Some interesting articles on how to get a hierarchy overview of your Compliance Profiles, AND information on how you can use the new feature to export copies of emails (thanks Amey!). Upcoming webinar for the February release you can register for, and some information on a new feature in Microsoft Clarity.
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
Create Hierarchy Overview Of Compliance Setup In Customer Insights - Journeys
There have been a few blog posts out over the past few months that focus on how to use the latest functionality related to providing a hierarchy overview to your users. We’ve had hierarchy logic for a long time in D365, but this approach is really cool because it can be created for not only self-referential (single table) but also multi-table hierarchies AND we don’t have to go through a bunch of configuration changes on tables to enable it. Tying this in with Customer Insights – Journeys, I thought it might be interesting to see how we can visualise Compliance Profiles, Purposes and Topics. This is useful to see how they all hang together, and can also help quickly identify any duplicate records, or those that aren’t linked correctly.
Export exact copies of emails sent, including personalisation and conditional content, from Customer Insights - Journeys
In this post Amey graciously shows us how to make sense of the API documentation to be able to export the exact copies of emails from Dynamics 365 Customer Insights – Journeys using Power Automate, whenever an email is sent. And give you some guidance on next steps to creating way for users to export these copies on demand from a view in Dynamics 365. It’s not easy, but Amey has shared her step by step guide. Thank you!!!
Events
Marketing Journeys – Real-time Chats – February
We’ve got our next webinar planned! Amey Holden and I will talk through the February 2026 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 February 2026.
Tuesday February 17th, 2026 and Wednesday February 18th, 2026 – NOTE: The two sessions will be the same content. No need to attend both.
ColorCloud Hamburg April 2026
The most colorful Microsoft Business Applications conference is coming back to Hamburg in April 2026 for its third edition! This is one of my favourite events, and I am sad to be missing it this year. BUT, I do have a code for you lovely newsletter readers that would give you 10% off the ticket prices. Just use the code MARKETING when going through the check out (after your initial details) for the lower price. Like artists working with broad color palettes, ColorCloud covers all Business Applications from Microsoft with German and English content. If you can get to Germany, I strongly recommend attending this event!
Other Content
AI Bot Activity in Microsoft Clarity: See How AI Really Accesses Your Site
A new update and feature if you are using Microsoft Clarity. AI systems, search crawlers, and automated agents are now accessing content on a massive scale. They read pages, fetch resources, and revisit sites continuously. This activity consumes infrastructure, influences how content is summarized or surfaced later, and increasingly shapes how users discover information. Yet for most site owners, it has been a blind spot. Apparently Microsoft have introduced AI Bot Activity in Microsoft Clarity to change that.
