web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Alert when a contact starts a Journey or is added to a Segment

(0) ShareShare
ReportReport
Posted on by 17
We are currently running a pilot program where we send automated email follow ups to opportunities that meet certain criteria. In our situation the opportunity owner is not the same as the contact owner, so we are unable to use the CC functionality to alert the opportunity owner that the emails have started for a particular client. 
Our sales team members own the opportunity and do not use the marketing app so they also do not see the marketing emails in the contact timeline.
I can manually look at the members of the segment or the contacts that were sent an email, but doing that each day and sending out a list is not very efficient. 
Is there some other way to gather this information so I can make the opportunity owner aware that the journey has started?
I would also like to let them know when it ends so they can make some decision about what to do with the opportunity. 
I have the same question (0)
  • Suggested answer
    Fiona_Tiernan Profile Picture
    421 Moderator on at
    Good morning,

    For the above I would probably set up a Flow that is triggered to run when the journey starts, alerting the Opportunity Owner, and then have another one set up when it ends. 

    More information about Flows can be found here: Create a cloud flow in Power Automate - Power Automate | Microsoft Learn

    If this answer is helpful, please consider marking it as verified.

    Kind regards,
    Fiona
  • WombatSTL Profile Picture
    17 on at
    That's exactly what I did. I ended up creating two additional journeys, one that looks for when the email is delivered and triggers the first email sent flow and one the looks for the final email in the journey. The flow also updates the opportunity which allows us to easily track the result of the journey.
  • Suggested answer
    Eugen Podkorytov Profile Picture
    243 on at
    Hi WombatSTLl,
    Journeys in Customer Insights work around contacts, not opportunities, so Opportunity Owners aren’t notified by default and can’t be CC’d unless they’re part of the contact audience. Emails and journey activity are tracked per contact but can show up on the Opportunity timeline if the contact is linked. Maybe you can try to make the connection via Power Automate.
     
    I agree with Fiona, Power Automate is the way to go for alerts or updates to push journey activity to Opportunities or notify owners automatically. If it gets tricky, you can use custom triggers in combination with Power Automate.
     
    I hope this helps!
     
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 214 Super User 2026 Season 1

#2
CU11031447-0 Profile Picture

CU11031447-0 100

#3
NeerajPawar Profile Picture

NeerajPawar 76

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans