Customer Insights
Visualize Dataverse Insights Using Code Interpreter in Microsoft Copilot Studio
Microsoft Copilot Studio is rapidly transforming how business users analyze data, automate tasks, and create intelligent solutions. One of its most powerful new capabilities is the Code Interpreter, which allows users to run Python code directly within Copilot, without...
Customer Insights
The Ultimate Guide to Row-Level Filtering in Dynamics 365 Customer Insights – Data
Working with massive datasets in Microsoft Dynamics 365 Customer Insights-Data can be challenging. If you’re dealing with millions of records from different data sources, managing and filtering out unwanted data to enhance system performance is key.
Loading unnecessary data can...
Customer Insights
Effortless Visibility and Operational Insights for All with Monitor
Ever had a critical app crash at the worst possible moment, or a vital flow suddenly stop sending emails? With Monitor, you don’t have to wait for end-users to complain. Now generally available and enabled by default, no setup required,...
Customer Engagement
How to Track Mailchimp Customer Journey Email Insights in Dynamics 365 CRM?
Looking to market your product or service through email marketing?
You’re not alone! Most businesses turn to email marketing, and for good reason.
It’s no surprise that email remains a top choice for online promotion, with Mailchimp leading the way for...
Customer Insights
Using Dynamics 365 Customer Insights – Journeys Custom Fields
Organizations constantly seek to collect more nuanced, relevant customer information in today’s data-driven marketing landscape. However, not all valuable data points have a predefined home in Dataverse. Dynamics 365 Customer Insights – Journeys Custom Fields become essential when companies...
Customer Insights
How to Create and Modify a Segment in Customer Insights – Journeys Using the Web API
In this blog, we will walk through the process of creating a new segment in Real-Time Journeys and updating the segment by adding members using the Microsoft Dynamics 365 Web API. (Create a segment-based journey)
A segment is a group...
Customer Engagement
Webinar: Mailchimp Campaigns to Customer Journey Insights Get All Within your Dynamics 365 CRM!
If your business uses Dynamics 365, chances are you’re also using Mailchimp for email marketing. However, managing both separately is a hassle—manually transferring contacts, updating campaign data, and switching between platforms slows everything down and increases errors.
Without a seamless...
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