Simple right? I just want to invite people to my next event. You can already if you create a segment, then send them an email with the event info, but how do we know that the person I invited is also the person that registered? How can we tie that all together? This post gives … Continue reading Create An Event Invitation Process In Customer Insights Journeys

I’ve written about creating an add to Google calendar link previously, but that was using Power Automate, and it was done to add a link to a meeting using Microsoft Bookings. So similar, but definitely not the same as doing it for your Session or Event Registrations in Realtime. This post is also similar to … Continue reading Create Add To Google Link For Session Or Event Registrations Without Using Power Automate

Sounds simple right? I want to create a segment to give me all Contacts (or Leads) that have had a failed form submission, or one with a warning. We have the ability to use the behavioural option, but if you add that it doesn’t give us a way to get through to the status of … Continue reading Find Contacts With Failed Form Submissions Via A Segment

Good question right, how can you access event registration custom questions and answers? Sometimes something that seems it should be so easy is not all that simple to find or understand. I must admit, even though I’ve used a few custom (or unmapped) fields on forms, I hadn’t started collecting any extra feedback for myself … Continue reading How Can I Easily Access Event Registration Custom Questions & Answers In Realtime?

If you’ve been doing anything with Events and running them specifically for online webinars you might have struggled with the ICS file option, or even the Join in Teams link. It can be a pain, and the ability to import an ICS file is challenging and frankly not all that obvious to a lot of … Continue reading Create Add To Outlook Link For Session Or Event Registrations

It was a little ‘feature’ introduced in the February 2026 release for Customer Insights – Journeys, and one that has probably gone by un-noticed by many users, but is slowly starting to pop up as a surprise to people. If you don’t use a segment for 30 days, it will be made expired. You haven’t … Continue reading HELP! My Segments Have Expired In Customer Insights – Journeys

The release notes for Dynamics 365 Wave 1 2026 have been published. My good friend Amey Holden and I got together to chat about each proposed new feature from the Customer Insights – Journeys section. You can find Amey in the following places: 🟣 LinkedIn: https://www.linkedin.com/in/amey-holden 🟣Wave 1 2025 Customer Insights Journey Chat With Amey … Continue reading Wave 1 2026 Customer Insights Journey Chat With Amey Holden

Who likes things to make your life easier? Who hates doing the same thing over and over again? Well, me, on both counts. Each week I put together the D365 Marketing Weekly newsletter and the email that goes along with it. Each article has a title, author, description, image and a button with a link. … Continue reading Create Reusable Content Cards in Customer Insights Using Content Blocks

If you use Customer Insights – Journeys, and are using Realtime marketing forms on your website, there is a strong possibility you also have journeys running when a form is submitted. This is easy, and even better that we have a marketing form submitted trigger out of the box that can be used. Have you … Continue reading Advanced Journey Logic: Evaluating Specific Form Fields in Customer Insights

There have been a few blog posts out over the past few months that focus on how to use the latest functionality related to providing a hierarchy overview to your users. We’ve had hierarchy logic for a long time in D365, but this approach is really cool because it can be created for not only … Continue reading Create Hierarchy Overview Of Compliance Setup In Customer Insights – Journeys