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Include specific row (entity) references and all the data in Real-time marketing custom triggers
Custom triggers in Dynamics 365 Marketing (Customer Insights - Journeys) have recently became 1000 times better with the ability to include ‘Entity references’ - a way of making an entire record and all its associated records (up to 5 levels ‘deep’) available through a single trigger attribute. It works exactly the same as the ‘Contact‘ or ‘Lead’ in a trigger works, but for any table/row you choose.
This make all the data available in the trigger journeys for branching and emails for conditional content and personalisation. And you can have lots of these!
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Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys
Handing over a good lead to the sales team at the right time is important. Knowing when a prospect needs further enrichment is valuable. Wouldn’t it be good if we could automate activities and notifications, at the right time, based on customer interactions as part of our real-time marketing journeys?
Activate a custom trigger to call a flow that creates the sales activity from within a marketing journey to help you achieve your marketing metric KPIs