We have a new update from Microsoft, two posts on modifying your event registrations forms to include a confirmation page on your own website and some searching and filtering of sessions. We’ve also got a post on filtering out duplicates in segments for Leads and Contacts, and even a sneaky post on Customer Insights Data for a change! Also, Amey and I have our October release webinar tomorrow, still time to register!
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
Format Session Registration Confirmation Page On Your Own Domain
Megan V. Walker
I’ve written a couple of blogs on the event registration form that includes the ability to register for sessions. The form let’s people register for the things that they are interested in and also means you can create follow up journeys sharing details with them about the sessions they actually want to attend. You can also use some CSS to style how the the confirmation screen will look. What about redirecting someone to another page on your website? It would be great to still include that session summary right? This post will show you how to format a session registration confirmation page redirecting to your own domain AND show the sessions that were registered for.
Search And Filtering Of Sessions On Event Registration Form
Megan V. Walker
I love getting questions from people that are using Customer Insights – Journeys. I have a lot of ideas but there are scenarios that I just never come up against myself. One was a question that asked if it might be possible to add a search box or filtering to an event registration form that has sessions. In that readers case, they had about 100 sessions that needed to be displayed. What a pain for the person trying to register, having to scroll through and read all of them just to find the right ones to pick. I accepted the challenge and built some options with search and filtering of sessions that works nicely with a keyword search, category drop down, date selector, time option, ability to reset all the filters, and a counter that shows how many sessions are found each time you filter along with the number of sessions registered for. The cherry on the cake is the ability to block someone from registering for another session on the exact same date and time. Let’s check it out!
Marketing to Leads and Contacts without duplicate sends in Customer Insights - Journeys
Amey Holden
Amey is back with an article that gives us a way to solve that issue of sending out an email that we want to go to Leads and Contacts (your newsletter for example), but wanting to make sure it doesn’t go more than once where there are email addresses used on both types of records. To avoid duplicates there is a way, it’s not simple but fear not, Amey gives you all the steps you need.
Visibility instead of flying blind: CI data in CRM for deduplicated accounts
Johannes Fleischhut
A great new post from Johannes. In this article, he shows you how information from CI Data can be made visible directly in CRM without any custom code and even after account deduplication. Be honest, who has worked with Customer Insights Data? Not you? Or are you just trying it out “for now”? Until a few months ago, he also gave Customer Insights – Journeys little brother a wide berth. Now Johannes wonders why.
Events
LIVE – Marketing Journeys – Real-time Chats – October
Amey Holden & Megan V. Walker
REMINDER – this is tomorrow but still time to register! 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 October 15th, 2025

