How to Create a Compliance Profile in Customer Insights – Journeys

Did you know that for a contact to receive a notification such as emails or SMS, they need to be opted into a commercial or transactional compliance profile? In this guide, I’ll walk through what a compliance profile is in Customer Insights – Journeys, the types of profiles you can configure, the different communication purposes, […]

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How to Create Custom Triggers in Customer Insights – Journeys

Want to know how to create custom triggers in Dynamics 365 Customer Insights  Journeys? You’re in the right place. This walkthrough is designed for functional consultants or business users. Most steps don’t require coding, though you’ll need to hand off a small code snippet to a developer to add it to your website or app.

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