Lead scoring models for Customer Insights – Journeys (D365 Marketing Real-time) has been around for a while now, but when it was first released it had a few ‘issues’ or ‘quirks’ shall we say. It’s taken me a while to write about it while waiting for those teething problems to work themselves out. Now, I will say I think it’s a valuable piece of functionality for those using Leads in Dynamics 365. It’s hard to manage and keep on top of all your leads and know which ones are most engaged or interested in your marketing communication, so assigning points to different ‘things’ they have done will help to build up a big picture of the leads. Let’s take a look at how to set it all up.

If you haven’t already started making the move from Outbound to using Realtime fully, it’s really time you did. You have until June 2025, which really means you should have at least done your first Journey in Realtime by the end of this year to get used to things. This is a link to the FAQ’s from Microsoft about the transition from one to the other, including one that states you absolutely cannot get an exception to keep using Outbound after that date.

I thought this was a good one, not only for individuals to get tips on spotting email, phone, text and web scams, but that the tips for spotting scams could help you avoid making mistakes when creating your own emails and texts to send out via Customer Insights – Journeys.

A recent global report from WE Communications highlights the critical gap between optimism and action in AI adoption, and how brands and agencies can be positioned for success. This shares some of the findings in terms of AI adoption, staying ahead and continuing to inovate.