration tools with the unique reasoning and training of your own AI models.


That's it for today.

Malla Reddy Gurram(@aka UK365GUY)
#365blogpostsin365days

Saturday, 14 June 2025

{Do you know} Get deeper insights on Email Engagement with Heatmap Analytics in Dynamics 365 Customer Insights

Hello Everyone,



Today I am going to share my thoughts on getting deeper insights on email engagement with heatmap analytics in Dynamics 365 Customer Insights.






Let's get's started.




This enhancement provides marketers with a visual, data driven way to understand how recipients interact with your marketing emails allowing for smarter content decisions and more effective campaigns.


Email Heatmap?


Email heatmaps offer a visual representation of user engagement, such as where recipients are clicking within an email. By overlaying engagement data onto the email layout., heatmaps make it easy to identify which parts of your message are attracting the most attention.


With this feature, you can quickly see:


  • Which links and CTAs are getting the most clicks.
  • Which sections of your emails are being ignored.
  • Overall engagement patterns that may affect conversion rates.



Why Heatmaps Important?


Traditional email metrics like open and click-through rates give you a big picture view, but they don't tell you where the engagement is happening. Heatmap analytics fill this gap by helping us:


  • Optimise content placement: Move important CTAs and key messages to high engagement areas.
  • Test design effectiveness: See how layout changes influence interaction.
  • Refine messaging: Identify what resonates most with our audience based on click behaviour.



How does it work In Customer Insights - Journeys:

Once your email campaign is sent, the new heatmap view becomes available in the insights tab. You'll see a color-coded overlay of engagement levels across your email hot spots indicate high click activity, while cooler areas show less interaction.


You can also filter the heatmap by:

Audience segments
Devices (mobile vs. desktop)
Link performance over time.



These insights make it easy to iterate and improve your future campaigns based on real behaviour—not assumptions.




Start using heatmap analytics today:

This new feature is now available in Dynamics 365 Customer Insights—Journeys.


There's nothing to install—just head to your email insights dashboard and look for the "Heatmap" tab.


By leveraging email heatmaps, you can go beyond basic metrics and truly understand how your audience engages with your content. it's time to take the guesswork out of email optimisation.


How to enable Heatmap?

Go to Dynamics 365 Customer Insights  > Settings > Feature switchers > Email Clickmap(Preview)





That's it for today.






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






































Wednesday, 30 April 2025

{How to } Resolve There was an issue delivering notifications. Refreshing the browser might help resolve the issue on Dynamics 365 Contact Center

Hello Everyone,





It's been a while. I haven't blogged.



Today i am going to show how to resolve this error message while accessing Dynamics 365 Contact Centre



There was an issue delivering notifications. Refreshing the browser might help resolve the issue. If this continues to exist, please have your admin contact Microsoft Support with Client Session ID: b0355776-6018-4800-83af-f2930d40a1fb. User a61d2c5e-0d24-f011-8c4e-6045bd0f8f2d doesn't have required persona or roles





Error message is Users don't have appropriate security roles assigned, as the Dynamics 365 Contact Centre has specific security roles which need to be assigned, even to the system administrator and system customiser roles assigned to the user.

The following are the security roles related to Dynamics 365 Contact Centre.









Assign the above roles to the user, and then the user will not get any error notifications on the screen when logged into Dynamics 365 Contact Centre.





That's it for today.

I hope this helps.


Malla Reddy Gurram(@UK3655GUY)
#365Blogpostsin365days
 















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