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In this blog post we are going to dive in the variety of options that the Segment builder in Dynamics 365 Customer Insights – Journeys gives us. I am going to explain the following options: Logic Operators (AND/OR) First of all let’s dive in the logic operators. When creating a Segment you are presented with…
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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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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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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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This post applies to Realtime Marketing. The feature is available from release 1.1.10512.27 (April 2023), which should already be available to you. If not, you can manually update your Marketing installation by going to Settings > Versions. Frequency capping makes it possible to limit the number of emails, push notifications and/or text messages in order…
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This post applies to the Realtime Marketing module in Dynamics 365 Marketing. The feature is available from release 1.94.2009.0 (May 2023), which will be gradually rolled out this month. Before this months’ release, it was already possible to create segments in Realtime Marketing based on demographic or firmographic data. This means that you could use…