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 :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Creating a journey fro...
Customer experience | Sales, Customer Insights,...
Answered

Creating a journey from data in a SQL database

(3) ShareShare
ReportReport
Posted on by SP-10121244-0 11
Hi All,

Getting started with D365 customer insights Journey , I am trying to create a flow that sends an email to customers who recently made a purchase from us. But I am running into the following problems.
To be more accurate:
 
- Data is available in a SQL database which is connected to the environment.
- This database contains all the sales lines (an order could exist from multiple lines)
- Customer data of this orders is also stored in this SQL table. 
 
Do you guys have any idea how i could start? First unify the customers and create a trigger with PowerAutomate or...?
 
Providing steps or any link will be much appreciated.
 
Thank you in advance,

Regards,
Sven
Categories:
Dynamics 365 Customer Insights - Data
Dynamics 365 Customer Insights - Journeys
I have the same question (0)
  • Verified answer
    Hamza H Profile Picture
    Hamza H 1,826 Super User 2026 Season 1 on at

    Step-by-step:
    1. Unify Customer Data in Customer Insights
      • Connect your SQL database to Customer Insights as a data source.
      • Set up data ingestion and mapping to unify customer records (e.g., by Customer ID or email).
      • Ensure unified customer profiles include purchase history fields or flags (e.g., last purchase date).
    2. Create a Segment for Recent Purchasers
      • In Customer Insights, build a segment that filters customers who made a purchase recently (using purchase date from SQL data).
      • This segment dynamically updates as data refreshes.
    3. Set up a Journey in Customer Insights
      • Create a Real-time Marketing Journey triggered by customers entering the “Recent Purchasers” segment.
      • Add an email activity in the journey to send your marketing email.
    4. Optional: Use Power Automate
      • If you want to trigger based on SQL data updates directly, create a Power Automate flow triggered by new SQL rows or changes.
      • The flow can add/update customers in Customer Insights or trigger journeys via APIs.
    Resources:

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!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 184 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 125

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans