From journey to mailbox: create marketing lists based on customer behavior

by Johannes FleischhutJourney, Power Automate, Sales & MarketingPosted on No Comments

Digital channels dominate marketing, but physical mailings remain relevant for many companies – especially in combination with digital touchpoints. But how do you choose the right contacts for mailing? And how do you automate this process efficiently? In this article, you will learn how to use Customer Insights – Journeys to create an automated selection …

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File uploads in Dynamics 365 real-time forms

by Johannes FleischhutCustomer Insights FormsPosted on No Comments

A creative solution for Dynamics 365 Customer Insights. Anyone who works with Dynamics 365 Customer Insights knows that sending files via real-time forms is a frequent requirement – and yet this function is missing from the standard system. In this blog article, I’ll show you how you can close this gap with creativity and the …

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Create a formatted ‘Thank you notification’ in real-time forms

by Johannes FleischhutCustomer Insights Forms, JavascriptPosted on 4 Comments

Recently, a customer requested that the success message after submitting a Microsoft 365 Customer Insights – Journeys form (realtime) be displayed with various formatting. Additionally, a button should be added to reload the page. “How hard can it be?” I thought to myself. However, I didn’t get very far with the standard events, so some …

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