Event marketers know the drill: a contact registers enthusiastically for a webinar, then forgets about it entirely by the time it starts. Customer Insights – Journeys addresses this gap with a native Add to Calendar button that lets registered contacts drop the event straight into their calendar app from the confirmation email. Why it matters… Read More: Add to Calendar in Customer Insights A Quick Guide »
Managing a full-capacity event can get tricky when cancellations leave seats open and new registrants have nowhere to go. Dynamics 365 Customer Insights – Journeys simplifies this with its native event waitlist capability, allowing marketers to manage capacity, queue new registrants, and automatically fill available seats. This blog walks through how to set up and… Read More: Setting Up Event Waitlists in Dynamics 365 Customer Insights –… »
Building a customer journey should be simple: describe your goal, and the system builds it. In reality, marketing teams spend hours configuring triggers, wait steps, branching conditions, and channel sequencing to bring a single campaign idea to life. For many teams, a five-minute idea becomes a two-hour project, and often ends with a request to… Read More: From Idea to Journey in Minutes: Meet the Journey Creation… »
Creating a marketing campaign takes time and careful planning. From designing the email to selecting the right audience, every step plays a role in its success. However, even well-planned campaigns don’t always deliver the expected results. When engagement falls short, marketers often spend hours reviewing reports and analyzing campaign performance to understand what can be… Read More: Outreach Optimization Agent (Preview) in Dynamics 365 Customer Insights »
Marketing teams generate valuable customer engagement through emails, events, forms, and digital campaigns, but converting that engagement into sales opportunities often involves manual effort and delayed follow-ups. Record Creation (Preview) in Dynamics 365 Customer Insights – Journeys helps automate this process by creating Microsoft Dataverse records when customers perform predefined actions within a journey. In… Read More: How to Automate Record Creation (Preview) in Dynamics 365 Customer… »