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The form pre-fill functionality has been around for years, but for Outbound marketing. It was added to Realtime in the September 2024 update in preview. The really exciting thing about how the pre-fill works in Realtime that differs with Outbound,...
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My good friend Jeroen Scheper wrote about the new column security profile experience that has been introduced with Wave 2 for Dynamics 365. When reviewing that, I noticed the new secured masking rules that could be added to your solution so I want...
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Lead scoring models for Customer Insights – Journeys (D365 Marketing Real-time) has been around for a while now, but when it was first released it had a few ‘issues’ or ‘quirks’ shall we say. It’s taken me a while to write about it while waiting f...
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Now this one is something I tend NOT to suggest but it is definitely a request that comes up A LOT. How can I create a segment of people I can just add by picking people myself, or based on an upload file. If there isn’t any filtering criteria, yo...
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If you are using Customer Insights – Journeys and did so before it became Realtime Marketing only (prior to September 2023), Outbound Marketing is still a thing for you. However, as you SHOULD know, Microsoft have announced that June 2025 is when ...
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This post is about using a combination of D365 Marketing (Customer Insights – Journeys), Microsoft Clarity, Google Tag Manager and GA4 (Google Analytics) and tracking visitors to your website from the email sent out in your Journeys. Using these t...
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The release notes for Dynamics 365 Wave 2 2024 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). We talk th...
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Back at the start of 2022, when Realtime Journeys and Triggers were just getting started, I wrote a post all about D365 Real-time Marketing, RSS Feeds & Subscription Centres. It gave you a way to create a Journey that would send an email out when ...