Use intelligence to transform routing of service delivery requests

Use intelligence to transform routing of service delivery requests

This article is contributed. See the original author and article here.

Any call center that uses unified routing to manage and assign incoming support requests is going to notice gains in efficiency. The core routing capabilities in Dynamics 365 Customer Service use skill matching and priority to help determine assignments. However, bringing intelligence to the challenge of efficient routing can move you closer to world-class service.

With the unified routing release in April of 2021, we introduced intelligent skill finder as the first capability related to intelligent work classification. It empowers organizations to identify which skills are required by the agent to address an incoming work item. AI models are trained to understand the skills required to address customer inquiries, and then a match is made to agent skills, helping to assign the calls to agents. In this new release, we’re adding two more capabilities to intelligent work classification: customer sentiment identification and effort estimation for routing. These capabilities will enable organizations to harness state-of-the-art AI to improve customer satisfaction and reduce resolution times.

Understanding customer needs with sentiment identification

Matching agents to calls based on skills is a basic capability in unified routing. What if you could also gauge customer sentiment based on keywords, and then route calls to agents best able to handle those various emotions?

Let’s better understand this with a scenario. Imagine Contoso Coffee is operating a support center and has implemented unified routing. They recently had a high volume of unhappy customers, and they brainstormed about how best to use their existing staff to address these concerns. Contoso Coffee realizes that customer sentiment could be used as a signal to influence call routing; some agents are better at managing unhappy customers. Contoso decides to adopt sentiment prediction in unified routing. They take a few simple steps:

  1. Contoso’s admin opts into the feature and tries it out using the Dry Run tool, where the admin can test phrases specific to their organization and view the sentiment prediction.
  2. The admin set up a skill for managing work items predicted to include low (unhappy) sentiment, and that skill is assigned to their agents who have the right training to handle it.
  3. The admin configured a rule to predict sentiment, and it attaches the low sentiment management skill to work items when sentiment is low.
  4. The dry run option is used to start testing out the rule, with work items assigned based on the score.
  5. Now, once the rule is in production, new work items predicted to have low sentiment have a higher priority to be matched to agents with the appropriate management skillset.

As a result, Contoso Coffee was able to address the spike in unhappy customers, leveraging their agents to maintain customer satisfaction.

Learn more about using customer sentiment in classification in this short video introduction:

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Read more in the documentation about using sentiment prediction-based model in work classification.

Estimate effort to increase assignment efficiency

A key contributor to an effective contact center is understanding how long it will take to address support requests. Organizations do not have a simple way to understand how much time it will take agents to address incoming work items. Effort estimation replaces manual processes with the use of AI. This intelligence interprets the issue and uses historical support data to generate a work estimate.

Highlights of this capability include:

  • For training, a business admin can specify which work items to train on and define effort for their organization.
  • Use the dry run experience to test out the model on customer data and view real effort estimations prior to integrating into the routing process.
  • Add it to existing routing capabilities such as route to queue rules.
  • Review diagnostics for insight into how the work item was routed using effort estimations.
  • Train multiple custom models based on individual customer data.

Learn more about effort-based routing in this short video introduction:

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Read more in the documentation about using the effort estimation model in unified routing.

Matching required skills to agents

In any contact center, each agent will have a different set of skills to offer, and organizations should use those skills appropriately to best address customer requests. To maximize agent potential, it is critical for any organization to understand the skills required to address a work item and identify the agent that is best suited to address it. Intelligent skill finder takes the guesswork out of this by using AI to predict the skills required to address an incoming work item, and then matching those required skills to corresponding agents.

Highlights of this capability include:

  • For training, a business admin can specify which work items to train.
  • Use it with skill-based routing.
  • Models can improve over time based on the agent feedback loop.
  • Review diagnostics for insight into how the work item was routed using skill predictions.
  • Train multiple custom models based on individual customer data.

Next steps

Visit the Dynamics 365 Customer Service Community Forum to share your thoughts.

This blog post is part of a series of deep dives that will help you deploy and use unified routing at your organization. See other posts in the series to learn more.

The post Use intelligence to transform routing of service delivery requests appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Use intelligence to transform routing of service delivery requests

The most important customer experience metrics (that you’re not tracking yet)

This article is contributed. See the original author and article here.

Marketing professionals go to great lengths to understand customers. Detailed personas are written to identify the motivations, interests, and buying patterns of prospects and customers. But all too often, these personasand their resulting customer journeysare informed by data points important to the organization, not the customer. You cannot claim to be customer-centric, customer-first, or customer-obsessed if all the data you track is company-centric.

You may be thinking your organization is ahead of the customer journey curve here. After all, you’re already tracking customer-centric metrics such as net promoter score, customer satisfaction score, and customer effort score. But take a second look. These key performance indicators (KPIs) still ultimately measure benchmarks important to the organization, not the customer.

Go beyond KPIs with customer performance indicators

Nobody is arguing that an organization shouldn’t have a robust set of KPIs focused on measuring the fulfillment of important company objectives. But your toolbox of performance indicators doesn’t have to end thereand neither do the possibilities for the customer journey. Rather, take things to a whole new level by also measuring the fulfillment of customers’ objectives and optimizing the journey with the help of Microsoft Dynamics 365 Marketing.

Customer performance indicators (CPIs) quantify and measure outcomes that are desired by customers. These outcomes could include time savings, cost savings, convenience, flexibility, a sense of security, or any number of other outcomes customers deem valuable in the context of your product or service. There’s no cookie-cutter set of CPIs; they will vary widely across industries, organizations, products, and regions.

Consider the scenario of a retailer whose shoppers especially value speed. Acknowledging their shoppers’ priorities along with the need to balance services with expectations, the retailer tracks customers’ wait-time for curbside pick-up. They discover that wait times occasionally go beyond customer expectations. In response, the retailer implements a new feature that sends a flash promotional offer to high-value customers, when they are on their way during busy periods, for a complimentary drink redeemable from the in-store bar when they switch to in-store pickup. It’s a personalized gesture that acknowledges the retailer fell short of expectations but is trying to do its best to make it up to the customer. By optimizing the metrics that reflect what is important to the customer, the retailer can positively impact a whole host of KPIs, from customer satisfaction and customer loyalty to sales revenueand more.

Where KPIs end and customer performance indicators begin

There is a strong correlation between CPIs and KPIs. As illustrated by our retailer example, meeting the objective of a CPI is likely to boost associated KPIs. In fact, CPIs have been identified as powerful predictors of growth. Similarly, declining CPIs are likely to drag down associated KPIs.

CPIs also uncover insights about KPIs. Take customer satisfaction as an example. A high customer satisfaction score (a common KPI) indicates that an organization is doing something well. And while that’s critical information, this KPI on its own may not be able to provide visibility into what that something is. Or whether that something is even important to the customer. But a set of CPIs designed to measure desired customer outcomes such as personalized touches or chat availability can identify where the strongest correlations lie between what is important to the customer and what is important to the company.

CPIs and KPIs have a lot in common. They both measure performance, they both demonstrate progress toward an intended result, and they both impact the bottom line. For this reason, they can be difficult to distinguish from one another.

In the following table, we identify a few common KPIs. Alongside each KPI, we list one or more CPIs that could be used to enhance the understanding or performance of the associated KPI.

KPI CPI How CPI supports KPI
Customer lifetime value Value customer receives Customer lifetime value can be increased if there’s focus on ensuring there is a minimum, measurable value provided to the customer as well. For example, a loyalty card program could strive to save customers at least $100 a year.
Customer satisfaction score

In-person customer touches

Online chat availability

Do your customers value personalized, dedicated attention or the ability to quickly query representatives via informal chat applications? Understand the type of service interactions the customer values and implement CPIs to ensure you’re meeting expectations.
Product return rate

Ease of product return

Expense of product return

Is product return rate low because the product is superior or because the return process is unwieldy or expensive? By additionally tracking and optimizing the return experience of customers, you’ll have greater insight into the reasons behind your product return rate.
Quote to close ratio Quote turnaround time There are many factors influencing quote to close ratio. Find out what your customers valuewhether it be fast quote turnaround, flexible pricing plans, or something elseand start measuring it.

 

Find your customer performance indicators

What outcomes do your customers value? When you have the answer to that question, you can focus on delivering those outcomes. Every CPI identified, quantified, and measured brings new discoveries, new opportunities, and new levers to pull. Every CPI optimized is one more personalization you can bring to the customer journey, from brand voice and quote delivery to product bundling and customer service availability.

In short, it’s not enough to measure what’s important to your organizationnot if you want to optimize the customer journey and exceed customer expectations. You must also measure what’s important to your customers.

Learn how Dynamics 365 Marketing helps your organization optimize the CPIs that lead to elevated experiences.

The post The most important customer experience metrics (that you’re not tracking yet) appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Exploring the Intel manufacturing environment through mixed reality

Exploring the Intel manufacturing environment through mixed reality

This article is contributed. See the original author and article here.

Today’s organizations have seen tremendous value in using mixed reality, as it rapidly changes how employees learn, work, and understand the world around them. With the unique value of mixed reality solutions, such as Microsoft HoloLens 2, Microsoft Dynamics 365 Guides, and Microsoft Dynamics 365 Remote Assist, organizations can drive workforce transformation with on-the-job guidance, hands-on training, and collaboration that is seamless, intuitive, and embedded into everyday workflows.

Man taking an interactive training in an office room using Microsoft HoloLens 2 and Guides.

Intel technicians using HoloLens 2, Dynamics 365 Guides, and Remote Assist to resolve complex issues

Today, we’ll look at how Intel manufacturing facilities are using mixed reality solutions such as HoloLens 2, Dynamics 365 Guides, and Dynamics 365 Remote Assist globally. In some of the world’s most advanced manufacturing facilities, technicians are responsible for building, maintaining, and troubleshooting some of the most complex manufacturing products made by humans. Working at some of the smallest known geometries, every piece of maintenance must be performed precisely by continuously improving processes to ensure the production of smarter, faster, and more energy-efficient computer chips. With six wafer fabrication sites and four assembly test manufacturing locations worldwide, Intel must maintain a global, virtual network.

In Intel’s Israel manufacturing facility, HoloLens 2 and Dynamics 365 Guides have become integral to its manufacturing processes, playing a key role in the following scenarios:

  • Maintenance and repair tasks: Intel employees “learn by doing” with step-by-step instructions for conducting inspections and audits, deploying new equipment, fixing machine breaks, addressing issues faster, and increasing efficiency. Additionally, Dynamics 365 Guides allows Intel to proactively manage their assets to avoid costly downtime due to unpredicted failure. This includes conducting preventative maintenance, defining new intelligent workflows, and thoroughly completing maintenance tasks using checklists in Dynamics 365 Guides.
  • Troubleshooting: Dynamics 365 Guides brings critical information into view to help Intel technicians troubleshoot, audit, or support difficult and delicate procedures, improving first-time fix rate for urgent repairs with guidance.
  • Remote communication: Dynamics 365 Remote Assist seamlessly connects Intel experts and technicians through the calling feature to collaborate and solve problems without disrupting the flow of work. Dynamics 365 Remote Assist has also helped maintain the new normal to everyday routinewith advanced collaboration features, Intel has made it easy for their expert engineers to work from home to perform remote inspections that share video, screenshots, and annotations across devices. By avoiding unnecessary travel, Intel has helped increase safety and wellbeing during COVID-19 on a global scale.

Remote assist calling and collaboration features show real-time view of inspection in work environment.

  • Preparing interactive training materials: Intel employees can train from home, at their desk, or on the shop floor. Dynamics 365 Guides enables authors to build digital, interactive trainings that can be viewed from anywhere and easily scale any updates to keep up with real-time changes. These trainings can be produced by anyone on a PC or HoloLens device with simple 2D and 3D creation in the real-world environment.
  • Facility tour: With the power of HoloLens 2, employees can provide hands-free, digital facility tours to virtually show the inner workings of Intel’s cutting-edge facilities.

We are thrilled to see what the future holds and how mixed reality will continue to innovate manufacturing processes at Intel. To learn more, watch the video below to discover how Intel Israel is using Dynamics 365 Guides, Dynamics 365 Remote Assist, and HoloLens 2 today.

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Get started with Dynamics 365 Guides

The post Exploring the Intel manufacturing environment through mixed reality appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Use intelligence to transform routing of service delivery requests

Enhance visibility with Dynamics 365 digital supply chain solutions

This article is contributed. See the original author and article here.

The concept of the global control tower first appeared on the radar of supply chain leaders around 15 years ago. As more and more companies pursued end-to-end visibility for increasingly globalized supply chains, the idea quickly gained momentum. IndustryWeek noted global control towers as one of the hottest supply chain buzzwords of 2008.1 Still, for an idea that has been buzzing for over a decade, many companies have been challenged to move from concept to reality.

Microsoft Dynamics 365 Supply Chain Management is helping companies overcome these challenges by equipping them with the tools necessary to create digital supply chains that are highly collaborative, coordinated, agile, and demand-driven. With these new supply chain solutions in place, businesses can achieve real-time, end-to-end visibility across the supply chain, breathing new life into concepts like supply chain control towers in the process.

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Supply chain control towers

It has quickly become essential for businesses to invest in technology that can help them sense and predict supply chain constraints and disruptions and spikes and troughs in demand. From using advanced forecasting techniques to real-time collaboration between trading partners and commercial teams, business processes are increasingly geared to generate and proactively shape customer demand. Companies must also integrate the agility to continuously optimize supply and production plans in real-time, as forecast and predictions shift into actual customer order receipts. Supply chains control towers help in these efforts by building both agility and resiliency into the supply chain by delivering end-to-end operational visibility, all the way from planning to delivery and back.

Resiliency in this context is about driving business continuity. This can take the form of digitizing production in factories, automating operations on the shop floor, and providing unparallel transparency, in real-time, to leadership. By utilizing Dynamics 365 Supply Chain Insightspreview to create a digital representation of the physical supply chain, whether called a control tower, digital twin, or supply chain nerve center, businesses can reach new levels of agility and gain the ability to sense and proactively mitigate disruptions before they occur. And to respond faster when the inevitable happens, such as an unpredictable or unforeseen event.

McKinsey & Company estimates that a $10 billion business with a high-performing supply chain can reduce cost by as much as $50 million annually through digital initiatives such as supply chain nerve centers.2 This is because control towers enable supply chain organizations to blur the lines between planning and execution, allowing businesses to uncover and exploit improvement opportunities faster than ever before.

Building blocks

Visibility

Starting with the end in mind, regardless of the mixture of people, processes, data, organization, and technology used to erect a control tower, it must deliver end-to-end visibility across all supply chain nodes to be successful. This visibility should penetrate beyond tier 1 and tier 2 partners.

Agility

While visibility is the starting point, visibility by itself is not sufficient. Supply chain solutions must also deliver improvements to agility so companies can more effectively respond to changing customer demands. In practice, this means going beyond the ability to immediately grasp what is happening (system-wide visibility) and on to making predictions of what is likely to happen next. This way, business leaders can adapt and overcome challenges as they are identified in real-time.

Unified data

The value that a construct such as a supply chain control tower can deliver is proportional to the organizations’ ability to unify data from disparate sources. Enterprise resource planning (ERP) systems, legacy business applications, supplier systems of records, siloed hard drives, PLCs, and even IoT data streams all must be incorporated and unified.

Automation

Businesses also need supply chain solutions that incorporate rules-based orchestration to model and automate responses to fulfillment constraints. By leveraging automation in this manner, organizations can proactively address issues with actionable, data-driven insights, allowing them to adapt faster to disruptions and constraints.

Vision

At Microsoft, we see supply chain control towers as a shared service process that can be brought together from a mix of supply chain solutions. For example, a control tower can be assembled using Dynamics 365 Supply Chain Management, Dynamics 365 Intelligent Order Management, Dynamics 365 Supply Chain Insightspreview together with Microsoft Power Platform, and our rapidly growing ecosystem of digital supply chain applications.

A supply chain control tower enabled by Dynamics 365 in this fashion positions organizations to respond faster and more intelligently to disruptions and opportunities. With seamless integration to many market-leading API-enabled applications using our configurable pre-built partner connectors, businesses can convert the action signals from what-if analysis into directives sent to the applications that guide day-to-day operational execution.

Organizational benefits

When organizations use Dynamics 365 to create a supply chain control tower, they can realize the benefits of a single platform. One version of truth brings together internal and external stakeholders to visualize constraints and disruptions at any point in the value stream. Then, affected agents and authorities can work together to analyze the upstream or downstream impacts, collaborate in near real-time to formulate and enact optimal responsesall from one location and one pane of glass.

In this way, a supply chain control tower created with Dynamics 365 enables organizations to adapt quickly to demand shifts by deliberately blurring the lines between planning and execution and effectively creating a continuous digital feedback loop across entities and distinct business processes.

Let’s now look at how a customer, Breville Group, is creating a resilient supply chain of the future with Dynamics 365.

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Looking forward

Dynamics 365 Supply Chain Management provides manufacturers, distributors, and retailers with the real-time visibility and intelligence they need to move from reactive to proactive. It unifies data and uses predictive insightsacross order fulfillment, planning, procurement, production, inventory, warehousing, and transportationto maximize operational efficiency, product quality, and profitability. And, with innovative technologies, such as AI and machine learning integrated into the solution, it helps organizations accelerate performance even further.

Learn more about how Microsoft Dynamics 365 Supply Chain Management, Dynamics 365 Intelligent Order Management, and Dynamics 365 Supply Chain Insights preview enable companies to strengthen and expand the Four Pillars of the Digital Supply Chain. To learn more, check out our recent webinar Create Agile and Digital Supply Chains with Dynamics 365, and join a panel of Microsoft Experts in the live Ask the Expert session scheduled for December 7, 2021, at 10AM Pacific Time.


1- IndustryWeek, A Guide to the Hottest Supply Chain Buzzwords of 2008, January 2008

2- McKinsey & Company, Building a digital bridge across the supply chain with nerve centers, January 2021

The post Enhance visibility with Dynamics 365 digital supply chain solutions appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Use intelligence to transform routing of service delivery requests

Microsoft Ignite recap: Dynamics 365 news and announcements you may have missed

This article is contributed. See the original author and article here.

Thank you to everyone from across the globe who attended Microsoft Ignite last week. This year’s virtual event was packed with learning sessions, announcements, engaging conversations, and Q&Asfar too much content to absorb in just three days. To help you catch up on the news and content from Microsoft Ignite, we’ve rounded up the highlights for you.

To get started, we recommend watching three featured sessions. Start with Satya Nadella’s opening keynotean overview of trends and innovations across the Microsoft cloud that will transform your business. Then, watch the session, “Microsoft Ignite into Focus: Business Applications,” for a closer look at new and upcoming capabilities for Microsoft Dynamics 365 and Microsoft Power Platform. Also, learn about innovation across the Microsoft cloud that will allow every organization to build a hyperconnected business, providing the agility and flexibility for organizations and employees to thrive now and into the future.

Next, explore innovation across Dynamics 365 discussed in breakout and on-demand sessions during the event, starting with the highlights below.

Context IQ: Connect and collaborate in the flow of work with anyone, anywhere

We’re making it easier to connect with people, information, and conversations from Dynamics 365 workspaces, reducing the need to switch between apps to access who and what you need in the moment. At Microsoft Ignite, we announced Context IQ, a set of capabilities for Dynamics 365 and Microsoft 365 that make information, people, and conversations more accessible in the moment, reducing the need to switch between apps. Context IQ helps ensure business users can access documents and records, colleagues across the organization, and conversationsall in the flow of work, whether from within Dynamics 365 or Microsoft 365 applications.

Read a deep dive on the Dynamics 365 blog and watch the Microsoft Ignite sessionto see Context IQ in action.

Build deeper connections with Microsoft Customer Experience Platform

Organizations must be able to unlock the power of customer data to create experiences that build strong relationships. The Microsoft Customer Experience Platform, introduced at Microsoft Ignite, is a complete solution that puts organizations in control of their customer data to personalize, automate and orchestrate journeys during the entire customer lifecycle of awareness, to purchase, to service. With a deep understanding of customers and rich, out-of-the-box insights, organizations can now determine and predict intent to deliver the right content on the right channel and in the right moment.

Read a deep dive on the Dynamics 365 blog and watch the Microsoft Ignite session to see these capabilities in action.

Create an all-in-one digital contact center with Dynamics 365 Customer Service

At Microsoft Ignite, we announced the general availability of our first-party voice channel for Dynamics 365 Customer Service, built on the planet-scale communications platform that powers Microsoft Teams. The addition of the voice channel helps your organization provide consistent and personalized service to customers across all channels with one data-driven, AI-infused, end-to-end solutionno integration required.

The new first-party voice solutions join a host of other capabilities demonstrated at Microsoft Ignite, including conversational IVR, call transcription, sentiment analysis, proactive recommendations, and other built-in AI capabilities that empower your agents to resolve customer issues quickly.

Read a deep dive on the Dynamics 365 blog and watch the Microsoft Ignite session to see these capabilities in action.

Build a trusted and resilient supply chain

The current supply chain crisis spotlights the need for new levels of visibility across your entire supply chain. At Microsoft Ignite, we announced Dynamics 365 Supply Chain Insights, providing organizations with the visibility they need along with the intelligence to predict and proactively manage supply chain challenges.

We also announced updates to Dynamics 365 Supply Chain Management to optimize production processes. New capabilities enable your organization to innovate with intelligent manufacturing operations by easily adapting to new business models, improving planning agility, enhancing the visibility of your shop floor, and ensuring round-the-clock uptime and business continuity.

In addition, Microsoft introduced the preview of the Microsoft Cloud for Manufacturing, which connects experiences across the end-to-end product and service lifecycle and lights up the entire Microsoft cloud with capabilities specifically tailored to manufacturing.

Explore updates to Dynamics 365 Supply Chain Management, learn how to mitigate disruptions with Dynamics 365 Supply Chain Insights, and read about theMicrosoft Cloud for Manufacturing preview. Also, watch Microsoft Ignite sessions that take a deep dive into Dynamics 365 Supply Chain Insights, Dynamics 365 Supply Chain Management, and Microsoft Cloud for Manufacturing.

Bridge the physical and digital worlds with Dynamics 365 Connected Spaces

Announced at Microsoft Ignite, the preview of Dynamics 365 Connected Spaces, previously Dynamics 365 Connected Store, signals our expansion from retail scenarios to all spaces, from retail to manufacturing. With Dynamics 365 Connected Spaces, your organization can harness observational data (the data we generate as we move throughout the world), use AI-powered models to unlock insights about your environment, and respond in real-time to trends and patterns.

Learn more on the Dynamics 365 blog and watch the Microsoft Ignite session to see these capabilities in action.

Read more news from Microsoft Ignite

Be sure to catch up on all the news and sessions from Microsoft Ignite, now available on-demandincluding downloadable videos of sessions, transcripts, and related resources. If you need a roadmap, check out our guide to Microsoft Ignite.

The post Microsoft Ignite recap: Dynamics 365 news and announcements you may have missed appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Dynamics 365 Marketing is leading the way with personalized engagement

Dynamics 365 Marketing is leading the way with personalized engagement

This article is contributed. See the original author and article here.

Customer engagement professionals still need to build relationships, trust, and loyalty to be successful, but how we achieve these outcomes has fundamentally changed. Those changes offer the opportunity to be more effective than ever at driving these results.

To meet customer expectations, marketers are looking to create end-to-end customer experiences that are customer-led, highly personalized, and that reach their customers wherever they are, across all physical and digital channels. Data and AI make all these things possible and bring us into an exciting new frontierfrom the reactive to the predictive era.

Microsoft Dynamics 365 Marketing brings together the worlds of customer experience and marketing automation, empowering businesses to orchestrate individualized journeys across all touchpoints to strengthen relationships and earn loyalty.

With the 2021 release wave 2, we focused on improving processes and capabilities for creating moments-based customer journeys that span all customer touchpoints, and on taking personalization to the next level, all with less effort. Here are a few highlights of these exciting new innovations that will be releasing over the next few months and what they can mean for marketers and business users alike.

Engage your customers in moments that matter across all customer touchpoints

To truly embrace customer-led journeys you must be ready to engage and respond when the customer wants to engage, in the moments that matter to them. Here are new ways Dynamics 365 Marketing will help you do just that.

Send SMS messages using Twilio and TeleSign integration. Engaging customers in moments that matter means that connecting with mobile users is a must. Dynamics 365 Marketing enables you to utilize the SMS channel to send fast, transactional communications and marketing messages. In this release, we have extended these capabilities by enabling integration with Twilio and TeleSign for the ultimate level of flexibility.

Reach more customers with a 10X increase in the scale of interactions in real-time marketing journeys. To reach your customers in moments that matter to them, you must be able to scale. Prospects and customers are starting to take the lead on how frequently they want to interact with companies they do business with. Companies must be able to respond to customers whenever they want to engage. We now support up to 100 million outbound interactions (email, SMS, or push notifications) per month to a maximum of 20 million contacts using real-time marketing journeys. With the added interaction capacity, you can communicate as much as you need to help move prospects and customers along their buying journey.

Personalize engagement for each customer

Engaging your customers in an individually personalized way is easier than ever thanks to the innovative new capabilities added to Dynamics 365 Marketing.

Deliver rich customer experiences by raising custom events from journey steps. Because every business is unique, you may need to define custom processes to enhance your journeys. By using Microsoft Power Automate Flows, you will have limitless customization and precise control of your customer experience.

You can call a Power Automate Flow from the journey canvas to connect with proprietary and external business systems. This end-to-end integration allows you to leverage the entire Power Automate ecosystem of connectors and controls to deliver the unique experience your customers demand. And what’s even better, is that anyone, from citizen marketing developers to pro marketing operations teams, IT professionals, or partners, can create very advanced custom scenarios in only a few clicks.

Power Automate flows can raise events that can trigger a journey or steps within a Dynamics 365 Marketing journey.

Personalize emails to include lists of related data. To save time and to further personalize your emails, you can now include lists of related data that are specific to the individual receiving the email. For example, you can add a list of sessions in a conference registration email or a list of items purchased in an order confirmation email. The ‘helper tool’ in real-time marketing generates the code for conditional statements and lists for you, making it easier to ensure your syntax is correct.

Gain more control over journey branching conditions through increased attribute support. Creating personalized journeys for customers based on their demographics and behaviors can help increase engagement. With this release, you can now create journey branches based on any attribute associated with the customer or event trigger that started the journey. In addition, for attributes based on date and time, you can create branches based on relative or partial dates.

Make faster and better decisions leveraging the power of analytics and AI

A deep understanding of your customer coupled with knowledge of what has worked before can bring amazing customer experiences to life.

Use AI-powered ideas to automatically generate content for emails. Looking for the right email copy to catch a customer’s eye? Use Content Ideas to help you get writing inspiration and move faster from concept to execution. No more needing to start from a blank screen. This new capability uses powerful AI technology to generate custom text ideas in your Dynamics 365 Marketing email editor.

We’re taking an intentional approach to integrating our responsible AI principles by building this experience with transparency and control, while boosting value for you. The automated ideas are based on your key points and recent emails sent by your organization. Now you can take advantage of this breakthrough technology to deliver the most impactful content to your audience.

AI-powered Content Ideas in the Dynamics 365 Marketing email editor can help you get writing inspiration and move faster from concept to execution.

Optimize the performance of emails in the new outbound marketing email editor with A/B testing. A good way to create an email that resonates with your audience is to test different versions with subsets of your recipients, and then analyze interaction records to determine which one is better received. The new editor in Dynamics 365 Marketing now can A/B test your emails, allowing you to optimize the performance of your emails.

Use natural language to create targeted segments. You can also use natural language sentences to build segments faster in Dynamics 365 Marketing. We introduced a preview of this capability in our previous release and have been working to refine, enhance, and continue the AI model training, so it’s better than ever before. Just use simple words to specify the attributes and logic for the segment you want to target, the AI-powered model does the rest for you. For example, using natural language, you can create a segment of “Contacts who were born between 1970 and 2000 and make more than $50K”, the correct query fields will be filled in for you and the segment will be generated automatically.

Use natural language sentences to build segments faster in then enhanced Dynamics 365 Marketing segment builder.

Leading the next generation of business applications

The innovations in this 2021 release wave 2 for Dynamics 365 Marketing support our Dynamics 365 vision to build data first, AI-enabled applications. Starting from data, we bring new insights and automation to your business processes and customer experiences. We power those processes and experiences with AI and next best actions while upholding Microsoft’s commitment to building AI responsibly, using our six principles as a lens for innovation. I’m excited to take you on this exciting journey with usas always, there will be more to come.

Learn more about Dynamics 365 Marketing

To learn more about how your organization can elevate your customer experiences, visit the Dynamics 365 Marketing webpage and sign up for a free Dynamics 365 Marketing trial to explore real-time customer journey orchestration and the other rich capabilities offered in Dynamics 365 Marketing.

The post Dynamics 365 Marketing is leading the way with personalized engagement appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.