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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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Create Dynamic Email Signatures With User Images In Realtime Marketing
I’ve previously written about how you can send emails from the owner of a record which can be useful to send out communications using…
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Marketing Website Clicked Trigger Glossary in Customer Insights Journeys
Using the Website Tracking functionality in Customer Insights – Journeys means you can then start using either of the two out of the box…
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Wave 1 2025 Customer Insights Journey Chat With Amey Holden
The release notes for Dynamics 365 Wave 1 2025 have been published. My good friend Amey Holden and I got together to chat about…
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Marketing Website Visited Trigger Glossary in Customer Insights Journeys
If you start to think about using either the Marketing Website Visited trigger or the Marketing Website Clicked trigger, you would be confused for…
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Create Email Templates Using Custom HTML In Realtime Marketing
I’m a huge advocate for using the out of the box email template editing experience in Customer Insights – Journeys. It’s got a great…
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Check Both Leads & Contacts For Marketing Form Submissions In Realtime
With Outbound Marketing, when you created a marketing form, you could have submissions check against existing Leads AND Contacts. Realtime Marketing forms only allowed…
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Adding Realtime Website Tracking To Your Website Using Google Tag Manager
I shared how to use the new Website Tracking feature and explained how to add it to your website, but I often get asked…
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Website Tracking In Realtime Marketing – How Does It Work?
The Website Tracking for Realtime Marketing is FINALLY here. A long awaited feature that has been pushed several times from Wave to Wave, now…
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Split Your Audience By Number Or Percentage In Customer Insights – Journeys
One of the items that was released in August 2024, and just made generally available (out of preview) in November 2024 is the audience…
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Display Charts Using Nifty Images In Customer Insights – Journeys
After writing about using a countdown timer functionality in Customer Insights – Journeys by utilising the 3rd party Nifty Images, I started digging through…
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Display Countdown Timer Using Nifty Images In Customer Insights – Journeys
Have you ever wanted to add a Countdown Timer to your marketing emails? I WISH this feature existed in Customer Insights – Journeys, maybe…
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Auto Assign Leads Without Code Using Entity Scoring & Work Assignment
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…
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