How to Setup, Apply Marketing Copilot to Tailor Email Insights

Heidi Neuhauser January 12, 2024 Video

In this video, UG Expert Heidi Neuhauser reviews a few of the features of Marketing Copilot within the context of Dynamics 365 Customer Insights and shares her preliminary thoughts.

This episode is sponsored by Community Summit North America, the largest independent gathering of the Microsoft Business Applications ecosystem, taking place Oct. 13-17, 2024, in San Antonio, Texas. Register today to connect with thousands of users across the Microsoft business applications ecosystem at the for user, by user event.

Highlights

00:41 — In this video, Heidi reviews three features:

  • How to use Marketing Copilot to tailor email insights
  • How to use the Journey Copilot
  • How to turn on Copilot for Dynamics 365 Customer Insights

01:13 — Using an email she designed previously which promotes an online course, she selects the copy of the email and selects “Rewrite.” With this button, Copilot can generate a new tone, provide new ideas, shorten, or lengthen the copy. In her example, Heidi asks for new ideas and reviews the changes before applying them.

01:57 — Next, Heidi uses the “Rewrite” button to change her tone, making it an engaged tone. Copilot generates three options. Users have the ability to give Copilot a “thumbs up” or “thumbs down” based on its output, which ultimately helps train the model. With the new tone in place, she asks Copilot to shorten the copy.

02:58 — Finally, Heidi looks at Customer Journeys. From the “All Journeys” tab, she creates a new Journey and describes what she’s looking for. Copilot creates a “shell” of the Customer Journey that Heidi asked it to using natural language. Users can review the changes, chose to link specific emails to it, before saving, publishing, and scheduling the Journey.

04:34 — If you haven’t already done so, start using Marketing Copilot inside of D365 Customer Insights! To enable the function, simply go to Settings > Feature Switches > Customer Journey > Email Editor and ensure “Global Opt-In Consent” is toggled on.

For more “for user, by user” Dynamics 365 CE/CRM innovation, education, and training content, join us at Community Summit North America 2024!
Categories: Copilot UG, Dynamics CE / CRM UG, User Group Communities
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