{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

{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

[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

{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

{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.

Login into Power Platform Admin Center 

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)

{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)

{How to} become MCT Microsoft Certified Trainer on Microsoft Dynamics 365 Customer Engagement step by step instructions

Hello Everyone,

Today i am going to share guidelines on becoming Microsoft Certified Trainer on Microsoft Dynamics 365 Customer Engagement or Power Platform.

Let's get's started.

Step 1: Earn a Qualifying Certification.

To qualify as an MCT, you must first hold at least one Microsoft Certification related to Dynamics 365 Customer Engagement. The most relevant certifications are:

1. Microsoft Certified  Dynamics 365 Customer Experience Analyst Associate(Exam MB-280)

• Focus on configuring and customizing Dynamics 365 Sales and Customer Service.
• Ideal if you aim to teach Customer Engagement topics.

2. Microsoft Certified: Power Platform Functional Consultant Associate(Exam PL-200)

• Covers Power Apps, Power Automate, and Dataverse, which are essential for Customer Engagement.

3. Microsoft Certified: Power Platform Developer Associate (Exam PL-400) (for technical trainers).

• Required if you want to train on Power Platform customization and development.

Action: If you don't have these certificcations yet, start with PL-200 or MB-280,  as they are highly relevant.

Step 2: Gain Training Skills

Microsoft requires you to demonstrate training experience. You need one of the following:

• A train- the -trainer qualification (like CompTIA CTT+,  Train-the-trainer course, or a degree in education).
• At least one year of instructional experience in IT, software, or Microsoft-related courses.

Action: If you lack formal training experience, consider getting CompTIA CTT+ or enrolling in a "Train-the-trainer" course.

Step 3: Apply for the MCT Program

Once you have a qualifying certification and training experience, you can apply for MCT through the official Microsoft site:

Apply for Microsoft Certified Trainer (MCT)

• Pay the annual MCT fee (varies by country, usually $1000 or less).
• Submit proof of training experience.
• Pass Microsoft's Verification process.

Step 4: Start Training as an MCT

Once approved. 

• You will be listed in Microsoft's MCT directory.
• Gain exclusive access to Microsoft training materials (Microsoft Learn for Trainers)
• Eligible to teach Microsoft Official Cirriculum (MOC)
• Opportunity to become a Microsoft Certified Trainer Regional Lead.

Recommended Path to MCT for Dynamics 365 CE.

1. Earn PL-200 (Functional Consultant) or MB-280 (Customer Experience Analyst Associate)

2. Get Instructor/Trainer certification (CompTIA CTT+ or Similar).

3. Apply for MCT and pay the fee.

4. Start delivering Microsoft courses officially.

That's it for today.

Stay tuned to my blog.

Malla Reddy Gurram (aka UK365GUY)