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CI-J
Practical guidance for Dynamics 365 Customer Insights – Journeys. Explore forms, emails, journeys, events, consent, audience management and ideas to help you get more from the platform.
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253 articles found
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Making the Move – Outbound to Realtime Marketing – Q&A Sessions 1 & 2
We all know the deadline is looming and you WILL lose access to Outbound functionality and make sure your organisation (or clients) are taking…
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Include Add To Google Calendar Button On Realtime Emails
While recently working on a post for generating emails for Microsoft Bookings and putting together an ICS file, I thought about what a fiddle…
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Send All Microsoft Bookings Notifications Using Customer Insights Journeys
Does your organisation use Microsoft Bookings? Do you also use Customer Insights – Journeys? What better way to keep your branding consistent than to…
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Formatted List Of Speaker Profiles For Event Session Emails
If we are going to send information to Contacts about sessions, wouldn’t it be nice to have a lovely formatted list of speaker profiles…
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View Open Leads With Scores In Customer Insights – Journeys
You may have set up a Scoring model in your Customer Insights – Journeys environment and are happily building up scores for your Leads.…
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Create Beautiful Quote And Order Emails With Customer Insights – Journeys
Perhaps an under used or even underrated feature for Realtime emails in Customer Insights – Journeys are Lists. This gives the ability to share…
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Send Individual Session Check In Follow Up Emails During An Event
If you are managing an in person event with lots of sessions, you might be checking the attendees in for each one. This will…
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Simple Event Session Check In Canvas App
The Customer Insights – Journeys (or Marketing App) has an option to create a new Check-in record, scan a QR code and check someone…
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Generate And Send QR Codes For Event Sessions
Out of the box, the Event Management functionality includes QR Codes for Event Registrations. What it does not include, is QR Codes for Session…
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Create A Simple Event Session Registration Trigger
There are some great out of the box triggers for events which I have written about before. One that seems to be missing though…
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Send Portal Forgotten Password Email Using Customer Insights – Journeys
If you are using a Power Pages website, there is the option for a Contact to use a forgotten password button, fill out their…
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Exit Customer Voice Survey Respondent From Journey When Using Other Regarding Records
One of the cool things we can do with triggers is generate custom invitation links for a Customer Voice survey and put someone in…
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