Go with the Flow: Power Automate Essentials for Customer Insights – Journeys

Written by Coffee + Dunn
October 22, 2026
Go with the Flow_ Power Automate Essentials for Customer Insights – Journeys

Tuesday, October 27, 2026 | 9AM, 12PM, 3PM EDT

You’ve built your journeys, your emails look great, and your segments are humming. But what happens around those journeys? That’s where Power Automate comes in.

In this session, David Vargas walks through practical Power Automate flows built specifically for Dynamics 365 Customer Insights – Journeys users.

You’ll see how to:

    • Alert sales in real time when a high-value contact submits a form or hits a key journey milestone, so no hot lead sits waiting
    • Trigger a journey from outside Customer Insights – Journeys using custom triggers, connecting events from other systems directly to your campaigns
    • Keep your data clean automatically by updating records, consent, or contact details based on engagement, without manual cleanup

Whether you’re new to Power Automate or already dabbling, you’ll leave with clear, repeatable patterns and a better sense of how to extend Customer Insights – Journeys beyond its out-of-the-box capabilities.

Save your seat:

09:00 AM (EDT) | REGISTER
12:00 PM (EDT) | REGISTER
03:00 PM (EDT) | REGISTER

David Vargas - Teal

David Vargas

Senior Solution Consultant

A digital marketer at heart, David is Copilot Studio credentialed and leverages his triple certification in Dynamics 365 to architect tailored marketing solutions for clients in the higher education, retail/manufacturing, sports, and business services spaces.

Relevant Posts

Community Summit 2026_website banner
Webinars

Community Summit NA 2026

Join Coffee + Dunn at Community Summit NA 2026 in Nashville for two practical, no-fluff sessions on Dynamics 365 Customer Insights, email deliverability, and real-world implementation strategies. Learn from experienced practitioners and walk away with actionable insights you can apply immediately.