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Subscribe
About Me
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ABN Lookup for Dataverse
Contact
Subscribe

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Segments in Customer Insights - Journeys: Add columns to the member grid view
Dynamics 365 Marketing Amey Holden 10/4/24 Dynamics 365 Marketing Amey Holden 10/4/24

Segments in Customer Insights - Journeys: Add columns to the member grid view

A quick tip on how to add extra columns into the ‘Members and Insights’ grid view for real-time segments in Customer Insights - Journeys. The columns that show in this view can be controlled by the columns used in your segment query.

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Segments in Customer Insights - Journeys: Quotes & Products
Dynamics 365 Marketing Amey Holden 26/3/24 Dynamics 365 Marketing Amey Holden 26/3/24

Segments in Customer Insights - Journeys: Quotes & Products

How to build real-time marketing segments using Quotes and Quote Products which are great for sending targeted promotional content to potential customer who expressed an interest in a particular product.

Includes step by step instructions to create the segment ‘All Contacts who have an Active or Lost quote for a specific product’

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Amey ‘anything but code’ Holden

Dynamics 365 Customer Insights - Journeys (Marketing) & Power Platform Experience Specialist

Microsoft Most Valued Professional