· Pauline · How-to
Use custom fonts in Customer Insights for emails and forms
Learn how to use custom fonts in Customer Insights Journey emails and forms, what to consider, and how to define fallbacks for reliable rendering.
How-to
- · Pauline · How-to
Add Insights Tab to the Contact Form
If the Insights tab is missing from your custom Contact form in Dynamics 365 Customer Insights, this guide explains how to add the correct Real-time Insights manually by adjusting the form XML and handlers.
- · Pauline · How-to
Brand profiles: Define styles
Learn how to use brand profiles in Dynamics 365 Customer Insights to define styles, manage senders, and ensure consistent branding across emails.
- · Pauline · How-to
Quiet Times in Real-time Marketing
Quiet times in real-time marketing help you avoid spamming contacts by controlling when messages are sent across channels in Dynamics 365 Customer Insights.
- · Pauline · How-to
Changes in Live Journeys, Channels and Segments
Learn what can and cannot be changed in live journeys, channels, and segments, including differences between segment-based and trigger-based journeys.
- · Pauline · How-to
Create and extend leads in a journey
Learn how to create leads in Customer Insights Journeys, manage duplicate handling with matching strategies, and extend lead creation by passing additional journey fields via Power Automate.
