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Creating Real-Time Segments in Dynamics 365 Customer Insights-Journeys

March 20, 2026

Creating Real-Time Segments in Dynamics 365 Customer Insights-Journeys
A segment is a way to group leads, customers, or a targeted audience into a structured grouping based on key characteristics and attributes. This makes it easier to target specific groups of people with a more strategic and personalized type of marketing across campaigns and channels.
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How to avoid marketing emails being marked spam

March 20, 2026

How to avoid marketing emails being marked spam
Email has proven to be one of the most effective ways to reach and engage with current and potential customers—as long as they receive it, of course. So, how do you avoid sending your marketing emails to spam? First, you need to understand what spam is. Once that is clear, you can consider key factors when trying to avoid sending spam emails.
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9 email marketing tips to enhance engagement in Dynamics 365 Customer Insights - Journeys

March 24, 2026

9 email marketing tips to enhance engagement in Dynamics 365 Customer Insights - Journeys
In Dynamics 365 Customer Insights – Journeys, users can access powerful tools that facilitate targeted and timely communications. But these tools are only a portion of the equation. To inspire engagement amongst your customers, it is essential to implement some strategies in your marketing efforts to make them stand out in inboxes that are full of other things vying for their attention. We have compiled a list of email marketing strategies to help your content stand out and boost customer engagement.
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Black background with light blue and green abstarct shapes in the center

March 05, 2026

Importing existing Outbound emails into Real-Time in Dynamics 365 Customer Insights-Journeys

Creating marketing emails is a core part of any digital strategy, and a marketing platform like Dynamics 365 Customer Insights—Journeys (formerly known as “Marketing”) makes real-time email campaign creation and management a breeze. If you’re a current Outbound Marketing customer, you may be wondering what the transition to Real-Time means for you and the things that you currently do in the Outbound area of the application. Namely, all the time and energy you’ve spent building and sending marketing emails in your Customer Journeys. But good news: you can very quickly and easily import your existing emails to use in Real-Time Marketing!

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Blurred yellow lights in the distance

March 05, 2026

What is “Forward to a friend” and why does it matter in my marketing emails?

As a marketer, your analytics count. When it comes to sending emails, did you know that you might not be getting all your campaign insights, particularly when your email is sent along to other people outside your initial audience? But not to worry. It's easy to set up and use a "Forward to a friend" link to make sure you're capturing those analytics. Plus, you can make sure your new recipients have the same excellent inbox experience with your marketing efforts as your original audience.

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Image of a Gmail account

March 05, 2026

One-Click Unsubscribes in Dynamics 365 Customer Insights – Journeys

Both Gmail and Yahoo have recently implemented measures to ensure that bulk email senders provide an easy, visible one-click option to unsubscribe within all promotional emails. For businesses using Dynamics 365 Customer Insights - Journeys (formerly Dynamics 365 Marketing), ensuring compliance is super simple. In addition to the normal subscription center links with which you are probably familiar, Microsoft has added a new one-click unsubscribe feature.

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A brown and bonze door with the letter A & B on it

March 05, 2026

A/B Testing in Dynamics 365 Real-Time Marketing

If you’ve done any A/B testing in the Outbound Marketing module, you’ll know that the system is primarily based around setting the tests up at the email-level since that is the primary focus of Outbound Marketing. Real-Time Marketing has a couple additional channel options, such as texting, outside of just sending emails. As such, it pulls the A/B testing back to the Journey-level. Rather than setting up an A/B test on an email and then adding the element to the customer journey, we instead will simply add an action to our journey and select “Test which variation performs better.”

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A purple abstract design over a purple background

March 05, 2026

Managing contact consent in Dynamics 365 Real-time Marketing

Depending on where you’re located and where your clients or contacts are located, there are data protection laws you must adhere to. You may have heard of GDPR (or General Data Protection Regulation) that went into effect in 2018 within the EU. Other data protection laws include CAN-SPAM for email marketing in the US, and CASL in Canada. The details of these regulations are readily available online, so if you haven’t already, be sure to familiarize yourself and your marketing team with the laws you must follow depending on your and your clients’ locations. Consent management in D365 will help you adhere to whichever laws you must follow.

The general best practice is that all contacts must opt-in to receive marketing communications from you, but that they also have the ability to easily opt-out and revoke this consent at any time. So, how is marketing consent established, and how does Dynamics store it?

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Dynamics 365 Marketing will merge with Customer Insights – Here’s what you need to know

March 05, 2026

Dynamics 365 Marketing will merge with Customer Insights – Here’s what you need to know

Microsoft has announced that on September 1, 2023, Dynamics 365 Marketing and Dynamics 365 Customer Insights will be combined into a single product offering called Dynamics 365 Customer Insights. The new unified application will help users continue to deliver excellent customer experiences and harness customer data in ways that further brand loyalty and growth.

Although this sounds like a major change, there’s no need to panic. We’ve broken down everything you need to know about the unified app and how you can benefit from it.

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What are soft and hard email bounces, and how do I clean up my email sends?

March 05, 2026

What are soft and hard email bounces, and how do I clean up my email sends?

To put it broadly, bounced emails are ones that were unable to be properly delivered to a recipient’s mailbox. There are a variety of reasons that an email may have bounced and they fall into two main types: hard and soft.

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