Customer Engagement
Customer Insights / Marketing
17 guides on customer insights / marketing in Customer Engagement.
17 guides · Last updated 2026-08-31
- Customer Data Platform vs Data WarehouseHow a CDP like Customer Insights — Data differs from a traditional data warehouse — purpose, structure, activation, and when each fits.Updated 2026-05-01
- Customer Insights – Data explainedMicrosoft's customer data platform — ingestion, identity resolution, unified profiles, segments, and measures.Updated 2026-08-31
- Customer Insights – Journeys explainedMicrosoft's marketing automation product — real-time journeys, segments, email, events, lead scoring, consent.Updated 2026-08-30
- Customer Insights – Journeys vs HubSpotMicrosoft's marketing automation against the most common alternative in Dynamics shops — where each wins, where the differences are real.Updated 2026-08-30
- Customer Insights segmentation — a deep diveHow segmentation works in Dynamics 365 Customer Insights — Data and Journeys segments, ML-driven segments, refresh patterns.Updated 2026-05-01
- Customer Voice survey integration with Dynamics 365How Customer Voice integrates with D365 Customer Service and Marketing — survey lifecycle, triggers, response capture, and the NPS / CSAT operational rhythms.Updated 2026-05-01
- Customer Voice surveys in Dynamics 365Microsoft Customer Voice — building, distributing, and acting on customer surveys integrated with Dynamics 365.Updated 2026-05-01
- Data unification in Customer Insights — Data — a deep diveHow Customer Insights — Data unifies customer records across sources — match rules, merge logic, golden record creation.Updated 2026-05-01
- Dynamics 365 Marketing history and the transition to Customer Insights — JourneysThe product genealogy from Dynamics Marketing through Marketo-era reorg to Customer Insights — Journeys — what was renamed, what was changed.Updated 2026-05-01
- Email deliverability for Customer Insights – JourneysHow to set up email deliverability in Customer Insights – Journeys — sending domain, DKIM/SPF/DMARC, IP warm-up, and reputation management.Updated 2026-05-01
- Event management in Customer Insights – JourneysHow to plan, register, and run events in Customer Insights – Journeys — sessions, speakers, registration pages, capacity, and the Teams Events integration.Updated 2026-05-01
- Event orchestration in Customer Insights — JourneysHow Customer Insights — Journeys handles event management — webinar planning, registration, attendance tracking, follow-up automation.Updated 2026-05-01
- Journey orchestration tips and tricks in Customer Insights — JourneysPractical patterns for building effective journeys — trigger design, wait steps, AI-suggested next-best-actions, dynamic content.Updated 2026-05-01
- Lead scoring with AI BuilderHow AI Builder lead scoring works in Dynamics 365 Sales — model training, features, scoring inputs, and operating the model in production.Updated 2026-05-01
- Measures and attributes in Customer Insights — DataHow to define measures and computed attributes in Customer Insights — Data — calculation logic, dependencies, refresh.Updated 2026-05-01
- Personalization tokens in Customer Insights — JourneysHow personalization tokens insert profile data into messages — token syntax, fallback values, dynamic content.Updated 2026-05-01
- Segment builder in Customer Insights — JourneysHow the segment builder in Customer Insights — Journeys lets marketers define audiences — visual designer, query language, dynamic vs static.Updated 2026-05-01