Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Answered

Recurring Customer Journey in D365 CRM Marketing

(0) ShareShare
ReportReport
Posted on by 35

Hello folks, 

I am new to the D365 Marketing module and have a few quick questions. Can you please help me with it?

I have created a recurring (12 count, 30 days) customer journey and used a dynamics segment and a marketing email. 

Dynamics Segment: Pull all those contacts with License Expiry Date (custom field) on or After = Tomorrow & Expiry Date on or Before = 30 days from now.

What I know is that the dynamics segment updates periodically which add and removes contact based on conditions set and send email to those newly added to the segment. We want to send the emails on a specific day not randomly. Right now engine sends an email randomly to those present in the list. Does it send emails the moment contact becomes part of the segment? 

On what criteria does the marketing engine remove the contact from the segment?  I know it adds based on the above criteria. 

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Recurring Customer Journey in D365 CRM Marketing

    Hi Naeem,

    1.On what criteria does the marketing engine remove the contact from the segment?

    The marketing engine remove the contact from the segment also based on these criteria.

    If the contact does not meet the criteria for segment, then the contact record will be removed.

    2.We want to send the emails on a specific day not randomly.

    You can manually schedule email delivery in customer journey:

    https://learn.microsoft.com/en-us/dynamics365/marketing/customer-journey-manually-schedule 

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,979 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,848 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans