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

Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Using data from Unifie...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Using data from Unified Profile as dynamic text

(1) ShareShare
ReportReport
Posted on by KS-08050315-0
Hello Community, 
 
Is it possible to pull data/fields in the unified customer profile as dynamic text in emails that I send out through Customer Insights - Journeys? 
 
Appreciate any insights! Thank you!
I have the same question (0)
  • sebedb Profile Picture
    sebedb 16 on at
    yes it is, it can be found in the msdynci customer profile table, if you dont see the option for Customer Profile under the target group when adding dynamic values, you need to select "Reset" for the template to bring in the tables properly. This seems to happen if for example email has been created prior to setting up the connection to Customer Insights - Data. 
  • Suggested answer
    sebedb Profile Picture
    sebedb 16 on at
    Just to clarify, when you press Personalize to bring in a dynamic value, after pressing +New Dynamic Text and then -> Choose Attribute, here to the right of the Search field you will se an option to "Reset", which means it will reset the target group attributes and bring in the CustomerProfile dimension as well. Bear in mind you need to update all personalized fields in the template after this reset.

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

News and Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Hamza H Profile Picture

Hamza H 142 Super User 2026 Season 1

#2
Nagaraju_Matta Profile Picture

Nagaraju_Matta 128

#3
ManoVerse Profile Picture

ManoVerse 127 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans