Customer Service with Copilot in Dynamics 365 Customer Insights

Let’s suppose that you own a company named Fashion Plus. It is a clothing retailer with a huge customer base. Fashion Plus has a physical store, an e-commerce platform, and a mobile app. They are looking to improve customer retention, personalize marketing campaigns, and enhance customer service. However, they are facing challenges:

• The company has a huge amount of customer data scattered across different touchpoints (e.g; online purchases, store visits, social media interactions).
• They struggle to make sense of all this data and understand individual customer preferences, behaviors, and sentiments.
• The marketing and customer service teams need insights that will help them craft personalized experiences and respond proactively to customers.

And then in the above scenario, Copilot in Dynamics 365 Customer Insights comes into play as it may act as one stop solution for all these challenges.

In this article, we will explore how Copilot in Dynamics 365 Customer Insights can revolutionize customer service on a great scale.

What is Copilot in Dynamics 365 Customer Insights?

Copilot in Dynamics 365 Customer Insights is an AI-powered assistant designed to help you create and manage marketing campaigns more efficiently. Here are some of the key features:

• Natural Language Queries: You can interact with your customer data using everyday language. For example, you can ask Copilot to create segments like "customers who bought shoes in the last month," and it will generate the query for you.
• AI-Assisted Journey Creation: Copilot helps you design customer journeys by understanding your goals and suggesting touchpoints, transitions, and milestones. This makes the process more intuitive and creative.
• Personalized Content Generation: With Copilot, you can quickly generate personalized email content and other marketing materials, saving time and increasing productivity.
• Real-Time Insights: Copilot provides real-time insights and recommendations based on historical data, helping you make informed decisions and tailor your marketing strategies.

These features make it easier to connect with customers and deliver personalized experiences.

Want to make the most out of Copilot in Dynamics 365 Customer Insights? Schedule a free call now!

What is the Role of Copilot and how does it integrate with Dynamics 365 Customer Insights?

Copilot in Dynamics 365 Customer Insights is an AI-powered assistant designed to enhance the way businesses interact with their customer data. Here's how it integrates and functions within the platform:

Role of Copilot

• Natural Language Processing (NLP): Copilot leverages NLP to allow users to interact with customer data using everyday language. This means you can ask questions and get insights without needing to write complex queries.
• Customer Segmentation: It helps create and refine customer segments by understanding and processing natural language descriptions of the desired segments.
• Journey Creation: Copilot assists in creating customer journeys by interpreting your goals and objectives written in natural language, and then suggesting touchpoints, transitions, and milestones.
• Personalized Recommendations: It provides real-time personalized recommendations and insights based on historical data, helping businesses tailor their marketing strategies more effectively.

Integration with Dynamics 365 Customer Insights

• Data Interaction: Copilot integrates seamlessly with Dynamics 365 Customer Insights, allowing users to have a dialog with their data. You can ask questions and get insights directly within the platform.
• Enhanced Customer Profiles: It connects relevant data points and presents them in an intuitive and actionable way, enabling store associates and marketers to access comprehensive customer profiles.
• Efficiency and Creativity: By automating and simplifying complex tasks, Copilot enhances efficiency and fosters creativity in managing customer relationships and marketing campaigns.

Benefits

• User-Friendly: Makes data interaction more accessible and intuitive.
• Time-Saving: Reduces the time needed to analyze data and create marketing strategies.
• Personalization: Enhances the ability to provide personalized customer experiences.

By integrating Copilot, Dynamics 365 Customer Insights empowers businesses to leverage AI for more effective and personalized customer engagement.

How does Copilot Enhance Customer Segmentation?

Copilot in Dynamics 365 Customer Insights significantly enhances customer segmentation by leveraging AI and natural language processing (NLP). Here's how it works:

Simplified Segment Creation

• Natural Language Queries: Copilot allows users to create customer segments using everyday language. You can describe the segment you want, and Copilot translates that description into a precise query.
• Query Assist: This feature helps users build complex segment queries without needing extensive knowledge of data structures. You can add conditions and refine segments easily by interacting with the Query Assist panel.

Personalized Suggestions

• Contextual Prompts: Copilot provides personalized prompts based on the data in your environment. For example, you can create segments like "All customers that live in Seattle, Washington" or "Customers with a lifetime value of at least $500 who purchased an item in the past 30 days".
• Feedback Loop: Users can provide feedback on the segment queries, helping to improve the AI model and get more accurate results over time.

Enhanced Efficiency

• Automated Relationships: Copilot automatically builds relationships between data points, making it easier to create detailed and accurate segments.
• Draft Mode: Segments can be saved in draft mode, allowing users to make changes and refine the configuration before finalizing.

By simplifying the process and providing intelligent suggestions, Copilot empowers businesses to create more effective and targeted customer segments, ultimately improving marketing strategies and customer engagement.

Ready to optimize your Marketing with Dynamics 365 Customer Insights?

Dynamics Square can help you revamp your customer experience with Dynamics 365 Customer Insights. Dynamics Square is a renowned Dynamics 365 implementation partner in the USA. We have a team of experienced professionals who can help you expand your customer base and improve your digital and in-store operations.

Please do not hesitate to contact us at +1 281 899 0865 or via email at arish.siddiqui@dynamicssquare.com if you require any assistance.