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Customer experience | Sales, Customer Insights,...

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Contact sync between Data and Journeys

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Hey everyone,

Have a question about the syncing of contacts between customer insights-Data and customer insights-Journeys.

I have ingested all relevant customer tables into customer insights-Data and created my unified profiles, the next step is use those profiles and send them through customer journeys. What should be done in order to automatically create contacts based on the customer profiles that have been created in customer insights-Data.

Any help would be greatly appreciated.

Thanks,

Harry

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RudyZhang Microsoft Employee on at

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Contact sync between Data and Journeys

Hi,

We have analyzed your requirements and according to the official documentation you can export Customer Insights - Data Customer Segmentation to bring it into Customer Insights - Journeys.

Please refer to the documentation at the following link
Use segments from Dynamics 365 Customer Insights - Data - Dynamics 365 Customer Insights | Microsoft Learn

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

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