Posts

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 have any comments below.

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 new Marketing lists by following this workaround: Currently, there is no direct route to this screen in the new Real-time Marketing module. I hope this […]

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 AI and natural language input assistance, business users can build event-based journeys that reach customers across multiple touch-points, growing relationships from prospects, through sales and […]