Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights
Presented by Tyler McClain and Karoline Faradie
Unlock the secrets to managing security like 007 with Dynamics 365 Customer Insights. In this session, we’ll demystify security roles, permissions, and access controls to help you safeguard your data while empowering your team. Learn how to strike the perfect balance between protection and productivity for marketing customer engagement success.
By the Power of Data! Unleashing Marketing Forms in D365 Customer Insights—Journeys
Presented by David Vargas and Tyler McClain
Embark on an epic adventure to master the power of Customer Insights – Journeys forms! This session will dive into their current functionality, demystify their code, and reveal how you can enhance them to capture leads, execute post submission routing to support sales, initiate key interactions, and trigger seamless Customer experience processes. Whether you’re building your first line of data capture or optimizing advanced workflows, you’ll leave equipped to level up your forms and create legendary marketing experiences.
50 Tips in 50 Minutes: Dynamics 365 Customer Insights – Journeys
Presented by Tyler McClain and Karoline Faradie
Level up your marketing skills with Dynamics 365 Customer Insights – Journeys! In just 50 minutes, you’ll discover 50 powerful tips on how to use the ever-growing set of features at your fingertips and become an omnichannel champion. In this presentation we’ll cover tips, tricks, and know-how spanning the core areas of the tool, along with a quick history on the evolution of the platform and key features scheduled for upcoming releases.
Copilot Wizardry in Dynamics 365 Customer Insights
Presented by Jessica Skinner and Tyler McClain
AI is all the rage, but what does that mean for users of Dynamics 365 Customer Insights? In this session, attendees will learn about Copilot agents in both CI – Journeys (formerly Marketing) and CI – Data, along with what to expect as generative AI continues to expand throughout the Dynamics 365 customer engagement suite.
