Posts

How to Enable form prefill in Real-time Journeys (PREVIEW).

Microsoft has enabled form to prefill in Customer Insights – Journeys (PREVIEW). This was a feature readily available in Outbound Marketing but know we can access it in Customer Insights […]

How to create a segment from a marketing list in D365 Real-time marketing

Using RTM,  you can create a segment based on marketing list membership. Yes, Marketing lists can then be used in segments as well. See screenshots below. Please let me know if you […]

Looking for Marketing lists in RTM – Customer Insights – Journeys

Are you using Real-time marketing? But don’t see any option to import an Excel Spreadsheet or create a Marketing List? With RTM (Customer Insights – Journeys), you can still create […]

What’s New in Dynamics 365 Customer Insights – Journeys: July 2024 Update

Optimize email content based on customer behavior across devices The July 2024 update for Dynamics 365 Customer Insights – Journeys brings an exciting enhancement that is sure to revolutionize the […]

Official: No more Outbound Marketing

An important update regarding Dynamics 365 Customer Insights – Journeys, specifically addressing changes and upcoming transitions. Key Updates: Action Items: This update is essential to ensure business continuity and to […]

Adding a custom font to the Button List on your Dynamics 365 Marketing Email.

Have you tried adjusting the font in your Marketing email’s button list? urghhhhhhh. It’s very aggravating! We all know that a Marketer’s job is to create templates, emails, forms, and […]

How to install the real-time customer journey orchestration in Dynamics 365 Marketing

In this blog post, we will be looking at installing the new real-time journey orchestration capabilities in Dynamics 365 Marketing that will help you win and retain more customers. With […]

How to send an on-demand Customer Voice surveys from Microsoft Dynamics 365

How to easily send a Microsoft Dynamics 365 Customer Voice survey from any Dynamics 365 application, allowing you to collect personalized feedback from your customer records. Go to https://appsource.microsoft.com/en-gb/product/dynamics-365/msfp.customervoicedistribution?tab=Overview After […]

Unable to see the Advanced Settings (Under Marketing Settings) in Dynamics 365 Marketing Trial and Subscribed version?

If you happen not to see it, you might have been referring to the old interface, pictured here below:   See documentation below: https://docs.microsoft.com/en-us/dynamics365/marketing/open-advanced-settings#work-with-advanced-settings   Now “Advanced Settings” has been […]