Some good articles this week, including a video showing a Microsoft Partners WhatsApp integration, posts from Amey Holden and Martin P. Lopez, oh and the July update from Microsoft is here!
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
July 2026 Update
The July update for Customer Insights – Journeys is here from Microsoft. It’s a bit sparse, with one of the items being in preview, and one being enhancements to the record creation tile we can use in Journeys. Hopefully August will give us a few more new things!
Use Custom Event Registration Questions To Branch Your Journeys In Customer Insights
A client recently wanted to know if someone had answered a custom question on their Event registration form with either Yes or No. Using custom event registration questions can feel like responses are going in to a black hole, but you can learn more about them in one of my previous posts and understand how they are created and stored, and where to see the responses easily. But what about using the responses in a journey, is that possible? Good news, yes it is! Let’s walk through and review how to do it.
UPDATED: Form Submission and Event Registration Summaries in Customer Insights - Journeys
Form submissions from real-time marketing forms contain valuable data—but accessing and exporting that data can be frustrating and time-consuming. In this updated guide from Amey Holden, you’ll learn how to automatically generate clean, readable summaries and structured JSON outputs using Power Automate, making your form and event data far easier to use across Dataverse and beyond.
3rd Party - WhatsApp Integration in Dynamics 365 Customer Insights Journey
I saw this video and thought it might be interesting for some of you wanting to send messages via WhatsApp from CI-J. It is a custom solution from a Microsoft Partner, and I’ve never used it before, but could be a good one to check out! Discover how to seamlessly centralize all your customer interactions and automatically log them on the customer timeline using the custom WhatsApp integration for Microsoft Dynamics 365 Customer Insights Journeys.
Advanced Connector Policies: Don’t Break Customer Insights - Journeys Publishing
Advanced Connector Policies are rules that govern how connectors can be used within Power Apps, Power Automate and Copilot Studio. Each connector can be classified as allowed or blocked. By default it will block most of the connectors and only leave the Microsoft standard ones, but you can any time adapt this allowed connectors list to your needs. In this article, Martin covers what Advanced Connector Policies (ACP) are, why it is good to implement them and how to do it without interrupting your Customer Insights – Journeys.
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.
