AI Marketing with GPT Chatbot for Dynamics 365

Get ready for AI Marketing with GPT Chatbot for D365

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How to Engage your customers faster enabled by AI Marketing with GPT Chatbot for Dynamics 365Customer Engagement

In this article, we are delighted to share Microsoft’s latest product overview and what’s new and planned for Dynamics 365 Marketing. The reality of AI powered business is one of the hottest topics around in 2023, as emerging AI brings with it a new era in intelligent and customised marketing solutions.

AI Marketing with GPT Chatbot for Dynamics 365

Microsoft aspire to empower every organisation to create amazing experiences for their customers that translate into business success – and achieve this through harnessing the power of Data and AI.

D365 Marketing enables you to use AI-powered features and save precious time while creating segments by simply describing them in natural language, get content ideas to kick-start your email creation, or receive deep analysis to identify high-performing activities and continuously improve them.

In parallel, Microsoft are enabling you to optimise how your marketing and sales teams collaborate to efficiently drive more revenue together. You can break down silos between departments, create sales activities from customer journeys, improve the quality of your leads, and, ultimately, accelerate your Sales pipeline.

Microsoft guiding principles are to make your job as a marketer easier, make you more efficient, and enhance collaboration with other departments so you can deliver real-time, personalised experiences at scale and delight your customers in new ways and drive organisational success.

Microsoft Dynamics 365 Copilot AI for CRM – Bringing next generation AI

Microsoft has launched its new GPT-powered chatbot for Dynamics 365 CRM Customer Engagement – A new AI-based extension to the company’s Dynamics 365 platform – which can automatically generate answers to customer emails, suggest marketing and sales campaigns, and summarise Teams chat threads and documents.

The new AI updates to the Dynamics 365 CRM suite includes a series of copilot functions to automate repetitive and tedious tasks and open up the workforce’s full creative potential.

Dynamics 365 Copilot makes use of recent developments in generative AI and where Dynamics 365 Copilot puts Customer relationship management (CRM) to work for business users to accelerate their pace of innovation and improve business outcomes.

With Dynamics 365 Copilot, organisations can provide their workers with AI tools built for Sales, Marketing, Service, Project Operations and more.

AI Marketing with GPT Chatbot for Dynamics 365 – Copilot AI

The new AI updates in the Dynamics 365 suite includes a series of copilot functions to automate repetitive and tedious tasks and open up the workforce’s full creative potential and paving the way for a new era of Marketing.

The benefits of using Copilot in Dynamics 365 Marketing and Customer Insights are many and including:

Reduced time spent on marketing tasks
Improved efficiency
Higher quality content that connect marketing teams with their customers and much more…

Check out our recent blog to see all the latest announcements and updates for Dynamics 365 Marketing 👉 What’s New in D365 Marketing

And let’s not forget the excitement of working with Microsoft cutting-edge technology that’s paving the way for a new era of AI Marketing – Learn more about Copilot AI for Dynamics 365 HERE

Check out our recent blog on Why Dynamics 365 Marketing leads the way

Check out this short video and learn how to easily Personalise customer experiences with AI and analytics with Dynamics 365 Marketing

Dynamics 365 Marketing Overview

Today, companies are looking to do more with less. Companies are faced with business uncertainty while they strive to meet higher expectations from their customers. To be successful, companies need to understand relevant, individualised, needs-driven interactions.

At the same time, they need to continue their digital transformation so they can stop working in silos and eliminate execution gaps and redundancies. They must provide marketers with the tools to efficiently deliver seamless experiences to both new and existing customers while making the most of their resources and staying ahead of competitors.

Microsoft’s latest D365 Marketing release revolves around four themes that lead to the transformation of customer experience:

Make faster and better decisions leveraging the power of data and AI and achieve higher levels of marketing maturity.
Engage your customers in moments that matter across all touchpoints to build end-to-end, holistic experiences.
Enable collaboration across your organization, connect sales and marketing to transform customer experiences.
Drive unique experiences through personalised content, images, and channels tailored to each customer.

Summary of Updates to Dynamics 365 Marketing 2023 release wave 1

Investment areas – AI driven Marketing with GPT Chatbot for D365

Data and AI – Bring maturity to your marketing activities by making it easy to scale real-time interactions, drive efficiency, and optimise your marketing activities based on performance analytics.

Moments-based – Define the best channels and identify relevant touchpoints to trigger interactions that will successfully engage customers in the moments that matter.

Personalisation – Leverage your customer data and past interactions to transform your customer experience by delivering personalised messages, content, and images through the best channel.

Collaborate – Empower your teams to break down silos and deliver 1:1 personalized customer experiences by enabling marketers and sellers to identify, target, and nurture leads and to collaborate to accelerate the pipeline.

For application administrators:

User-impacting features to the user experience enabled automatically – User-impacting features should be reviewed by application administrators. This facilitates release change management and enables successful onboarding of new capabilities released to market. For the complete list, look for all features tagged “Users, automatically” in the release plan.

Features that must be enabled by application administrators – This release wave contains features that must be enabled or configured by administrators, makers, or business analysts to be available for their users. For the complete list, look for all features tagged “Users by admins, makers, or analysts” in the release plan.

Check out the Dynamics 365 Marketing 2023 Wave 1 Release Plan

This topic lists features that are planned to release from April 2023 through September 2023. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy.

In the General availability column, the feature will be delivered within the month listed. The delivery date can be any day within that month. Released features show the full date, including the date of release.

This check mark ( ) shows which features have been released for public preview or early access and for public preview, early access, and general availability.

Collaborate – Enable collaboration across your organization and connect sales and marketing to transform customer experiences.

Feature	Enabled for	Public preview	Early access*	General availability
Keep stakeholders in the loop by seamlessly copying them on email campaigns	Admins, makers, marketers, or analysts, automatically	–	–	Apr 1, 2023
Increase lead conversions by routing to correct sales rep	Admins, makers, marketers, or analysts, automatically	–	–	Jun 2023
Prioritize the best leads and empower sellers with the new lead scoring builder	Admins, makers, marketers, or analysts, automatically	–	–	Jun 2023
Optimize lead management by engaging sellers right away	Admins, makers, marketers, or analysts, automatically	May 2023	–	Jun 2023

Data and AI – Make faster and better decisions leveraging the power of data and AI and achieve higher levels of marketing maturity.

Feature	Enabled for	Public preview	Early access*	General availability
Find inspiration with relevant content ideas using Copilot	Admins, makers, marketers, or analysts, automatically	Apr 1, 2023	–
Easily discover and use Copilot to create highly engaging emails	Admins, makers, marketers, or analysts, automatically	May 2023	–	–
Understand how marketing activities contribute to defined milestones using AI	Admins, makers, marketers, or analysts, automatically	May 2023	–
Measure marketing activity, web traffic, and conversion goals using automatic UTM tagging	Admins, makers, marketers, or analysts, automatically	Feb 1, 2023	–	Apr 1, 2023
Scale your business effortlessly and define access to marketing assets	Users by admins, makers, or analysts	Mar 1, 2023	–	Apr 1, 2023
Tailor marketing efforts using contact insights	Admins, makers, marketers, or analysts, automatically	–	–	Apr 6, 2023
Save time by easily moving triggers between environments	Admins, makers, marketers, or analysts, automatically	–	–	May 2023
Target customers using Query Assist, a Copilot feature	Admins, makers, marketers, or analysts, automatically	Mar 1, 2023	–	Jun 2023
Scale your business with confidence with 300M maximum monthly interactions	Admins, makers, marketers, or analysts, automatically	Jul 2023	–	To be announced

Moments-based – Engage your customers in moments that matter across all customer touchpoints to build holistic experiences.

Feature	Enabled for	Public preview	Early access*	General availability
Easily create modern forms using the new intuitive form experience	Admins, makers, marketers, or analysts, automatically	Dec 1, 2022	–	Apr 1, 2023
Customize the journey canvas to streamline your workflow	Admins, makers, marketers, or analysts, automatically	Mar 1, 2023	–	Apr 1, 2023
Prevent message fatigue by limiting the messages sent to a customer in a specific period	Admins, makers, marketers, or analysts, automatically	Mar 1, 2023	–	Apr 1, 2023
Send emails quickly without building a journey	Users by admins, makers, or analysts	Mar 1, 2023	–	Apr 1, 2023
Boost your productivity with enhanced journey reminders	Admins, makers, marketers, or analysts, automatically	–	–	May 2023

Personalization – Drive unique experiences through personalized content, images, and channels tailored to each customer.

Feature	Enabled for	Public preview	Early access*	General availability
Confidently send emails after previewing using sample audience data	Admins, makers, marketers, or analysts, automatically	–	–	Apr 5, 2023
Drive engagement with personalized one-to-many relationship data	Admins, makers, marketers, or analysts, automatically	Mar 6, 2023	–	Apr 5, 2023
Use interaction data to improve targeting in the redesigned segment builder	Admins, makers, marketers, or analysts, automatically	–	–	May 2023
Further personalize journeys using custom events with entity references	Admins, makers, marketers, or analysts, automatically	–	–	Jun 2023
Plan events with intuitive event registration form	Admins, makers, marketers, or analysts, automatically	–	–	Jul 2023
Match your business needs with multi-brand consent and customizable preference centers	Admins, makers, marketers, or analysts, automatically	May 2023	–	Jul 2023
Tailor communications to the topics customers want to receive	Admins, makers, marketers, or analysts, automatically	Jun 2023	–	Jul 2023
Easily reference a copy of previously sent emails in the interaction timeline	Users by admins, makers, or analysts	–	–	Sep 2023

* You are able to opt into some features as part of early access on February 6, 2023, including all mandatory changes that affect users. To learn more, go to Early access FAQ.

Description of Enabled for column values:

Users, automatically: These features include changes to the user experience and are enabled automatically.
Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically.
Users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users.

Get the most out of D365 Marketing – some useful resources:

Helpful links	Description
Release plan	View all capabilities included in the release.
Product updates	Stay up to date on latest product updates.
Release calendar	Know important release milestones.
Licensing	Improve your understanding of how to license Marketing.
Product documentation	Find documentation for Marketing.
User community	Engage with Marketing experts and peers in the community.
Upcoming events	Find and register for in-person and online events.
Product trials	Get started with Marketing.