We are operating at a time when customers have tremendous power. Today’s consumer is equipped with more access, knowledge, choice, and voice over the brands with which they interact. In addition, they are more informed, connected, and influential over the many crucial...
Dynamics 365 Customer Insights – Journeys
Six Tips in 60 Seconds: Mastering Emails in Real-time Journeys
Meet your new brainstorming partner: Copilot in Dynamics 365 Customer Insights - Journeys. In this week's #sixin60 series, we cover tips to leverage AI + other top features to make the most of your email design.
Six Tips in 60 Seconds: Transition from Outbound to Real-time Journeys
Out with the old, in with the new! In our #Sixin60 series, we’ll serve up six things you should know about the Real-time work area of Dynamics 365 Customer Insights – Journeys in just 60 seconds.
Checklist: Transitioning from Outbound to Real-time Journeys
The deadline for the removal of Outbound (OB) is fast approaching. Whether you’re just beginning your transition to Real-time Journeys (RTJ) or mid-process, bookmark this checklist for valuable insights and actionable steps to help migrate your assets and processes...
Webinar: Six Secrets to Copilot Success in Customer Engagement
Tuesday, September 24 • 11:00 AM - 12:00 PM CDT | Online event Join us for a 1-hour virtual briefing on leveraging Copilot for commercial success in your organization. This session will explore the role of AI in customer engagement strategies, how leading companies...
Will we see you at Summit NA?
Learn more on all things D365 Customer Insights Oct 13-17, 2024 | San Antonio Join Coffee + Dunn experts as we share essential tips for mastering Dynamics 365 Customer Insights - Journeys, how to implement a modern consent management approach, and the fundamentals of...
The Countdown is On! What to Expect with the Removal of Outbound in D365 CI – Journeys
It’s official: Outbound marketing is on its way out of Dynamics 365 Customer Insights – Journeys. If you’re still using Outbound marketing (OBM), we’ve got some info for you on making the switch to Real-time journeys (RT-J). Q: So, this is really happening, huh? A:...
Dynamics 365 Customer Insights – Journeys: Working with < safe-script > Update
💡Tuesday Tip: Is your real-time form not rendering how it should? You may need to take a look at HTML. When Microsoft pushed out the <safe-script> code update for Customer Insights - Journeys version 1.1.38813.80 or newer, it not only moved any custom JavaScript...
Dynamics 365 Customer Insights – Journeys: Avoiding Journey Disruption
On July 1, 2024, active journeys in the real-time journeys area that were created on or before May 5, 2022 will stop working. To avoid disruption and follow the steps outlined in this video.
Leading insurance firm boosts channel effectiveness with Dynamics 365 CI – Journeys
A leading Virginia-based insurance company leveraged Dynamics 365 as they sought to manage their investor relations events in a system that could tie into their customer relationship management database. Challenge Disparate systems across event management platforms,...