Unlock the potential of your marketing teams with Microsoft Copilot in D365! In this beginner’s guide, I demystify the essentials of Copilot’s capabilities within Microsoft Dynamics Customer Insights. Explore three standout features that will reshape your marketing workflows and uncover the top three business value propositions, making Copilot a transformative force for organizations looking to enhance their marketing strategies.
Microsoft is at the forefront of transforming how marketing teams engage with CRM systems. Dynamics 365 Marketing, powered by Copilot, introduces the potential of generative AI. While the concept may seem daunting, especially for those unfamiliar with Copilot, we’ll delve into its capabilities and address common queries about its impact on D365 Marketing. This discussion will shed light on how Copilot is poised to revolutionize marketers’ workflow, making marketing efforts more efficient and cost-effective.
Top 3 Marketing Copilot Capabilities
Understand Customer Data
In today’s market, customers seek a personalized touch from the companies they engage with. However, extracting relevant customer data from complex databases can be a time-consuming process. The problem is the information on customers is typically in a database that’s managed by tech whizzes. Pulling this info out and making sense of it can take ages, which slows down the process of giving these customers the personal touch they’re looking for.
Copilot steps in to bridge this gap by allowing marketers to converse with customer data in everyday language. Through simple prompts, marketers can swiftly explore, understand, and predict customer preferences, reducing dependence on data and analytics teams. Copilot empowers marketers to make data-driven decisions, enabling tailored customer interactions and building trust through insightful marketing plans.
For more information, check out this Microsoft Blog Post here.
For example, a marketer could ask Copilot, “How many of our customers live in a certain city that are over the age of 25 and purchased a certain product in the last twelve months?” In just a few clicks, Copilot would show the different customers that fit the bill for cutting out the need for different SQL queries.
Better Content Creation
Beyond traditional features, Copilot unveils a highly anticipated capability—content creation. It goes beyond writing emails by assisting marketers in crafting entire email campaign content, complete with creative images and designs. Microsoft’s meticulous ten-month collaboration with preview customers fine-tuned Copilot’s model.
The feature generates custom suggestions, promoting collaborative brainstorming between marketers and Copilot. Marketers can easily refine these suggestions, fostering a creative process that enhances the effectiveness of email campaigns.
For more information, check out this Microsoft Blog Post here.
Targeted Segments with Query Assist
In the realm of customer segmentation, Copilot introduces Query Assist, a powerful tool within Dynamics 365 Marketing. Using conversational language, marketers can effortlessly create targeted customer segments. Query Assist simplifies the process, allowing marketers to articulate segment criteria naturally.
The upgraded feature ensures real-time segment building with increased accuracy, mitigating human errors. Marketers can now focus more on building customer relationships and less on the complexities of segment creation, ultimately streamlining marketing efforts and increasing efficiency.
For more information, check out the Microsoft Documentation here.
Business Value of Marketing Copilot
The business value proposition of Copilot becomes evident in its ability to significantly reduce the time it takes to develop marketing campaigns. Traditionally, campaigns could take four to six weeks, or even up to six months, to materialize. Copilot changes the game, enabling quicker campaign idea generation, content creation, and audience identification. While it’s essential to review materials before deployment, the time and cost savings offered by Copilot present a clear advantage. Faster processes translate to boosted business outcomes, aligning marketing efforts with the ultimate goal—driving revenue.
In Conclusion
In conclusion, Copilot emerges as a catalyst for innovation in Dynamics 365 Marketing, ushering in a new era of efficiency, creativity, and cost-effectiveness. As we explore its capabilities, it’s evident that Copilot’s integration can reshape marketing strategies and elevate business outcomes. Stay connected for more insights into how Copilot can drive revenue in Dynamics 365 Sales here!