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With (nearly) every update to Customer Insights – Journeys comes new feature switches. Some are nice to have, some are need to have, and some calls for caution. Below you will find the feature switches as per November 2024, along with my comments....
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In the real-time marketing app, the fields available for you to add to a form in the form editor needs to be in the data model. But what if you need a form with fields not in the data model, fields that are irrelevant for the data model, but relev...
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The long awaited Double Opt-in feature is here. The key points about the feature are these: Setting up Double Opt-in for a compliance profile Make sure you have the latest update to Customer Insights – Journeys. Then navigate to Settings > Feature...
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Files in the asset library now support application lifecycle management (ALM). This means that you can create a solution, add existing files to it, and then export the solution to import it into a target organization without the risk of losing val...
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Up until now, I haven’t paid much attention to the Visualize this view command in model-driven apps. Actually, this a very handy feature, that lets me create reports in the Power BI service using the data that’s in a view of my model-d...
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Microsoft Viva Sales is a seller experience application that uses Outlook (and Teams) to automatically capture, access, and register data into Dynamics 365 CE (and Salesforce). It eliminates manual data entry and gives sellers more time to fo...
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Many a time I have been asked about lead scoring in Dynamics 365 Marketing. Sellers thrive off of good leads, and marketers will want to hand over quality leads. Since the launch of the Dynamics 365 Marketing app you could create manual lead s...
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Imagine this: you have thousands of leads, and only so many sellers. A seller can only work through a set number of leads. Your sellers might not get through all of the leads on their list. You risk wasting time on the low quality leads, and neve...
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The new real-time marketing form editor allows you to easily and quickly create forms using the same concepts as with the email editor. You can add layout section types to the canvas, and drag and drop elements onto the layout. One of the ele...