Extend real-time marketing capabilities within Dynamics 365 Marketing

Extend real-time marketing capabilities within Dynamics 365 Marketing

Note

On September 1, 2023, Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights will be sold together under a single product SKU called Dynamics 365 Customer Insights. The individual applications will be renamed Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights - Data, respectively. For more information, see Dynamics 365 Customer Insights FAQs.

Additionally, on September 1, 2023, new Dynamics 365 Customer Insights - Journeys customers will receive real-time marketing features only. For more information, see Default real-time marketing installation. Many Learn pages currently refer to outbound features that may not be available or may work differently in real-time marketing. The training content will be updated in September and October to meet the new realities.

This module explains how to extend the Dynamics 365 Customer Insights - Journeys real-time marketing capabilities to create personalized experiences that speak directly to your customers' needs as they interact with your organization.

Business User
Dynamics 365
Marketing

Module Objectives

In this module, you'll:

  • Create custom triggers.
  • Trigger an action outside a journey.
  • Move custom triggers across environments.

Prerequisites

Experience with developing customer experience apps and Microsoft Power Automate