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Dynamics 365 Customer Insights – Journeys & Data

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Jun 24, 2024

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AI Summary

  • The article discusses the concept of sentiment analysis in marketing automation using the AI Builder in Customer Insights Journeys.
  • The author highlights the importance of being able to determine customer sentiment early on to personalize follow-up actions and journeys.
  • The process involves creating a marketing lead form with specific lead fields and a text field for customer messages.
  • A PowerAutomate flow is then set up to analyze the text field using the AI Builder and store the sentiment result in the lead record.
  • The author emphasizes the need for a waiting time in the flow to ensure the form submission process is completed before updating the lead record.
  • The AI Builder provides a predefined sentiment analysis model that can identify positive, negative, or neutral sentiments in text data.
  • The flow includes a condition to update the sentiment field on the lead record only if the confidence score from the analysis is above a certain threshold.
  • The article concludes by highlighting the versatility of sentiment analysis in various applications beyond the author's specific use case, such as social media, customer ratings, and surveys.

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