I’ve written about creating your Lead Scoring models in Customer Insights – Journeys, and also explained how the Lead Scoring Qualification functionality works. I’m not really keen on the Qualification process as it’s not the right approach for everyone and it doesn’t assign Leads to people based on them reaching a specific score. However, if … Continue reading Auto Assign Leads Without Code Using Lead Scoring & Work Assignment
There are currently 477 articles on my site. You can scroll through the latest posts below, or use the search functionality to find content based on specific key words. Articles cover a range of subjects including Dynamics 365 Customer Engagement, Power Automate, Power Apps Portals, and D365 Marketing (Customer Insights - Journeys).
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I love finding out simple things in Dynamics 365, things that you never had any need for but once you find out how easy it is, you question how you didn’t know it before. I found one of those things recently when working on a proof of concept for a client where we needed a … Continue reading Using & Converting Time Zone Fields in Dynamics 365
One of the most important things when it comes to Realtime Marketing in Customer Insights – Journeys is knowing that Contact Point Consent (CPC) records are what keep you compliant, making sure you aren’t emailing people who have already unsubscribed. If you have only ever used the marketing app in D365 for this, then you … Continue reading How To Import Contact Point Consent Records
If you are using Customer Insights – Journeys and have used it in the D365 Marketing days, you MUST be aware that come June 2025, Outbound Marketing will cease to exist. This means no more Outbound Emails, Outbound Journeys and most important, no more Outbound Segments. This is particularly significant because you can currently access … Continue reading Outbound Segments Used In Real-time Journeys Notification
Perhaps a slightly under-rated feature, the ability to set the alias for a link exists in Realtime Marketing on your emails. The ability to add link aliases makes it so much easier to review your email insights, quickly reviewing which links are being clicked from which section of your email. By taking time to add … Continue reading Taking Advantage Of Link Aliases In Your Realtime Emails
If you’ve started using Lead Scoring in Realtime Marketing as part of Customer Insights – Journeys, nice one! That’s a great start. Hopefully you’ve also started building segments to find people who have a over a specific score to send them on Journeys, even better! You might have then noticed the other option in the … Continue reading Using Lead Scoring Qualification Functionality
Did you know about the hidden features in a model-driven app? Well maybe not hidden, but perhaps overlooked when you are creating a new app, or reviewing existing ones. There are a whole host of different settings available to turn on and off to create slightly different experiences depending on what app someone is using. … Continue reading Hidden Features In Model-driven Apps
If you’ve set up your own Lead scoring model, you might be wondering how you can then go about using lead scores to create a segment. You might want to send a Lead through a Journey once they hit a specific score to try and keep them engaged. Alternatively, you may wish to remove Leads … Continue reading Use Lead Scores To Create A Segment
You might have already noticed this, but there is a new ‘experience’ when accessing the Advanced Settings for a Dataverse/D365 environment. As someone who accesses quite a few environments, I had seen it in some but not others and was curious why. This quick post shows how you can (currently) switch between the two. Note … Continue reading Switching Between The Advanced Settings Experience
The form pre-fill functionality has been around for years, but for Outbound marketing. It was added to Realtime in the September 2024 update in preview. The really exciting thing about how the pre-fill works in Realtime that differs with Outbound, is that cookies are not relied on for it to work. Awesome! This means we … Continue reading Form Prefill In Customer Insights Journeys for Realtime Marketing