Dynamics365

  • Setting up quiet times for communication channels

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    This post applies to Realtime Marketing. The feature is available from release 1.1.35296.75 (December 2023), which should already be available to you. If not, you can manually update your Customer Insights – Journeys installation by going to Settings > Versions. This feature provides the possibility to set up quiet times for your communication channels. This…

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  • Creating a recurring journey

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    This post applies to Realtime Marketing, although Outbound Marketing also provides the possibility to create recurring Customer Journeys. Within Journeys it is possible to set up automated emails, based on Segments (demographic, firmographic or behavioral data) or Triggers (for example a change in Dataverse, such as creating an Opportunity). Sometimes a Segment-based Journey needs to…

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  • Generating leads or opportunities from within journeys

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    This post applies to Realtime Marketing (although Outbound Marketing also provides the possibility to create Leads from Customer Journeys). The feature is available from release 1.1.30993.107 (September 2023), which should already be available to you. If not, you can manually update your Customer Insights – Journeys installation by going to Settings > Versions. Because of…

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