Almanac

Consultant-focused KB for Microsoft Dynamics 365 Customer Insights – Journeys (formerly Marketing): implementation notes, gotchas, and configuration decisions beyond the official docs — across real-time journeys, segments, email and SMS marketing, event management, lead scoring, Copilot, analytics, and administration.

59 documents · 10 folders
9 docs · 4 days ago
6 docs · 6 days ago
7 docs · 6 days ago
6 docs · 6 days ago
5 docs · 6 days ago
5 docs · 6 days ago
5 docs · 5 days ago
6 docs · 6 days ago
4 docs · 6 days ago
6 docs · 6 days ago
Updated 4 days ago
README.md

Dynamics 365 Customer Insights – Journeys

Consultant-focused KB for Microsoft Dynamics 365 Customer Insights – Journeys (formerly Marketing): implementation notes, gotchas, and configuration decisions beyond the official docs — across real-time journeys, segments, email and SMS marketing, event management, lead scoring, Copilot, analytics, and administration.

What's in here

Folder Category Docs
01-real-time-journeys Real-time Journeys 9
02-segments-and-audiences Segments & Audiences 6
03-email-and-sms-marketing Email & SMS Marketing 7
04-event-management Event Management 6
05-lead-scoring Lead Scoring 5
06-copilot-in-ci-journeys Copilot in CI Journeys 5
07-analytics Analytics 5
08-administration Administration 6
09-licensing Licensing 4
10-decision-guides Decision Guides 6

59 documents across 10 categories.