Explore comprehensive guides, tips, and best practices for leveraging Customer Insights Journeys to enhance marketing strategies. Discover how real-time data, custom fields, and advanced segmentation can drive effective customer engagement and improve marketing outcomes.
A Long-Awaited Feature Has Been Released! I have created several post on how to create your own solutions for custom fields in real time marketing, but now Microsoft is finally giving us these features out of the box The only minor drawback is that these fields are still not available for event registration forms. But hopefully Microsoft will solve that for us shortly as well. Activate the feature and how to use it on forms To activate the feature, navigate…
In today’s digital landscape, ensuring that your email marketing practices are compliant with regulations and respectful of your customers’ preferences is crucial. One effective way to achieve this is by implementing a double opt-in process. Dynamics Customer Insights Journeys offers a robust platform to manage this process seamlessly. In this blog post, we’ll walk you through the steps to set up double opt-in and to create reminders in Dynamics Customer Insights – Journeys. What is Double Opt-In? Double opt-in, also…
Finally the release wave 1 2025 was released on 23th of January. The three main branches of this release concerning Customer Insights – Journeys are as follows: Copilot and AI innovation, Moments that matter and Unify sales and marketing The full release planner can be found here: https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave1/customer-insights/dynamics365-customer-insights-journeys But I will try to sum these up with their features as best as possible here: Where a general availability (GA) have been set, i also include these here Copilot and AI…
A widely used feature in Dynamics Customer Insights Journeys (formerly known as Dynamics 365 Marketing) and event management is the use of custom fields. These fields are essential for gathering event-specific information that is not relevant at the contact level or should not be retained due to GDPR regulations. As of January 2025, this feature has not yet been integrated into real-time marketing. Many users are delaying their transition to real-time marketing due to this missing functionality. However, a workaround…
Recently, I encountered a challenge while setting up double opt-in for a customer using multiple compliance profiles in Dynamics Customer Insights – Journeys. Despite extensive online research, I couldn’t find a solution. After numerous attempts and collaboration with Microsoft Support, I finally identified the solution.
When sending out marketing content, you often want to combine one or more segments to create your full audience. Earlier this had to be done by creating a new segment for each combination of your segments. This resulted in more work, and a lot of segments that might was used one or a couple of times. Microsoft have now lauched new functionality in the journey creator in Customer Insigths – Journey where you can choose more than one to start…