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.
Tag: dynamics 365
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.
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.
Create and send ondemand webinars
Learn how to make webinars available ondemand after they’ve ended by flagging event records and triggering a real-time journey that sends the recording link automatically.
Participation in Journeys for Contacts and Leads
Learn how to make journey participation visible for contacts and leads by using a custom table and Power Automate in Dynamics 365 Customer Insights – Journeys.
Create complex segments and find the right target audience
A practical guide to creating complex real-time marketing segments in Dynamics 365 by combining attributes, behavioural data, Copilot, and exclusion logic.