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

Another episode of real-time segment building in Dynamics 365 Marketing (Customer Insights - Journeys). This post will show you how to build segments with nested conditions which use a combination or AND and OR. Thankyou Harley for the question! For my other real-time segment builder posts take a look here. Groups and Subgroups, Sub-Subgroups & Sub-Sub-Subgroups The grouping can be very powerful but also very overwhelming, especially when they have such non descript number based naming. It also means there are many ways to achieve the same outcome, I like to try and combine conditions whic ..read more

My previous post hopefully helped you with some of the common real-time segment building issues faced working with multi-hop data queries, custom tables, N:N and 1:N relationships. This post will show you how to build segments using Dataverse activities such as Emails and Appointments, which you can then easily ruse for other ones such as custom activities, Tasks and Phone Calls. What are ‘Activities’? Activities in Dynamics 365 are special type of table that has some very specific/different behaviours to that or a User/Team or Organisation owned table. Out of the box activities are things lik ..read more

Segments are the magic sauce that you need to start a segment-based journey in Dynamics 365 Marketing (Customer Insights - Journeys). It’s a way of creating a data driven list of ‘members’ (contacts, leads or ‘unified profiles’ from Customer Insights - Data) who you want to send through an automated journey. You can use segments created in outbound marketing for your real-time journeys but there are limitations that mean you have to use the real-time segment builder instead. For example, a few things only the real-time segment builder can do: Target leads Segment on consent, purposes or to ..read more

Custom triggers in Dynamics 365 Marketing (Customer Insights - Journeys) have been magical and amazing from day one. But they recently became 1000 times better with the ability to include ‘Entity references’. What’s a custom trigger and why would you want to use one? Take a look here There are some official docs on how to create them and some information on how it all works. But don’t believe everything you read, because there will be no ‘snippets of code’ involved - just some flow based magic is all you need! I have previously blogged about ‘Create custom Dataverse triggers for Dynamics 365 ..read more