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Auto Assign Leads Without Code Using Lead 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 not really keen on the Qualification process as it’s not the right approach for ev...

Megan V. Walker 1,806 Most Valuable Professional
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Using & Converting Time Zone Fields in Dynamics 365

I love finding out simple things in Dynamics 365, things that you never had any need for but once you find out how easy it is, you question how you didn’t know it before. I found one of those things recently when working on a proof of concept for ...

Megan V. Walker 1,806 Most Valuable Professional
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How To Import Contact Point Consent Records

One of the most important things when it comes to Realtime Marketing in Customer Insights – Journeys is knowing that Contact Point Consent (CPC) records are what keep you compliant, making sure you aren’t emailing people who have already unsubscri...

Megan V. Walker 1,806 Most Valuable Professional
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Outbound Segments Used In Real-time Journeys Notification

If you are using Customer Insights – Journeys and have used it in the D365 Marketing days, you MUST be aware that come June 2025, Outbound Marketing will cease to exist. This means no more Outbound Emails, Outbound Journeys and most important, no ...

Megan V. Walker 1,806 Most Valuable Professional
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Taking Advantage Of Link Aliases In Your Realtime Emails

Perhaps a slightly under-rated feature, the ability to set the alias for a link exists in Realtime Marketing on your emails. The ability to add link aliases makes it so much easier to review your email insights, quickly reviewing which links are b...

Megan V. Walker 1,806 Most Valuable Professional
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Using Lead Scoring Qualification Functionality

If you’ve started using Lead Scoring in Realtime Marketing as part of Customer Insights – Journeys, nice one! That’s a great start. Hopefully you’ve also started building segments to find people who have a over a specific score to send them on Jou...

Megan V. Walker 1,806 Most Valuable Professional
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Hidden Features In Model-driven Apps

Did you know about the hidden features in a model-driven app? Well maybe not hidden, but perhaps overlooked when you are creating a new app, or reviewing existing ones. There are a whole host of different settings available to turn on and off to c...

Megan V. Walker 1,806 Most Valuable Professional
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Use Lead Scores To Create A Segment

If you’ve set up your own Lead scoring model, you might be wondering how you can then go about using lead scores to create a segment. You might want to send a Lead through a Journey once they hit a specific score to try and keep them engaged. Alte...

Megan V. Walker 1,806 Most Valuable Professional