omard365

I’m a Dynamics 365 Customer Engagement Functional Consultant with hands-on experience across the full project lifecycle, from solution design and build to delivery and user training. Over the past 3 years, I’ve worked with Dataverse, Model-Driven Apps, and Power Automate to help clients streamline processes and get the most out of Microsoft’s business applications. I use this site to share what I’ve learned through practical examples, how-tos, and project insights.

How to Create a Compliance Profile in Customer Insights – Journeys

Leave a Comment / 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.