Got quite a few articles for you this week, CI-J of course, but also on Customer Insights – Data. Webinar reminder for Wave 1, and an event with an awesome line up of speakers on CI-J. Plus, interesting articles on duplicates in your CRM system, and email phishing.
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 Reusable Content Cards in Customer Insights Using Content Blocks
Megan V. Walker
Who likes things to make your life easier? Who hates doing the same thing over and over again? Well, me, on both counts. Each week I put together the D365 Marketing Weekly newsletter and the email that goes along with it. Each article has a title, author, description, image and a button with a link. I’ve styled it to be a nice little content card. If you have a similar requirement for a reusable content card for your own newsletter, I hope this post will help. It does mean jumping in to a bit of custom HTML, so be brave and follow along!
We Have Automation. But Which Level Are You Actually At?
Pauline Kolde
A marketing team has had Dynamics 365 Customer Insights for somewhere between six months and two years. Lists are still being pulled manually. The same welcome journey has been running untouched since go-live. Segments get rebuilt from scratch every campaign because nobody documented the logic the first time. Consent data lives in at least two places and neither of them fully matches. Is this you? If so, check out this post from Pauline, and ask yourself where do you sit with your automation?
Real-Time Web Personalization with Dynamics 365 Customer Insights Data
Charles Odunukwe - Microsoft
Most marketing teams optimize for conversion. Very few optimize for identity. A significant portion of your highest-intent website traffic is anonymous. Visitors browse pricing pages, compare solutions, download content, and signal buying intent long before they identify themselves. If that early engagement never connects to a known customer profile, you lose context. If you are using Customer Insights – Data (or considering it), this might be a good one for you, from Senior Program Manager Charles Odunukwe at Microsoft.
Events
Wave 1 2026 Customer Insights Journey Chat
Amey Holden & Megan V. Walker
Join us, Amey & Megan, as we delve in to what is headed our way for the release.
This will be offered twice on the same day to accommodate as many time zones as possible!
Wednesday March 18th, 2026 and Thursday March 19th, 2026. NOTE: The two sessions will be the same content. No need to attend both. The release notes for Dynamics 365 Wave 1 2026 are coming soon so that means more things on the way for Customer Insights – Journeys!. We will talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other that we hadn’t necessarily thought of! This will be a LIVE webinar, with the opportunity to chat with others during the event.
ColorCloud 2026 - Hamburg Germany
ColorCloud
I’ve shared this one before, but now the schedule is out it is worth a reminder, because there is a TON of content on Customer Insights! If you can get to Hamburg, Germany (a beautiful place to visit!), definitely register and go. It’s one of my favourites and I am sad to miss out on it this year.
Other Content
CRM Data Management: 10 Best Practices for a Clean, AI-Ready CRM in 2026
Inogic
CRM duplicate data management is the process of identifying, preventing, merging, and continuously monitoring duplicate records inside your CRM system. If your CRM feels unreliable, slow, or inconsistent, duplicate data is often the hidden reason. In this article, Microsoft partner Inogic breaks down what CRM duplicate data management really means, why it matters, and how to fix it strategically.
Out of the Wilderness: Upgrading the Email Security Model
dmarcian
Email has long been recognized as the #1 vector for online attacks. Despite decades of investment in developing defenses to protect people and organizations from email-borne fraud, the situation keeps getting worse. The Traditional Email Security Model is rooted in concepts of perimeter defense, leading to systemic flaws that no amount of investment can overcome. This article from dmarcian is a very interesting read all about phising, spam and when filtering doesn’t work.
Why Smart People Fall For Phishing Attacks
Ria Bhantia - Unit 42
Phishing is a multifaceted cybercrime that has evolved extensively. Attackers are constantly advancing their techniques with any means available, resulting in more targeted and stealthier intrusions. There is no solid indicator on what ensures that a phishing attack will be successful. However, a variety of tactics all revolve around the same common avenue: the human element. In this post from Ria Bhatia, we can understand more about why people fall for phishing emails, myself included over the years! From a personal level, this one was interesting to read through and understand.

