A little break last week, but back with another issue of the newsletter. Many people headed off on summer break, so if that’s you, enjoy your time away from all things marketing and Customer Insights Journeys!
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
HIP captcha deprecation and the new reCAPTCHA experience
Microsoft says the old HIP captcha in Customer Insights – Journeys forms is being removed from all forms by 30 June 2026 and replaced by the newer reCAPTCHA experience. Any live forms still depending on HIP (Human Interactive Proof) captcha need checking now. This is a useful audit item for customers because spam protection could quietly disappear from older forms if they have not been updated. If you haven’t already set it up, be sure to check out this post first to understand what needs to be done! Setting Up Google reCAPTCHA v2 For Realtime Forms
Create A Segment For People Searching On Your Website
Most websites have some kind of search functionality, especially if you have a blog. If you do, you can use this to your advantage and build a segment to find people searching on your website for specific keywords. This could be useful for a triggered journey to send more information if someone is looking for something specific, or in the case of this article, create a segment that can then be used to send an email. This approach might not work for everyone, but hopefully you can spot an easy way to spot the website visits that indicate someone has tried to find something. Let’s take a look.
Building custom event experiences with the Customer Insights Journeys Event API, Part I
If there is one module in Dynamics 365 Customer Insights, Journeys that Jonas says he really enjoys working with, it is the event module. Events are one of those areas where marketing, sales, community building and customer engagement all come together in a very tangible way. It is also one of the easiest examples for explaining the power of customer insights and especially trigger-based communication. In this post he starts looking at how the Event API can be used to build a custom solution for events and registrations.
Invite Leads to Your Customer Insights Journeys Events
In Customer Insights Journeys, events run on Contacts. Registrations, check-ins, reminders, the whole journey, all of it is contact-shaped. If you invite leads to the event anyway and Customer Insights Journeys happily registers them as contacts. Now there’s a subtle catch: the new Event Registration points at a contact, while the Lead it actually belongs to is left on the sidelines, disconnected. Martin looks at ways to make this connection back between Leads and Contacts where your Events are concerned.
Events
Marketing Journeys – Real-time Chats – July Webinar
Amey Holden and I will talk through the July 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.
