Quite a few new authors in the newsletter this week, which I love to see! There are also two webinars you can sign up for from Amey Holden and I, one for December (a Q&A session) and one in January which will cover the December release. Hope you are able to join us for one or both of them!
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
Use Capitalisation To Format Recipient Names Correctly In Customer Insights Journeys
This post has come out of a need I’ve had myself when sending out the D365 Marketing Weekly newsletter to subscribers. Someone fills out the form to opt in and the first name and last name a required (always the best option for your forms!) so I know the data is in there. What I can’t control is if they typed upper case, lower case or a mixture of the two. What I can control is setting the first name and last name value in a nicely formatted way using a capital letter on the first name and lower for the rest. This post shows how you can format recipient names then use the new fields in your emails.
Enable Navigation for Customer Insights – Journeys form
Do you ever want to turn on Auditing for your Journeys to know when and what changes have been made? Or any of the other Customer Insights – Journeys record types for that matter. By default, the Related drop down does not appear on the forms (meaning the D365 record forms, not your marketing forms), but in this post Temmy has figured out how it can be displayed. Probably pretty niche, but if you need to know how to do it, this is the post for you!
Create a branded event website in 20 minutes with Power Pages and Dynamics 365 Customer Insights – Journeys
I almost missed this because it is originally in German, but very easy to translate in to your own language to read. This is a great post from Martin about using the event portal in Power Pages to build a website you can use for your events, and make a nice looking event registration portal. you can brand the header, background image and footer, then start creating and publishing your events right to your portal!
Permissions for out-of-the-box roles
This article details permissions for the out-of-the-box roles in Customer Insights – Journeys. Whether you’re an administrator configuring roles or a user looking to understand the access levels, these roles serve as a valuable reference. It came up during the November release webinar and Amey Holden mentioned it. I wasn’t aware this documentation page existed so thought it was a good one to share!
Events
Marketing Journeys – Real-time Chats – December Q&A
Join Amey and Megan for one final session to close out the year — and what better way to do it than with a good old-fashioned Ask Us Anything! Just be sure to bring your questions, comments or even your dream wish list item (not that we can add it for you, but we can dream along with you!). Don’t miss our last live session of the year — it’s your chance to get answers straight from us before we sign off for 2025!
Wednesday December 17th, 2025 – NOTE: The two sessions on the same date will be the same content. No need to attend both.
Marketing Journeys – Real-time Chats – January
We’ve got our next webinar planned! Amey Holden and I will talk through the December release for Customer Insights – Journeys, plus talk through anything fun we’ve been working on. We’ll also answer your questions if you have them! NOTE: Due to scheduling accommodations, the webinars may be on two different dates in your local time zone. 📅 Join Amey & Megan as they share experiences and explore what’s new in the world of Customer Insights – Journeys (Real-time) 🚀💡 We will talk through the release for December 2025.
Tuesday January 13th, 2026 and Wednesday January 14th, 2026 – NOTE: The two sessions will be the same content. No need to attend both.
Other Content
The Role of AI in Customer Journey Mapping
How is artificial intelligence transforming the way brands approach customer journey mapping? Can AI help uncover unseen customer behaviours and emotional touchpoints in customer journey mapping? What role does real-time data play in enhancing personalization and predictive insights within customer journey mapping? This post I found from Tiffany Perkins-Munn, Head of Data and Analytics (D&A) for J.P. Morgan Chase, looks at the role of AI in your customer journey mapping.
