Microsoft Dynamics 365 and Dynamics CRM Blogs by Ronelle Raath | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Segmenting your Customers within Microsoft Dynamics 365 for Marketing

Ronelle Raath, 23 June 2020

There are numerous ways you can slice a cake to get the perfectly sized piece that you want. Likewise, there are many ways you would want to group or segment your customers to fit your business’s marketing needs. Microsoft Dynamics 365 for Marketing enables you to slice and dice exactly as your bus
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Breaking the Language Barrier with Microsoft Forms Pro's Multilingual Feature.

Ronelle Raath, 15 May 2020

With Microsoft Forms Pro you can collate needed information from your customers quickly and effectively. But did you know that you can ensure you reach every single customer by making surveys available in their very own native language? You can do this by using the splendidly easy-to-use multilingua
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How a Customized Theme in Microsoft Power BI can Improve your Reports

Ronelle Raath, 17 April 2020

With Microsoft Power BI you can easily achieve effective visual reports and dashboards from data captured within your business.However, to ensure you are putting together decent visuals you need to consider some key elements like keeping things simple, clear and concise as well as intuitive. You wou
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Looking into the Future with Microsoft Power BI's Forecasting Feature

Ronelle Raath, 06 April 2020

Data is the foundation to any business and one of its most valuable assets. Knowing and understanding your data well can help improve your business through management and growth. Now with Microsoft Power BI you can even predict the future using its awesome forecasting feature! Knowing the future can
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How to use a Microsoft Power Virtual Agent to Enhance your Website

Ronelle Raath, 07 February 2020

There are a few common tips on how to ensure you have a good website. Make sure your website is speedy, that its content is easily accessible and clear, to keep things simple and not over complicated as well as to ensure a personal touch by using real images of your business and people. The main g
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What are Measures within Microsoft Customer Insights and How To Use/Build Them

Ronelle Raath, 04 February 2020

Microsoft released Customer Insights (CI) in July 2019, giving you the ability to combine all your Customer data stored and managed across the whole business, within different platforms, into one unified Customer view.Within CI you also have the ability to set Measures, but what are Measures?Well, t
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Gotchas while Triggering Power Automate Flow from a Power Virtual Agent

Ronelle Raath, 28 January 2020

Microsoft launched Power Virtual Agents, a splendid new feature that enables you to create and deploy a resource, that can perform processes and engagement with your Users, all via a user-friendly no-code/low-code WYSIWYG editor!You can create an automated personalised conversation with your users t
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How to optimize Power Virtual Agent Conversations

Ronelle Raath, 24 January 2020

Power Virtual Agents are AI driven virtual agents that enables you to create an deploy a resource, that can perform processes and engagement with your Users, all via a user-friendly no-code/low-code WYSIWYG editor. Essentially this means you can have a personalized, friendly, interactive experience
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Customer Insights and Dynamics 365 Customer Cards

Ronelle Raath, 21 January 2020

With the new Customer Insights feature released by Microsoft, you now have the ability to combine all your Customer data stored and managed across the whole business into one unified Customer view. This unified Customer view can then be made visible in Dynamics 365 with the use of Customer Cards. Gi
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Deleting Data Sources in Microsoft Customer Insights

Ronelle Raath, 20 January 2020

With Microsoft Customer Insights, you can now unify all your Customer data stored and managed across the whole business across multiple data sources into one unified Customer view.This means that Contact information stored in Dynamics 365, as well as their related payment information (Invoices) stor
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Key Tips for Setting up Dynamics Customer Insights

Ronelle Raath, 16 January 2020

Recently I worked on setting up a Unified Customer using Microsoft Customer Insights for Magnetism Solutions. But where do you start? Essentially having insights into a unified customer profile, you can then better target customer engagements through actions like campaigns and support activities. S
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Insight Capabilities Available within Microsoft Dynamics 365

Ronelle Raath, 07 January 2020

The definition of an insight is…“The capacity to gain an accurate and deep understanding of someone or something.”Within Dynamics 365 this simply translates to…“The capacity to gain an accurate and deep understanding of your Customer within your business.”You can achieve this through several feature
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Improve Navigation when Creating Topics for Dynamics 365 Power Virtual Agents

Ronelle Raath, 08 January 2020

Power Virtual Agents are AI driven virtual agents that enables you to create an deploy a resource, that can perform processes and engagement with your Users, all via a user-friendly no-code/low-code WYSIWYG editor.To guide your Bot’s conversation with Users you use Topics. In this Blog I will highli
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Benefits of Customer Insights

Ronelle Raath, 12 December 2019

Microsoft released Customer Insights in July 2019, giving you the ability to combine all your Customer data stored and managed across the whole business into one unified Customer view. This had me thinking what are the key benefits of Customer Insights?So here are my findings on some key benefits:Cu
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Creating a Data Source within Customer Insights

Ronelle Raath, 09 December 2019

With the new Customer Insights feature released by Microsoft in July 2019, you now have the ability to combine all your Customer data stored and managed across the whole business into one unified Customer view. This means that Contact information stored in Dynamics 365, as well as their related paym
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