One of the cool things we can do with triggers is generate custom invitation
links for a Customer Voice survey and put someone in a Journey to send them an
email with a link to complete that survey. That’s a pretty common approach, and
one I’ve im...
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 Customer Insights –
Journeys from an Account Manager or Support Rep. What about building nice
dynamic email signa...
Using the Website Tracking functionality in Customer Insights – Journeys means
you can then start using either of the two out of the box triggers. In a
previous post I provided a glossary for the Marketing Website Visited trigger,
and this post wi...
The release notes for Dynamics 365 Wave 1 2025 have been published. My good
friend Amey Holden and I got together to chat about each proposed change or new
feature from the Customer Insights – Journeys section (formerly D365 Marketing).
We talk th...
If you start to think about using either the Marketing Website Visited trigger
or the Marketing Website Clicked trigger, you would be confused for scratching
your head wondering what all of the attributes are. How do you know which to use
in your ...
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 drag and drop
interface and it works well. However, you might outsource your email creation to
a 3rd party agency,...
With Outbound Marketing, when you created a marketing form, you could have
submissions check against existing Leads AND Contacts. Realtime Marketing forms
only allowed for one or the other, until now! Hooray! This is definitely a much
needed new f...
I shared how to use the new Website Tracking feature and explained how to add it
to your website, but I often get asked about using Google Tag Manager. So if you
are using GTM and not sure how to go about adding the code, this post will walk
you t...