We Have Automation. But Which Level Are You Actually At?
A practical guide for D365 Customer Insights product owners and end users who want to stop guessing and start levelling up.
Welcome to my blog
The Art Of Customer Insights
My philosophy: Learn. Inspire. Build.
Technology should feel empowering, not overwhelming.
About this blog
This blog is my way of turning everyday project work into insights you can apply right away.Practical deep dives into Dynamics 365 Customer Insights & Power Platform
Real examples from CRM and marketing automation projects
Stories from the community and lessons learned on my journey as a consultant
Community matters
Let's meet at the next event?
March 2026: DynamicsCon Regional: Pacific Northwest
March 2026: Canadian Power Platform Summit in Vancouver
April 2026: ColorCloud in Hamburg
May 2026: European BizApps Summit in Cologne
May 2026: DynamicsMinds in Portoroz
Find more content on my blog
View all posts »On this blog, I share hands-on guides, lessons from my projects, and fresh perspectives from conferences and community work.
How to Publish Marketing Forms in Dynamics 365 Customer Insights – Journeys: A Practical Guide
Built your form in Dynamics 365 Customer Insights – Journeys but not sure how to publish it? There are three options and they're not created equal. This practical guide walks you through Standalone Pages, JavaScript Embed, and Form Capture.
The fastest way to fail a Customer Insights project (and the checklist that prevents it)
Download included. Invite marketing directly, build one journey with real data, and use shadow sessions. This is the compressed playbook that prevents “technically live, practically dead.”
How to Approve Event Registrations with Multistage Approvals in Dynamics 365
Learn how to handle event registrations in Dynamics 365 with multistage approvals using Agent Flows, combining AI, human review, and status handling for a smooth attendee experience.
