Category: Customer Insights – Journeys
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D365 Customer Voice Survey Response trigger the OOB way in Customer Insights Journeys
A while back, I put together a guide on how to create a trigger when you receive a response from a D365 Customer Voice Survey In Customer Insights Journeys. Why? Because I couldn’t find an out-of-the-box (OOB) solution for it—so I had to get creative! 🤔💡 But wait—thanks to an awesome comment from Dan on…
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Create a Custom Trigger for D365 Customer Voice Survey Responses
So, let me take you on a little adventure I recently had while setting up a Dynamics 365 Customer Voice send-out for supplier reviews as part of CRMK’s ISO9000 work. This was my debut in using Customer Voice in Real Time, and oh boy, was it a ride! 🎢 First, I whipped up the survey and…
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Exploring Events in Real-Time Marketing: Part Two – Sending invitations, reminders & Confirmations.
In my previous post, I took you on a thrilling journey through the process of setting up an event and registration form in real-time marketing. But hold onto your hats, because the adventure doesn’t stop there! 🚀 After all, what’s an event without attendees? We certainly wouldn’t want to make a grand entrance only to…
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Exploring Events in Real-Time Marketing: Part One – Activating Features and Setting up Event Registration
Effective September 1, 2023, Dynamics 365 Marketing and Dynamics 365 Customer Insights will combine into Dynamics 365 Customer Insights. They will be referred to as Dynamics 365 Customer Insights – Journeys and Dynamics 365 Customer Insights – Data. Check Dynamics 365 Customer Insights FAQs for details. Welcome to the first installment of my series all…