A really cool custom page to browse and search segments in Customer Insights - Journeys real-time marketing! This post will show you how to build the essential pieces to retrieve the segment member details into a custom page in Dynamics 365, and also how to create the browse and search experience ..read more

Technical Summary: How to query Dataverse with an array of GUIDs! Summary with Customer Insights - Journeys context: How to turn a list of GUIDs from a Customer Insights - Journeys segment into actual data from the contact/lead, which can then be used in lots of other useful ways such as building a beautiful custom page to browse and search segment members or exporting segment members ..read more

Merge functionality for Leads, Contacts and Accounts in Dynamics 365 and Dataverse has been around for a while, if you open the record which was deactivated in the merge process you can see where it was merged into. But from the ‘Master’ row there is no clear indicator that data has been merged from another row into this one, nor what data was merged. You can check the audit history but not all users have permissions to view this area and it can be notoriously slow to load. Customer : Can you add a note in the timeline to show when a row has been merged into, and also what data has been updat ..read more

Well its been a while since I blogged about Choice(s)/(Multi-select) Option Sets/Picklists so its time to (finally) share how you can create a very helpful child flow that will help you convert Choice or Choices column values from Label to Value and also Value to label for any table or column in Dataverse. You can call this child flow form any other flow you are building when a choice or Choices conversion is required. I previously posted about Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate with Custom Actions but I know that installing third-party s ..read more

A quick tip on how to create real-time segments in Customer Insights - Journeys based on marketing consent Opt In or Opt Out for a Contact or Lead. In 100 words or less summarise consent in real-time marketing Marketing permissions in Customer Insights - Journeys is found in the ‘Consent centre’ and also on the ‘Communication’ tab of the Contact/Lead form. Consent is stored in ‘contact point consent’ rows in Dynamics 365, but ‘Contact Point COnsent’ does not have a database relationship to Contact or leads. Instead they are ‘related’ by email address from the Contact or Lead with the ‘Contact ..read more

Rollup columns have been around since the dawn of time CRM. They are a great way to aggregate data across a hierarchy of data such as totals, averages, maximum and minimum, but they come with some limitations too. The shortest delay between each rollup calculation in the system is one hour, which is defined on a per column basis. In many cases this is sufficient, but sometimes you may want to force this recalculation after a change has been made which affect the roll up total. Recalculating the column for all the rows in the table can have performance implications for large data sets and is of ..read more

A quick tip on how to add extra columns into the ‘Members and Insights’ grid view for real-time segments in Customer Insights - Journeys More Customer Insights - Journeys Segment related content here. More segment member view columns please The only columns that show by default on the grid view for segment members is full name and email, but sometimes you need more than that and there is no way to configure the form or view... or so it seems! In fact, the columns that show in the member view are controlled by the columns used in your segment query. The members and insights view showing extra ..read more

This post will show you how to build segments using Quotes and Quote Products - these segments are perfect for honing in a potential customers who have expressed interest in particular products, so that you can send targeted content such as special offers or deals for the products they are most interested in. More Customer Insights - Journeys Segment related content here. If this looks familiar, or your brain has exploded trying to understand the pathways - this ones for you. Quotes & Quote Products Quotes and Products are central to the Dynamics 365 Sales functionality, they are out of t ..read more

Once you work out how to wrangle with segments in the new ‘real-time marketing’ segment builder for in Dynamics 365 Marketing (Customer Insights - Journeys) you can build some seriously impressive and complex data queries for Leads or Contacts stored in Dynamics 365 Dataverse. Using Real-time Segments in Power Automate Why not just use FetchXML you muggle?! Segments can query data up to 5 hops away from the Lead or Contact record; ‘behavioural’ interaction data (email sends, opens and clicks; page views; form views and fills) which is not stored in Dataverse; and marketing specific data such ..read more

Once you work out how to wrangle with segments in the new ‘real-time marketing’ segment builder for in Dynamics 365 Marketing (Customer Insights - Journeys) you can build some seriously impressive and complex data queries for Leads or Contacts stored in Dynamics 365 Dataverse. Using Real-time Segments in Power Automate Why not just use FetchXML you muggle?! Segments can query data up to 5 hops away from the Lead or Contact record; ‘behavioural’ interaction data (email sends, opens and clicks; page views; form views and fills) which is not stored in Dataverse; and marketing specific data such ..read more