Include specific row (entity) references and all the data in Real-time marketing custom triggers

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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Set Customer Voice Survey Variables using Dynamics 365 Marketing

Set Customer Voice Survey Variables using Dynamics 365 Marketing

Sending Dynamics 365 Customer Voice surveys via Dynamics 365 Marketing is possible today already. Unfortunately it is not possible to set any survey variables (except first name and last name which is taken from the contact record)… until now!

This post is going to be using the ‘Real-Time Marketing’ functionality of Dynamics 365 Marketing to send personalised customer voice surveys, with all the variables you could ever dream of!

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Sending Digital Applications with Customer Voice & Power Automate

Sending Digital Applications with Customer Voice & Power Automate

This post will focus on sending a personalised, uniquely identifiable application form to a potential customer with dynamically generated email content from the simple click of a button of a business process flow. Customer Voice and Power Automate are a serious work force when combined!

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