Hi lovely reader!

Short and sweet this week! A post from myself, one from Amey Holden, and our joint webinar coming up for the June release to register for.

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.

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D365 Marketing

The following relate to news and articles about Dynamics 365 Marketing

Using Event Templates With Realtime In Customer Insights Journeys

If you’ve been around long enough and created Events when they were only considered Outbound Events, you may have used the Event Template option. The ability to create a ‘dummy’ event that someone else could come along and use to create a new Event from. So this means you can add defaults for users so they don’t have to be set every single time. BUT in Realtime, it’s just not there, no option to either create a template or create an event from that template. I hadn’t put much thought in to using Event templates until I was asked about it on a call, so I started digging in to see if it was possible to still use them. Good news is, there is a way. Bad news, or something for consideration, Microsoft can always change things in the future so we might get the option out of the box, so this way could be redundant in the future (as with all things custom!).

Using Event Templates With Realtime In Customer Insights Journeys

Respond to a Power Automate Flow Approval in a Power Apps Custom Page or Canvas App

In case you have been living under a rock, Power Automate Approvals are a way to ‘automate sign-off requests and combine human decision-making for workflows.’ using Power Automate. They are pretty nifty and have a nice integration with Teams and obviously they work really nicely with Power Automate. The email/teams driven approach is great for users who are not using specific apps in their day to day job, but what if you want to use approvals where some (but not all) users are based in Model-Driven or Canvas apps? This post will show you how you can use a Custom Page or Canvas App to respond to Power Automate Approvals. Not specifically about Customer Insights – Journeys but I can see a valid use case for approving changes to things like emails and phone numbers that impact the ability for Marketing to send out Journey communications.

Respond to a Power Automate Flow Approval in a Power Apps Custom Page or Canvas App

Events

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

Marketing Journeys – Real-time Chats – June Webinar

Amey Holden and I will talk through the June 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.

Marketing Journeys – Real-time Chats – June Webinar

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