Tired of cleaning up unused segments manually? Automatic segment management helps keep Customer Insights - Journeys tidy by deactivating segments that are no longer used, reducing clutter and making segment maintenance easier. It may look marketing heavy, but we got you and have even more in the newsletter. Have fun reading
Customer Insights - Journeys gets more flexible after go-live. The October update adds live segment editing, more accurate event registration insights, Contact/Lead IDs in segment exports, and new marketing skills in Copilot Cowork.
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What if your journeys could react to what customers do on your website, not just in emails?
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What if Copilot could work with your real Customer Insights data instead of generic CRM guidance? The new Customer Insights skills in Copilot Cowork can retrieve customer profiles, check consent, review marketing emails and even create or publish journeys, all while respecting existing Dataverse permissions.
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Tired of cleaning up unused segments manually? Automatic segment management helps keep Customer Insights - Journeys tidy by deactivating segments that are no longer used, reducing clutter and making segment maintenance easier.
Read on the blog →
Still trying to understand your Contact Center setup by clicking through endless configuration screens? Contact Center Map visualizes workstreams, routing rules, queues, operating hours and agents, making documentation, troubleshooting and environment reviews much easier.
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Moving Dynamics 365 Contact Center configuration between environments is still far more painful than it should be. A new XrmToolBox tool compares and deploys workstreams, queues, routing rules and related configuration using natural keys instead of fragile GUID-based matching.
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Megan proposes a 200-point lead scoring model split between engagement and customer fit. She emphasizes weighting high-intent actions more strongly and avoiding unreliable signals like email opens.
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Is traditional lead scoring becoming outdated? Humans of Martech explores the rise of Agent Qualified Leads, where AI agents capture buyer intent directly through conversations instead of relying only on inferred signals like clicks, visits and form activity.
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Sales, Customer Service and Customer Insights users can now access CRM context, insights and actions directly through Copilot, without constantly switching back to the Dynamics apps.
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MFA and automated Dynamics 365 testing do not have to be enemies. This FastTrack article shows how Playwright can securely reuse an approved authenticated session for regression testing and Playwright MCP, without disabling or bypassing MFA.
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