Tips, tricks and ideas for non developer geeks
Customer Insights – Journeys (formerly D365 Marketing) is a marketing-automation application that helps turn prospects into business relationships. The app works seamlessly with Dynamics 365 Sales, and has built-in business intelligence. Review articles for tips and ideas on how to use Customer Insights – Journeys.
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
I recently had a question via my blog that asked about the View In Browser link you can add to your emails in Customer Insights – Journeys. Specifically, when someone clicks that from the email and they are in fact ‘viewing in browser’, can it be hidden? Otherwise it is a bit circular, view in … Continue reading Can You Hide The View In Browser Link When Viewing In Browser?
If you use Sales Sequences AND Customer Insights – Journeys you may have noticed another post from me about how to add someone to a Sales Sequence when someone is going through a Journey. That could be a massive help! But what about needing to take someone and disconnect from Sales Sequences? Maybe you have … Continue reading Disconnect From Sales Sequence Via Customer Insights Trigger
We would love to think that subscribers want to read ALL of our content we send them right? Reality is, sometimes we have more content than they want on a weekly basis, so what about offering the option to subscribe to get a summary of our content on and send monthly updates instead? For this … Continue reading How to Send Monthly Updates Using Dynamic Lists in Customer Insights Journeys
The idea for this post came from a question I saw on the community forums asking if it was possible to provide a way for users to pick from a list of new articles from a website so they could drag and drop new content while creating a new email. The only real way to … Continue reading Create Article Content Blocks From An RSS Feed In Customer Insights Journeys
