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Create Brand Profiles in Customer Insights – Journeys to Create Cohesive Brand Experiences

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Create Brand Profiles in Dynamics 365 Customer Insights

In this blog, we will learn about one of the new features introduced by Microsoft in Dynamics 365 in 2024 Release Wave 1, i.e., the creation of Brand Profiles. Each company has a specific Colour code, Logos, Style, Fonts, etc. which will be very specific to that company. Maintaining these guidelines every time in an email is very hard. To overcome this, Brand Profiles come into the Picture. Brand Profiles help us reuse the themes that we have created for the company. For your company, you can make different Brand Profiles or profiles for every Business unit. We can set default email senders and default social links. It will also help to Strengthen Customer engagement and grow sales by using Brand Profiles to transfer Personalized Marketing Messages.

Use Case

Let us imagine a healthcare company called RetrohealthCare. They have a strict style guide that says:

  • Backgrounds must be a dark blue colour.
  • The text should be a faint yellow colour.
  • There’s a specific font they always use everywhere.

Their goal is to create a pre-made design template to increase productivity. This template would already have the right colours and fonts built-in. They can then reuse this template whenever they need to create new designs, saving them a lot of time.

In short, RetrohealthCare wants to create a standard format for its designs to ensure consistency and brand recognition. A brand profile with a reusable template is the perfect solution for this, which can be used in Emails.

Step-by-step guidance on how to create Brand Profiles

  1. Go to Dynamics 365 Customer Insights – Journeys.Create Brand Profiles in Customer Insights
  2. The settings for brand profiles can be found in the Settings area of the Customer Engagement.
  3. Click on Brand Profiles >> Home grid will open for Brand Profiles.
  4. Default Brand Profiles are already being created within CRM.
  5. Click on New to create new Brand profiles, as shown below in the screenshot.

Create Brand Profiles in Customer Insights

Please find below the details that you need to fill in while creating a Brand Profile:

General – We need to enter the name of the company for whom we are going to create the Brand Profiles... Read More »

The post Create Brand Profiles in Customer Insights – Journeys to Create Cohesive Brand Experiences first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.


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