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.
Tag: customer insights
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.
Reuse Marketing Forms Across Pages with Javascript
Discover how to embed a single Dynamics 365 marketing form across multiple pages using JavaScript while still tracking the source and personalizing journeys.
What happens to the consent when an email is changed in Customer Insights?
Learn what happens to consent when a contact’s email address changes in Dynamics 365 Customer Insights and explore two approaches to handle it.