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Megan V. Walker

763 Posts
53,327 Views
Dynamics 365 Customer Engagement

Outbound Segments Used In Real-time Journeys Notification

If you are using Customer Insights – Journeys and have used it in the D365 Marketing days, you MUST be aware that come June 2025, Outbound Marketing will…

📅 8 November 2024 👁 26 views
Dynamics 365 Customer Engagement

Taking Advantage Of Link Aliases In Your Realtime Emails

Perhaps a slightly under-rated feature, the ability to set the alias for a link exists in Realtime Marketing on your emails. The ability to add link aliases makes…

📅 5 November 2024 👁 80 views
Dynamics 365 Customer Engagement

Using Lead Scoring Qualification Functionality

If you’ve started using Lead Scoring in Realtime Marketing as part of Customer Insights – Journeys, nice one! That’s a great start. Hopefully you’ve also started building segments…

📅 29 October 2024 👁 67 views
Dynamics 365 Customer Engagement

Hidden Features In Model-driven Apps

Did you know about the hidden features in a model-driven app? Well maybe not hidden, but perhaps overlooked when you are creating a new app, or reviewing existing…

📅 24 October 2024 👁 67 views
Dynamics 365 Customer Engagement

Use Lead Scores To Create A Segment

If you’ve set up your own Lead scoring model, you might be wondering how you can then go about using lead scores to create a segment. You might…

📅 22 October 2024 👁 92 views
Dynamics 365 Customer Engagement

Switching Between The Advanced Settings Experience

You might have already noticed this, but there is a new ‘experience’ when accessing the Advanced Settings for a Dataverse/D365 environment. As someone who accesses quite a few…

📅 17 October 2024 👁 72 views
Dynamics 365 Customer Engagement

Secured Masking Rules In Dataverse (Dynamics 365)

My good friend Jeroen Scheper wrote about the new column security profile experience that has been introduced with Wave 2 for Dynamics 365. When reviewing that, I noticed…

📅 10 October 2024 👁 60 views
Dynamics 365 Customer Engagement

Create Lead Scoring Models in Real-time Marketing

Lead scoring models for Customer Insights – Journeys (D365 Marketing Real-time) has been around for a while now, but when it was first released it had a few…

📅 7 October 2024 👁 47 views