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Hi lovely reader!

Some new people featured this week which is always positive. Love seeing more people writing about Customer Insights – Journeys. We’ve got a fantastic Event in Sweden, along with another Live upcoming webinar from Amey Holden and I. Hope to see lots of you on there!

As always, if you spot anything you think would be worth a mention, just let me know by sending a message via the online contact form using the navigation link above. Always good to know of others posting about D365 Marketing or if you see anything else other marketers should know about.

Now let’s get on with the newsletter!


D365 Marketing

The following relate to news and articles about Dynamics 365 Marketing

Add Form Submission Counts To Marketing Form Views

One of the things I like about the Realtime marketing forms is that all of the submissions are stored automatically, no need to turn them on or off. This means we can review if there are any failures along with the successful submissions. However, one thing I don’t like is that you need to go in to each form to see how many submissions there are or to know if there are any that failed. Fear not, this is one of the easiest things for your System Administrator to change using core functionality and a few roll up fields to show form submission counts. Let’s see how!

Add Form Submission Counts To Marketing Form Views

LIVE – Marketing Journeys – Real-time Chats – August

Amey Holden & Megan V. Walker have had Real-time Chats in the past, but this time they’re going LIVE! 💬✨  You’ll have the chance to join virtually, post your comments & questions, and be part of the conversation as they dive into new monthly features and share what they have been working on. This will be a monthly session offered twice to accommodate as many time zones as possible! 📅 Join Amey & Megan as they share experiences and explore what’s new in the world of Customer Insights – Journeys (Real-time) 🚀💡Wednesday 13th August. 2025

NOTE: The two sessions on the same date will be the same content. No need to attend both. 

LIVE – Marketing Journeys – Real-time Chats – August

Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys

A great one from Amey. She recently discovered how you can use a trigger to do the same to send event invitations to a segment of your choice. Which automatically personalises the invitation with the correct details for your chosen event. No customisations or flows required, just a ‘Custom’ Trigger and a single journey/email! To send invites all you need to decide is a segment of people to invite, create a new journey from a template, update the event references for the trigger actions and publish. Sounds easy right? Make sure you check it out.

Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys

The Essential Checklist to Get You Event Ready with D365 Customer Journeys

Who doesn’t love a good checklist? We’ve got one from Simon Carter at Pi Digital Solutions and this one is designed to help you get event ready. If you are setting up an event for the first time, or just want a little reminder to make sure you have everything covered before you publish your events, be sure to check this out. They also have an event check-in app that might be worth checking out if you are doing in person events.

The Essential Checklist to Get You Event Ready with D365 Customer Journeys

Sending Internal Email Upon Form Submission: Customise Real-time Marketing Form

I love it when someone new starts blogging about Customer Insights – Journeys. It’s good to have different ideas and perspectives. Sometimes even the same ideas but done in different ways (which I have done many times without realising). Happy to introduce Zay Aung with a new blog, and this time it’s starting off with a bang with a 4 part series. So check out part one, then follow along to see the approach suggested for sending internal email notifications. Looking forward to seeing what you do next Zay!

Sending Internal Email Upon Form Submission: Customise Real-time Marketing Form

Events

If there are any upcoming events relating to Marketing, they will go here!

Nordic Summit 2025

I’ve mentioned this event before, but now we have sessions to look through so you can see what might interest you at the event. We have some great joint sessions from  Björn Zahnow and Pauline Kolde and a ton of other topics and speakers included. If you can get to Sweden on the 19th – 20th September, this is one to attend.

Nordic Summit 2025

Other Content

Other Marketing content you might find useful

Context Is Everything: 4 Steps to Create Niche Content for SEO Success

A nice little reminder (or some new steps to follow) on how to create niche content that will help out with SEO and get you found online. Mariah talks through how brands with context-strong niche content can be highlighted with a blue link for reference in an AI tools sources list in search engine results. Definitely one to check out, especially as we move more and more in to the AI world.

Context Is Everything: 4 Steps to Create Niche Content for SEO Success

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