/images/martinplopez.png

Hi, I'm Martin, your Dynamics 365 & Power Platform specialist

I help companies design, build, and run smart customer-experience and business solutions on Microsoft's low-code stack, and I write about everything I learn along the way.

Beyond the Default: Set Up and Brand a Customer Insights - Journeys Event Web App

After writing the article on how to create a branded portal in 20 minutes in Power Pages, I discovered this feature from Customer Insights Journeys.

You can create a web app directly from Customer Insights Journeys and then deploy it to your hosting service, like Azure or Vercel. To test it, I created the event page of Roasting Flow which will display the events of my fake coffee shop 😉

I find the idea super interesting especially with the possibilities of extending and branding the application with AI. Because you host the site yourself, you do not need Power Pages capacity for the public event website. You are still responsible for your hosting costs and the licensing of Customer Insights - Journeys.

Advanced Connector Policies: Don’t Break Customer Insights - Journeys Publishing

Some days start like any other: morning cup of coffee, daily meeting with colleagues, solve some problems from customers, etc.

But today I got a message from a user. He couldn’t publish a customer journey and he didn’t know why. He sent me the weirdest screenshot. This is more or less what he sent me:

Read More

Invite Leads to Your Customer Insights Journeys Events

In Customer Insights Journeys, events run on Contacts. Registrations, check-ins, reminders, the whole journey, all of it is contact-shaped.

Which is fine, until you remember that plenty of the people you’d love to have at your event aren’t contacts at all: they’re sitting in your Leads. Prospects Sales is already working with, or people who raised their hand on a form but are not in your contact base yet.

So you invite those leads to the event anyway and Customer Insights Journeys happily registers them as contacts. Now there’s a subtle catch: the new Event Registration points at a contact, while the Lead it actually belongs to is left on the sidelines, disconnected. 🙋

Upgrade Your Customer Insights Journeys Events to Teams Webinar V2

For a while now, clients who run webinars in Customer Insights Journeys have been reaching out to me for help setting up Teams Webinar V2.

Their current Teams webinar option is being marked as “legacy”, which is basically like saying Beetlejuice for software products 😬

The timeline is also important: Microsoft is retiring Teams live events and the related Graph APIs effective June 30, 2026. For legacy Teams Webinar and Teams Meeting events, Microsoft honors already scheduled events through February 28, 2027. After that period, Teams Webinar V2 or Teams Meeting V2 should be used.

How to Configure Reply-To for No-Reply Senders in Customer Insights Journeys

This week I was taking a look behind the trenches and checked out Odoo Marketing Automation capabilities, and I noticed that they can configure an automatic reply for people who respond to the sender mailbox. Which made me think a lot of things:

  • Why were they creating this action after every email sent?
  • Can’t they just trigger this in a different workflow?
  • What is the benefit of replying every time if the customer still does not get any real help? 😅

But most importantly, it made me question How is this handled in Customer Insights Journeys?

Lead Scoring in Dynamics 365 Customer Insights: The 5Ws and How to Start

Lead Scoring has always been a great unknown to me in Dynamics 365 Customer Insights - Journeys. I’ve known about it since the days of outbound marketing, but I never had the chance to see it implemented in a real customer project or help customers adopt it.

This article gets its inspiration from the session “The chaos of Customer Insights projects - The mistakes we keep making (and pretending we don’t)” by Vivian Voss in ColorCloud 2026. She asked the public if in their projects of Customer Insights Journeys, their clients could define what a lead is. I think only one person raised a hand. Vivian highlighted that one of the biggest bottlenecks is that marketing and sales teams often don’t collaborate closely enough.