Category Archives: Customer Insights

From Idea to Journey in Minutes: Meet the Journey Creation Agent

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… »

Outreach Optimization Agent (Preview) in Dynamics 365 Customer Insights

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 »

How to Automate Record Creation (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… »