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Find everything about Dynamics 365 Customer Insights – Journey, formerly known as Dynamics 365 Marketing.

  • Email click and negative paths in real-time journey

    Email click and negative paths in real-time journey

    I came across the question in the forum. Someone asks how best to react to a specific click in an email in a real-time journey in Customer Insights. In real-time there is the following difficulty. If we send an email …

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  • Use custom fonts in Customer Insights for emails and forms

    Use custom fonts in Customer Insights for emails and forms

    Using a custom font in Customer Insights Journey is a great way to create a unique visual style and brand identity that stands out from the crowd. Microsoft has recently added the ability to add custom fonts to emails and …

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  • Happy Birthday! Create a journey for birthdays

    Happy Birthday! Create a journey for birthdays

    In this article, I’ll show you how to create a journey in Customer Insights for the birthday of contacts that can run for many, many years. Of course, we could create a dynamic segment that finds all contacts who have …

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  • Add insights tab to the contact form

    Add insights tab to the contact form

    If you have your own contact form and have installed Customer Insights, you are usually faced with the challenge that the Insights tab is missing. It would be great if you could add the Insights via the Designer in the …

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  • Brand profiles: Define styles

    Brand profiles: Define styles

    The brand profiles in Customer Insights have a new feature that I’ve been waiting for since brand profiles were introduced. But right from the start: What are brand profiles? It makes creating consistently branded content super easy. Whether it’s different …

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  • “Select all”: Javascript in the real-time form

    “Select all”: Javascript in the real-time form

    I personally find Javascript in a Customer Insights real-time form always a bit tricky. But I can’t always get around it. In this example, I have a marketing form on which several purposes from my compliance profile are displayed. So …

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  • Quiet Times in Real-time Marketing

    Quiet Times in Real-time Marketing

    Strength lies in tranquillity! Who wants to spam their contacts with messages? After all, in addition to the right content, the right place and the right target group, the right time is also extremely important in marketing. This is now …

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  • Changes in Live Journeys, Channels and Segments

    Changes in Live Journeys, Channels and Segments

    One question I am often asked is: How can changes be made in live journeys? Marketing is agile and anyone who has ever set a journey live has certainly had to adapt it again afterwards at some point. With live …

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  • Fixing errors in Customer Insights – a short guide

    Fixing errors in Customer Insights – a short guide

    Segments not loading properly, Journey not sending email, forms not submitting, event registrations not arriving in the system. Some of these bugs I’m sure everyone has experienced in Customer Insights. In the last week I had to deal with some …

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  • Create and extend leads in a journey

    Create and extend leads in a journey

    Since the latest update (version 1.1.30993.107) of Customer Insights Journey, there is a function I have been waiting for: Create leads and sales opportunities in a journey. Previously, I had mostly rebuilt this with a trigger in an complicated way. …

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