Marketing with Customer Insights

From orientation to running real campaigns in Customer Insights – Journeys: the real-time model, segments, deliverability, events, and the data side of the house.

For: Marketers and CRM admins taking over (or evaluating) Microsoft's marketing automation stack.

11 guides in this path

  1. 1
    Customer Insights – Journeys explainedMicrosoft's marketing automation product — real-time journeys, segments, email, events, lead scoring, consent, and where it fits against the rest of the Dynamics 365 family.
  2. 2
    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, and what users should expect.
  3. 3
    Real-time vs outbound journeysThe two journey models in Customer Insights – Journeys — when to use each, key differences, and the Microsoft direction of travel.
  4. 4
    Segment builder in Customer Insights — JourneysHow the segment builder in Customer Insights — Journeys lets marketers define audiences — visual designer, query language, dynamic vs static, and the patterns for maintainable segments.
  5. 5
    Personalization tokens in Customer Insights — JourneysHow personalization tokens insert profile data into messages — token syntax, fallback values, dynamic content, and the patterns for emails that feel personal at scale.
  6. 6
    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.
  7. 7
    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.
  8. 8
    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, and the workarounds for common limits.
  9. 9
    Customer Insights – Journeys vs HubSpotMicrosoft's marketing automation against the most common alternative in Dynamics shops — where each wins, where the differences are real, and how the decision actually gets made.
  10. 10
    Customer Insights – Data explainedMicrosoft's customer data platform — ingestion, identity resolution, unified profiles, segments, and measures.
  11. 11
    Data integration for real-time marketing in Customer Insights — JourneysHow real-time marketing journeys consume external data — trigger events, custom triggers from external sources, the unified profile integration with Customer Insights — Data.
← All pathsBrowse all guides →